A well-designed product tour streamlines the onboarding process significantly. It aids novice users in swiftly grasping capabilities and user interface characteristics than they would if they were left to their own devices for increasingly complicated items—the importance of having a product tour that guides buyers through the learning curve increases.
The fundamental goal of user onboarding is to ensure that consumers immediately realize the value of their product after signing up for their service. When customers see the value of their product, this is referred to as the “aha moment,” and it is what motivates them to complete product adoption and activation.
Effective product tours simplify the road to that aha moment in three critical ways.
1. It Makes the user experience more straightforward.
Users may learn how to utilize essential features most relevant to their positions via product tours, which help reduce the learning curve for business SaaS.
2. Inspiring, meaningful action in others
Product tours that are influential lead consumers to take meaningful action rather than just offering passive overviews of essential features are essential. This “learning by doing” method increases information retention, allowing customers to become proficient quickly with their product.
3. Increases the level of involvement
Product tours that are well-designed help decrease friction throughout the user onboarding process. When consumers have a positive initial experience with their product, they are more likely to stay engaged and understand the value of their tool, increasing the overall rate of user retention.
A key component of self-serve user onboarding is the usage of product tours. As well as increasing product uptake and retention, when done correctly, they also reduce the number of incoming support inquiries and the need for further user training.
Tips for creating a most efficient Product tour
There is no one-size-fits-all approach for product tours. Concentrating on these core ideas, on the other hand, will aid new users in reducing the time required to realize value:
● Make it as one-of-a-kind as possible.
Please don’t create a generic product tour and expect all new users to follow it. Instead, to create a more customized experience, product tours should be split according to user roles.
● A user’s action may initiate a product tour.
Not all product tours should commence immediately upon a user’s login, but some should. Product tours are launched in response to specific user actions, ensuring that lectures appear seamlessly in their intended location.
● Usage situations should be matched to UI patterns.
Utilize the proper product tour user interface pattern to avoid tutorials becoming a source of disturbance. For example, while a pop-up modal window may be appropriate for an initial welcome message, discreet tooltips may be preferable for quickly explaining a feature or button.
● Maintain the design’s consistency.
Consistency in design is critical when adding product tour UI patterns into their SaaS service to provide a seamless experience. Colour and style mismatches may create a bad experience for customers, negatively influencing their engagement and overall adoption.
● Product tours should be limited to a few.
Avoid creating product tours that require customers to travel through many steps. Their purpose is to show the benefit of their product to the public as quickly as feasible. Therefore, it is conceivable for them to abandon the product tour before finishing a vital stage, in which case they will miss an opportunity for activation and adoption.
● Keep their focus on the “why.”
Increase user engagement by focusing on the “why” of their suggestions, prompts, and lessons than on the “what.” It is insufficient to provide generic directions on how to execute a job. The more they emphasize the significance of their actions, the more likely they are to engage with their product and continue the adoption process.
● Adjustments will be made as necessary.
Continuously monitor the success of their product tours. Are they abandoned amid a project? More precisely, do they perform better for one set of users than for another? Finally, examine the data acquired during their product tours and make any changes to their onboarding methods.
There is a fine line between those that successfully generate aha moments and those that disturb the user experience regarding product tours. The concepts outlined in this section will aid them in developing product tours that seamlessly connect with your user experience.