The design of setup wizards

I often talk about onboarding as having a few jobs: Building trust; familiarizing users with a product’s offerings; setting up logistics; and  guiding users toward next steps, until they achieve a steady state. 

That third item in the list, setting up logistics, sometimes becomes the responsibility of setup wizards. I’ve worked on and encountered a fair number of setup wizards in my time working on apps, devices, and operating systems. In this post, I’ll give you an overview of what goes into designing one.

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Happy Birthday, Clippy

It’s Clippy’s birthday!

On November 19, 1996, Microsoft announced the release of Office 97, and the famously overzealous paperclip assistant was born. Here’s just a little bit about Clippy (full name: Clippit) and it’s relationship to onboarding.

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From “user education” to “product education”

There’s a term used in the product development world that has started to make me cringe, even though I know I’ve used it before. It’s unavoidable if you work on any experience that even remotely touches user onboarding. But it can have a negative impact on human-centered product design. The offending term? “User education.” 

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The intersection of UX and brain-computer interfaces

I’m a User Experience (UX) designer, and I happen to have a penchant for the user onboarding side of it. All UX professionals are onboarding designers, in a way. That’s because UX design involves closing the gap between systems, services, and the humans that use them through thoughtful design of virtual and physical interfaces. Good UX designers work hard to minimize how much time people have to spend on learning and using interfaces, trying to make them as intuitive as possible. This is no small feat given how every new user brings a unique set of mental models with them, and how limited current technologies are in providing perfectly individualized personalisation.

Now let’s shift to the neurotechnology industry; specifically, brain computer interfaces (BCIs). BCIs use sensors, which can range from non-invasive to invasive, to “measure brain activity, extract features from that activity, and convert those features into outputs that replace, restore, enhance, supplement, or improve human functions” (ScienceDirect). That definition can bring up ideas from sci-fi stories like The MatrixUpload, or Altered Carbon, where characters can download expertise, control machines with their minds, and do other superhuman things.

But alongside these ideas, I worry that a question may also be forming in people’s minds: “Do we need the discipline of UX design to close the gap between humans and systems if we have direct-to-brain interfacing?”

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Better [B2B] Onboarding

I frequently get asked if onboarding needs to be done differently for products in the enterprise or B2B spaces, so thankfully the folks over at GrowthDesigners.co gave me a space to answer that question. Spoiler: the principles that underpin good onboarding apply to all kinds of products, just like the principles of good product design don’t change just because the audience changes, but there are some specific considerations for the B2B space.

Read on GrowthDesigners.co

An onboarding reading list

Over the years, I’ve encountered a variety of posts, books, papers, and talks that have expanded my thinking about what goes into good user onboarding. That’s because user onboarding is a blend of many educational, behavioral, human resources, design, and business practices, rather than a separate instance of design.

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When “explicit” onboarding isn’t the right choice

I recently downloaded a calculator app. This app greeted me with a series of first-run tooltips explaining various parts of the app. It was an example of an “explicit” first-run experience—when guidance is provided on temporary layers or in one-off flows—that was unnecessary. Let’s quickly run through some of the issues with applying an explicit educational approach to this calculator app, in the hope it can help you decide if implementing an “explicit” onboarding experience for your new users is the right way to go.

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What other product folks said about user onboarding

Over the last few months, I asked different people who work on products in services, in a variety of industries, to share their perspectives on user onboarding. While I’ve heard from many people over the years, I wanted to ask a few pointed questions. Via questionnaires and interviews, 48 people* shared with me the challenges they faced in trying to create a good user onboarding experience, the goals they felt user onboarding needed to achieve, and how they defined the scope of it. My goal was to understand the range of perspectives different people have about user onboarding, and find common themes. In the spirit of sharing, this post is a lightweight recap of what stuck out most from these conversations (and I’d love to hear if your perspective is similar or different!).

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Bookending with good beginnings & ends

This piece was written together with Joe Macleod and also published as part of UXLX 2020.

When we design products and services, we focus a lot on the core user experience, or what we envision seasoned users to be doing day to day. But a good product or service will be bookended by a strong beginning, and a strong end.

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User education as Pokemon evos

When people think of user education in products, they’re often thinking of certain set of UI patterns. In some cases, these patterns can be helpful. But, in most other cases, the patterns are overused and applied inappropriately to many situations. They quickly become anti-patterns.

I’ve illustrated that slippery slope by drawing these “patterns” as if they were Pokemon evolutions. You know, when a seemingly harmless pattern can turn into a formidable beast.

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In-product COVID guidance & messaging

This is a time when we’re seeing thousands of products and services trying to give users guidance about a single community issue: Coronavirus, or COVID-19. I’ve included a few brief considerations for designing this kind of in-app messaging, along with examples.

A collage of multiple in-app messages about COVID-19

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Plotters, pantsers, and user onboarding

Illustration of one person making a single list of steps, and another making a wild, messy drawing of multiple paths

The final seasons of fantasy TV series Game of Thrones were considered a complete flop, with character arcs reaching conclusions that seemed rushed and contrary to the paths they were on in prior seasons. Of the many discussions about why the end of the series felt so wrong, one critique from Twitter user @DSilvermint caught my eye. He attributed the cause to two different writer archetypes: “plotters” (those who start with a detailed outline and clear ending before writing a story, but which allows for less organic character development), and “pantsers” (those who “fly by the seat of their pants” by developing the characters and story as they write, seeing where it takes them, but because of that it can feel like the story doesn’t have a planned endpoint). According to @DSilvermint’s critique, the original book author George RR Martin was a pantser who hadn’t yet figured out where the story would take his characters, while the show producers were plotters focused on reaching a set finale. The conflict between these two approaches could have been one of the reasons the pace to a plotted ending of the show felt so jarring compared to earlier seasons that pulled directly from George RR Martin’s work.

That got me thinking about onboarding design. User onboarding is a process of guiding a new user on their journey from a product’s entry point to an endpoint of success, and can present challenges similar to that of writers trying to shephard characters through a plot. And if we look at difference designs, we can see evidence that some take a plotter’s approach, and others take a pantser’s one.

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Onboarding people to AI experiences

With artificial intelligence and its many variants becoming core parts of our products, we need to think about how to onboard users to automated experiences. The principles that underpin good user onboarding for AI aren’t that different from the principles that underpin good user onboarding for anything else. But, because of the unpredictable nature of AI, we must embrace interactive, multi-part guidance more than ever before, instead of the information-heavy approaches that still dominate onboarding for traditional products today.

Sketch of a person being carried by a conveyor belt as they flick on switches.

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Onboarding and the active user paradox

Illustration showing a user happily running far ahead of a tutorial, which is chasing them

“New users aren’t discovering our features. Can we make them watch a video or do a tutorial before they get started?”

This is a question I’ve heard many variations of throughout my career. Chances are, if you work in product design, you’ve heard it too.

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Storyboarding for workshops

My process for designing workshops is never the same from one event to the next. But one thing I frequently include is storyboarding. I took some notes on why and how I storyboarded for a recent workshop, “Creating a user onboarding compass,” in the hopes that you may find it helpful in your own process.

A photograph of various storyboard panels created for a workshop called "Creating a user onboarding compass"

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Key action storyboarding

User onboarding is a journey made up of multiple activities, not a single, linear flow. Onboarding should align guidance independently around each of the “key actions” of its experience so that newcomers can interact with them at the pace and in the order that makes sense for their different situations.

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Free salt brushes for Procreate

An image showing 6 swatches of salt brush textures

I’ve long tried to use iPad drawing apps, like Procreate or Photoshop, to simulate my traditional watercolor painting work. And with Procreate 4’s introduction of wet canvas + brush dynamics, an Apple Pencil, and a set of lovely, free watercolor brushes from Abbie at Uproot Jewellery, I’ve been thrilled at how close I can get to the real thing. The only thing missing has been a good set of salt brushes (I use a lot of salt in my paintings to simulate textures like dense fields of coral), so I created 6 of my own. And now you can use them, too!

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