The Segment User Onboarding

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The Segment onboarding flow

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The Segment onboarding flow helps personalize the experience with relevant use cases and support. What I like about it. @fmerian

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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

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Step 1. Create your Free account. The signup page can be a great spot to add more social proof and inspire action. @fmerian

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Alternative: Join the 20,000+ companies using the Segment platform. Join the 20,000+ companies using the Segment platform @fmerian

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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

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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

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Alternative: Create your Free Account. Another option would be to politely suggest it in Step 1. @fmerian

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Step 3. Please verify your email. @fmerian

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Step 4. Log in to Segment. @fmerian

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Step 5. What team(s) are you on? Learn more about your users to personalize the experience. @fmerian

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Step 6. What's your industry? @fmerian

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Step 7. What would you like to do with Segment? This step is really helpful to understand the key benefits. @fmerian

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Step 8. Welcome to Segment, Florent! @fmerian

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Step 2 Talk to Sales. Step 1 Create account. Step 3 Verify your email. SIGNUP FLOW Recap @fmerian

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Step 5 Your team(s)? Step 4 Log in. Step 6 Your industry? SETUP LOGIN Recap @fmerian

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Step 8 Welcome to Segment. Step 7 What you'd like to do. DASHBOARD Recap @fmerian

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Lessons learned.

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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

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For complex products, feature use cases to highlight your key benefits. @fmerian

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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

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