👋🏻 Introduction
❓ How was the overall onboarding process?
Numerical Scale
❓ How clear were the instructions shown during the onboarding?
Numerical Scale
❓ How long was the overall onboarding process?
Numerical Scale
❓ What else would have been useful to know before getting started with the product?
❓ What changes could we make to improve the getting started experience?
👋🏻 Thank you
User satisfaction

Measure onboarding success

A positive getting started experience is critical for the success of user retention. Understand how users go through the onboarding process within your product. Get overall experience, identify pain points, and areas of improvements to enhance the onboarding experience.

Study objectives

  • Understand how users feel about the onboarding and getting started process within your product.
  • Identify potential blockers and improvements to make to enhance the getting started experience.
  • Get a holistic view of users going through the onboarding process and refine the experience based on insights.

Optimize the onboarding experience

Get a holistic understanding of how your users go through the onboarding process

Best practices for optimizing the onboarding experience

  • Keep it simple: Streamline the onboarding process to make it easy for users to get started with your product or service. Avoid overwhelming them with too much information or too many steps.

  • Show clear steps if needed: Provide a roadmap or checklist to guide them through the process.
  • Provide guidance: Offer tooltips, guided tours, or walkthroughs to help users navigate through the onboarding process and learn how to use key features effectively.

  • Personalize the experience: Tailor the onboarding experience to the individual user's role, needs, preferences, and level of expertise. Customize the onboarding journey for different user segments.

  • Highlight value proposition: Showcase the key benefits and value proposition of your product or service during the onboarding process to motivate users to continue using it.

  • Encourage progression: Break down the onboarding process into manageable steps and provide visual indicators of progress to encourage users to complete each step.

  • Offer assistance: Provide easy access to customer support resources, such as help articles, FAQs, chat support, or email support, to assist users who encounter challenges during onboarding.

Getting started


Create an account and log in to your Hubble account.


Find and select the template to use.


Edit the questions as you see fit.


Run pilot tests with internal users (ideally, people that are not a part of your project).


Preview the study and check if you need to make any last minute changes.


Publish the study and wait for the results to come in.

Frequently Asked Questions

Why is optimizing the onboarding experience important?

Optimizing the onboarding/getting started experience is crucial because it sets the tone for users' initial interactions with a product or service. A smooth and intuitive onboarding process increases user engagement, reduces churn rates, and improves overall user satisfaction and retention.

What are some key elements of an effective onboarding/getting started experience?

Key elements include clear instructions and guidance, intuitive user interface design, personalized recommendations or suggestions, progressive disclosure of features, and minimal friction or barriers to entry.

How can you measure the effectiveness of the onboarding/getting started experience?

Effectiveness can be measured through metrics such as user activation rates, time to first value, completion rates for onboarding tasks, user retention rates, and user satisfaction scores. By monitoring these metrics, organizations can assess the success of their onboarding efforts and identify areas for further optimization.

What are some common mistakes to avoid when optimizing the onboarding/getting started experience?

Common mistakes include overwhelming users with too much information or options, requiring excessive user input or data entry, neglecting to provide adequate support or assistance, and failing to address user concerns or objections effectively.

Other Study Templates

Measure NPS to assess user satisfaction and loyalty

Gauge users' overall satisfaction and areas of improvements

Understand how much users are satisfied with a new feature with a survey

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Optimize the onboarding experience

Get a holistic understanding of how your users go through the onboarding process