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The Segment User Onboarding

The Segment User Onboarding

This week, I broke down the Segment user onboarding flow.

It's designed to personalize your first-time experience with relevant use cases and support.

Over to you, what struck you the most in this onboarding flow? If you enjoyed the read, please share it on Twitter!

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Florent Merian
PRO

May 20, 2021
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Transcript

  1. The Segment onboarding flow

  2. The Segment onboarding flow helps personalize the experience with relevant

    use cases and support. What I like about it. @fmerian
  3. Step 1. Create account. Step 2. Talk to Sales. Step

    3. Verify your email. Step 5. Your team(s)? Step 6. Your industry? Step 7. What you'd like to do. Step 4. Log in. Overview @fmerian
  4. Step 1. Create your Free account. The signup page can

    be a great spot to add more social proof and inspire action. @fmerian
  5. Alternative: Join the 20,000+ companies using the Segment platform. Join

    the 20,000+ companies using the Segment platform @fmerian
  6. Step 2. Your account has been created. This step is

    unexpected. My primary intent is to create a free account. No need to talk to sales. @fmerian
  7. Step 2 Talk to Sales. Step 1 Create account. Step

    3 Verify your email. Alternative: Skip the step to focus on the signup experience. Keep it straightforward. @fmerian
  8. Alternative: Create your Free Account. Another option would be to

    politely suggest it in Step 1. @fmerian
  9. Step 3. Please verify your email. @fmerian

  10. Step 4. Log in to Segment. @fmerian

  11. Step 5. What team(s) are you on? Learn more about

    your users to personalize the experience. @fmerian
  12. Step 6. What's your industry? @fmerian

  13. Step 7. What would you like to do with Segment?

    This step is really helpful to understand the key benefits. @fmerian
  14. Step 8. Welcome to Segment, Florent! @fmerian

  15. Step 2 Talk to Sales. Step 1 Create account. Step

    3 Verify your email. SIGNUP FLOW Recap @fmerian
  16. Step 5 Your team(s)? Step 4 Log in. Step 6

    Your industry? SETUP LOGIN Recap @fmerian
  17. Step 8 Welcome to Segment. Step 7 What you'd like

    to do. DASHBOARD Recap @fmerian
  18. Lessons learned.

  19. Step 6 Your industry. Step 5 Your team(s). Step 7

    What you'd like to do. Learn more about your users to personalize the experience. @fmerian
  20. For complex products, feature use cases to highlight your key

    benefits. @fmerian
  21. This week, I broke down the @Segment user onboarding flow.

    It's designed to personalize your first-time experience with relevant use cases and support. Florent Merian @fmerian CLICK TO TWEET 10 21 15 Thanks for reading! Read on 👉 Over to you, what struck you the most in this onboarding experience? Spread the word! @fmerian
  22. One more step I review onboarding experiences from great B2B

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