Self-Serve Onboarding

How we worked to introduce an onboarding experience into OneSignal, to ensure an ‘Ah-ha’ moment

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Product
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Existing Challenges

Developer Focused

Initial onboarding pushed user to create an app, and install an SDK. Strategically OneSignal wanted to democratise push by providing easy-to-use functionality to Marketers. So there are more new users, who come into OneSignal that are not bringing their own application in, so need to see the wider product offering and value with a different lens.

Missing User Information Capture

The existing onboarding didn’t capture persona, use cases, or any company information to build up our PLG pipeline for direct sales. This meant we lost critical opportunity to target our self-serve free customers.

Omnichannel Provider

Strategically OneSignal was moving beyond only offering push, to begin to offer Email, SMS, In-App and more. However the onboarding process was focused on setting up Push Notifications, and users lacked awareness of all other channels.

Goals

Educate Users

Allow users to see and glance all messaging channels, so they can see OneSignal’s offering beyond push notifications.

Value Proposition

Increase new users understanding of the value of OneSignal.

Reduce Time-to-Value

Improve onboarding engagement and reduce time-to-value of sending a message.

Growth

Encouraging users to invite team mates to grow their usage of OneSignal, and quickly unblock any technical requirements by allowing Marketers to onboard Engineering partners.

Features

Onboarding Questions

Introduced Onboarding questions to improve our lead capture and personalize the experience to specific personas and use cases.

Feature Demo’s

Created a set of demo walkthroughs introducing OneSignal’s value proposition and key functionality.

User Milestones

Provided user milestones to ensure users are getting setup, and levelling-up their usage of advanced functionality.

Prototype

Take a walk through the implemented onboarding changes

Phased Rollout

Phase 1: Personalization Questions

Introduced a series of questions to build the funnel for direct sales, and tailor the dashboard experience.

Phase 2: Pricing Upgrade

Shared pricing plans for users to select from during onboarding, as many users didn’t know plan differentiation. This allowed for opportunity for a new

Phase 3: Milestones

Introduced a set of onboarding  milestones that prompt them to undertake a set of specific actions to ensure they get started, whilst being helped along the way.

Phase 4: Invite

Adding the ability to invite team mates into OneSignal, ensuring removal of technical blockers, and to grow the users value of the platform to drive conversion.

+50%

Our Direct sales funnel increased by 50% Q-on-Q

Omnichannel

Better positioning OS as omnichannel, including a QoQ growth of 23% for In-App Messaging.

1% Paid Plans

Introducing new users to pricing and premium plans, led to initial uptake of self-serve paid plans.