What Can We Learn From Monday.com User Onboarding

Founded in 2012 and launched as an independent startup in February 2014, monday.com formerly daPulse is a tool that transforms the way teams work together. I've met those guys at 2013 when we were working at nearby offices.


Honestly, I've never used the product. It's built for teams and simply doesn't fit my needs. But I kept following company's news and was happy to see they are growing fast. Last week I decided to see how they are dealing with the onboarding problem and what we can learn from this team of A-players.


Cognitive walkthrough

As a user, my goal is to see, as quickly as possible, how Monday can help my team to manage projects more effectively.


Here is the list of steps I need to take to sign up and create my first task.

  1. Enter work email and click "Create Free Account"

  2. Go to my email account

  3. Find the email from Monday

  4. Open the email and copy the verification number

  5. Past the verification number into the form

  6. Enter my full name

  7. Enter a password and click "Next"

  8. Enter my team name

  9. Select team size and click "Next"

  10. Choose account URL

  11. Check the checkbox and click "Sing up"

  12. Invite teammates by entering their emails or click "I'll do it later"

  13. Click the "New" button

  14. Select a project template

  15. Edit or add a task


Homepage

I love the simplicity of the page and also that it's empathising the word "Simplify". It's clean and straight to the point. Monday is all about making project management more simple, smooth and seamless.

Want to add a caption to this image? Click the Settings icon.

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Registration

The registration process is very easy to follow. Clean screens, no long form, no hard question. It does ask for a phone number, but the field is optional.

Excellent email verification screen. Absolutely love it. It appears as an overlay and creates the feeling that I'm one step away, almost done and in a second going to start using the app. The title says exactly what I should do. It doesn't say "verify your email", but tells me to go an check my email. It's good.

Another thing that I would take from this experience is using digital verification instead of just a link. That is great for optimisation for mobile. But it also works great on a desktop. The email subject includes the verification code. I don't even have to open the email.

I also like the motivation message - "Join 30,000+ teams...". The text itself is pretty standard. However, it shows up right before asking for a few more steps to go through. Great timing.

I would love to see fewer screens in the process. However, there is not a lot of them, so it's okay.


Onboarding

One thing that I always struggled to understand is why would I invite my teammates to the app I have yet to discover. But what confuses me, even more, is when an app asks me how many people are you in the team, I pick "Only me", and later it asks me "who's on your team?". Didn't I tell you two screens ago that it's only me? Why you're not listening to me?! Redundant step that added a lot of frustration to my experience.

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Customer onboarding is the process of leading a customer to the point of initial success or realisation of the potential value of a product or feature. Realisation of the potential value is exactly what monday's onboarding process does. It tells me to "create a new board to get started". When I do this, it shows me a list of templates. All I need is to pick one that relevant to me to see how my future might look like.

I would love though to have more hints and tips afterword.


Monday doesn't stop there. They added a little gamification feature that always works. You need to complete all the tasks, and by the end of that quest, you will have a much more personalised account.

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Summary

Despite a few very frustrating moments, I really love how monday onboard customers. It is very consistent in it's messaging and UI. I can feel an element of fun when using the app.

Monday's email verification flow is very good in all it's aspects. It motivates and guides me, but still fun and easy. If you want a customer to pay attention to your app, that's the way to do it.

Pretty good onboarding leads you to the point of understanding how to create a new project and how the end result will look like.