How to Establish Trust and Increase Awareness with End Users?



If you have a new feature or user interface that you want to introduce to current or new customers, onboarding flow is the way to do it. How can you describe a user onboarding flow? A savvy SaaS owner knows why it is essential to create an effective user onboarding flow. How can effective onboarding affect your product? Which are the various phases and stages of an onboarding flow?

User onboarding flow.

Product adoption and overall experience are impacted enormously by the introduction of the product to the market. User onboarding flow is the process of introducing your product to the users. It may take a while for a new user to understand the main features of your product. Therefore, the onboarding experience is vital.  For the users to understand the core values of your product, they must understand the product’s features. The reason why a customer may churn is that they don’t gain value from your product or understand it. The three main stages of user onboarding are:

  • Primary. Activation of the product.
  • Secondary. Retention of existing users.
  • Tertiary. Enhancing and upselling for account expansion.

An effective onboarding will do the following for your product:

  • Improve the overall satisfaction of the user.
  • Avoid user abandonment.
  • Decrease churn.
  • Increase conversion rates.
  • Increase product activation by the user.

The phases of onboarding flow.

The onboarding flow will differ depending on the user’s platform.

1. Sign up.

When a new user signs up for your product, it doesn’t matter if it’s a free trial or paid plan, it means that the onboarding process is winning. The tone of the entire experience depends on the user’s experience during sign-up and activation. You can nudge people to complete the sign-up process by highlighting product benefits during the sign-up.

2. Login.

Onboarding screens guide the user through your interface when they first log in to your product. Ensure the users are comfortable by providing a stellar welcome page and avoiding overwhelming the users with information.

3. Lifecycle.

User onboarding does not end at the welcome journey. It is a lifestyle. During the customer lifecycle, onboarding is constantly used to introduce the users to the tool’s evolution and new features.

What issues can lead to a customer’s escape?

To enhance healthy user interaction ad engagement, remove the following potential roadblocks. Issues that may cause a user to avoid using your product include:

  • Bugs.
  • The value proposition is unclear.
  • The content is boring.
  • The functionality is confusing.


User onboarding flow is essential to enhance the user’s experience of a product. Onboarding does not end at the welcome journey. Constant onboarding is a requirement in the customer’s life cycle because you will need to update your customers on the tool evolution and new features available. Sign-up, log-in, and lifecycle are the three stages of the onboarding flow. Things like bugs, boring content, confusing functionality, and unclear value proposition are the reason why a customer may avoid using your product.