User onboarding is a critical stage in the customer lifecycle. It's the first impression your product makes, and it can make or break the user's experience. Effective onboarding can lead to higher user activation rates, increased engagement, and ultimately, greater customer retention.

Instead, focus on creating concise, visually appealing videos that address specific user needs and pain points. By showcasing real-world use cases and highlighting the benefits of your product, you can create an onboarding experience that is both informative and engaging. With that in mind, let's dive in.

1. Codility

Codility is a tech hiring platform that helps engineering teams hire quickly and efficiently by predicting candidate's real-life skills. This video is designed to introduce the company and showcase its benefits.

Video Design - The video uses a sleek and modern design style, featuring a combination of animated graphics and text. This style is common in New User Onboarding Videos, which aim to quickly showcase product functionality and benefits. Bright, contrasting colors and bold typography help draw attention to key information. The video employs dynamic transitions and camera movements, keeping the viewer engaged by constantly shifting the focus.


The video's design effectively communicates Codility's value proposition. The use of animated graphics, specifically the globe with highlighted cities, emphasizes the platform's global reach. The visual style is clean and professional, reflecting the serious nature of tech hiring. This visual design, coupled with the concise and impactful narration, drives home the benefits of using Codility for tech hiring.

2. NETGEAR

NETGEAR Insight is a network management solution for small and medium-sized businesses. This video is designed to show the benefits of using NETGEAR Insight to manage a network.


Video Design - The video design is simple and effective. It uses a bright, colorful cartoon style to illustrate the benefits of using NETGEAR Insight. It uses animated graphics with clear visuals and text. The video is engaging and easy to understand, making it a good New User Onboarding Video. The clean and simple animation style, alongside clear visuals and text helps explain the benefits of the product for a business.


The video is well-designed and communicates the message effectively. The use of animation helps to make the video engaging and easy to understand. The simple visual style and clear visuals and text help to drive the video goal, which is to introduce NETGEAR Insight and its benefits for businesses. The tone of the video is informative and approachable. The focus on the benefits of NETGEAR Insight for businesses, along with the clear and concise information, makes the video an effective marketing tool for NETGEAR Insight.

3. ZoomInfo

ZoomInfo Engage is a software solution that helps businesses find and connect with prospects faster. The video is designed to illustrate the problem and solution that ZoomInfo Engage provides.

Video Design - The video uses a clean and minimalist design style, which is common in New User Onboarding Videos. The animation is simple, but effective in communicating the product's value proposition. The video uses bright colors and simple shapes, which makes it easy to follow and understand. The use of icons representing tools like Gmail and Chrome helps connect with the viewer.

The video's visual style effectively communicates the product's value proposition. The video uses simple, relatable metaphors, like juggling, to illustrate the challenges of managing multiple tools. The animation style is playful and engaging, making it easy for viewers to connect with the message. The clean and minimalist design communicates that the product is user-friendly and efficient. This design choice helps convey the message about the product's ability to simplify the sales process.

4. Sofico

Sofico is a specialised software used by captive finance companies, leasing companies and mobility management companies to efficiently manage business processes. This video is designed to demonstrate the features and benefits of Sofico's software.

Video Design - The video has a clean and modern design, using flat icons and animations. The use of bold colors and white outlines helps to make the video engaging. The style of the video is minimalist and simple, making it a good "Mobile App Video."

The video uses simple but effective animation to demonstrate the software's features. The animation is smooth and easy to follow, making the video easy to understand. The minimalist style and animations of the video effectively communicate the ease of use and effectiveness of Sofico software.

5. Datasite

Datasite is a new platform for investment banking that helps users work faster and more efficiently. This video is designed to introduce users to the powerful features that help investment bankers work smarter.

Video Design - Datasite utilizes a sleek, minimal design style, showcasing clean lines and bright, modern colors to emphasize the user-friendly interface. The animated video features a series of engaging visual elements that highlight the platform's key features and benefits. The use of simplified geometric shapes and dynamic animation, combined with the bright color palette, results in a visually appealing and memorable Business Software Video.

The video's animated style and clear narrative effectively communicate the value proposition of Datasite. The tone is sophisticated and reassuring, making it clear that Datasite is a powerful tool designed to improve workflow and increase productivity. The video focuses on the product's unique capabilities and demonstrates how it can streamline the deal lifecycle. The video's strong visual design effectively underscores Datasite's capabilities and highlights the platform's efficiency.

6. Monte Carlo

Monte Carlo helps businesses to understand the impact of data issues. The video is designed to introduce the concept of data observability and its importance for business success.

Video Design - The video is a vibrant example of an Animated Product Benefit Video. It uses bold colors, simple shapes, and engaging animations to illustrate the problem of bad data. The video features a playful use of graphic elements that reinforce the narrative. The use of the "data downtime" concept is visualized with different shapes. This style successfully highlights the importance of data observability for businesses.

The visual style of the video communicates the importance of data observability. The animation, graphics, and playful tone help to highlight the costs of inaccurate data, creating a connection with the audience and driving a greater understanding of the challenges of unreliable data. The simple and effective animated design of the video efficiently drives the message home to a wide audience.

7. Rx EDGE

Rx EDGE is a company that provides solutions for reaching patients in the pharmacy. The video is designed to showcase the effectiveness of their program, Solutions at the Shelf.

Video Design -
This Mobile App Video is visually engaging with colorful and simple graphic elements, creating a clean, modern aesthetic. The video effectively uses animation to depict the reach of Solutions at the Shelf in pharmacies nationwide. This style is well suited for showcasing a mobile app that has a user-friendly interface and engaging design.

This video effectively communicates the objective, to educate patients about prescription alternatives, through a visually engaging and informative style. The tone of the video is upbeat and informative, showcasing the reach of Solutions at the Shelf. The simple graphics and animations, alongside a clear and concise message, drive viewers towards understanding the program. This video highlights the ability of Solutions at the Shelf to educate patients about prescription alternatives, in a convenient and accessible manner.

8. Streamr

Streamr is a global peer-to-peer network that distributes data streams for the new data economy. This video is designed to introduce the solution and its potential for sustainable development.

Video Design - This video features a simple, minimalist visual style, similar to a New User Onboarding Video. The video uses clean lines, bright colors, and simple graphics. The animation is smooth and engaging, making it easy to follow the narrative of the video. The design is clean and visually appealing, highlighting the value of the solution to a growing population.


The video's design effectively conveys the message of sustainability, innovation, and collaboration. The bright colors and clean graphics create a positive and optimistic tone. The network of individuals and projects that are interconnected and are working towards a common goal, showcases the power of collaborative data sharing. This visual style helps to communicate the value of Streamr as a solution that can support a more sustainable future.

9. Relativity

Relativity is a software solution for investigations. The video is designed to demonstrate the complex nature of investigations.

Video Design - The video's visual style uses a combination of abstract graphics and animations to illustrate the software's ability to connect various data points. This style aligns with the Business Software Video. A subtle color scheme with gray, white, and pastel colors is used throughout the video. The graphics are simple and clean, creating a professional look.

The video successfully communicates its objective by using abstract graphics to showcase the complexity of the data that needs to be analyzed during investigations. The video's overall tone is professional and informative. The video uses a calm narrative to highlight the challenges involved in investigations. The video does not use any overly simplistic visuals, which is essential for the audience to understand the video content.

10. State Street

State Street is a financial services firm that provides solutions for asset managers. The video is designed to showcase how State Street's services can help asset managers unlock opportunities, streamline operations, and support global expansion.

Video Design - The video utilizes a minimal design style, with a focus on clean graphics and animation. It employs a color palette of blue, white, and black, creating a professional and modern look. This clean style and animation combined with a simplified visual language makes this a good Software Product Benefit Video. The video uses a combination of geometric shapes, lines, and text to represent concepts such as data, efficiency, and innovation. This abstract representation allows for clear communication of the core ideas, further reinforcing the product benefit narrative.

The visual style of the video effectively communicates the objective of the video, which is to highlight the benefits of working with State Street. The simplicity and clarity of the design reflect the company's commitment to providing straightforward and effective solutions. The video conveys a professional and sophisticated tone, emphasizing the company's expertise and its ability to deliver results. The video overall message is one of partnership and collaboration, showcasing State Street's commitment to helping clients succeed.

11. WalkMe

WalkMe is a digital adoption platform that helps businesses improve employee productivity and training. This video is designed to showcase WalkMe's capabilities and how the platform can help businesses overcome common challenges, such as employee onboarding.

Video Design - This Animated Product Benefit Video uses vibrant and bold colors with a clean, modern design. A key part of the video is a visual metaphor of shapes falling and then being organized by WalkMe's software. The video features a series of animated illustrations showing common software training challenges and how WalkMe helps address these issues, emphasizing intuitive onscreen walkthroughs.

The visual style of the video effectively communicates the video's goal and the need for WalkMe. The video's tone is positive and engaging, highlighting the benefits of using WalkMe and creating a sense of urgency to learn more. The use of animation, simple graphics, and a clear, concise narrative makes this a compelling video. The animated illustrations help to visualize the complex concepts in a simple and relatable way. This video is ideal for showcasing the product's features and benefits to potential customers.

12. 360Learning

360Learning is a learning platform that helps companies onboard new hires quickly and effectively. This video is designed to highlight the challenges companies face with onboarding and how 360Learning can solve these problems.

Video Design - The video starts with a simple, yet effective visual that represents the statistics of new hires and their performance. The video then transitions to a more complex visual that represents the various stages of onboarding. The visual design of the video is clean, modern, and professional, and it effectively communicates the message of the video. This is a good New User Onboarding Video because of the simple visual design, clear graphics and well-chosen color palette, and the overall clean aesthetic.

The video effectively communicates the objective of onboarding through the use of simple graphics and visuals. The video focuses on the challenges of onboarding and how 360Learning can help companies overcome them. The video conveys a professional and informative tone. This is a good example of how a New User Onboarding Video can be designed to engage viewers and convey a strong message.

13. SurveyMonkey

SurveyMonkey Team Plans are designed to boost collaboration among teammates. The video is designed to show how this feature can save time and improve work efficiency.

Video Design - The video is designed to be a "Feature Benefit Video" with animated graphics to showcase team plan features. The color scheme used in the video is bright, vibrant, and playful, appealing to users who are looking for a fun and easy-to-use survey tool. The animations are fast-paced and engaging, making the video fun to watch and keeping the viewer's attention. A graphic showing a woman looking at a board with a SurveyMonkey interface is followed by simple, animated, flat graphics of the features. A central theme of bright green and gray is used throughout the video to emphasize the company's brand identity.

The video is able to communicate the objective of the video by using clear and concise language, and bright graphics. The use of simple icons and clear text highlights the features of the team plan and how it can benefit users. The video's tone is conversational and upbeat, making it feel approachable and friendly, which helps to further the video's goal of boosting user engagement with SurveyMonkey.

14. Sugar Market

Sugar Market is a customer experience platform, designed to help businesses improve their marketing, sales, and customer service. The video is designed to provide an overview of the platform and its benefits.

Video Design - The video uses simple and bright colors, and a clean, modern style. It features various graphics such as charts, icons, and graphs that are easy to understand. The use of animation makes the video engaging and helps explain complex concepts in a simple way. The video also utilizes a whiteboard animation style, which is a popular choice for explaining complex concepts in a concise and engaging manner. This type of animation is also easily scalable and can be adapted for various platforms and Mobile App Video.

The visual style of the video communicates the objective by emphasizing the platform's ability to improve customer experience. The video is designed to be informative and engaging, showcasing how the platform helps unlock insights and drives success in marketing, sales, and customer service. The video bright and energetic tone further reflects the positive results that the platform offers, making it a compelling choice for businesses looking to improve their customer experience.

15. CyberArk

CyberArk is a secure access management company that helps organizations manage privileged accounts and secure access to critical assets. This video is designed to highlight the benefits of integrating CyberArk with Tenable for seamless vulnerability management and secure access.

Video Design - This Feature Benefit Video uses a modern and clean design style with a focus on flat graphics and animation. The use of a single color palette, primarily shades of blue and purple, creates a cohesive look throughout the video. The video is intentionally designed with simple graphics, a minimalist look, and clean lines to keep the viewer's focus on the key features and benefits of the product.

The video effectively conveys its message by using a straightforward narrative that demonstrates how the integration of CyberArk with Tenable simplifies the entire vulnerability management process, enhancing security and making it easier for businesses to maintain a proactive approach to cybersecurity. The video's tone is professional and reassuring, building trust in the product and its capabilities. The use of visuals and animation helps to break down complex concepts, making the video both informative and engaging.

16. Higher Logic

Higher Logic Thrive is a platform that aims to improve member engagement, retention and non-dues revenue for associations. This video is designed to introduce the product and its key features to potential customers.

Video Design - The video design is minimalist and clean, relying heavily on graphics and animations to convey its message. It focuses on highlighting the core benefits of the platform, using simple icons to represent key features, and relying on visuals to portray a user-friendly experience. This makes it a good Software Product Benefit Video, particularly for a platform intended to connect people and create communities.

The video utilizes vibrant colors and subtle animations to create an engaging and positive feel. The use of a gradient color scheme, combined with simple graphics, creates a modern and visually appealing style. This tone, along with the focus on the member experience, emphasizes the importance of a thriving community within the platform. The video clearly conveys the message that Higher Logic Thrive provides a comprehensive solution for engaging members and improving their overall experience.

17. Arrow ECS

Arrow ECS is a cloud delivery and management platform designed to help channel partners manage and scale their business. The video is designed to highlight the platform's ability to help partners grow.

Video Design - The video is a "Feature Benefit Video" demonstrating how Arrow ECS can help channel partners. The video is designed with a fast pace and uses graphics to illustrate the problems channel partners face and how the platform solves them. It uses a mix of real-life footage and graphic elements to show the challenges of managing cloud services.

The video is effective at communicating the benefits of the platform. The use of graphics helps to make the video engaging and the overall tone is positive and encouraging. The visual elements in the video effectively showcase the benefits of the platform. Arrow ECS is an essential platform for channel partners looking to drive business growth in a complex and competitive marketplace.

18. Kion

Kion is a cloud enablement solution, and this video is designed to introduce the brand and its benefits.

Video Design - The video utilizes a modern and clean design style, using bright colors, and a simple, but effective, animated approach. The video effectively uses flat design and minimalist graphics to showcase the product. This combination of elements makes it an engaging Animated Product Benefit Video.

The video is able to convey the key benefits of Kion through its design. The visual style is bright and clean, which helps to communicate the simplicity of the solution, and makes it easier for the viewer to understand. The smooth animations create a dynamic and engaging feel. The combination of these design choices creates a positive and informative tone, driving the viewer to learn more about the product.

19. DefinedAI

DefinedAI is a company that specializes in AI data collection, annotation, and validation. This video is designed to introduce the company and its services, highlighting the importance of high-quality data for AI development.

Video Design - The video design is very clean and minimalist, using geometric shapes and a limited color palette of white, blue, and green. It is a great example of a New User Onboarding Video that avoids being overly technical or boring. The simplicity of the video is key to its success, as it allows viewers to focus on the message. The use of a minimalist design with clear visuals helps to convey the key messages efficiently, making the video engaging and easy to understand.

The use of a stylized robot with a "brain" that visualizes data pathways helps to demonstrate how DefinedAI's platform works. The video narrative uses a conversational tone, highlighting that the platform is easy to use. The use of visuals helps to bring to life the concept of AI data and how it can be used to train AI models. The overall tone of the video is professional and informative, which helps to establish trust with potential customers. The video concludes by demonstrating how DefinedAI's platform can solve the problem of unstructured data, which is a common challenge for businesses that are trying to leverage AI.

20. WinAutomation

WinAutomation brings the benefits of Robotic Process Automation to your desktop. This video is designed to introduce the software to potential users.

Video Design - This Software Product Benefit Video uses animated illustrations to communicate WinAutomation's key benefits. The video incorporates a bright color palette of orange, teal, and white, creating a cheerful and modern tone. The illustrations are simple and playful, making the video more engaging for a wider audience. The graphics are high quality, highlighting the user-friendliness of WinAutomation.

WinAutomation offers an easy-to-use platform that empowers both individuals and enterprises to make their lives simpler. The video uses a positive tone and a fast pace to convey the speed and efficiency of WinAutomation. The graphics clearly communicate the software's key features, such as advanced synchronization, scripting support, and computer vision, highlighting how these features can help users automate tasks and improve productivity. The video effectively promotes the brand, positioning WinAutomation as the go-to solution for desktop automation.

21. Diligent

Diligent Community is a solution that simplifies board management for public education. The video is designed to show the struggles and challenges faced by education board administrators and how Diligent Community addresses those issues.

Video Design - The video style is clean and modern, using animation to demonstrate the product's features and benefits. The visual design is engaging and straightforward, using bright and contrasting colors to highlight important points. The Mobile App Video showcases the user interface and functionality in a simple and easy-to-understand way.

The video uses a humorous tone to resonate with its audience and make the message memorable. The fast-paced editing, along with the use of humorous situations, draws viewers in and keeps them engaged. This tone emphasizes the value of Diligent Community, showcasing how it helps streamline tedious tasks and simplifies the board management process.

22. OpenText

OpenText is a cybersecurity company that offers Managed Extended Detection and Response solutions for businesses. The video is designed to explain the threats of ransomware and the benefits of using OpenText MxDR to protect against these threats.

Video Design - The video uses a mix of animation and text to depict the impact of ransomware attacks on an organization's environment. Simple line drawings, geometric shapes, and icons, are used to illustrate the impact of ransomware, how OpenText detects threats, and its effectiveness in protecting your business. It's an engaging and effective Feature Benefit Video, as it focuses on clearly communicating the problem, the solution, and its impact.

The video uses a dark blue background with bright white lines and a few red highlights to focus on the threat of ransomware. The animated graphics help to visualize the threat and highlight the potential dangers of a ransomware attack. It also conveys a sense of urgency and seriousness with its minimalist design style. The use of graphic elements, and its fast-paced animations, helps to engage the viewer and illustrate how OpenText can quickly detect and respond to ransomware attacks. This video style and narrative makes it effective at driving viewers to learn more about the solution.

23. Bandwidth

Bandwidth is a cloud communications platform that simplifies how you connect and compose your CX flows. The video is designed to inform viewers about the benefits of using Bandwidth's solution, to highlight the features that address common communication challenges, and to introduce the platform.

Video Design - The video is styled as a New User Onboarding Video. The key elements include visually engaging animated graphics and clear, concise text, which provide a succinct overview of Bandwidth's capabilities. The video uses a vibrant color palette of green, yellow, and blue to create a modern and dynamic aesthetic. This bold visual design, with the simplified graphics, helps emphasize the simplicity, security, and efficiency of the platform.

The video's visual style effectively communicates the objective of informing viewers about Bandwidth and its features. The clear graphics, simplified language, and clean design create a positive and approachable tone, making it easy for viewers to understand the key benefits of Bandwidth's platform. This style helps drive the goal of engaging viewers, making them curious about Bandwidth's offerings.

24. Microsoft

This Microsoft video is designed to explain Marketplace Rewards, a platform that helps SaaS providers and partners reach new customers and grow their business. It emphasizes the potential growth opportunities in the digital marketplace.

Video Design - This Software Product Benefit Video uses a bold and minimalist design style. The use of vibrant colors against a dark background enhances the graphics and helps focus attention on the key concepts. Icons and animated lines highlight the path to success, while the use of bold text emphasizes growth and opportunity.

The visual style clearly communicates the objective of the video, driving the viewer's attention towards the benefits of using the Marketplace Rewards platform. The video's positive tone emphasizes the vast potential for success, encouraging partners to explore and engage with the platform. This visual style effectively highlights the opportunity for growth and success through Marketplace Rewards, making the video an effective tool for attracting and engaging its intended audience.

25. o9

o9 Digital Brain is a modern, cloud-native platform that helps companies make the best decisions for their supply chain and business. The video is designed to highlight the need for companies to move away from legacy systems, and embrace modern solutions.

Video Design - This is an New User Onboarding Video, showcasing a stylized illustration of a man working on a computer with the o9 logo. The video utilizes simple, bold graphics that are easy to understand. The animation is focused on the core benefit of the platform, illustrating the concept of a system that is more agile and adaptable. This style is effective in conveying the power of o9's platform.

The visual style of the video effectively communicates the objective of the video, by using bold colors and graphic shapes, the video captures attention and illustrates the message of digital transformation. The tone of the video is confident, clear, and engaging, and the animation style effectively emphasizes the benefits of the platform, driving viewers to explore o9 Solutions and learn more about its capabilities.

26. Trillium

Trillium is a data quality solution for Big Data. This video is designed to highlight the value of using data quality tools to improve business outcomes.

Video Design - This is an Animated Product Benefit Video that uses simple graphics and clean lines to illustrate how Trillium data quality tools work. The video's color palette is based on a blue theme with different shades of purple. There are a few icons used like a file folder, a web browser icon and cloud computing icons to represent what Trillium does for Big Data. The animation is simple but effective, and the graphics are high-quality.

The video's visual style is straightforward and easy to understand, which aligns well with the video's objective of illustrating the importance of data quality in Big Data. The clean design and the use of simple graphics help the viewer to understand the product quickly, and the animated elements capture the viewer's attention. The tone of the video is professional and informative.

27. Strata

Strata is a company that provides flexible security consumption solutions. The video is designed to showcase how Strata's approach to security consumption can keep up with cloud needs and help avoid delays caused by traditional procurement processes.

Video Design - This Business Software Video uses minimal animation, focusing on a visual representation of cloud architecture. The design is simple and clean, highlighting the benefits of Strata's cloud security solution. The video uses a three-dimensional isometric style to illustrate the concept of cloud and its components. Each of the cloud elements is represented using simple shapes, with colors that are easy to distinguish and identify. The design of the video follows a clear and logical flow, starting with the basic concept of cloud architecture and moving to the benefits of using Strata's flexible consumption model. The transition from the simple concept of cloud architecture to the benefits of using Strata's solution is gradual and clear.

The combination of the clean graphic design, the simplicity of the animation, and the clear narrative is able to communicate the key benefits of Strata's security solution. This is done by visually depicting the traditional security challenges faced in cloud environments and the way Strata overcomes these challenges with its flexible consumption model. The overall tone of the video is professional and confident, giving the viewer a clear understanding of the value proposition. The choice of graphics helps communicate the message of speed and agility in cloud environments. The use of the mouse pointer adds a touch of interactivity, making the video more engaging and dynamic.

28. Olive

Olive is a business software solution that assists healthcare organizations with automation, aiming to increase efficiency and reduce costs. This video is designed to illustrate how Olive can streamline administrative processes and enable healthcare providers to focus on patient care.

Video Design - The video utilizes a simple yet effective design, employing a purple color palette and a clean, modern style. White outline icons on purple squares, showcasing different healthcare administrative processes, are displayed, floating in the air and rotating. This aesthetic is representative of a Business Software Video, which prioritizes clarity and functionality.

The clean graphics, along with the smooth animation, create a visual representation of the efficient and error-free automation provided by Olive. The video communicates the complex nature of healthcare processes with ease, while simultaneously promoting the benefits of automation. The tone of the video is professional and reassuring, conveying that Olive can effectively address the challenges faced by healthcare providers, ultimately improving care and saving time.

29. Paysend

Paysend Enterprise makes international payroll payments easy. This video is designed to show how to make international payments at lower costs, and how Paysend Enterprise helps businesses.

Video Design - This New User Onboarding Video features a modern, animated style, with simple, clean graphics that highlight the benefits of Paysend. The video uses a color scheme of green and purple, which are visually appealing and give the video a professional look. Animated line drawings and graphics are used throughout the video, which are visually appealing and easy to follow. The graphics are modern, simple and bold, which makes them very easy to understand and follow.

The use of white animated elements against a bright green background with white dots provides a unique and memorable look that communicates the simplicity, speed, and ease of using the product. The video uses a smooth and engaging animation style that keeps the viewer engaged, which helps to communicate the company's goals of simplifying global payments.

30. LightForce New User Onboarding Video

LightForce is a global solution that simplifies the complexities of managing connectivity providers. The video is designed to explain how LightForce helps companies overcome challenges related to global connectivity.

Video Design - The video utilizes a clean and straightforward design style, characteristic of New User Onboarding Videos. A white background with animated graphics is used to highlight the core message. The animation is smooth and easy to follow, making the information digestible. The animated globe, the cityscapes, and the clouds add a sense of global reach and scale to the video, visually representing the company's services.

The video effectively communicates the complexities of managing global connectivity and how LightForce simplifies this process. The animated graphics and simple narration create a calm and reassuring tone, highlighting the reliability of the solution. The video effectively emphasizes the global nature of the solution and the ease of use, contributing to the overall message of simplified global connectivity.

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Key Takeaways

Onboarding Video Touchpoints

Crafting an effective new user onboarding video involves understanding the customer journey and pinpointing key interaction points. These touchpoints represent opportunities to engage users and guide them towards successful product adoption.

• A Warm Welcome: The initial screen sets the tone. Make it captivating with strong visuals and a clear value proposition. Briefly introduce your brand and the problem your product solves. For example, a project management software could open with a scene of a chaotic team struggling to meet deadlines, followed by a tagline like "Get organized, get results."
• Smooth Setup: Guide users through the initial setup, ensuring it's intuitive and user-friendly. Break down complex processes into simple steps, using screen recordings and clear voiceovers. For instance, a video for a social media scheduling tool could show users how to connect their accounts and schedule their first post.
• Feature Discovery: Highlight key features and their benefits, demonstrating their value proposition. Instead of simply listing features, show them in action. For example, a video for a design software could show a user creating a stunning graphic using the software's tools.
• Help at Hand: Provide easy access to support resources. Feature links to FAQs, help articles, or your knowledge base directly in the video or end screen. Consider showcasing a brief clip of your friendly support team to build trust and encourage users to reach out.
• Stay Updated: Keep users informed about new features and updates. Briefly mention upcoming features or improvements to build excitement and encourage continued engagement. You could include a short animation showcasing a new feature in action.
• A Glimpse into the Future: Share the product roadmap, building excitement and anticipation for what's to come. This could be a brief animated sequence showcasing planned features or a short message from the CEO outlining the product's vision.
• Community Building: Foster user engagement through a dedicated forum or community platform. Briefly showcase your community platform in the video, highlighting the benefits of joining, such as connecting with other users and getting support.
• Social Engagement: Promote the product and engage with users on social media platforms. Include links to your social media channels in the video and encourage users to follow you for updates and tips.
• Targeted Communication: Utilize email marketing to provide updates and nurture customer relationships. Briefly mention your email newsletter in the video and highlight the benefits of subscribing, such as receiving exclusive content and product updates.
• Website as a Resource: Direct users to the website for comprehensive information and support. Include prominent links to your website throughout the video and encourage users to explore it for more in-depth information.
• App Store Optimization: Optimize app store listings with engaging visuals and compelling descriptions to attract potential users. Briefly showcase your app store listing in the video, highlighting its key features and benefits.

Boost User Engagement

To elevate user engagement, a new user onboarding video should prioritize a captivating and interactive experience.

• Start Strong: Capture attention immediately with a compelling opening. Use a strong visual hook, a thought-provoking question, or a surprising statistic to pique viewers' interest. For example, a video for a language learning app could open with a scene of someone confidently conversing in a foreign language.
• Clarity is Key: Use clear, concise language, avoiding jargon and technical terms. Explain complex concepts in simple terms, using analogies or metaphors to make them more relatable. For instance, a video for a cloud storage service could explain the concept of "cloud" using a simple analogy like a virtual filing cabinet.
• Visual Appeal: Enhance the video's appeal with high-quality visuals, animations, and graphics. Use visuals to illustrate key concepts, break up long stretches of text, and add visual interest. For example, a video for a financial planning app could use animations to illustrate the growth of investments over time.
• Interaction is Key: Incorporate interactive elements like calls to action, quizzes, and polls to encourage active participation. For example, a video for a project management tool could include a quiz to assess the user's current project management skills.
• Keep it Concise: Aim for an optimal video length that balances engagement and information without overwhelming viewers. Research suggests that videos under two minutes tend to have the highest engagement rates.
• Personalization Matters: Tailor the video to the specific needs and interests of your target audience. Use language and visuals that resonate with your target audience. For example, a video for a fitness app could use different visuals and language depending on whether it's targeting beginners or experienced athletes.
• A Touch of Humor: Inject humor and storytelling elements to make the video more memorable and engaging. Humor can help to build rapport with viewers and make the video more enjoyable to watch. For example, a video for a productivity app could use a humorous scenario to illustrate the challenges of staying organized.
• Deliver Value: Ensure the video provides valuable information and insights that users will find useful and relevant. Focus on the benefits of using the product and how it can help users achieve their goals. For example, a video for a marketing automation tool could show users how to save time and increase efficiency by automating their marketing tasks.

Onboarding Video Narratives

Employing diverse narrative approaches in a new user onboarding video can significantly enhance its impact and resonance with viewers.

• Problem-Solution: This narrative structure effectively highlights a common user problem and positions the product as the ideal solution. It starts by empathizing with the user's pain points and then demonstrates how the product can alleviate them. For example, a video for a time tracking software could start by showing the frustration of manually tracking hours and then introduce the software as a solution for automated time tracking.
• Hero's Journey: This narrative follows a user's journey as they navigate challenges and achieve success using the product. It creates a relatable story arc where the user, as the hero, overcomes obstacles and achieves their goals with the help of the product. For example, a video for a fitness app could follow a user's journey from being out of shape to achieving their fitness goals using the app's workout plans and tracking features.
• Transformation: This narrative showcases how the product empowers users to transform their lives or businesses, highlighting its transformative potential. It focuses on the positive impact the product can have on the user's life or work. For example, a video for a design software could show how a small business owner transformed their branding and marketing materials using the software, leading to increased sales and brand awareness.
• Testimonial: This narrative leverages the power of social proof by featuring real users sharing their positive experiences with the product. It builds trust and credibility by showcasing authentic user stories and demonstrating the product's effectiveness in real-world scenarios. For example, a video for a project management tool could feature testimonials from project managers who have successfully used the tool to improve team collaboration and project outcomes.
• Educational: This narrative focuses on providing step-by-step instructions and guidance on how to effectively use the product. It's ideal for complex products that require detailed explanations and demonstrations. For example, a video for a video editing software could provide a step-by-step tutorial on how to edit a video using the software's features.
• Humorous: This narrative injects humor to make the video more engaging, memorable, and shareable. It can be used to lighten the tone and make complex topics more accessible. For example, a video for a password manager could use humor to illustrate the challenges of remembering multiple passwords.
• Animated: This narrative utilizes animation to bring the story to life, making it visually appealing and engaging for viewers. It's particularly effective for explaining abstract concepts or showcasing complex product features. For example, a video for a cybersecurity software could use animation to illustrate how the software protects users from online threats.

Onboarding Video Script

A well-crafted script is the backbone of an effective new user onboarding video, ensuring a cohesive and engaging narrative.

• A Captivating Hook: Begin with an attention-grabbing opening that sets the tone and piques viewers' interest. This could be a strong visual, a thought-provoking question, or a relatable scenario. For example, a video for a social media management tool could open with a scene of a frustrated business owner struggling to keep up with their social media accounts.
• Product Introduction: Provide a concise introduction to the product, highlighting its key benefits and value proposition. Clearly explain what the product is and how it can help users. For example, a video for a project management software could introduce the software as a solution for streamlining workflows, improving team collaboration, and increasing project success rates.
• Feature Spotlight: Showcase the product's key features and functionalities, emphasizing their relevance to the user. Instead of simply listing features, show them in action and explain how they benefit the user. For example, a video for a design software could show a user creating a stunning graphic using the software's tools and explain how these tools can help users create professional-looking designs.
• Real-World Applications: Demonstrate how the product can be used in real-world scenarios, illustrating its practical value. Show users how the product can be used to solve their problems and achieve their goals. For example, a video for a time tracking software could show how a freelancer uses the software to track their hours and invoice their clients.
• Compelling Call to Action: Encourage viewers to take the next step, such as signing up for a free trial or making a purchase. Clearly state what you want viewers to do and make it easy for them to take action. For example, a video for a fitness app could include a call to action to download the app and start a free trial.
• Memorable Closing: Conclude the video with a strong call to action and a memorable takeaway that reinforces the product's value. Leave viewers with a positive impression and a clear understanding of how the product can benefit them. For example, a video for a productivity app could end with a message like "Get organized, get more done, and achieve your goals with [product name]."

Onboarding Video Funnel Guide

A strategically crafted new user onboarding video can serve as a powerful tool for guiding users through the marketing funnel, from initial awareness to conversion.

• Awareness: Introduce your product and its benefits to a wider audience, sparking their interest and curiosity. Use engaging visuals and storytelling to capture attention and create a memorable first impression. For example, a video for a new social media platform could showcase its unique features and benefits in a visually appealing way, highlighting its potential to connect people and share information.
• Interest: Highlight key features and use cases that resonate with potential users, piquing their interest and encouraging them to learn more. Provide specific examples of how the product can solve users' problems and address their needs. For example, a video for a project management tool could demonstrate how it can help teams collaborate more effectively, manage tasks efficiently, and track project progress.
• Desire: Showcase customer testimonials and success stories to build desire for the product, demonstrating its value and effectiveness. Feature real users sharing their positive experiences with the product, highlighting its impact on their lives or businesses. For example, a video for a fitness app could feature testimonials from users who have achieved their fitness goals using the app, showcasing its effectiveness and motivating potential users.
• Action: Encourage users to take the next step in the customer journey, such as signing up for a free trial, downloading a resource, or making a purchase. Include a clear and compelling call to action, making it easy for users to take the desired action. For example, a video for a software product could include a call to action to visit the website and sign up for a free trial.

High Quality Onboarding

Creating a high-quality new user onboarding video requires meticulous planning, execution, and attention to detail.

• Know Your Audience: Understand the needs, expectations, and pain points of your target audience to tailor the video accordingly. Conduct thorough user research to gain insights into your target audience's demographics, psychographics, and product usage patterns. This will help you create a video that resonates with them and addresses their specific needs.
• Keep it Concise: Aim for an optimal video length that balances engagement and information without overwhelming viewers. Research suggests that videos under two minutes tend to have the highest engagement rates. Focus on delivering the most important information in a clear and concise manner.
• Visual Excellence: Invest in professional video production and editing to create a polished and visually appealing final product. Use high-quality visuals, animations, and graphics to enhance the video's appeal and make it more engaging. Ensure that the video is well-lit, the audio is clear, and the editing is smooth and professional.
• Clear Call to Action: Guide viewers towards the desired action with a clear and compelling call to action. Clearly state what you want viewers to do and make it easy for them to take action. For example, include a prominent button or link that directs viewers to your website or app store listing.
• Test and Optimize: Continuously track video performance metrics and gather user feedback to make data-driven improvements and optimize its effectiveness. Use analytics tools to track video views, engagement, and conversions. Gather user feedback through surveys, comments, and social media monitoring. Use this data to identify areas for improvement and make adjustments to the video's content, format, or delivery.

Onboarding Pain Point Solutions

An effective new user onboarding video can proactively address customer pain points by providing solutions, guidance, and reassurance.

• Identify Pain Points: Conduct thorough user research to identify the most common challenges and pain points users face. Use surveys, interviews, and user feedback forms to gather insights into users' experiences with your product or similar products in the market. Analyze this data to identify recurring themes and patterns.
• Provide Solutions: Showcase how the product directly addresses these pain points, offering practical solutions and benefits. Demonstrate how the product's features and functionalities can alleviate users' frustrations and help them achieve their goals. For example, if users struggle with a complex setup process, the video could provide a step-by-step guide to simplify the process.
• Offer Support: Provide easy access to support resources, FAQs, and a comprehensive knowledge base to assist users with any challenges. Include links to relevant support materials within the video or in the end screen. Consider showcasing a brief clip of your friendly support team to build trust and encourage users to reach out for assistance.
• Build Trust: Demonstrate empathy and understanding of your customers' needs, building trust and credibility. Use language that is empathetic and understanding. Acknowledge users' frustrations and assure them that you are there to help them succeed. For example, you could include a message like "We understand that getting started with a new product can be challenging, so we've created this video to guide you every step of the way."

Onboarding Video Types

Leveraging different types of new user onboarding videos allows for tailored approaches to specific use cases and target audiences.

• Product Demo Video: Showcases the key features and functionalities of the product, providing a comprehensive overview. Ideal for introducing a new product or highlighting its capabilities to potential customers. For example, a software company could create a product demo video showcasing its features and benefits to potential buyers.
• Tutorial Video: Offers step-by-step instructions on how to use the product, guiding users through specific tasks or processes. Useful for teaching users how to perform specific actions within the product. For example, a video editing software company could create a tutorial video showing users how to edit a video using its software.
• Welcome Video: Provides a warm welcome to new users, introducing the product and its benefits. Creates a positive first impression and sets the tone for the user's onboarding experience. For example, a SaaS company could create a welcome video thanking new users for signing up and highlighting the key benefits of its platform.
• Interactive Video: Encourages user engagement through interactive elements, such as clickable buttons, quizzes, or branching narratives. Allows users to actively participate in the learning process and tailor their experience to their specific needs. For example, a language learning app could create an interactive video that allows users to choose their learning path based on their proficiency level.
• Animated Video: Uses animation to explain complex concepts or products in a visually engaging and easily digestible manner. Effective for simplifying complex information and making it more accessible to a wider audience. For example, a fintech company could create an animated video explaining the concept of blockchain technology in a simple and engaging way.
• Screencast Video: Records a user's screen to demonstrate how to use a specific software application or website. Useful for showing users how to navigate through the product's interface and perform specific actions. For example, a customer support software company could create a screencast video showing users how to use its platform to manage customer inquiries.
• Explainer Video: Simplifies complex concepts or products, making them easier to understand for a wider audience. Ideal for introducing a new product or explaining a complex concept in a clear and concise manner. For example, a healthcare company could create an explainer video explaining the benefits of its new medical device.
• Walkthrough Video: Guides users through a specific process or workflow, providing step-by-step instructions. Useful for teaching users how to complete a specific task or achieve a specific goal within the product. For example, an e-commerce platform could create a walkthrough video showing users how to make a purchase on its website.
• Feature Highlight Video: Focuses on a specific feature or functionality of the product, highlighting its benefits and use cases. Effective for showcasing the value of a specific feature and encouraging users to try it out. For example, a project management tool could create a feature highlight video showcasing its new task management feature.
• New User Guide Video: Offers a comprehensive overview of the product and its features, serving as a reference guide for new users. Provides a detailed introduction to the product and its capabilities, helping users get started and explore its features. For example, a software company could create a new user guide video providing a comprehensive overview of its software and its features.
• Video Guide: Provides step-by-step instructions on how to complete a specific task, addressing common user questions or challenges. Useful for providing targeted support and guidance to users who are struggling with a specific aspect of the product. For example, a social media scheduling tool could create a video guide showing users how to schedule a post on multiple social media platforms simultaneously.

Onboarding Retention Boost

A well-crafted new user onboarding video can significantly contribute to improved customer retention by fostering a positive first impression and encouraging product adoption.

• Set Clear Expectations: Clearly communicate the product's value proposition and how it can benefit users, setting realistic expectations from the outset. Explain what the product does, how it works, and what users can expect to achieve by using it. For example, a video for a language learning app could clearly state that it can help users learn a new language but it requires consistent effort and practice.
• Provide Clear Guidance: Guide users through the initial setup process and demonstrate how to use the product effectively, minimizing frustration and confusion. Break down complex processes into simple steps, using screen recordings and clear voiceovers. For example, a video for a project management tool could show users how to create a new project, add tasks, and assign team members.
• Highlight Key Features: Showcase the product's most valuable features and functionalities, emphasizing their relevance to the user's needs. Demonstrate how these features can help users solve their problems and achieve their goals. For example, a video for a design software could show users how to create stunning graphics using the software's tools and explain how these tools can help them create professional-looking designs.
• Address Common Pain Points: Proactively address common challenges users face, providing solutions and reassurance. Acknowledge users' frustrations and offer solutions or workarounds within the video. For example, if users commonly struggle with a specific feature, the video could provide a dedicated segment explaining how to use that feature effectively.
• Encourage Engagement: Incorporate calls to action and interactive elements to encourage user participation and exploration of the product's features. Encourage users to try out different features, explore the product's interface, and engage with the product in a meaningful way. For example, a video for a fitness app could include a call to action to try out a free workout or track their progress using the app's tracking features.

B2B Onboarding Video

Creating a new user onboarding video for a B2B audience requires a tailored approach that addresses the specific needs and expectations of business professionals.

• Focus on Business Value: Highlight the product's ability to improve efficiency, productivity, and profitability, aligning with business goals. Demonstrate how the product can help businesses save time, reduce costs, increase revenue, or improve their bottom line. For example, a video for a CRM software could showcase how it can help businesses automate sales processes, improve customer relationships, and increase sales conversions.
• Use Professional Language: Avoid jargon and technical terms that may not be familiar to all viewers, ensuring clarity and accessibility. Use clear and concise language that is easy to understand, even for viewers who are not experts in the field. For example, a video for a cloud computing service could explain the concept of cloud storage in simple terms, without using technical jargon.
• Provide Concrete Examples: Showcase how the product can be used in real-world business scenarios, demonstrating its practical applications. Show users how the product can be used to solve common business problems and achieve specific business goals. For example, a video for a project management tool could show how a team of marketers uses the tool to plan and execute a successful marketing campaign.
• Include Testimonials: Feature testimonials from satisfied B2B customers, leveraging social proof to build credibility and trust. Showcase real businesses that have successfully used the product and achieved positive results. For example, a video for a marketing automation platform could feature testimonials from marketing managers who have used the platform to improve their marketing ROI.
• Target Decision-Makers: Tailor the video to the needs and interests of decision-makers, addressing their specific pain points and priorities. Understand the challenges and priorities of decision-makers in your target industry and tailor the video's messaging and content to address their specific needs. For example, a video for a cybersecurity software could focus on the importance of data security and compliance, addressing the concerns of CIOs and other IT decision-makers.

Onboarding Sales Growth

A compelling new user onboarding video can serve as a powerful sales tool, driving conversions and accelerating sales growth.

• Showcase the Value Proposition: Clearly communicate the benefits of using the product, emphasizing its unique selling points and value proposition. Explain how the product can solve users' problems, address their needs, and help them achieve their goals. For example, a video for a productivity app could showcase how it can help users save time, get organized, and be more productive.
• Highlight Key Features: Demonstrate the product's most valuable features and functionalities, showcasing their relevance to potential customers. Show users how these features can benefit them and make their lives easier or their businesses more successful. For example, a video for a CRM software could showcase its features for managing customer interactions, tracking sales leads, and generating reports.
• Include a Strong Call to Action: Encourage viewers to take the next step in the sales funnel, such as requesting a demo, signing up for a free trial, or making a purchase. Clearly state what you want viewers to do and make it easy for them to take action. For example, a video for a software product could include a call to action to visit the website and request a free demo.
• Track Video Performance: Monitor key metrics such as video views, engagement, and conversions to measure the video's effectiveness and make data-driven optimizations. Use analytics tools to track how viewers are interacting with the video and whether it is driving the desired actions. Use this data to identify areas for improvement and make adjustments to the video's content, format, or delivery.

Onboarding Video Metrics

Tracking key metrics is crucial for measuring the success of a new user onboarding video and making data-driven decisions to optimize its performance.

• Video Views: The number of times the video has been viewed, indicating its reach and visibility. This metric provides a basic understanding of how many people have seen the video. However, it's important to note that views alone don't necessarily indicate engagement or effectiveness.
• Engagement: The amount of time viewers spend watching the video, reflecting its ability to capture and maintain their attention. This metric provides insights into how engaging the video is and whether viewers are finding it valuable. High engagement rates suggest that viewers are interested in the content and are likely to watch the entire video.
• Click-Through Rate: The percentage of viewers who click on a call to action, measuring the video's effectiveness in driving desired actions. This metric indicates how effective the video is at prompting viewers to take the next step, such as visiting a website, signing up for a free trial, or making a purchase.
• Conversion Rate: The percentage of viewers who take a desired action, such as signing up for a free trial or making a purchase, indicating its impact on conversions. This metric measures the video's ultimate effectiveness in driving conversions and achieving its intended goals.
• Customer Satisfaction: Feedback from users on their experience with the product, providing insights into areas for improvement. Gather feedback through surveys, comments, and social media monitoring. This feedback can provide valuable insights into how users perceive the product and identify areas where the onboarding process can be improved.
• Product Adoption: The number of users who actively use the product, reflecting the video's effectiveness in driving product adoption. Track how many users are actively using the product after watching the onboarding video. This metric indicates how effective the video is at encouraging users to adopt the product and integrate it into their workflows.
• Customer Retention: The percentage of users who continue to use the product over time, indicating the video's contribution to customer loyalty. Track how many users continue to use the product over time after watching the onboarding video. This metric indicates how effective the video is at fostering customer loyalty and reducing churn.

Onboarding Support Enhancement

A well-crafted new user onboarding video can serve as a valuable customer support tool, empowering users with the information they need to resolve issues independently.

• Provide Clear Instructions: Guide users through common tasks and processes, minimizing the need for them to contact support. Demonstrate how to use the product's features and functionalities effectively, addressing common user questions and challenges. For example, a video for a software product could provide clear instructions on how to perform specific tasks, such as creating a new account, uploading files, or generating reports.
• Address Common Pain Points: Proactively address common challenges users face, providing solutions and workarounds within the video. Acknowledge users' frustrations and offer solutions or workarounds within the video. For example, if users commonly struggle with a specific feature, the video could provide a dedicated segment explaining how to use that feature effectively or offer alternative solutions.
• Offer Support Resources: Provide easy access to support resources, FAQs, and a comprehensive knowledge base, empowering users to find answers independently. Include links to relevant support materials within the video or in the end screen. Consider showcasing a brief clip of your friendly support team to build trust and encourage users to reach out for assistance if needed.
• Reduce Support Tickets: By providing users with the information they need upfront, you can reduce the volume of support tickets, freeing up your support team to focus on more complex issues. When users can find answers to their questions independently through the onboarding video, they are less likely to contact support, reducing the workload on your support team and allowing them to focus on more complex or urgent issues.

Winning Onboarding Strategy

A winning strategy for creating a new user onboarding video involves a combination of careful planning, execution, and optimization.

• Define Your Target Audience: Understand the needs, expectations, and pain points of your target audience to tailor the video accordingly. Conduct thorough user research to gain insights into your target audience's demographics, psychographics, and product usage patterns. This will help you create a video that resonates with them and addresses their specific needs.
• Set Clear Goals: Determine what you want to achieve with the video, such as increasing product adoption, reducing churn, or improving customer satisfaction. Define specific, measurable, achievable, relevant, and time-bound (SMART) goals for the video. This will help you track your progress and measure the video's effectiveness.
• Create a Compelling Script: Write a script that is engaging, informative, and easy to understand, capturing viewers' attention and conveying key information effectively. Use storytelling techniques to make the video more engaging and memorable. Ensure that the script is clear, concise, and free of jargon or technical terms that may not be familiar to all viewers.
• Use High-Quality Visuals: Invest in professional video production and editing to create a polished and visually appealing final product. Use high-quality visuals, animations, and graphics to enhance the video's appeal and make it more engaging. Ensure that the video is well-lit, the audio is clear, and the editing is smooth and professional.
• Incorporate a Clear Call to Action: Encourage viewers to take the next step, such as signing up for a free trial or making a purchase, with a clear and compelling call to action. Clearly state what you want viewers to do and make it easy for them to take action. For example, include a prominent button or link that directs viewers to your website or app store listing.
• Track Video Performance: Monitor key metrics such as video views, engagement, and conversions to measure the video's effectiveness and make data-driven optimizations. Use analytics tools to track how viewers are interacting with the video and whether it is driving the desired actions. Use this data to identify areas for improvement and make adjustments to the video's content, format, or delivery.
• Make Adjustments Based on Feedback: Gather user feedback and analyze video performance data to make continuous improvements and optimize the video's impact. Use surveys, comments, and social media monitoring to gather user feedback. Analyze this feedback along with video performance data to identify areas for improvement and make adjustments to the video's content, format, or delivery.

Onboarding Adoption Increase

A well-crafted new user onboarding video can significantly contribute to increased product adoption by providing a positive first impression, demonstrating value, and encouraging users to explore the product's features.

• Showcase the Product's Value Proposition: Clearly communicate the benefits of using the product, emphasizing its unique selling points and how it can solve users' problems. Explain what the product does, how it works, and what users can expect to achieve by using it. For example, a video for a project management tool could showcase how it can help teams collaborate more effectively, manage tasks efficiently, and track project progress.
• Highlight Key Features: Demonstrate the product's most valuable features and functionalities, showcasing their relevance to users' needs and goals. Show users how these features can benefit them and make their lives easier or their businesses more successful. For example, a video for a design software could show users how to create stunning graphics using the software's tools and explain how these tools can help them create professional-looking designs.
• Provide Clear Instructions: Guide users through the initial setup process and demonstrate how to use the product effectively, minimizing frustration and confusion. Break down complex processes into simple steps, using screen recordings and clear voiceovers. For example, a video for a social media scheduling tool could show users how to connect their accounts and schedule their first post.
• Address Common Pain Points: Proactively address common challenges users face, providing solutions and reassurance. Acknowledge users' frustrations and offer solutions or workarounds within the video. For example, if users commonly struggle with a specific feature, the video could provide a dedicated segment explaining how to use that feature effectively or offer alternative solutions.
• Encourage Engagement: Incorporate calls to action and interactive elements to encourage user participation and exploration of the product's features. Encourage users to try out different features, explore the product's interface, and engage with the product in a meaningful way. For example, a video for a fitness app could include a call to action to try out a free workout or track their progress using the app's tracking features.

Onboarding Video Benefits

Incorporating a new user onboarding video into your strategy offers numerous benefits for both your business and your users. It's more than just a welcome message; it's a powerful tool for driving engagement and product adoption.

• Enhanced User Experience: Onboarding videos provide a more engaging and memorable first impression compared to text-heavy tutorials. Imagine a user opening your app for the first time and being greeted by a friendly face explaining the core features – it instantly makes them feel more comfortable and confident.
• Increased Product Adoption: By showcasing your product's value proposition and functionalities in action, you encourage users to explore and adopt its features more readily. For example, a video demonstrating how your project management software streamlines workflows can motivate users to start using it actively.
• Reduced Support Costs: Empowering users with the knowledge they need to resolve issues independently through video tutorials can significantly reduce the volume of support tickets. This translates to lower operational costs and frees up your support team to focus on more complex issues.
• Improved Customer Retention: A positive onboarding experience fosters a sense of confidence and loyalty, contributing to higher customer retention rates. When users feel understood and supported from the beginning, they're more likely to stick around and become long-term customers.
• Increased Sales Growth: Onboarding videos can effectively showcase your product's benefits and encourage users to take action, such as upgrading to a paid plan or purchasing additional features. By demonstrating the value users can gain, you can drive conversions and boost sales growth.

Onboarding Video Definition

A new user onboarding video is a concise and engaging video specifically designed to welcome new users to your product or service. It acts as a guide, walking them through the initial setup process and highlighting key features and benefits.

The purpose of an onboarding video goes beyond simply providing information. It aims to create a positive first impression, reduce user friction, and encourage product adoption. It can take various forms, from live-action demonstrations to animated explainers, depending on your target audience and product complexity.

Ultimately, a well-crafted onboarding video sets the tone for the user's entire experience with your product, paving the way for a successful and long-lasting relationship.

Onboarding Video Types

New user onboarding videos come in various formats, each tailored to specific goals and target audiences. Understanding these different types allows you to choose the most effective approach for your specific needs.

• Product Demo Videos: These videos showcase your product's features and functionalities in action. They're ideal for complex products where visual demonstrations are crucial for understanding.
• Tutorial Videos: Tutorial videos provide step-by-step instructions on how to use specific features or complete tasks. They're perfect for guiding users through complex processes or functionalities.
• Welcome Videos: These videos offer a warm welcome to new users, introducing the product and its benefits in a friendly and engaging manner. They're great for setting a positive tone and building rapport.
• Interactive Videos: Interactive videos engage users with elements like quizzes or clickable hotspots, making the learning experience more active and memorable.
• Animated Videos: These videos are excellent for explaining complex concepts or products in a visually engaging and easily digestible manner. They can simplify abstract ideas and make them more accessible.
• Screencast Videos: Screencast videos record a user's screen to demonstrate how to use a specific software application or website. They're ideal for showing users exactly how to navigate and interact with your product.
• Explainer Videos: These videos simplify complex concepts or products, making them easier to understand for a wider audience. They're great for breaking down technical jargon and making your product accessible to everyone.
• Walkthrough Videos: Walkthrough videos guide users through a specific process or workflow, providing step-by-step instructions. They're perfect for demonstrating complex tasks or workflows within your product.
• Feature Highlight Videos: These videos focus on a specific feature or functionality of the product, highlighting its benefits and use cases. They're great for showcasing the value of individual features.
• New User Guide Videos: These videos offer a comprehensive overview of the product and its features, serving as a reference guide for new users. They're ideal for providing a broad understanding of your product's capabilities.
• Video Guides: These videos provide step-by-step instructions on how to complete a specific task, addressing common user questions or challenges. They're great for providing targeted support and guidance.

Onboarding Video Importance

A new user onboarding video is crucial for creating a positive and engaging first impression, ultimately leading to higher user satisfaction and product adoption.

• First Impressions Matter: A well-crafted video can set the tone for the entire user experience. Think of it as your digital handshake – it's your chance to make a positive and lasting impression.
• Reduced Friction: Onboarding videos simplify the learning process by visually demonstrating how to use your product, reducing user frustration and confusion. This is especially important for complex products or software.
• Increased Engagement: Video's combination of visuals, audio, and motion naturally captures attention and improves knowledge retention compared to text-based instructions. This leads to a more engaging and effective learning experience.
• Improved Product Adoption: By showcasing your product's value and guiding users through its features, you encourage them to explore and adopt it more readily. This translates to higher user engagement and a greater return on your investment.
• Reduced Support Costs: Empowering users to self-serve through video tutorials can significantly reduce the volume of support tickets, saving your business time and resources. This allows your support team to focus on more complex issues.

Onboarding Video Leverage

Different types of onboarding videos cater to specific user needs and stages of the user journey. By strategically leveraging these different formats, you can create a more comprehensive and effective onboarding experience.

• Product Demo Videos: Ideal for showcasing complex products or features, giving users a comprehensive overview. For example, a software company could use a product demo video to showcase the capabilities of their CRM platform.
• Tutorial Videos: Perfect for providing step-by-step guidance on using specific features or completing tasks. A tutorial video could show users how to create a new project in a project management tool.
• Welcome Videos: Best for introducing new users to the product and its benefits, setting the stage for a positive experience. A welcome video could highlight the key benefits of a new social media platform and encourage users to create their profile.
• Interactive Videos: Great for engaging users who prefer a more hands-on learning experience. An interactive video could quiz users on their understanding of a new software feature.
• Animated Videos: Ideal for explaining complex concepts or products in a visually appealing and easily digestible manner. An animated video could explain the benefits of using a cloud storage service.
• Screencast Videos: Useful for demonstrating software applications or websites, showing users exactly how to navigate and use them. A screencast video could show users how to navigate the dashboard of a new analytics platform.
• Explainer Videos: Effective for simplifying complex concepts or products, making them accessible to a wider audience. An explainer video could simplify the concept of blockchain technology for a non-technical audience.
• Walkthrough Videos: Perfect for guiding users through specific processes or workflows, providing step-by-step instructions. A walkthrough video could show users how to set up a new email campaign in an email marketing platform.
• Feature Highlight Videos: Ideal for showcasing the benefits and use cases of a specific feature or functionality. A feature highlight video could showcase the benefits of using the collaboration features in a project management tool.
• New User Guide Videos: Useful as a comprehensive reference guide for new users, covering all the essential aspects of the product. A new user guide video could provide an overview of all the features and functionalities of a new design software.
• Video Guides: Perfect for providing step-by-step instructions on completing specific tasks, addressing common user questions or challenges. A video guide could show users how to troubleshoot a common issue with a software application.

Engaging Onboarding Journey

Onboarding videos can transform the customer journey from a passive process to an engaging and interactive experience. By incorporating key elements, you can capture attention and foster a deeper connection with your users.

• Capture Attention: Start with a captivating hook that immediately grabs the viewer's attention. This could be a surprising statistic, a relatable problem, or a visually stunning image.
• Use Visual Storytelling: Incorporate high-quality visuals, animations, and graphics to tell a compelling story and make the video visually appealing. Visuals can convey information more effectively than text alone and keep viewers engaged.
• Keep it Concise: Aim for an optimal video length that balances engagement and information without overwhelming viewers. Research suggests that shorter videos tend to have higher completion rates.
• Personalize the Experience: Tailor the video to the specific needs and interests of your target audience, making it more relevant and engaging. For example, you could create different versions of the video for different user segments.
• Encourage Interaction: Incorporate interactive elements, such as quizzes, polls, or clickable hotspots, to encourage active participation and enhance engagement. This can make the learning experience more fun and memorable.

Onboarding Channel Integration

Your onboarding video shouldn't exist in isolation. It can be a valuable asset across your marketing strategy, seamlessly integrating with other channels to amplify its reach and impact.

• Social Media Promotion: Share snippets or teasers of the video on your social media channels, targeting relevant audiences and encouraging shares and engagement. This can drive traffic to the full video on your website or landing page.
• Website Integration: Embed the video on your website's landing pages, product pages, and blog posts to provide valuable content and engage visitors. This can improve your website's SEO and increase user engagement.
• Email Marketing: Include a link to the video in your email marketing campaigns, such as welcome emails, product updates, or newsletters. This can provide visual content and drive engagement with your email subscribers.
• Paid Advertising: Use the video in your paid advertising campaigns, such as social media ads or video ads, to capture attention and drive traffic to your website or landing pages. Video ads tend to have higher click-through rates than text-based ads.

Personalized Onboarding Experience

Personalization is key to creating a more engaging and effective onboarding experience. Onboarding videos can be tailored to provide a more personalized experience for each user, making them feel valued and understood.

• User Segmentation: Create different versions of the video for different user segments based on their demographics, interests, or behavior. For example, you could create separate videos for new users and returning users.
• Dynamic Content: Use dynamic content to personalize the video based on user data, such as their name, location, or past interactions with your product or service. This can make the video feel more relevant and engaging.
• Personalized Calls to Action: Encourage users to take actions that are relevant to their specific needs and interests, such as exploring specific features or signing up for relevant updates. This can improve conversion rates and user engagement.

Effective Onboarding Process

An onboarding video can be the cornerstone of a more effective onboarding process, guiding users seamlessly through the initial stages of using your product or service.

• Provide Clear Instructions: Guide users through the initial setup process, providing step-by-step instructions and addressing common questions or challenges. This can reduce user frustration and confusion.
• Highlight Key Features: Showcase the product's most valuable features and functionalities, emphasizing their relevance to users' needs and goals. This can encourage users to explore and adopt the product's features more readily.
• Address Common Pain Points: Proactively address common challenges users face, providing solutions and reassurance. This can build trust and confidence in your product.
• Encourage Engagement: Incorporate calls to action and interactive elements to encourage user participation and exploration of the product's features. This can make the onboarding experience more engaging and memorable.

Onboarding User Experience

A well-crafted onboarding video can significantly enhance the overall user experience by providing a positive first impression, reducing friction, and empowering users to get the most out of your product or service.

• Set Clear Expectations: Clearly communicate the product's value proposition and how it can benefit users, setting realistic expectations from the outset. This can prevent user disappointment and frustration.
• Provide Clear Guidance: Guide users through the initial setup process and demonstrate how to use the product effectively, minimizing frustration and confusion. This can improve user satisfaction and product adoption.
• Highlight Key Features: Showcase the product's most valuable features and functionalities, emphasizing their relevance to the user's needs. This can encourage users to explore and adopt the product's features more readily.
• Address Common Pain Points: Proactively address common challenges users face, providing solutions and reassurance. This can build trust and confidence in your product.
• Encourage Engagement: Incorporate calls to action and interactive elements to encourage user participation and exploration of the product's features. This can make the onboarding experience more engaging and memorable.

Seamless Onboarding Experience

An onboarding video can act as a guiding light, leading users through the onboarding process with ease and clarity. By focusing on key elements, you can create a truly seamless experience.

• Streamlined Instructions: Provide clear, concise, and easy-to-follow instructions, guiding users through each step of the onboarding process. Avoid using technical jargon or complex language.
• Visual Demonstrations: Use screen recordings, animations, or other visuals to demonstrate how to use the product or service, making it easier for users to understand and follow along. Visuals can be much more effective than text-based instructions.
• Intuitive Navigation: Ensure the video is easy to navigate, with clear chapters or sections that users can easily access and revisit as needed. This allows users to find the information they need quickly and easily.
• Accessibility Features: Provide captions, transcripts, or alternative audio descriptions to make the video accessible to users with disabilities. This ensures that all users can benefit from your onboarding video.

Impactful Onboarding Experience

An impactful onboarding experience goes beyond simply conveying information; it leaves a lasting impression and inspires users to engage with your product or service.

• Tell a Story: Use storytelling techniques to connect with viewers on an emotional level, making the onboarding experience more memorable and relatable. Stories can help users understand the value of your product in a more meaningful way.
• Highlight the "Why": Clearly communicate the value proposition of your product or service, emphasizing how it solves users' problems and improves their lives. This can motivate users to adopt your product and become loyal customers.
• Showcase Real-World Examples: Use case studies, testimonials, or real-world examples to demonstrate the value and benefits of your product or service. This can make your product's benefits more tangible and relatable.
• End with a Call to Action: Encourage users to take the next step, such as exploring specific features, signing up for a free trial, or contacting your sales team. This can help you convert new users into paying customers.

Memorable Onboarding Experience

A memorable onboarding experience is crucial for leaving a lasting positive impression on new users and fostering long-term engagement.

• Evoking Emotions: Use storytelling, humor, or relatable scenarios to evoke positive emotions and make the experience more memorable. Positive emotions can create a stronger connection between the user and your brand.
• Showcasing Personality: Inject your brand's personality into the video, making it more engaging and relatable. This can help users feel like they're interacting with a real person, not just a faceless company.
• Highlighting Key Takeaways: Reinforce key information and takeaways throughout the video, ensuring users retain the most important details. Repetition and visual cues can help users remember the most important information.
• Creating a Shareable Experience: Encourage users to share the video with their network, amplifying its reach and impact. This can generate word-of-mouth marketing and attract new users to your product.

Effective Onboarding Strategy

An onboarding video should be a core component of a comprehensive onboarding strategy, working in harmony with other elements to create a cohesive and effective experience.

• Define Clear Goals: Determine what you want to achieve with your onboarding process, such as increasing product adoption, reducing churn, or improving customer satisfaction. Clear goals will help you measure the effectiveness of your onboarding strategy.
• Map the User Journey: Understand the different stages users go through during the onboarding process and tailor the video content accordingly. This ensures that the video provides the right information at the right time.
• Use a Multi-Channel Approach: Integrate the video with other onboarding channels, such as email, in-app messages, and knowledge base articles. This creates a more holistic and engaging onboarding experience.
• Gather Feedback and Iterate: Continuously gather feedback from users and analyze video performance data to make data-driven improvements and optimize your onboarding strategy. User feedback is essential for creating an effective onboarding experience.

Onboarding Transition

A common challenge in onboarding is bridging the gap between the initial learning phase and regular, independent product usage. Onboarding videos can play a key role in smoothing this transition.

• Contextual In-App Prompts: After the initial onboarding video, use short, targeted video clips as in-app prompts or tooltips. These can appear when a user first encounters a specific feature, providing just-in-time guidance.
• Progressive Feature Introductions: Instead of overwhelming users with all features at once, structure your onboarding video to introduce features progressively. Then, reinforce these introductions with follow-up videos or in-app tutorials as users reach the relevant point in their workflow.
• Gamification and Milestones: Incorporate elements of gamification into your onboarding video and subsequent product experience. For example, a progress bar tied to feature discovery can motivate users to explore further. Celebrate milestones with short congratulatory videos, reinforcing positive user behavior.
• Ongoing Learning Resources: Position your onboarding video as a starting point for ongoing learning. Provide links to a library of more in-depth tutorial videos or a knowledge base where users can find answers to specific questions as they arise.

I'm Orko Roy, a video producer with a passion for crafting compelling stories that connect. For the past 7 years, I've been part of the Advids team, where I've honed my skills in video content planning, creation, and strategy. From concept to completion, I've worked closely with a diverse range of startups and enterprises, helping them achieve their communication goals through impactful video content.

Whether it's a product launch, an educational explainer, or a brand story, I love collaborating to create videos that resonate with audiences and drive results.

My approach is collaborative and results-driven, always focused on delivering high-quality video solutions that help businesses thrive. Let's connect and see how I can help bring your vision to life!