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Figma User Onboarding: On Inspiration

Flo Merian
April 23, 2021

Figma User Onboarding: On Inspiration

As a marketer, I like to break down onboarding experiences from great B2B SaaS companies for inspiration.

Figma is no exception.

Like this presentation? Tweet it!

And if you want to stay in the loop for the next reviews, follow me on Twitter @fmerian.

Flo Merian

April 23, 2021
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Transcript

  1. To start working with a new design tool might feel

    frightening. Figma manages to keep it accessible with an efficient onboarding flow that mixes inspiration and instruction. What I like about it. @fmerian
  2. Overview Step 1. Create account. Step 2. Tell us about

    yourself. Step 3. Verify your email. Step 4. Name your team. Step 5. Invite collaborators. Step 6. Choose a plan. Step 7. You're all set! @fmerian
  3. Recap It takes three steps to start setting up the

    account. The flow could have been more straightforward. @fmerian
  4. Step 5. Invite collaborators. Pro Tip: If you build a

    product for teams, hint your users to invite their teammates. @fmerian
  5. Alternative: Who do you design with? Your text can have

    a significant impact on your activation rate. Make your copy engaging. Who do you design with? Add teammates @fmerian
  6. Step 6. Choose a plan for your team. It feels

    weird to choose a plan at this step, as the user didn't create any value so far. @fmerian
  7. Step 6 Choose your plan. Step 5 Invite collaborators. Step

    7 You're all set! Alternative: Skip the step to focus on the signup experience. @fmerian
  8. Step 7. You're all set! Two options. Either you walk

    through the tutorial, or start from scratch. @fmerian
  9. Step 8.2 This step is a Wow effect. When you

    leave the previous page and land on your workspace, it already has some ready-to-use files. You're all set. @fmerian
  10. Recap Step 1 Create account. Step 0 Step 2 Tell

    us about yourself. SIGNUP FLOW HOME @fmerian
  11. Recap Step 5 Invite collaborators. Step 4 Give your team

    a name. Step 6 Choose a plan. SETUP @fmerian
  12. If you build a product for teams, hint your users

    to invite their collaborators. @fmerian
  13. Thanks! Over to you, what struck you the most in

    this onboarding experience? Ping me on Twitter. @fmerian
  14. One more step I review onboarding experiences from great B2B

    SaaS companies and share how I'd optimize them once a week.