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.
Having face to face contact with your new customers can be the start of helping you build a loyal, long-term relationship with your customers. Rather than greeting them with a personalized email (which they likely know is automated, anyway), what if you greeted them with a personalized message?
You can use CloudApp’s webcam recording feature 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.
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.
CloudApp is the perfect tool for creating client onboarding content. Follow these simple steps to get started:
For Mac Users:
For Windows Users:
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:
We’ll go over the basics here and how you might want to use them 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.
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!
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.
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.
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:
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.
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.