The Zapier onboarding flow

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

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

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

Step 2. Sign up. @fmerian

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

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

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

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

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

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

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

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

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

Lessons learned.

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

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

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

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