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
onboarding_integration_stuck
Step 2: Track Progress and Detect Friction
Step 3: Handle Common Friction Points
Form Validation ErrorsTrigger Messages by Step
Best Practices
Set appropriate time thresholds
Set appropriate time thresholds
Not all steps are equal:
- Simple forms: 30-60 seconds
- Complex setup: 90-180 seconds
- Integration/API: 120-300 seconds
Consider completion percentage
Consider completion percentage
A user 90% done likely just needs a nudge.
A user 10% done might be confused about the whole process.
Provide step-specific help
Provide step-specific help
Generic “need help?” is less effective than
“Having trouble connecting your Stripe account?”
Celebrate progress
Celebrate progress
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