Introduction
Honeycode onboarding flow
Honeycode pivoted to a template first strategy which meant we wanted customers to start with a template rather than from scratch. However, customers ran into several friction point before even creating their first app. The first part of the project was to stop the bleeding. The second part was to create an enjoyable and informative template viewing experience.
Goals
Decrease drop off rates from first time users
Increase app creation numbers
Increase template exploration
Statistics
80%
of first time users dropped off the site before creating their first app.
10%
dropped off before picking a template.
Impact
75%
reduction in template abandonment within 10 minutes.
100%
increase in template exploration.
30%
uptick in app creation numbers on week 1. (5%, 10%, 15% for the 3 weeks afterwards)
Process
Process steps
01
Competitor Analysis + User Journey
Compare onboarding flows across multiple competitors in the no code low code space evaluate our current onboarding user journey and come up with opportunities and recommendations.
02
Requirements + push back
Gather requirements, push back, and get buy in for a new onboarding design proposal.
03
Design
Create mock ups of the experienece.
04
Ship in incremental phases
Work with PM and Eng to ship the new onboarding experience in 4 release waves.
Process
Journey map
Customer sessions
Pain points
After signing up for the first time, customers land on this mandatory questionnaire modal. There are 6 questions total and the goal was to collect data for future product enhancements.
Pain point
Mandatory questionnaire
After signing up for the first time, customers land on this mandatory questionnaire modal. There are 6 questions total and the goal was to collect data for future product enhancements.
Mandatory without reason
Customers were frustrated because they had to complete this questionnare. There was no close or skip button. Overall, it left a bad first impression.
Unreasonable questions
Customers did not like the company revenue question and the selections had numbers in the millions which were not inclusive to small businesses.
No escape hatch
In addition to making the questionnaire mandatory, some questions didn’t have an “other” option or type your own response. This meant customers had to pick even when they didn’t want to.
Pain point
Empty dashboard
After completing the mandatory survey, customers were dropped into an empty dashboard with conflicting call to actions.
Unclear call to action
The ‘Get started’ and ‘Create app’ buttons were confusing because they opened up the same modal but had different wording.
Misleading tooltips
Tooltips took customers away from the task at hand which was to create an app. The tooltip took customers to teams which only had a team list and no other actions.
Confusing navigation
Some customers thought they needed to interact with the new experience guide, and when they clicked on it, it opened a new tab and took them out of the experience. At that point, they didn’t know how to navigate back to this tab.
Pain point
Selecting a template
Customers who did make it to the create app process would land on a modal prompting them to use the new experience. After selecting that, they would land in a template gallery where templates were depicted with icons, a name, and a short description.
Redundant modal
We had launched our new experience for a couple months now and that extra modal didn’t serve a whole lot of purpose. At that point, it was just to host the old classic builder entry point.
Bad template gallery experienece
The template gallery did not provide customers enough information and it as hard for them to select the template they needed.
Design
Meaningful onboarding
Reccomendations
Don’t force users to fill out a survey
Do leverage the survey to create more delightful and personalized CX.
Don’t land users into an empty dashboard with irrelevant info
Do drop them directly to a special template selection screen
New flow
Step 1: Tell us about yourself
Customers land on a short questionnaire while also being told that completing this will customize their experience.
New flow
Step 2: Select a recommended template
Customers will get top recommended templates based on their answers from the survey.
New flow
Step 3: Explore template
Customers can also explore templates in our template gallery. The new upgraded template gallery experience is vibrant and informative. Each template has a full of life image along with additional descriptions after clicking in.
Final thoughts
Learnings
No barrier to entry
Leave a good impression and be approachable.
Be active not passive
Have an opinionated view and be proactive in the customer’s path to success.
Be intentional
Add steps only if necessary and serves a benefit to the customer.
Be focused
Prioritize the goals and limit distractions.
Easy wins early on
Bring delight to the experience and build confidence before diving into complexity.
Don’t leave the customer stranded
Resources should be easily accessible at all stages of the journey.
Thank you for reading!