An Onboarding Flow to Welcome New Users

Use case

It's common to trigger a welcome flow for new users on their first-run (the first time they sign up to your product.)

The welcome flow helps set the expectations for new users as well as push them for the activation event.

There are two types of welcome flows: linear and branched.

A linear first-run onboarding flow takes all users down the same path, while a branched one allows them to choose their own adventure.

Building a linear welcome flow

First, navigate to the page where users land once they first signup. Then, fire the Userpilot Chrome extension.

Next, click on 'Create New Flow' and customize your theme.

After you're happy with your theme settings. It is time to start building the onboarding flow!

Welcome flows usually start with a modal. 

Click 'Add Step' and choose a modal UI pattern.

Then, choose a template for your modal. For a linear flow, choose a modal with one button.

You can style the modal using the left controller as well as the editor itself.

You should also make sure that the button is set to 'show next step' to keep the flow progressing.

You can, then, add more steps to the flow. For example, a tooltip to highlight a part of the screen.

Finally, after you 'preview' the flow and you are happy with it. Then, it's time to set it to trigger for new users only.

Click the 'save & publish' option and scroll down to the audience trigger. 

For example, in this case, we have set it to trigger for all new users (signed up less than 3 days ago). We have also set it to trigger 'only once' which means each user will only see this flow for one time only.

Now, if we had wanted to create a branched modal. Then we simply would add another button in the modal that either takes to a URL or triggers another flow.

All you have to do is create a new split section by clicking on the '+' button then columns and choose "1/2".

Then, simply create two buttons with two different actions as shown below.

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