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Onboarding

Learn about the onboarding funnel and how utilize it here.

Cassia Watts avatar
Written by Cassia Watts
Updated over 7 months ago

The Onboarding funnel template consists of two funnel steps:

1. Landing page

2. Thank you

What is an onboarding funnel?

An onboarding funnel is a series of steps that a user goes through to become familiar with a product or service. The goal of the funnel is to guide the user toward using the product or service effectively, reducing the likelihood of confusion, frustration, and abandonment.

In the context of a two-step onboarding funnel, we are using a quiz for the first step and a thank-you page for the second step, the funnel works as follows:

Step 1: Quiz The first step of the funnel is a quiz that helps the user understand their needs and preferences in relation to the product or service. The quiz could ask questions about the user's goals, their level of experience with similar products or services, and any challenges they've encountered in the past. Based on the user's answers, the quiz could provide personalized recommendations for using the product or service effectively.

Step 2: Thank-you page After the user completes the quiz, they are redirected to a thank-you page that reinforces their decision to use the product or service. The page might include a message thanking the user for taking the quiz and emphasizing the benefits of using the product or service. The page could also provide additional resources, such as links to tutorials or customer support.

Overall, a two-step onboarding funnel with a quiz for the first step and a thank-you page for the second step can be an effective way to engage users and help them get started with a product or service. By providing personalized recommendations and reinforcing the benefits of the product or service, the funnel can help reduce the likelihood of confusion, frustration, and abandonment.

The Funnel Steps:

The below image displays the 2 step funnel within the builder it's self. As you can see, you have a all the required steps to make it function for you.

Note: To the right of the funnel step you will see a trophy icon. This denotes a funnel step goal. For example, Once the visitor has taken action on the landing page. They have hit a goal. You can see all goals within the funnel analytics tab.

Funnel overview:

Below we have displayed the funnel step in full page layout.

  • Landing Page

  • Thank you page

The Landing Page:

The landing page is built using many elements, which located within the containers themselves. The main emphasis here is to generate leads. By providing enough information for them to take action and move to the next step. To capture lead information we're using the quiz widget. Once the user fills in the quiz/survey they will proceed to the next step. During this process we have captured their email and add them to an email list.

The format and layout design for the onboarding funnel is broken down into multiple containers ensuring that all information is displayed correctly and most of all clear to read and understand.

Thank you Page:

Depending on the type of onboarding campaign you are running, will depict what type of thank you page information you'll need.

In our example, the landing page was to simply generate leads for our latest product launch to help build our email list. In this case it was adding a link to the cta button to get them to join our Facebook community.

The image below displays the simple quiz steps we have used in this example, to learn more about how to create a quiz navigate to the quiz section:

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