Educating new users during the onboarding process

Educating new users during the onboarding process

Overview

For this redesign project, I focused on improving the onboarding flow experience for PayRange, a mobile payment app. The primary goal was to educate new users about how the app works while ensuring a seamless and engaging start upon downloading the app.

Task

Redesign the onboarding and initial user experience to:

  1. Clearly explain the app’s functionality (mobile payments for vending machines, laundromats, etc.).

  2. Provide step-by-step guidance to help users get started quickly.

  3. Minimize friction and encourage users to complete the onboarding process and get started.

Pain Points

After downloading and launching PayRange, I found myself on the app's homepage, where the onboarding process was substituted for a welcome notification with a few steps in getting started while also being prompted to turn on Bluetooth and create a new account or sign in.

Having all information on the same screen after opening the app doesn't make for a positive experience and poses issues for new users:

  1. Lack of context: Users are assumed to know the app's functionality, being told to toggle Bluetooth yet new users lack the context on why Bluetooth is essential. The welcome steps are outlined with no context, which confuses the steps users should take.

  2. Unclear action: Users are also being prompted to sign in or make a new account with no clear direction and emphasis (e.g. "New User"), alongside being urged to turn on Bluetooth is overwhelming.

  3. No progress indicators: The welcome steps, meant to offer a general guide for users, lack indication for users if they have completed a step or not.

Strategy

My approach was to streamline the onboarding flow by sectioning steps to different screens for easily, digestible information to educate new users before the signup process.

  1. Reduced the number of steps while ensuring key features were clearly explained.

  2. Incorporated illustrations and concise copy to explain each step, such as adding a turning on Bluetooth, payment method, and finding supported machines nearby.

  3. Adopt a conversational tone for copy to feel more welcoming and informative for users.

Redesign

The redesigned onboarding process improved user understanding of how to use the app and features while offering reassurance of safety, security, and convenience.