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Slack User Onboarding: Start Working Together In 7 Steps

Slack User Onboarding: Start Working Together In 7 Steps

Each step of the Slack FTUX is a reminder of the value proposition. The best part? The app UI is setting up as you go through the flow. 🤯

Slack is a collaboration hub for work, no matter what work you do. It’s a place where conversations happen, decisions are made, and information is always at your fingertips. With Slack, your team is better connected.

I review onboarding experiences from great B2B SaaS companies and share how I'd optimize them on Twitter, once a week.

And Slack 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 07, 2021
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Transcript

  1. The Slack onboarding flow

  2. Each step is a reminder of the value proposition. And

    the app UI updates as you walk through the flow. What I like about it. @fmerian
  3. Overview Step 1. Enter your email. Step 2. Check your

    email. Step 3. Create workspace. Step 5. On-going project? Step 6. Who email most? Step 7. Send a message. Step 4. What's its name? @fmerian
  4. Step 1. Enter your email. Slack gives your team a

    home. And each step is a remember that it's designed for work. @fmerian
  5. Step 2. Check your email for a code. @fmerian

  6. Step 3. Create a new Slack workspace. @fmerian

  7. Step 4. What's the name of your company or team?

    Another reminder that Slack is designed for work. @fmerian
  8. Step 5. What's your team working on right now? Every

    text on your page is an opportunity to remind your value proposition. Including labels. @fmerian
  9. Step 6. Who do you email most? Yet another reminder

    that Slack is designed for work. And an email replacement. @fmerian
  10. Add your teammates Did you notice the copy? "Who do

    you email most." Make your text engaging for better adoption. @fmerian
  11. Step 5 What are you working on? Step 4 What's

    the name of your team? Step 6 Who do you email most? @fmerian Little big detail. The app UI updates as you walk through the flow.
  12. Step 7. Send a message. @fmerian

  13. Recap Step 1. Enter your email. Step 2. Check your

    email. Step 3. Create workspace. Step 5. On-going project? Step 6. Who email most? Step 7. Send a message. Step 4. What's its name? @fmerian
  14. Lessons learned.

  15. Step 5 What are you working on? Step 4 What's

    the name of your team? Step 6 Who do you email most? Update your app UI as users set up their account. @fmerian
  16. If you build a product for teams, hint your users

    to invite their coworkers. @fmerian
  17. Over to you, what struck you the most in this

    onboarding experience? Thanks! @fmerian
  18. One more step I review onboarding experiences from great B2B

    SaaS companies and share how I'd optimize them once a week.