![]() (Check out top examples of user onboarding. Hulick has argued that customer lifecycle emails are the “most-ignored, highest-leverage part of the onboarding experience.” With that in mind, I was eager to see how Trello and Asana would each use this opportunity to show me features and get me back in the app with email. Round 2 Winner: Trello The “Lure Me Back In” Stage Most people use a task manager, and everyone uses email-Asana’s ability to combine those tools into one platform is its core value.Įven though Asana’s “Aha!” moment might be more impactful than Trello’s, Trello’s flow is more engaging, so it takes this round. Yet, I’d argue the user really sees the benefit of the product for the first time when she mentions a teammate on a task. The obvious quick win took place when I created a task. Next, I obediently follow the instructions to name my project, add a task, assign that task to a team member, add comments, tag my coworkers, set deadlines, and attach files. One minute and half later, I finally land in my dashboard and. ![]() After I click the verification link, I need to complete my profile (30 seconds, plus 15 more while I tried to find a nice picture) and add a couple teammates (45 seconds, since I had to open a new tab and find their emails). You know that “content is the tutorial” method? Well, Asana’s method is basically the opposite of that. Buried in the middle of the flow is the instruction to “make your first board,” but it would be way more effective to close with something like, “Now that you know how to use Trello, turn your first board into an overview of a current project!” Asana After I’ve opened all the cards, I’m not quite sure what to do next. Trello’s onboarding process is lacking in one regard. Cutting these out of the flow was wise, as a new user needs to create cards and boards before she can label, archive, or change them. When I tried out the previous onboarding process (January 2016), it also highlighted the keyboard shortcuts, mobile apps, labels, and archiving feature. It’s worth noting what Trello’s tutorial leaves out. You can instantly see Trello’s value: create a task, do it, and move it. The “Aha!” moment actually took place in mini-lesson #1, when Trello tells me to drag a card from the “Stuff to try” column into the “Tried it” one. It takes approximately two minutes to open all the cards, and I’ve already learned: User onboarding expert Samuel Hulick calls this revolutionary approach the “content is the tutorial” method. Rather than having to read pop-ups or follow arrows, I can infer how the product works by using the product. There’s not a ton going on, so it’s easy to figure out I should click on the “Welcome” board. The process also needs to be uncomplicated and, well, fun! TrelloĪfter I’ve created my account, Trello brings me to my dashboard. Most products have way more features than time-or user attention-allows for, so honing in on the most useful and impressive is crucial. Undoubtedly, this portion of the onboarding process is the trickiest. Round 1 Winner: Trello The “Here’s How Everything Works” Stage Asana recognizes which email host you use and changes the button accordingly, so when I put in a Gmail address, the copy read “Open your Gmail inbox.” Nice touch. And then, there’s a 41-second tutorial video! Really?!? That’s an annoying detour to complete before I’ve gotten even the tiniest value from the product. ![]() Before I can get into the app, I need to go to my inbox, wait for the confirmation message, and then click the verification link. Unfortunately, it goes downhill from there. Things begin smoothly: I only have to fill out one box (for my email), rather than four boxes (email, enter email again, password, enter password again) that many onboarding flows include, so I can fill out the form with ease. Asana’s sign-up process isn’t nearly as quick and effortless as Trello’s.
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