User Onboarding Flows
Create effective SaaS onboarding flows with Candu's customizable templates. From welcome modals to full-page surveys, design user onboarding experiences that drive engagement and conversions.
Welcome new users with ease using Candu’s customizable onboarding flow templates. Start by asking users the right questions during onboarding to tailor their experience, ensuring they see the most relevant features and workflows from day one. These templates are designed to create seamless, personalized experiences that boost engagement and retention.
Why Choose Candu’s Onboarding Templates
A well-crafted onboarding experience lays the groundwork for user success. Candu’s templates are built to help you design onboarding flows that address user needs while supporting your goals for engagement and retention.
Here’s what makes them effective:
- Customizable designs: Adapt templates to match your branding and specific use cases, from signup pages to role-based onboarding flows.
- Read-time personalization: Use Candu’s forms to tailor the experience and ensure the moment users enter your product, it feels personal.
- Team collaboration: Work with your team in real time to refine and improve onboarding flows.
- Engagement tracking: Measure key metrics like completion rates and push user responses into all your systems of record with webhooks.
- Optimized for SaaS: Designed with SaaS onboarding strategies in mind, these templates include features that help reduce churn and improve user satisfaction.
How to Use Candu’s Onboarding Flow Templates
- Choose your template: Explore templates for welcome modals, full-page flows, signup surveys, and more to find the best fit for your onboarding needs.
- Customize your flow: Edit text, visuals, and layout to align with your branding and user goals.
- Send user data out with webhooks: Set up an outcoming webhook to push key user response data into your product growth stack.
- Collaborate with your team: Use Candu’s tools to gather feedback and make updates in real time.
- Launch and measure: Roll out your onboarding flow and track its performance using engagement metrics like activation rates and feature adoption.
- Branch your signup flow: Use insights from your metrics to refine what questions you ask to new users. Personalize by role, goal or anything else.
Advanced Features for Seamless User Onboarding Flows
- Dynamic personalization: Automatically adjust onboarding steps based on user behaviors and goals.
- Data-driven improvements: Use engagement tracking to identify where users drop off and refine accordingly.
- Webhooks & Integrations: Automate onboarding workflows by triggering actions between your SaaS platform and other tools, ensuring a seamless user experience.
- Proven frameworks: Templates are built around best practices from leading SaaS onboarding processes, making it easier to design experiences that work.
Candu has given our Growth team at Make a new way to communicate with our users and empowered us to continually improve their in-app experience with experimentation and personalized content, without having to take up engineering time!
Frequently asked questions
SaaS onboarding is the process of guiding new users through the first steps of using your software. A well-designed onboarding process helps users understand the product’s value quickly, which improves engagement, reduces churn, and increases retention.
Effective onboarding starts with understanding your users’ needs. Use Candu’s templates to design workflows that are easy to navigate, highlight key features, and personalize the experience based on user input.
Track metrics like activation rates, dropoff rates, and feature adoption rates. These provide insights into how well your onboarding flow performs and highlight areas for improvement.
Yes, Candu’s templates are ideal for both B2B and B2C SaaS products. Whether you’re onboarding a single user or a team, the templates can be customized to accommodate different roles and requirements. All our templates are mobile-optimized so you can meet users where they are.
To create a successful onboarding flow, focus on:
- Ask users what they care about in a short signup survey. Read our guide on what questions to ask in a signup survey →
- Then, personalizing the experience based on user needs and goals.
- Highlighting the product’s value early, such as through tutorials or quick wins.
- Providing clear progress indicators to keep users motivated.
- Keeping the flow simple and intuitive, with the option to revisit skipped steps.
Your competing goals are to get the data you need to cohort your users, personalize your product experience, and not lose new users due to dropoffs. You can strike this balance by measuring key engagement metrics like time-to-value, daily active users, and feature adoption rates. Use these insights to refine your onboarding process and address any points of friction.
