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UX Challenges

Onboarding

Onboarding Onboarding

Scenario

You're a freelance UX designer. You've been hired by a small company that has a mobile app for person-to-person payments (competitors are Venmo and Zelle).

The company has hired you to completely redesign their onboarding because neither they nor their users are happy with the current version. They need the onboarding to include at least: (a) setting up an account, (b) accepting permissions, (c) connecting and verifying a bank account, (d) adding friends from your phone's contact list, and (e) understanding fees.

Task

Come up with an onboarding plan for this mobile app. This can be whatever type of onboarding you choose: a series of tasks, instructional tooltips, gradual introduction of each feature as the user finds it, etc. Create wireframes for each stage and include notes on the reasoning behind your decisions.

Extra Credit: Describe the metrics you'd use to figure out if your onboarding is successful.

Tutorials

If you need help with this challenge, check out our hand-picked tutorial recommendations.

User Onboarding: 11 Best Practices and 15 Examples

justinmind.com

4 Best Practices For User Onboarding

uxplanet.org.com

Improve Your User Onboarding with Jobs-to-be-Done Insights

intercom.com

How to Nail User Onboarding

youtube.com

Tools

Not sure which tools to use? Try one of these.

Figma

figma.com

Miro

miro.com

Share Your Results

When you finish the challenge, post your work on Twitter and we'll give you feedback! Be sure to use the hashtag #uxtoolschallenges and tag our account @uxtoolsco. We'll keep an eye out and repost good examples on a regular basis.

We're also building a new paid community for designers where you'll be able to get even more feedback. See more details.

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