Figma User Onboarding: On Inspiration

As a marketer, I like to break down onboarding experiences from great B2B SaaS companies for inspiration.

Figma is no exception.

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Transcript

1. The Figma onboarding flow
2. To start working with a new design tool might feel frightening. Figma manages to keep it accessible with an efficient onboarding flow that mixes inspiration and instruction. What I like about it. @fmerian
3. Overview Step 1. Create account. Step 2. Tell us about yourself. Step 3. Verify your email. Step 4. Name your team. Step 5. Invite collaborators. Step 6. Choose a plan. Step 7. You're all set! @fmerian
4. Step 1. Create account. @fmerian
5. Step 2. Tell us about yourself. @fmerian
6. Step 3. Verify your email. @fmerian
7. Recap It takes three steps to start setting up the account. The flow could have been more straightforward. @fmerian
8. Alternative: Skip the step for quicker access. @fmerian
9. Step 4. Give your team a name. @fmerian
10. Step 5. Invite collaborators. Pro Tip: If you build a product for teams, hint your users to invite their teammates. @fmerian
11. Alternative: Who do you design with? Your text can have a significant impact on your activation rate. Make your copy engaging. Who do you design with? Add teammates @fmerian
12. Step 6. Choose a plan for your team. It feels weird to choose a plan at this step, as the user didn't create any value so far. @fmerian
13. Step 6 Choose your plan. Step 5 Invite collaborators. Step 7 You're all set! Alternative: Skip the step to focus on the signup experience. @fmerian
14. Step 7. You're all set! Two options. Either you walk through the tutorial, or start from scratch. @fmerian
15. Step 8 @fmerian
16. Alternative: Don't start from a blank page. @fmerian
17. Step 8.2 This step is a Wow effect. When you leave the previous page and land on your workspace, it already has some ready-to-use files. You're all set. @fmerian
18. Recap Step 1 Create account. Step 0 Step 2 Tell us about yourself. SIGNUP FLOW HOME @fmerian
19. Recap Step 5 Invite collaborators. Step 4 Give your team a name. Step 6 Choose a plan. SETUP @fmerian
20. Recap Step 8.1 Step 7 You're all set! Step 8.2 EDITOR WORKSPACE @fmerian
21. Lessons learned.
22. If you build a product for teams, hint your users to invite their collaborators. @fmerian
23. Don't let your users start from a blank page. @fmerian
24. Thanks! Over to you, what struck you the most in this onboarding experience? Ping me on Twitter. @fmerian
25. One more step I review onboarding experiences from great B2B SaaS companies and share how I'd optimize them once a week.