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Onboarding Research

Overview

Conduct a research study to find a way to decrease drop off from app download to account creation.

Team

Product Designer - Nicolle Diiorio
UX Designer/Researcher - Henry Olstein

The Challenge

Up to 40% of prospective users drop off between download and full account creation. There were two main drop off moments. Between download and email input, and between email input and password creation.

Problem

Up to 50% of prospective users drop off between download and full account creation. There were two main drop off moments. Between download and email input, and between email input and verification.

Hypothesis

  1. Onboarding flow is too long
  2. Email verification required, prior to iOS 17, users to navigate to their email app to get code and users fail to return.  (Highest drop off step of onboarding flow)
  3. Users don’t understand the value proposition and lose interest
  4. Users are reluctant to enter personal information
  5. Unknown usability issues

The Study

We conducted an unmoderated qualitative study with 12 new users that were an even distribution of gender, age and locations.

App Store Impressions

  • Evaluate app store page as if they’re considering downloading
  • What does this app do?
  • Would you be interesting in downloading?
  • What data are you expecting to enter?

Sign Up

  • Any difficulties in the process?
  • Are there any moments you would abandon the process?

Vault Creation

  • Any difficulties in the process?
  • Any parts of the vault that you are hesitant about?

First Impressions + Recall

  • Continue exploring app, stopping when you would naturally stop
  • Recall and understanding of Data Score, Connections, Wallet, Vault

Value Prop + Rankings

  • Does the app meet the expectations that you had when looking at the app store page
  • Rank ease of sign up, trustworthiness, likelihood to use

Variations

Below you will see the prototypes used in the study. We tested 3 versions of the flow. Each participant saw the baseline plus one of the new variations.

We had a hunch that beginning the onboarding with lengthy legal text was a turn off for users especially, considering the app's subject matter. We felt it was important to ease the user into the idea by including brief explainers before intimidating (yet unavoidable) legal text.

We also made some simple UX updates to expedite the legal screen agreements.

Legal Text UX Updates

Terms of Service Updates

During our research, we identified some usability issues. One common problem was that users often missed the checkbox. To address this and streamline the process, we introduced a swipe feature. The swipe was chosen for its quick action and to differentiate it from a CTA button, given its role in confirming the user's agreement to terms.

Privacy Policy Updates

Users tend to review the privacy policy on this app more frequently than others due to its data-sharing nature. However, some users skip through without scrolling down the page. To address this, we added short summaries for each section throughout the text, along with a progress bar. Users can tap an arrow to jump to the next summary further down the page. This new feature received positive feedback, and many users engaged with and read through all the summaries.

Test Variations

Version A

This version focuses on user earnings. Majority of our users fall in to our "Earning Maximizer" persona so we wanted to test if this type of language would lead to completions.

However, the results showed that starting the conversation with money was off-putting for most users. Many described it as feeling like a "scam" or "too good to be true".

Version B

This was the preferred version of the test. Users felt the messaging was clear, informative and reassuring. One critique was that the headlines were unclear. This is the bases of the final output.

Version C

We tested a shorter version of the explainer to see if the length of the onaboarding was impacting the drop off. User's did not respond well to this version and usually skipped over it, as they said it was "too much information on one page".

Final Version

Prototype

Outcome and Learnings

Building trust is the key to getting users to complete onboarding. Users appreciate transparency around what Caden is doing with their data and don't mind extra screens for clarity. Improving transparency decreased user drop-off rate.

Selected Works

Caden APP

Vault 2.0

Revamp of the Caden's Vault with ID verification.

Caden APP

Caden AI Beta

The first personal AI trained on user data within the Caden App.

Caden APP

Design System

First version of the design system used to launch the Caden App.

ANTHOLOGYAI

B2B Web Platform

Premiere of AnthologyAI's enterprise platform for customers explore products.

CADEN APP

User Insights

Caden's version of "Spotify Wrapped" across various data types available year-round