To create a great onboarding experience with these no-code tools, you sometimes have the option to create an onboarding process. But if you’re using more traditional tools, you’ll have different options. I work with businesses and companies with teams within larger companies. It may be a specific team such as the operations team, marketing, or another department. These teams have many people, and you want to create a great onboarding experience without it being done individually.
On the custom side, these tools are often built not just for internal people but also for external users. It could be a client portal, a job portal, a headquarters portal, a directory, or some kind of platform where people log in and have access to information. It could even be a CRM. Now, we want to create a great onboarding experience that welcomes people in and tells them, “This is what you’re going to do next. This is where you’re going next.” It’s just a simple process that takes them through everything step by step. I like having a small onboarding board where they can see the progress they’re currently at and what they still need to complete. They don’t have to finish everything in one day. Maybe it’s something like: change your password, add a profile photo, complete your profile, check out the resources we’ve sent you. As they complete each step, it’s marked as done. Just small, manageable steps that they can take.
When we’re bringing people onto these types of tools, we want them to interact with them. We want the process to be easy to follow. Remember, many of these are web-based platforms, and it’s very easy for people to stop using something that requires them to keep logging in, especially if they’re not obligated to be there the way your internal team members are. But with a client portal, we want people to stay engaged. We want them to come back and see what’s new. If it’s a CRM or something we’ve created for our customers, we want them to return as frequently as necessary.
They don’t have to be there every day, but the onboarding process should encourage them to build that habit. We also want it to guide them through the activities they need to complete. We don’t want a situation where we’re constantly chasing people through emails. Instead, we want the platform itself to nudge them in the right direction. No-code tools are getting much better, especially when it comes to user experience. They provide a more immersive experience. We have notifications, chat features, and different ways to make the experience more colorful, interactive, and modern. All of these things help improve engagement and encourage people to keep coming back to the platform.