Enhance Your Customer Onboarding Methods with CloudApp

Ready to make onboarding your customers simpler and easier than ever? CloudApp is a visual communication tool that can help your whole team to create screen and webcam recordings, GIFs, and more - all with the ability to simply add annotations to the cloud. Whether you’re creating FAQ content or just sending them a welcome message, It’s easy to create content your new customers will love with CloudApp.
Hot air balloon on a screen recording
The CloudApp Employee Onboarding Tool is available for Mac, Windows, iOS, and Chrome. Downloading the software is quick and easy. Simply download the app from GetCloudApp above, access it from the Apple Store for Mac and iOS, for PC from the Microsoft Windows Store, or go to the Chrome Web Store and add the extension to Chrome.
Downloading the CloudApp snipping tool is quick and easy. Simply download the app from GetCloudApp, access it from the Mac Store or if you have a PC, from the Microsoft Windows Store. To get started, you should first register for an account, download the app, then install it on your machine and start snipping.

Enhance Your Customer Onboarding Methods with CloudApp

Chances are, you know the importance of customer onboarding. When done properly, onboarding can reduce new customer churn by helping them understand your program. It can also boost referrals and help you sell more. 

If your company doesn’t have processes in place for onboarding new customers, CloudApp can help. From creating helpful FAQ content to personalized welcome messages, CloudApp makes creating personalized visual communications between you and your customers a breeze. CloudApp can be used to help you in every part of the customer onboarding process. 


Create Personalized Welcome Messages

You can use CloudApp’s free screen recorder to say, “Hi, thanks for signing up with us!” and even take a minute to share the first onboarding steps with them. CloudApp makes dual-screen and webcam recording a breeze. You can embed your content in an email, or share the link within your software; CloudApp can be shared whatever your preferred method of reaching out to your new clients. Personalizing your first contact to this level can go a long way towards customer satisfaction and retention. 

Quickly Create Onboarding Tutorial Content

After a long time working on your funnels for obtaining new clients, they’ve started to sign up. It’s an exciting time! But what’s next? Making sure they’re satisfied with your software and fully understand it. This is the onboarding process. The good news is, onboarding doesn’t need to be scary. Your customer already likes you and believes in your product. 

To ensure your new customers feel comfortable with your program and feel like they're getting the most value from it possible, make sure you take them through a well thought out onboarding process. And there’s no better tool for the job than CloudApp.

When a new customer signs up, you’ll want to set expectations as soon as possible. This means reaching out with personalized, helpful content right after they sign up. And doing so doesn’t have to be hard! You can use CloudApp’s screen recording feature to demonstrate essential features. Or annotate a screenshot with arrows, text boxes, and even emojis to clarify complex parts. 

How to Get Started with CloudApp

CloudApp is the perfect tool for creating client onboarding content. Follow these simple steps to get started: 

For Mac Users:

  1. Download the Mac version of CloudApp.
  2. Select the CloudApp icon in your computer's menu bar.
  3. Select the type of content you’d like to create. Your options include screen and webcam recordings, GIFs, and annotated images.
  4. Click and drag your mouse over the portion of your screen that you'd like to capture. Then hit "Record" to record a video or GIF, or begin adding annotations.
  5. When your video and/or image is complete, it will automatically be saved to your CloudApp library for safekeeping and future access.

For Windows Users: 

  1. Sign up for CloudApp and download the Windows app
  2. Select the CloudApp icon in your computer's Quick Launch Icon tray.
  3. In the pop-up menu that appears, select the kind of content you want to create. Your options include screen and webcam recordings, GIFs, and annotated images.
  4. Click and drag your mouse over the portion of your screen that you'd like to capture. Then hit "Record" to record a video or GIF, or begin adding your annotations.
  5. When your video and/or annotated image is complete, it will automatically be saved to your CloudApp library for safekeeping and future access.

How to Create Simple Yet Sensational Client Onboarding Materials

Did you know 60% of people prefer to communicate visually if possible? CloudApp can make delighting your new customers effortless by providing simple tools to create stunning visuals. Perhaps you’ve found places your customers get ‘stuck’ when learning your software? Making a quick video tutorial that simply explains what to do next can reduce their frustration and get them back on board with your program. 

Or, perhaps you want to send them a warm, personalized greeting, or just some straightforward FAQ content answering common questions about your software. The good news is, it’s easier than ever with CloudApp. CloudApp makes it incredibly simple to:

  • Take screenshots
  • Create GIFs
  • Record your screen, with optional face and audio recording simultaneously
  • Annotate and markup any content with drawings, text, and even emojis

We’ll go over the basics here and how you might want to use them for customer onboarding.

Use Screenshots for Customer Onboarding

It’s been said a picture is worth a thousand words. And an annotated screenshot is worth a lot more. 

And let’s be honest, your new customers would way rather look at a screenshot quickly than read through a long, technical wall of text. CloudApp makes it easier than ever to create quick, annotated screenshots to ease your customers on board with your product. 

When you’re onboarding a new customer, customizing their experience and setting expectations from the beginning is a must. And you can do both by quickly snapping a screenshot. 

Perhaps the software didn’t quite meet their expectations? Or they can’t find a feature? The list of potential problems goes on. By sending a quick and easy screenshot, with the option to annotate and personalize it, you can communicate quicker and clearer with your customer. 

The great thing about CloudApp is once you take a screenshot, it’s stored securely in the cloud, and the link to it is automatically copied to your clipboard. You can find it in your CloudApp library, which that means no more sifting through your file folder, trying to find your most recent screenshot. 

Use GIFS for Customer Onboarding

Much like screenshots, GIFS can be an incredibly useful tool for onboarding a customer. Perhaps after studying new user data, you realize there are some common places in your software your new customers get stuck. They’re trying to use a feature or solve a problem, and they can’t figure out how. They could be directed to a standard, boring FAQ section filled with endless walls of text. Or, they could be delighted to find your FAQ section is filled with quick and clear GIFs, visually explaining how to get through the issue they’re stuck on. These GIFs can be attached to emails, embedded in your website’s knowledge base, or shared almost any other way, even embedded in an email.

GIFs can also be customized based on a specific customer’s experience and sent back to them. These personalized touches can make your customers feel like you care. Building a relationship with them and helping them get through the stuck points in your onboarding process can create loyal, satisfied customers. And loyal, satisfied customers are long-term, paying customers! 

Use Screen Recordings for Customer Onboarding

Screen recordings could be the simple tool you and your team have in your arsenal that sets you apart from each of your competitors. Screen recording with CloudApp is incredibly versatile and straightforward. First, you have the option to record your whole screen or just a portion of your screen. 

Then, you can decide whether you’d like to enable your microphone and your computer’s camera. If you choose to, you can quickly create incredibly personalized videos to help onboard your customers. After you take your video, you’ll have the option to edit and trim your recording.

Screen recording to connect with customers

Video is also the most engaging form of content available. You only get one shot at a first impression, and sending a video maximizes that opportunity. It’ll hold their attention longer and could reduce early drop-offs from new customers. It’ll also improve the retention of your customers.

You might be wondering, how long should my onboarding videos be? While there are no hard and fast rules (and if there were, they would vary from industry to industry and even company to company), we recommend keeping in mind where you’re using this content. But, you might want to do some A|B testing and keep track of how your users interact with your video content. Are they dropping off around 1 minute, even though it’s a 5-minute long video? You may want to try to break up your videos into smaller, more digestible sizes. Or, maybe your users are likely to watch to the end of a 7-minute video. Run some tests to determine how your company’s audience interacts with video to create engaging content to help them through the onboarding process. 

When to Use Visuals when Onboarding New Customers with CloudApp

While the onboarding process’s specifics will vary from industry to industry and company to company, there are a few guidelines you might want to consider if you’re wondering when to use visuals when onboarding new customers. We recommend the following: 

  • When they sign up
  • New user education
  • New feature launches

The first one is right when they sign up. Send them a personalized video saying something like, “Welcome, John! Thanks for giving our program a try!”. This personalization right away will help set expectations, build a relationship, and bring some delight. It also might make them less hesitant to reach out for help since you’ve already established personal communication. 

Second, creating stunning visual content can be used for new user education. Again, this could be a simple GIF or video in your site’s FAQ or knowledge base. Or, it could be an email funnel for onboarding new customers. For instance, once a user completes one step in setting up their profile, an email with the next steps could automatically be sent that contains a video on what to do next if it seems they’ve gotten ‘stuck’ anywhere in their onboarding process. 

Thirdly, if you launch a new feature, it’ll be easier to onboard your existing customers with excellent video content. It’ll hold their attention longer and provide a quicker, clearer way of showing them how to use your product’s enhancements. 

Don’t Take Our Word for It - Experience CloudApp for Yourself. 

Wondering if CloudApp is right for you and your team? Download a FREE version of CloudApp today and see for yourself how creating visual onboarding content can be easier than ever. 

Once you experience the ease of creating a GIF, screenshot, or dual-screen and webcam recording, there’s no going back. 

CloudApp is also available on Mac, Windows, Chrome, and iOS, meaning everyone on your team can use it. Try it out today here.

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