Integration & Onboarding

Integration & Onboarding

Integration & Onboarding

Integration & Onboarding

Integration & Onboarding

Integration & Onboarding

Integration & Onboarding

Team
My Role

Lead Designer & Researcher

Timeline

6+ weeks

Context 👀

About Netcore: Marketing tool for brands to connect with customers via push notifications, WhatsApp, Email etc.

Provide users with the ability to set up their own workspace and manage integrations independently, without relying on internal teams.

Solution 💡

Empowered users to manage their own integrations seamlessly while offering a user-managed integration system with a wider range of integration options, including advanced features.

Impact 🚀

  • Onboarding Completion: A 50% increase in the rate of users successfully completing the onboarding process within the first month among beta users, enhancing the overall time-to-value.

  • Reduced reliance on the onboarding team: Users were now able to onboard independently, reducing the burden on the onboarding team and enabling faster adoption of the product. This led to a 70% decrease in onboarding support tickets, allowing the onboarding team to focus on more complex user needs.

  • Qualitative data showed quicker value realization and less buyer's remorse.

Interested in Research? Explore the process 👀

Interested in Research? Explore the process 👀

Interested in Research? Explore the process 👀

Interested in Research? Explore the process 👀

Key Features

Key Features

Key Features

Use Demo Panel to Check Features and Capabilities

Our interactive demo panel lets our users dive into our platform's potential. They can experiment with features, see how our Omnichannel marketing platform can boost their marketing efforts, and experience it firsthand.

Setting Up Your Workspace

We've designed a user-friendly setup wizard that ensures an effortless and enjoyable process, regardless of our users' expertise. It allows our users to get up and running quickly without any hassle.

Getting Started Page with Smart Nudges

Our "Getting Started" page is our users' personal companion during onboarding, offering helpful tips and guidance. We want to ensure a smooth, stress-free start for our users.

Seamless Integration of User Documentation

We've seamlessly integrated user documentation, making it easy for our users to access essential information and integrate external tools and services without complications.

Efficient Integration with Progressive Disclosure and Tracking

To avoid overwhelming our users, we provide guidance and options when they need them during integration. This approach ensures clarity and puts our users in control every step of the way.

Prototype 🕹ī¸

Prototype 🕹ī¸

Prototype 🕹ī¸

Figma prototype's Flows don't play well with Embeds, hit R on your keyboard to return to the index.

Check out more case studies