Asking permission to use 3rd-party screens in your presentation

Instructional presentations in the design and tech world often benefit when they include examples outside of a speaker’s own work. If you’re a presenter or working towards being one, chances are you’ve realized how helpful 3rd-party screenshots and recordings can be in illustrating a point, and how easy they are to capture from sites and apps. You were probably trained to get permission before adding 3rd-party music, photos, and other creative works that aren’t already in the public domain or under an open-sharing license like the Creative Commons copyright license in your slides. But, have you considered doing the same for screenshots and screen recordings?

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Building onboarding for long-term guidance

In a previous post, we looked at multiple opportunities over time for user onboarding techniques to be useful in our products. If we design for those opportunities ad hoc, we risk unscalable designs and frustrating users with fragmented education. Instead, let’s see how to tackle onboarding design so that it fits into a long-term approach to guidance.

Illustration of infinity symbol

When designed as part of a long-term approach to guidance, the seam between everyday user education and onboarding can be invisible.

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From first run to the long run

I often evangelize the importance of first time user experiences. After all, not all of the users acquired to a product will stick around, but they’ll all experience its first run design. To encourage return use, that first impression must be solid. But it’s also very common for designers to overemphasize the first run experience at the expense of long-term user support.

Illustration showing that a first run experience ends up ending too soon to help users complete their journey on the path to engagement and retention

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How watercolor promotes a prototyping mindset

Feature image for "How Watercolor promotes a prototyping mindset"

I used to be intimidated by watercolor. It seemed so unwieldy compared to the acrylic, pencil, ink, and digital media I’d grown accustomed to using during my BFA program. For years I shied away from it, despite the fact that those who could control it made beautiful, airy paintings that were nearly impossible to simulate in Procreate or Photoshop.

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What shaped you?

People can be shaped by a mix of factors: genes, people, places, events, both the good and the bad. Everyone is a unique blend. As good product designers, we consider these contexts in relation to the users for whom we design, with the intent of creating experiences that suit their needs and expectations. But we don’t often take as much time to understand what has shaped us. Why do we gravitate to the problems and solutions that we do? A little self reflection in uncertain times can help us realign to higher quality, impactful projects and can also remind us, as we approach the Thanksgiving holiday, to thank those that had a positive impact on who we are now.

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“Free sample” idea boards

Attendees of my “New Users Matter, Too” talks have graciously brainstormed ideas for free samples–experiences that allow new users to interact with a portion of a product’s value proposition before committing to an account. These methods can increase valuable signups and reduce the walls that prevent conversion. Use these ideas to kickstart your team’s exploration of a free sample that’s right for your product.

Free Samples Feature Image

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Evaluating onboarding experiences

If you’re designing your product’s first onboarding flow or improving an existing one, you’ll need to evaluate its performance. A good assessment process helps you find opportunities for improvement and justifies the resources you need to make the new user’s experience awesome.

Often, teams measure onboarding myopically, like a feature in isolation. Apps measure clickthrough rate in an introductory slideshow. Sites measure how many people sign up. Devices measure how quickly someone gets through a setup wizard. These kinds of measurements are immediate, cheap, and easily automated. But, while they’re easy, they don’t show whether an onboarding design is contributing to or detracting from a new user’s overall success.

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Engaging new users: Personal focus

This is the last post in the 3-part “Engaging new users” series. Part 1 covered guided interaction, the practice of educating users in a realistic context, and how it is more compelling than slideshows, videos or static instruction.  In part 2, we learned how to use free samples to demonstrate a product’s value proposition and build the trust needed to encourage sign-up.

And in today’s post, part 3, we’ll examine how giving new users a personal focus is the key to making these onboarding techniques stick.

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Engaging new users: Free samples

In the first part of this series, I shared how guided interaction introduces users to the authentic context of your product with just the right amount of education to ensure they find success.  Today, we investigate how the 2nd of the 3 pillars of better onboarding, the use of free samples, gets those new customers using your product in the first place.  

There are 3 overarching best practices when it comes to engaging and educating new users:

1. Guided interaction

2. Free samples

3. Personal focus

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Engaging new users: Guided interaction

In the past I’ve covered patterns and anti-patterns for onboarding new users and principles for first time user experiences.  In this post and the two that will follow, I’ll be digging into each of the 3 ways we can better engage new users:

1. Guided interaction

2. Free samples

3. Personal focus

Today’s post is focused on guided interaction. So let’s jump into what it means, discover patterns for making guided interaction a reality and see a few examples.

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Free Bill Cipher jack-o-lantern stencils inspired by Gravity Falls

Sometimes I like to take a step back from UX design and do graphic illustration work. Lately I’ve been enjoying Gravity Falls, a TV show with A+ storytelling that engages the audience by hiding codes hidden in each episode.  So with Halloween approaching, I’ve created free jack-o-lantern stencils for one of the show’s most iconic characters, Bill Cipher.  I’ve got a few options for Bill, so get ready for a rundown after the break.

BillAlone

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