Mobile onboarding Mobile app

Expose newcomers to their first useful experience.

8 checks · 3 content groups

Checklist contents

Review progress

Screen and context

Compare information and presentation in context of use.

Introduce the right focusBriefly tell what the application does and the results after the setup step.Go through the stream with someone who wants to get a quick start. Try skipping the optional instructions, going back to the previous step, and reopening the app to see if the progress is kept properly.Example The preference selection screen has “Later”; After skipping, the user goes to the main content and can add preferences in the settings.Indicate progressDisplays the current step, the number of steps remaining, and how to return to the previous step.Keep the way forward and back consistent between steps. Count the steps that arise from the choice so that the progress is not misleading.Only ask what is necessaryKeep required information to a minimum and explain personalization options.Transfer information that can be added later to the right time when needed. If asking for preferences, show how the choice will change the experience.

Action and feedback

Try the operation, change the status and continue working.

Ask for permission at the right timeOnly ask permission when you need to use the feature and explain the effect before the system dialog box.Don't jam cameras, locations, and notifications at the beginning of the stream; Each offer needs to be tied to a benefit that has just been explained.There is a way to bypass itSkip the optional tutorial and show where you can review it later.After skipping, until the content is usable and kept in one place the setup is complete; skipping is not a dead end.Check when the keyboard is openKeep the input box and continue button visible; Use the appropriate keyboard for each field.Test each type of keyboard and cell switch on the small device; Step titles, errors, and continue buttons still need to be visible.

Branches need to be checked

Try specific scenarios when starting, changing, and completing tasks.

Let's go back to the setup stepKeep the entered data when the user needs to change the selection in the previous step.Go to the next step and then go back; Previous selections remain and progress updates correctly.Example Changing the purpose of use in step one does not lose the name entered in step two.Personalization can be ignoredIf asked for preferences, state the function and complete with the default choice.Ignore all arbitrary options; still get into the first beneficial experience.Example Topics of interest have a Skip button, which does not block account creation.

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GUIDANCE

How to review

Check which steps are actually required

Go through the stream with someone who wants to get a quick start. Try skipping the optional instructions, going back to the previous step, and reopening the app to see if the progress is kept properly.

EXAMPLES

Usage examples

Don't want to choose a hobby yet

The preference selection screen has “Later”; After skipping, the user goes to the main content and can add preferences in the settings.