The Zapier Onboarding Flow

This week, I review the Zapier first-time user experience (FTUX), and its 5 steps to help you connect your apps and automate workflows.

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

Transcript

1. The Zapier
   onboarding flow
   

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2. Overview
   Step 1. Home. Step 2. Sign up. Step 3. About you.
   Step 5. Welcome to Zapier!
   Step 4. Your apps. @fmerian
   

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3. Step 1. Home.
   @fmerian
   As a middleware SaaS, Zapier faced the challenge of having an "invisible" product.
   

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4. @fmerian
   Step 1. Home.
   To tackle it, Zapier added a signup form in its ATF section.
   

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5. Step 2. Sign up.
   @fmerian
   

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6. Step 3. Customize your experience.
   @fmerian
   Note the headline highlighting the benefits: "Discover ways to automate apps and save time!"
   

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7. Step 4. What apps do you use?
   @fmerian
   You can skip this step. For "tailored recommendations," it's better not to.
   

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8. Step 3 Step 4
   @fmerian
   Two steps to know more about you, your job, your company size, and your current tech stack.
   

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9. Step 5. Welcome to Zapier!
   @fmerian
   The Dashboard.
   

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10. Step 4 Step 5
    @fmerian
    Did you notice? The recommended workflows are the results of the data collected in Step 4.
    

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11. Step 5. Welcome to Zapier!
    @fmerian
    This final step shows a lot of data. For a more enticing FTUX, it could have been simpler.
    

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12. Alternative. One extra step. Fewer data. More focus.
    @fmerian
    What should the user see? Less is more.
    

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13. Step 2
    Sign up.
    Step 1 Step 3
    About you.
    Recap
    HOME ONBOARDING
    @fmerian
    

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14. Step 5
    Welcome to Zapier!
    Step 4
    Your apps.
    Recap
    DASHBOARD
    @fmerian
    

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15. Lessons learned.
    

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16. Sometimes, a signup form is worth a thousand pixels for better conversion.
    @fmerian
    

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17. Learn more about your users to personalize their experience.
    Step 4 Step 5
    @fmerian
    

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18. This week, I review the @Zapier user onboarding flow:
    5 steps to help you connect your apps and automate
    workflows.
    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
    

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19. I review onboarding experiences from great B2B SaaS companies
    and share how I'd optimize them once a week.
    One more step
    

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