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Onboarding New Customers 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.

Available on:

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.

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! 

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