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Figma User Onboarding: On Inspiration

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.

Like this presentation? Tweet it!

And if you want to stay in the loop for the next reviews, follow me on Twitter @fmerian.

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Florent Merian
PRO

April 23, 2021
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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.