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The Zapier Onboarding Flow

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!


Florent Merian

June 02, 2021

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  1. The Zapier onboarding flow

  2. Overview Step 1. Home. Step 2. Sign up. Step 3.

    About you. Step 5. Welcome to Zapier! Step 4. Your apps. @fmerian
  3. Step 1. Home. @fmerian As a middleware SaaS, Zapier faced

    the challenge of having an "invisible" product.
  4. @fmerian Step 1. Home. To tackle it, Zapier added a

    signup form in its ATF section.
  5. Step 2. Sign up. @fmerian

  6. Step 3. Customize your experience. @fmerian Note the headline highlighting

    the benefits: "Discover ways to automate apps and save time!"
  7. Step 4. What apps do you use? @fmerian You can

    skip this step. For "tailored recommendations," it's better not to.
  8. Step 3 Step 4 @fmerian Two steps to know more

    about you, your job, your company size, and your current tech stack.
  9. Step 5. Welcome to Zapier! @fmerian The Dashboard.

  10. Step 4 Step 5 @fmerian Did you notice? The recommended

    workflows are the results of the data collected in Step 4.
  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.
  12. Alternative. One extra step. Fewer data. More focus. @fmerian What

    should the user see? Less is more.
  13. Step 2 Sign up. Step 1 Step 3 About you.

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

    DASHBOARD @fmerian
  15. Lessons learned.

  16. Sometimes, a signup form is worth a thousand pixels for

    better conversion. @fmerian
  17. Learn more about your users to personalize their experience. Step

    4 Step 5 @fmerian
  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
  19. I review onboarding experiences from great B2B SaaS companies and

    share how I'd optimize them once a week. One more step