User Onboarding

Get them to stay

iPhone showing Wakelet's 'Personalise your experience' screen, asking whether you're a teacher, student, tech coach or librarianiPhone showing Wakelet's 'Personalise your experience' screen, asking whether you're a teacher, student, tech coach or librarian

At-A-Glance

New users were dropping off fast after signup. I ran research to find out why, redesigned onboarding around a personalised first collection, and validated it with usability testing before shipping.

My Role

Head of Product Design - User Research, Ideation, Rapid Prototyping, UI Design

Team

iOS Developer

Android Developer

QA Engineer

Timeline

Mar 2023 - May 2023

Tools

Figma

The Problem

Drop-off, week 4 → 5

45%

Total drop-off from signup

93%

There was a significant drop-off in new user retention: 45% of users stopped opening the app between week 4 and week 5 alone, compounding to a 93% total drop-off from the date of signup. Keeping new users engaged through their first weeks was critical to maintaining a high volume of quality, long-term users.

The Research

Quantitative

  • By week 5, 93% of users had stopped opening the app.
  • Of the 7% who were still active past week 5, 97% had created at least one collection and added three or more items.
  • Of the 93% who churned, only 16% had ever done the same.

Qualitative

Method: Video calls with individual users

Criteria: Located in the US, signed up between 5–8 weeks ago

Goals

  • Understand the factors influencing user engagement and drop-off
  • Analyse user behaviour and decision-making
  • Identify opportunities to improve retention

Key questions

  1. 1. What motivated you to sign up for the app, and how did you initially intend to use it?
  2. 2. Can you walk us through your experience using the app? What worked well, and where did you face challenges?
  3. 3. What factors influenced your decision to either continue engaging with the app or stop using it after a few weeks?

Key Insights

1. Users struggle with onboarding & understanding the platform

Many felt overwhelmed because the platform differed from familiar tools, and a lack of clear guidance made it hard to see how it fit into their daily workflow.

2. Users need more direction & motivation to engage

New users struggled to identify practical use cases, which led to disengagement. Structured onboarding, suggested use cases, or interactive guidance stood out as ways to improve retention.

3. Content sharing & collaboration need to be simplified

A confusing sharing UI led to frustration; a streamlined process with clearer instructions could help users connect with like-minded people and stay engaged.

Ideation & Hypothesis

Highlighted directions are the ones we moved forward with.

Selected

Optimise onboarding

Improve onboarding to be more engaging and personalised.

Selected

Personalisation

Tailor content, recommendations, and interactions around the user's preferences.

Selected

Reduce friction in existing flows

Simplify current flows to remove user drop-off.

Improve notifications

Enhance the effectiveness of push notifications.

Gamification

Implement challenges and rewards for user interactions.

Provide users with a personalised experience when creating collections. By tailoring content to what people actually do, users wouldn't need to go to social media or the explore page for ideas on what to create.

The Approach

I replaced a generic, one-size-fits-all onboarding step with a short preferences flow, then used those answers to turn the empty Home screen into a personalised template picker. A new user's very first collection was already tailored to what they'd told the app about themselves.

From sketch to structure

Early sketches tested a single open-ended question against a step-by-step flow with one question per screen, and iterated on the progress indicator (dots vs. bars) and option layout (single column vs. two-column grid) before settling on a format that felt quick without hiding information or breaking as more options were added.

Hand-drawn sketches comparing progress indicators (dots, bars) and option layouts (horizontal, vertical, one or two columns)Hand-drawn sketches comparing progress indicators (dots, bars) and option layouts (horizontal, vertical, one or two columns)

Prototyping account setup

Built a two-step onboarding flow: role first, then a subject-specific follow-up, so every new account carried enough signal to personalise what came next.

Three onboarding screens asking what you do, which grades you teach and which subjects you teachThree onboarding screens asking what you do, which grades you teach and which subjects you teach

Prototyping collection creation

When users chose to create a collection, they could start blank or pick from a set of templates matched to their onboarding answers. A teacher would see Lesson Plan, Lesson Resources, or Meet the Student, each pre-filled with the structure that use case usually needs.

Three screens: an empty home with a 'Create your first collection' prompt, a template picker, and a Lesson Plan templateThree screens: an empty home with a 'Create your first collection' prompt, a template picker, and a Lesson Plan template

Validating with Users

Participants: Educators in the US who had not used Wakelet before

Method: Remote usability testing through recorded sessions

Goals

  • Evaluate the ease of use and understanding of the prototype
  • Identify usability friction points that may hinder engagement

Scenarios tested

  1. 1. An educator knows what to create and organise when using the platform for the first time
  2. 2. A teacher can work out how to integrate the tool into their classroom activities

Did you encounter any issues during account setup?

  • No issues: 60%
  • Didn't see the subject they teach: 25%
  • Were hesitant giving the information: 15%

Why do you believe this information is being collected?

  • Personalised experience: 85%
  • Unsure: 15%

Did the template help you decide what to create?

  • Yes: 100%

Could you find something to create?

  • Yes: 95%
  • No: 5%

The Journey, Before & After

Current

  1. Set up account
  2. How did you hear about us?
  3. Home
  4. Create collection
  5. Add content

Updated

  1. Set up account
  2. PreferencesNew
  3. Home
  4. Pick a templateNew

The Outcome

The redesigned onboarding shipped as an A/B test against the existing flow. The drop-off between week 4 and week 5 nearly halved, and users who created a personalised collection early were far more likely to still be active weeks later.

Week 4–5 drop-off

45% to 22%

Retention beyond week 5

7% to 10%

Users who created a collection but didn't return

+125%

Four shipped onboarding screens: the role picker, the subject picker, a personalised home and the template pickerFour shipped onboarding screens: the role picker, the subject picker, a personalised home and the template picker