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05

Onboarding

Reducing friction from the very first interaction — streamlined registration, guided first steps, and a welcome that sticks.

Key ideas for effective onboarding

Registration

Streamlined registration process

A less imposing registration process can help encourage new members to complete the form. Remove unnecessary fields and reduce steps to the bare essentials.

Education

Getting started guides

Help members get acquainted with the community through videos, guides, and tutorials that show them where to go and what to do first.

Engagement

Encourage first participation

Include and incentivize new members to make their first posts, threads, and other activities in the onboarding process. The first action is always the hardest.

Profile

Profile completion prompts

Prioritizing the profile can help give authority and identity in the community. Guide members through completing their profile in a way that feels rewarding, not tedious.

Education

Community rules and culture

Let new members know the do's and don'ts of the community, resources available, and how they can help in creating a good culture — before their first post.

Engagement

Personalized welcome messages

Make members feel included with a message that helps each person feel valued. Automated personal touches at scale make a significant difference in early retention.

Registration

Social sign-in and SSO

Let members join using accounts they already have. Reducing the barrier to entry means more completed registrations and fewer abandoned signups.

Profile

Interest-based customization

Ask new members what topics or areas interest them during onboarding, then tailor their initial feed and recommendations accordingly for immediate relevance.

Engagement

Milestone-based onboarding flow

Break onboarding into achievable milestones with clear progress indicators. Members who complete onboarding tasks are significantly more likely to become long-term participants.

Guide new members

1

Set them up early for success

Encourage members to fill out their profile to the ideal level.

2

Incentivize onboarding

Award members when they finish their profile and other first key milestones.

3

Welcome new members

Create a section for new members to introduce themselves and encourage established members to reach out.

Complete profile onboarding