👋🏻 Introduction
❓ How did you feel about the getting started experience?
Numerical Scale
❓ What did you find most helpful on the getting started experience?
❓ If any, what was most annoying or difficult during the experience?
❓ What changes could we make to improve the experience?
👋🏻 Thank you
Idea validation

Optimize onboarding experience with surveys

Enhance your product onboarding journey by targeting users to gauge their experience immediately after completing the onboarding flow. Gain valuable insights to refine and optimize your onboarding process from beginning to end.

Study objectives

  • Collect valuable insights into your onboarding process to ensure that users' initial interactions with your product pave the way for future engagement.
  • Gauge how your users go through and interact with the onboarding flow and how to get started experience.
  • Test whether your onboarding flow effectively guides users through their entire product journey. Identify areas where users may become disengaged to prevent them from bouncing.

Run surveys to gauge the getting started flow

Collect metrics and qualitative feedback to optimize the onboarding experience

What is this template good for?

  • Optimize the onboarding experience if your app or website requires initial getting started steps for users to go through.

  • Useful to gauge the onboarding experience for B2B and SaaS products that require domain knowledge for using the product.
  • When introducing new features or updates to existing features, tutorials can educate users on how to effectively utilize these functionalities.
  • Tutorials can also be useful for encouraging product adoption among users who may be hesitant or resistant to change. By highlighting the benefits and value of the product, tutorials can motivate users to explore and engage with the product more actively.

Best practices for optimizing the onboarding experience

  • Have clear and concise Instructions: Provide clear and concise instructions that are easy to understand. Use simple language and visuals to communicate key concepts and actions effectively.

  • Consider progressively disclosing features: Implement progressive disclosure to gradually reveal more advanced features or information as users become more familiar with the product. Start with the basics and progressively introduce more complex functionalities over time.
  • Make it interactive as possible: Incorporate interactive elements such as tooltips, walkthroughs, and interactive tutorials to actively guide users through the onboarding process. This hands-on approach helps users learn by doing and encourages engagement.
  • Enable personalization: Personalize the onboarding experience based on user preferences, behavior, and previous interactions with the product. Tailor the onboarding flow to address the specific needs and goals of each user segment.
  • Conduct A/B testing to iterate and improve on the onboarding experience: Conduct A/B testing to experiment with different onboarding strategies and identify which approaches are most effective in engaging users and driving desired outcomes. Use data-driven insights to refine and improve the onboarding experience over time.

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 experience is crucial because it sets the tone for the user's journey with the product or service. A seamless and user-friendly onboarding process increases user engagement, reduces churn rates, and improves overall user satisfaction and retention.

When should research to optimize the onboarding experience be conducted?

Research to optimize the onboarding experience should ideally be conducted both during the initial design phase and periodically thereafter as the product evolves. It's essential to continuously gather feedback from users and iterate on the onboarding process to ensure it remains effective and aligned with user needs.

What methods can be used to research and optimize the onboarding experience?

Methods commonly used to research and optimize the onboarding experience include user interviews, usability testing, A/B testing, journey mapping, analytics analysis, and surveys. Besides this template, you can use these methods to gauge how users engage with the onboarding process.

What are some common onboarding friction points to look out for during research?

Common onboarding friction points include overly complex or lengthy sign-up processes, unclear instructions or guidance, lack of personalization, intrusive permission requests, and technical issues such as slow loading times or errors.

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