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The Problem

Users often abandon during onboarding:
  • Confused by required information
  • Stuck on configuration steps
  • Don’t understand value propositions
  • Technical issues (API keys, integrations)
  • Decision paralysis with too many options

The Solution

Proactively detect when users are struggling and offer contextual assistance.

Implementation

Step 1: Create Events for Each Step

Create an event for each onboarding step where users commonly get stuck: Event: onboarding_step1_stuck
Event: onboarding_integration_stuck

Step 2: Track Progress and Detect Friction

Step 3: Handle Common Friction Points

Form Validation Errors
API Key Configuration

Trigger Messages by Step

Best Practices

Not all steps are equal:
  • Simple forms: 30-60 seconds
  • Complex setup: 90-180 seconds
  • Integration/API: 120-300 seconds
A user 90% done likely just needs a nudge. A user 10% done might be confused about the whole process.
Generic “need help?” is less effective than “Having trouble connecting your Stripe account?”
Consider triggers that encourage, not just rescue: “Great job on step 2! Just 2 more steps to go.”

Measuring Success

Next Steps

Feature Discovery

Proactively introduce features

Error Handling

Help users recover from errors