What is Onboard Users Manually?

"Onboard Users Manually" is a term born out of the digital era and is related to the customer journey.

To put it simply, it's a personalized approach taken by businesses to help their customers or potential customers understand how to use a product or service. By reaching out directly, through channels such as email, live chat, or demos, businesses can set the tone for the user experience and make a strong impression.

The purpose of manually onboarding users revolves significantly around retention. By offering extra attention and guidance to new users, businesses are more likely to keep those users engaged. This human interaction not only aids in the effective use of the service or product but also enhances customer satisfaction and loyalty.

Examples of Onboard Users Manually

  1. An online retail store can use manual onboarding by reaching out to new customers through a welcome email, providing a guided tour of the website, and offering early access to sales.

  2. Software companies can offer one-on-one demos or personalized tutorials for new users, addressing their specific needs and enhancing their understanding of the product.

  3. A fitness app might onboard users manually by having a personal trainer reach out to new subscribers to customize workout plans and dietary advice.

  4. A streaming service like Netflix or Hulu might use a personalized email campaign to onboard new subscribers, highlighting features of their service, providing tips for a better user experience and suggesting content based on their interests.

  5. A SaaS (Software as a Service) company might assign a dedicated customer success manager to each major client, offering them personalized onboarding and continuous support.

Marketing Tactics Similar to Onboard Users Manually

Customer Relationship Management (CRM): This strategy focuses on managing a company's interactions with current and potential customers. It’s similar to manual onboarding as it emphasizes personalized communication and relationship building.

Customer Success: This tactic refers to the business strategy of ensuring customers achieve their desired outcomes using your product. Like manual onboarding, it involves providing continuous support and guidance to users.

Product Walkthroughs: This is another form of user onboarding where users are guided step-by-step in how to use the product effectively. This could be automated but taking a manual approach provides more personalized interaction.

Welcome Emails: A digital marketing strategy used to greet new customers and guide them after they’ve signed up for your service. They’re often part of the manual onboarding process.

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