Progressive onboarding

Progressive onboarding is a strategy that allows users to complete the onboarding process in stages, rather than all at once. This approach can significantly enhance user engagement and conversion rates, especially when dealing with complex onboardings (with lots of required documents and fields).

Implementing progressive onboarding with Ondorse

Ondorse makes it easy to implement progressive onboarding. By leveraging conditions and automations, you can create a seamless onboarding flow that breaks down the onboarding process into manageable steps. This means your end-users can complete tasks such as sending documents and filling out forms at different points in time, reducing the initial burden and allowing for better engagement.

Our recommendations

• Use custom fields, conditions and risk level: Tailor the onboarding flow to your specific needs by using custom fields, conditions and risk level. This ensures that users only see relevant information at each stage.
• Showcase product value: Between onboarding steps, highlight the benefits and features of your product. This keeps users motivated to complete the process.
• Monitor and iterate: Regularly review the onboarding flow and make adjustments based on user feedback and analytics to optimise the experience.

This example illustrates the step-by-step process and how it can be implemented using Ondorse.