UserOnboarding.Academy is a non-commercial community. It is free and will remain free.

7 Steps to Successful User Onboarding Automation

In this article, we'll explore the different ways that automation can be used in onboarding, the best practices for incorporating it, and the types of users who are most receptive to automated onboarding.
Written by
Selman Gökçe
Published on
February 22, 2023

When it comes to user onboarding, the first impression is everything. It's a critical part of the customer journey that can make or break the user's experience with your product or service.

That's why it's essential to create a smooth, engaging, and effective onboarding process that sets your users up for success.

One of the most effective ways to achieve this is through user onboarding automation. Automating your onboarding process can help you streamline the process, reduce workload, and provide a personalized experience to your users.

It can also help you scale your onboarding process and ensure that every user gets the same level of attention and guidance, no matter how many users you have.

However, implementing user onboarding automation is not a one-size-fits-all solution.

It requires a thoughtful and strategic approach to ensure that it meets the needs of your business and your users. 

In this article, we'll explore the different ways that automation can be used in onboarding, the best practices for incorporating it, and the types of users who are most receptive to automated onboarding.

What is User Onboarding Automation?

User onboarding is the process of guiding new users through the various features and functionalities of your product or service, with the goal of helping them understand how to use it and become successful users. Traditionally, this process involves a manual approach, where a member of your team personally walks the user through the various steps of onboarding. However, with the advancement of technology, user onboarding can now be automated to a large extent. User onboarding automation involves using software tools to guide users through the onboarding process, reducing the need for manual intervention. 

This allows for a more efficient and scalable onboarding process, which can be especially helpful for businesses with large numbers of users.

Why Use a User Onboarding Automation?

By automating user onboarding, you can create a personalized experience for your users, without the need for dedicated human resources to guide them through the process. 

Automation tools can provide a wide range of features such as:

  • Interactive product tours,
  • Contextual tooltips,
  • In-app messaging, and
  • Progress tracking,

All of which can be customized to meet the unique needs of your business and users.

In addition to reducing the workload on your team, user onboarding automation can also improve user engagement and retention rates.

By providing a seamless onboarding experience, you can help users quickly understand how to use your product and achieve their goals, reducing the likelihood of them dropping out of the process.

Whether you're a SaaS company, an e-commerce business, or any other type of organization, user onboarding automation can help you improve user adoption, reduce churn rates, and drive growth. 

By following the steps outlined in this article and choosing the user onboarding tools that matches your product, you can create a seamless and effective onboarding experience that sets your users up for success and drives long-term engagement with your product or service. 

So, let’s dive into the article and explore the successful steps for user onboarding automation!

How to Have Successful User Onboarding Automation?

To have a successful user onboarding automation, there are some key steps that businesses should follow.

Since we explained what user onboarding automation is we can delve into the key steps of a successful user onboarding automation!

You can also check our article titled 10 Steps to Create the Best Onboarding Videos with Examples to learn more about the best onboarding methods.

1- Analyze Your Existing User Onboarding Method

Before you dive into user onboarding automation, it's important to take a step back and evaluate your existing onboarding method. 

This step is crucial because it helps you identify areas where your current process might be falling short, and determine how automation can help improve it.

When analyzing your current onboarding method, start by identifying the key touchpoints where users interact with your product or service. These touchpoints can include things like sign-up forms, tutorials, feature introductions, and support channels. 

Then, consider how effective these touchpoints are in guiding users through the onboarding process and addressing their pain points.

Next, gather feedback from your existing users to gain insights into what they found challenging or confusing about the onboarding process.

Use this feedback to identify areas where your current process needs improvement, such as the clarity of your messaging or the effectiveness of your tutorials.

Finally, consider the resources and budget you have available for implementing user onboarding automation.

By taking the time to analyze your existing user onboarding method, you can gain a deeper understanding of your users' needs and how automation can help meet them.

It will also help you identify potential roadblocks and areas where you can improve the onboarding process to create a seamless and successful experience for your users.

2- Set Goals and Map Out the User Journey

Once you have a clear understanding of your existing onboarding process, it's time to set goals and map out the user journey.

What are the key milestones that users need to reach to become successful with your product?

What are the pain points that you need to address? 

By setting clear goals and mapping out the user journey, you can ensure that your onboarding process is tailored to the specific needs of your users.

With your goals in mind, map out the user journey from start to finish, taking into account all the touchpoints where users interact with your product or service. 

This includes everything from sign-up forms to feature introductions and support channels.

user onboarding automation best practices

3- Find a Method of User Onboarding that Suits Your Needs

There are many different methods of user onboarding, including in-app tutorials, video tutorials, email onboarding, and more. It's important to find a method that suits your business needs and the needs of your users. For example, if you have a complex product, in-app tutorials may be the most effective way to onboard new users.

4- Pick a User Onboarding Tool

To automate your user onboarding, you will need to use a user onboarding tool.

There are many different user onboarding tools available, each with its own set of features and functionalities.

Some of the top user onboarding tools include,Userpilot,Appcues,WalkMe,Intercom,Chameleon, and UserGuiding.

5- Create Guides/Resources to Cover Basic Tasks and Features of Your Product

To automate your onboarding process, you need to have a set of guides and resources that cover the basic tasks and features of your product.

This can include everything from tutorial videos to helpful articles and FAQs.

These resources should be designed to help new users become familiar with your product and answer any questions they may have.

6- Put All the Guides Together in an Onboarding Wizard/Checklist

Once you have your guides and resources in place, it's time to put them all together in an onboarding wizard or checklist.

This will guide new users through the onboarding process step-by-step and ensure that they don't miss any important tasks or features. 

This can be especially helpful for users who are new to your product or service, as it provides a clear roadmap for getting started.

7- Put Hotspots and Tooltips Where Users Get Stuck

Finally, it's important to put hotspots and tooltips in areas where users commonly get stuck.

These can be areas of your product that are particularly complex or confusing. By providing guidance at these critical points, you can ensure that new users don't become frustrated and abandon the onboarding process.


In conclusion, user onboarding automation is an effective way to make the onboarding process more efficient, scalable, and personalized.

It streamlines the process and reduces the workload for customer success teams, allowing them to focus on more complex issues. 

By analyzing the existing onboarding process, setting goals and mapping out the user journey, choosing a suitable method of user onboarding, selecting the right user onboarding tool, creating guides and resources, and putting hotspots and tooltips where users get stuck, you can achieve a successful user onboarding automation process.

By implementing user onboarding automation, you can increase user engagement, reduce churn rates, and ultimately drive growth for your business. 

With the right approach and tools, you can create a seamless onboarding experience that sets your users up for success and helps them get the most value from your product or service.

Other Blog Posts

See All