Video Creation Service

30 SaaS Onboarding UI Video Examples For A Smooth User Experience

Orko Roy
Last updated
Sep. 04, 2024

A smooth and engaging onboarding experience is crucial for any SaaS product. It's the first impression, the moment of truth where users decide if they'll stick around or jump ship. A clunky, confusing onboarding process can lead to frustration, churn, and ultimately, lost revenue.

With so many potential applications for UI videos in SaaS onboarding, it's no wonder that more and more companies are incorporating them into their strategies. From product tours and feature demos to personalized welcome messages and interactive tutorials, the possibilities are endless. So, let's dive in.

1. 360Learning

360Learning is a platform that offers learning and development solutions. This video is designed to show how 360Learning takes the dread out of compliance training.

Video Design - The video uses an animation style to visually represent the problems associated with non-compliant behavior. Bright colors, simple graphics, and animations bring life to the otherwise dull and serious subject of compliance training. It is a typical SaaS Onboarding UI Video, using bold font styles, iconography, minimal text, and impactful visual style to convey information quickly.

The video style effectively communicates the goal and objective. The animation style grabs the attention of viewers, and the visual style reinforces the message that non-compliance is costly. This video helps to create a playful, fun learning experience to emphasize the importance of compliance training.

2. Bandwidth

Bandwidth is a company that helps businesses overcome toll-free outages. This video is designed to showcase the benefits of Bandwidth's disaster recovery solution, Call Assure.

Video Design - This video starts with vibrant, eye-catching visuals. A space scene, then an eye image, a moving abstract art background, and a futuristic stock market graph. The video utilizes a SaaS Onboarding UI Video style, relying on creative visuals, and graphics to communicate the message. The design is very simple, and the text is clear, which is typical of a SaaS Onboarding UI Video.

The visual style of this video communicates the benefits of Bandwidth's solution using a simple, straightforward approach. The video focuses on bold imagery and simple language to emphasize the effectiveness of Call Assure. The optimistic tone, combined with a focus on success, inspires confidence.

3. Diligent

Diligent is a SaaS platform helping organizations achieve Environmental, Social and Governance (ESG) goals. The video is designed to introduce Diligent's solution and explain its benefits.

Video Design - Diligent's video is a great example of a SaaS Onboarding UI Video. It uses minimal and sleek graphic design that features a red, white, and grey color palette. Red is the primary color and is used to depict important information. It utilizes subtle animations to highlight key information and engages viewers by showcasing animated transitions in a clean and minimal way.

The video's visual style effectively communicates the objective of the video by highlighting how Diligent helps organizations meet their ESG goals. The tone of the video is professional, confident, and direct, focusing on providing a clear message and call-to-action. Diligent uses bold graphics and striking text to introduce their solution to a target audience that is likely composed of sustainability managers and executives who are concerned with ESG goals.

4. Papertrail

Papertrail is a health and safety management software that helps businesses stay compliant and avoid accidents. The video is designed to show how the software can be used to manage safety risks and paperwork.

Video Design -
The video uses a simple and clean animation style, a typical SaaS Onboarding UI Video, with bright colors and playful characters. This style is designed to be engaging and easy to understand. The video uses minimal text, and the focus is on the visual story being told, making it ideal for a SaaS Onboarding UI Video. The graphics are high quality and the animation is smooth, ensuring a positive user experience.

The video uses a playful tone to highlight the potential problems businesses face with paperwork and the benefits of using Papertrail. The video's animation style helps viewers understand the problem and the solution, leaving them with a positive impression of the brand. The visual style effectively communicates the video's goal of showcasing Papertrail's ability to streamline health and safety processes, ultimately preventing accidents and saving businesses time and money.

5. AXA

AXA's video is designed to highlight their commitment to climate protection and position themselves as a leader in the Swiss insurance industry.

Video Design - The video uses bright, simple graphics and animation to communicate their message, focusing on climate change. Using a SaaS Onboarding UI Video design style, AXA uses a cartoon-like aesthetic, simple colors, and bright light and shadow to illustrate its key points.

The video employs a straightforward and friendly tone to make the complex topic of climate change accessible, illustrating climate change through scenes of floods, drought, and ultimately a hopeful approach to the solution. This approach helps communicate the importance of AXA's efforts to address these challenges and the positive impact they aim to have, making the video engaging, informative and visually appealing.

6. Toolstation

Toolstation is a home improvement retailer that sells a range of products, including the 4lite WiZ smart bulb. The video is designed to educate viewers about the product and its functionality.

Video Design - The video utilizes simple 2D animation, a mobile app mockup, and a lightbulb illustration to showcase the WiZ app and how it can be used to program home lighting. The combination of visual elements is similar to what you would expect from a SaaS Onboarding UI Video. The visual design of the video emphasizes ease of use and accessibility.

The video's clear animation and simple visual style communicate the message effectively. The video employs a lighthearted tone, emphasizing the user-friendliness of the product. It shows the user-interface and the process of setting up the 4lite WiZ smart bulbs, suggesting the app is easy to learn.

7. Sun Life

Sun Life's video is designed to explain permanent life insurance, how it works and how it provides financial security when you die. It aims to make the viewer understand the concept of permanent life insurance and the peace of mind it can provide.

Video Design -
The Sun Life video incorporates a clear and engaging design style, typical of a SaaS Onboarding UI Video, with a simple white-on-yellow background. The video uses a clear and concise text-based approach to the concept of permanent life insurance. Each slide appears in sequence, with a bright, clean visual style that focuses on the key messages. The video uses simple, everyday language, avoiding complex jargon, to make the information easily understandable for a broad audience.

The bright, bold colors and easy-to-read fonts create a visually appealing video. The video uses bright, simple animations to visually communicate information. This style of visual design reinforces the message of financial security and peace of mind that the video communicates. The video uses a positive and optimistic tone to encourage the viewer to consider permanent life insurance. This helps build trust and confidence in the brand, conveying the message that Sun Life is a reliable and trustworthy provider. The video's visual style makes it easy to understand complex information, using simple and clear animations that grab attention and highlight key points.

8. OWN.CANCER

OWN.CANCER is a company that is using cutting-edge technology to help treat cancer. This particular video is designed to educate people about immunotherapy, which boosts the body's natural defenses to combat cancer.

Video Design -
The OWN.CANCER video uses a minimalist design style with simple, clean illustrations and animated graphics. It's a great example of a SaaS Onboarding UI Video because it effectively explains a complex topic while being visually engaging and informative. The video uses color gradients that change in tone, to highlight certain aspects of immunotherapy, and uses animation to show how the immune system functions.

The visuals in the video communicate the objective of the video and the tone is optimistic, instilling hope in patients fighting cancer. The video is designed to be engaging, explaining the power of immunotherapy to fight disease cells, and showcasing how the technology works. The video provides a clear explanation of a complex topic, using graphics that are simple to understand.

9. LITEON

LITEON is a company that specializes in smart mobility, a technology that utilizes a combination of technologies to improve traffic flow, reduce emissions, and enhance the overall urban transportation experience. The video is designed to highlight the growing importance of smart mobility in addressing the challenges of urban transportation, specifically as cities become more densely populated and contribute to carbon emissions.

Video Design - This video utilizes a clean and modern design style, featuring flat, isometric illustrations that clearly depict the concepts being discussed. The color palette is vibrant and incorporates blues, purples, and greens, which visually represent the urban setting and the sustainable focus. The visual elements of the video effectively communicate the issues of congestion and pollution in a way that is both easily digestible and visually appealing. The video's graphic design and animation style effectively capture the essence of a "SaaS Onboarding UI Video" creating an engaging and informative presentation.

The video's overall style communicates the importance of smart mobility in solving urban transportation problems. The clean and modern visuals help to create a positive and optimistic tone. The use of bold colors and engaging animation, such as the movement of vehicles and the visualization of data, makes the video visually compelling. The video's message is clear, concise, and relevant to a wide audience concerned with the future of urban transportation.

10. Dimensional

Dimensional is a company that specializes in providing low-cost and convenient retirement planning solutions. The goal of this video is to introduce a new approach to retirement planning, with an emphasis on income, and how this approach can mitigate certain risks.

Video Design - The video is designed in a minimalist style, reminiscent of a SaaS Onboarding UI Video. Simple and clean graphics, along with a subdued color palette, create a professional and modern feel. This approach ensures viewers stay focused on the key concepts, like the winding road representing the path to retirement, and the obstacles encountered along the way. The road metaphor, a common element in retirement planning visualizations, helps viewers understand how the path to retirement is unpredictable.

The video's visual style is simple, yet effective. It drives the message home by using abstract representations of financial risks and hurdles, with an optimistic tone. The video uses these representations to make complex concepts relatable, and the tone helps viewers feel assured that solutions are available. The video is designed to create a sense of reassurance and confidence for potential investors, assuring them that Dimensional is there to help them navigate the complexities of retirement planning.

11. Deloitte

Deloitte's video is designed to introduce the company's vision for the future of mobility. The video highlights the challenges cities face today with congestion, noise, and air quality, but it also introduces the possibilities of a smarter future.

Video Design - The video adopts a clean and minimalist design style, incorporating bright colors and a simple, easy-to-understand visual language. This style makes it a great example of a SaaS Onboarding UI Video, as it quickly and efficiently communicates the key information without overwhelming the viewer. The video uses flat, 2D illustrations, along with a modern color palette that is both clean and engaging. This style is consistent throughout the video and creates a cohesive and professional look, drawing attention to the content and highlighting the core message.

The video visual style is crucial in communicating its objective. The use of a clean, minimalist design helps to create a sense of optimism and possibility, which is key to the video message of a future where commuting is seamless and stress-free. The upbeat tone is achieved through the use of lighthearted animation and modern graphics, reflecting the positive future that Deloitte envisions.

12. Coinbase

Coinbase Earn is a platform that allows people to learn about cryptocurrencies while earning them. This video is designed to introduce people to Algorand and how it can help solve the issues of financial inequality and lack of access to financial opportunities.

Video Design - This SaaS Onboarding UI Video uses simple graphics, bold text, and clear transitions to convey its message. The video features colorful flat icons and a bright, clean visual design. The graphics are simple and straightforward, ensuring easy comprehension for the viewer. This style allows the video to effectively communicate the potential of Algorand and its ability to address financial issues.

The visual style of the video, with its simple graphics and bold text, is effective in driving the video's goal of informing viewers about Algorand. The video uses a positive and upbeat tone to emphasize the benefits of Algorand. The animated visuals add dynamism to the video, making it engaging for viewers and helping them grasp the complex concepts of the Algorand platform.

13. Accenture

Accenture is a company that helps businesses with business transformation and technology. This video is designed to help the viewers learn about predictive analytics.

Video Design - This SaaS Onboarding UI Video uses a simple, clean, and professional design style. The use of a white background allows the viewer to focus on the colorful, isometric illustrations. The video utilizes simple animations, as the main focus is on explaining a complicated concept through visualization.

The animated graphics used to visualize the key concept of the video, predictive analytics, are engaging and clear. The video effectively uses a combination of animation and visual representations to clearly demonstrate the application of predictive analytics. This helps viewers understand the concept without being overwhelmed with technical details. The video uses a friendly and straightforward tone throughout, which further enhances the overall visual style. The design clearly matches the intended message for the audience. It promotes the idea of advanced technology with a relatable and friendly approach.

14. Chrome

Chrome helps users easily and securely manage passwords and accounts. The video is designed to introduce passkeys, a new authentication technology, to help make user experiences easier and more secure.

Video Design - The video is a simple animated video using geometric shapes and bright colors, common elements of a SaaS Onboarding UI Video, that present a clear and concise message about passkeys, and how they solve the pain points of remembering and managing passwords.

The use of simple animations and minimal text helps users easily understand the concept of passkeys and how they improve the user experience, which is particularly relevant for a SaaS Onboarding UI Video. This minimalist approach to video design effectively communicates the Value Proposition of passkeys while maintaining an engaging and positive tone.

15. Cigna

Cigna is a company that educates Medicare beneficiaries about their Medicare options. This video is designed to educate consumers about the parts of Medicare and the plan choices available to them.

Video Design - This SaaS Onboarding UI Video features a modern, minimalist design that uses a muted color palette and high-quality graphics. The video utilizes flat design, geometric patterns, and a clean layout to convey a sense of order and structure. The use of animation and transitions adds to the overall engaging quality.

The video's visual style effectively communicates the objective of the video by creating a professional and trustworthy tone. The clean, minimalist design conveys the complex nature of Medicare information in a simple and easy-to-understand way, making the video engaging for the target audience. The animated graphics and transitions add visual interest and reinforce the key message of the video, which is that Cigna is a trusted partner that can help Medicare beneficiaries navigate their options.

16. EfficientIP

EfficientIP specializes in DNS, DHCP and IPAM, collectively known as DDI Technology. This video is designed to showcase EfficientIP's DNS GSLB solution and how it can help companies improve their Disaster Recovery Plans.

Video Design - This is a SaaS Onboarding UI Video that is clean and modern. The graphics are simple, but effective, and the video uses a lot of white space. This helps to focus the viewer's attention on the key information. The animation is smooth and engaging, making the content easy to follow.

The video successfully communicates its objective by using a clear and concise narrative. The video showcases how EfficientIP DNS GSLB can be used to improve disaster recovery planning. The video has a professional tone and the visuals are a great example of a simple yet effective approach to onboarding video design.

17. Credit Karma

Credit Karma is a free credit monitoring service. This video is designed to explain to users how to get free credit reports and why they should.

Video Design - The video features a bright and colorful design, consistent with the brand's identity. The use of animated graphics and a playful tone makes it an engaging and memorable SaaS Onboarding UI Video. The bright colors and clear design elements help viewers easily understand how Credit Karma can benefit them.

The video design emphasizes the importance of understanding your credit reports. The keyhole animation, the treasure chest filled with financial icons, and the animated delivery trucks all visually communicate the process of information being sent to Credit Karma. The bright colors and positive tone create a friendly and approachable atmosphere, emphasizing the value of checking credit reports often.

18. Elaad

Elaad is a company that provides charging solutions for electric vehicles. This video is designed to explain how three-phase charging works and the benefits it offers.

Video Design - The video uses a simple and clean SaaS Onboarding UI Video style. The graphics are bold and colorful, using a mix of flat illustrations and animation to make the information easy to understand. The video uses a combination of simple shapes, lines, and text to create a modern and visually appealing aesthetic.

The video uses a clear narrative to explain three-phase charging in a simplified and engaging way. The use of animation helps to break down complex topics and make them more understandable. The design and narrative of the video helps to communicate the speed and efficiency of three-phase charging. The video has a friendly and informative tone, making it suitable for a broad audience. The video clearly shows the benefits of three-phase charging, highlighting the increased charging speeds that are possible with this technology.

19. Cytiva

Cytiva is a company that provides equipment for the life sciences industry. This video is designed to introduce their new service, My Equipment, to customers. My Equipment is a cloud-based service designed to help customers manage their Cytiva equipment.

Video Design - This is a clean and straightforward SaaS Onboarding UI Video. The video features minimal text and relies on animated icons to communicate the benefits of My Equipment. The use of bright colors and simple graphics helps to make the video engaging and easy to understand. A person in a lab coat and the equipment appear in outline form. This minimalist approach helps highlight the functionality of the software.

The use of visual cues and animation helps to guide the viewer through the key features of My Equipment. The overall tone of the video is professional and informative, ensuring the viewer understands the simplicity of the solution and its value to their workflow. The video concludes with a call to action for users to register and create an account on the company's website.

20. Google

Google's video is designed to highlight how users can easily manage their Business Profile. The goal is to encourage business owners to use the feature.

Video Design - The video uses simple clean white, grey, and blue color scheme to showcase the SaaS Onboarding UI Video. The interface is user-friendly, with prominent icons that clearly guide the user through the process. The video focuses on the search function, emphasizing the ease of accessing the Business Profile. The visual style is clean and simple, reflecting the ease of use and functionality of Google Business Profile.

The video effectively communicates the simplicity of managing business profiles, with a clear call to action. The tone is positive and reassuring, emphasizing the user-friendliness and convenience of Google Business Profile. This combination of visual clarity and a positive tone reinforces the overall objective of the video, encouraging business owners to utilize Google's platform for managing their online presence.

21. LinkedIn

LinkedIn Recruiter is a tool that helps talent professionals find the right talent faster. This video is designed to show how LinkedIn Recruiter makes searching and filtering for the right candidate easy and efficient.

Video Design - The video uses a simple and modern graphic style, reminiscent of a SaaS Onboarding UI Video. The animation is smooth, and the color palette is consistent and pleasing, creating a modern and professional look. The video also features clean graphics with well-defined lines and shapes, making the UI elements easily understandable.

The visual style of the video is effective in communicating the benefits of LinkedIn Recruiter. The use of bold colors and straightforward graphics helps highlight the features of the tool. The video also has a professional tone, which makes it appealing to the target audience of talent professionals. The video helps convey the ease of use and the robust features of the tool, successfully driving the video goal of promoting the LinkedIn Recruiter.

22. Aircove

Aircove is a Wi-Fi 6 router with a built-in VPN. This video is designed to showcase the ease of use and benefits of Aircove for users who want to protect their home network and devices.

Video Design - Aircove uses a simple, clean, and modern style with 2D animations and graphic elements, with a gradient color theme of pink, purple, and light blue. The video features flat illustrations of devices and an Aircove router, along with text overlays that highlight key features. This video style is similar to a SaaS Onboarding UI Video, with an emphasis on visual clarity and simplicity to highlight the benefits of the product, which is the Aircove router.

The video uses a clear and concise narrative to explain the Aircove router and its functionality. The visuals complement the narrative by providing visual representations of the key features, making the video easy to understand and follow. The tone of the video is friendly, engaging, and informative, emphasizing that the product is easy to use and accessible to a wide audience. Aircove does a great job of showcasing the benefits of the product and its features in an easy-to-understand manner, making it a compelling video for potential customers.

23. U.S. Bank

U.S. Bank Instant Card is a virtual credit card that can be provisioned and sent to anyone within an organization. This video is designed to showcase the ease of use of this service.

Video Design - The video is a SaaS Onboarding UI Video that is both informative and visually appealing. The animation style is clean and modern, and the use of bright colors makes the video easy to follow. This style is effective in highlighting the key features of the product. The use of a simple, modern design, along with easy-to-understand animations, helps to simplify the process of using the product, making it easy for users to understand and follow along.

The use of bright colors and simple animations helps to create a positive and engaging tone. The video demonstrates the process of sending a virtual card, including the steps required to provision and send the card. The video uses clear, concise language to explain each step in the process. This combination of design and content successfully communicates the objective of the video, which is to show how easy it is to provision and send a virtual card.

24. AARP

AARP is a non-profit organization that provides information and resources to older adults. The video is designed to educate and inform about how to replace a Social Security card.

Video Design - AARP uses simple, straightforward visual design elements throughout the video. The color scheme uses bright, friendly tones to match the AARP brand. The video is comprised of animated illustrations with minimal use of text. Each animation illustrates the steps in the replacement process, making the information easily understandable, similar to the design of a SaaS Onboarding UI Video. This approach makes the video more engaging than if it used a traditional documentary style.

AARP's video effectively communicates the process of replacing a Social Security card. The use of clear visuals and simple language makes the information accessible to a broad audience. The video's tone is informative and friendly, reflecting the AARP brand and its mission of assisting older adults.

25. Siemens

Siemens specializes in healthcare solutions, and this video is designed to inform viewers about the benefits of PET/CT scans.

Video Design - The video utilizes high quality animated graphics to depict the process and benefits of a PET/CT scan. It is a SaaS Onboarding UI Video.

The video starts with an animation of a CT scanner followed by images of different PET/CT scans. These scans clearly show the functionality and the benefits. These graphics are visually engaging, concise, and easy to understand, making it an effective tool for educating audiences about PET/CT scans. The video uses bright colors and clear animations to make the information accessible to a wide audience. The calm and reassuring tone of the video helps build trust in the technology. This combination of visual design and narration helps make the video informative, engaging, and easily comprehensible for a wide audience.

26. Cegid

Cegid is a software company that provides retail solutions. This video is designed to promote Cegid's software, specifically their Retail software, and the support that Cegid provides for their customers.

Video Design - The video is designed as a SaaS Onboarding UI Video. It features a combination of simple, bright cartoon illustrations, and text animations with a minimalist design. The color scheme is vibrant with a blue background and red accents, creating a visually appealing and engaging experience for the viewer.

The video effectively communicates Cegid's support for its customers. The visuals are simple and impactful, driving the key message that Cegid offers comprehensive resources and support to their retail customers. The tone of the video is reassuring and optimistic, creating a sense of confidence and trust in Cegid and their software. The message is clear, concise, and relevant to the target audience.

27. Blatchford

This video showcases how prosthetic products with integrated elevated vacuum function and how perforated liners can enhance user experience. It delves into the mechanics of vacuum generation within the socket and how the act of walking actively contributes to this process. Additionally, it highlights the significance of a Silcare Breathe Liner in augmenting the vacuum's strength and overall effectiveness.

The video employs a 3D animation style that effectively demonstrates the intricate workings of the prosthetic leg and vacuum system. The use of vibrant colors and clear visuals aids in comprehending the complex mechanisms at play. The animation seamlessly transitions between different views, providing a comprehensive understanding of the product's functionality. Furthermore, the incorporation of text overlays and voice-over narration ensures viewers grasp the key concepts and benefits of the technology.

This video with its clarity and engaging presentation is an invaluable tool for both amputees and healthcare professionals seeking to understand the intricacies of elevated vacuum technology and its impact on prosthetic users. SaaS Onboarding UI Videos like this are very effective. This video is similar to a SaaS educational animation video in its ability to explain a complex topic.

28. Malaysia Airlines

Malaysia Airlines is a major airline that provides safe and comfortable travel experiences for its customers. This video is designed to highlight the health and safety measures they have put in place to provide the safest travel experience.


Video Design - This video utilizes a simple and effective style that mimics a "SaaS Onboarding UI Video" with a paper-crafted aesthetic to make the video visually appealing and engaging. The video uses simple animations with bright and saturated colors to showcase the various safety measures implemented by Malaysia Airlines, making it clear and informative for the viewers. The video is also set in a familiar setting, such as an airport and an airplane cabin, which can help to put viewers at ease.


The video utilizes a simple and engaging style to highlight the safety procedures and protocols. The color palette is cheerful and comforting, while the animation style helps to emphasize the importance of each measure, such as the wearing of masks and maintaining social distancing. The video is also designed to be informative and reassuring, with the use of simple language and visual cues to communicate the importance of safety measures. The tone of the video is positive and optimistic, conveying the message that travel is still possible with the right precautions.

29. QuickML

QuickML is a no-code machine learning platform, designed to empower users to create end-to-end machine learning pipelines. The video is designed to introduce users to the platform and its benefits.

Video Design - The video uses bold, clean graphics and a straightforward design to appeal to a broader audience, while still highlighting QuickML's capabilities. The use of animated graphics, flowcharts, and text overlays, creates a dynamic and engaging "SaaS Onboarding UI Video", which is easy to understand and follow.

The video uses a minimalist design with a focus on visual elements and minimal text. This creates a clean and professional look that helps communicate QuickML's ease of use and its ability to simplify complex ML processes. The use of clean and high-quality graphics, coupled with the clear and concise animation, highlights the power of the platform and makes the video engaging and easy to understand. This design creates a positive and reassuring tone that encourages viewers to learn more about QuickML and how it can be used to solve their business problems.

30. PwC SaaS Onboarding Ui Video

PwC's Digital Operations Maturity Assessment video is designed to highlight the value of their assessment solution and encourage viewers to learn more. The video uses a metaphor of three safes, each representing a different approach to digital operations.

Video Design - The video employs a minimalistic cartoon-style visual design with simple graphics and bright colors. The use of flat, bold colors, clean lines, and simple animations contributes to the video's engaging quality. This style, often found in SaaS Onboarding UI Videos, makes the content easy to understand and remember.

The video effectively uses visual elements like a weighing scale and safes to represent the challenges and opportunities associated with digital operations. These visuals create a relatable story, making the complex topic of digital transformation accessible to a broader audience. This approach creates a lighthearted and optimistic tone, emphasizing the positive potential of digital transformation while acknowledging the uncertainty and confusion that may arise in the process.

Key Takeaways

SaaS onboarding video Content

A saas onboarding UI video should act as a welcoming guide, easing new users into your product and showcasing its value. To achieve this, consider these key content elements:

  • Product Overview: Start with a concise and engaging introduction. Highlight the core features and benefits, focusing on how they solve user pain points. Keep it brief and visually appealing, using animation or screen recordings to maintain interest.
  • User Interface Walkthrough: Demonstrate how to navigate the product. Use screen recordings with clear voiceovers to guide users through key screens and actions. Highlight essential features and workflows, ensuring a smooth and intuitive learning experience.
  • Value Proposition: Clearly articulate the benefits users gain from your product. Address their specific needs and demonstrate how your solution surpasses alternatives. Use real-world examples and success stories to build credibility.
  • Use Cases: Show your product in action. Illustrate how it solves real problems in different scenarios. This helps users visualize the product's potential and understand its practical applications in their own context.
  • Call to Action: Guide users towards the next step. Encourage them to explore a specific feature, start a free trial, or contact your team for personalized assistance. Make the call to action clear, prominent, and easy to follow.

Boost Engagement With Video

A well-crafted SaaS onboarding UI video can significantly boost customer engagement by transforming a passive learning experience into an interactive and personalized journey.

  • Interactive Elements: Incorporate clickable buttons, quizzes, or polls to encourage active participation. This transforms viewers from passive observers to active learners, increasing their investment in the onboarding process.
  • Personalized Content: Tailor the video to specific user segments or personas. Address their unique needs and challenges, making the content more relevant and engaging. This fosters a sense of connection and understanding.
  • Short and Concise: Respect users' time. Keep the video concise and focused, delivering key information efficiently. Avoid overwhelming viewers with unnecessary details, ensuring they remain engaged throughout.
  • Visual Appeal: Use high-quality visuals, animations, and background music to create a captivating experience. Visually stimulating content keeps viewers interested and enhances their understanding of the information presented.

SaaS Onboarding Video Types

SaaS onboarding UI videos come in various flavors, each serving a unique purpose in the user journey.

  • Explainer Videos: Ideal for introducing your product to a broad audience. Use animation or motion graphics to showcase core features and benefits in an engaging and easily digestible format.
  • Tutorial Videos: Perfect for guiding users through specific tasks or features. Provide step-by-step instructions with screen recordings and voiceovers, ensuring users can successfully complete key actions.
  • Demo Videos: Showcase your product's capabilities in action. Demonstrate real-world applications and highlight advanced features to impress potential customers and build confidence in your solution.
  • Product Tour Videos: Offer a guided tour of your product's interface. Highlight key navigation elements and features, helping users familiarize themselves with the layout and functionality.
  • Feature Walkthrough Videos: Deep dive into specific features. Provide detailed explanations and demonstrations, empowering users to leverage the full potential of your product.

Integrate Video In Funnel

A SaaS onboarding UI video can be a powerful asset throughout your marketing funnel, nurturing leads and guiding them towards conversion.

  • Lead Generation: Offer a valuable video as gated content in exchange for contact information. This attracts potential customers and allows you to build your email list for targeted nurturing.
  • Product Education: Use videos on your website or landing pages to educate prospects about your product's features and benefits. This builds awareness and interest, moving them further down the funnel.
  • Customer Onboarding: Integrate videos into your welcome emails or onboarding portal to guide new customers through the initial setup and usage. This ensures a smooth and positive first impression.
  • Customer Support: Create a library of tutorial videos addressing frequently asked questions. This empowers users to find solutions independently, reducing support tickets and improving customer satisfaction.

Track Video Success Metrics

Measuring the effectiveness of your onboarding video is crucial for optimization and improvement. Track these key metrics to gain valuable insights:

  • Video Completion Rate: This indicates viewer engagement. A high completion rate suggests that the video is captivating and effectively delivering its message. Analyze drop-off points to identify areas for improvement.
  • Click-Through Rate: If your video includes calls to action, track how many viewers click on them. This measures the effectiveness of your prompts and the viewers' willingness to take the next step.
  • Time Spent Watching: Analyze how long viewers engage with your video. Longer viewing times indicate higher interest and better information retention. Identify segments with low engagement and consider revising them.
  • Customer Feedback: Gather direct feedback from users through surveys or comments. This provides valuable qualitative insights into their experience with the video and highlights areas for improvement.

Video For Pain Point Relief

Onboarding videos can be a powerful tool for proactively addressing common customer challenges and building confidence in your solution.

  • Identify Common Challenges: Research and understand the typical difficulties users face when adopting your product. This could include navigating the interface, understanding specific features, or integrating with other tools.
  • Provide Solutions: Within the video, directly address these challenges by demonstrating clear solutions. Show users how to overcome obstacles and achieve their desired outcomes, fostering a sense of empowerment.
  • Offer Support: Include links to relevant help documentation, knowledge base articles, or contact information within the video. This ensures users have easy access to further assistance if needed, building trust and reducing frustration.

SaaS Video Design Best Practices

Creating an Effective Onboarding video requires careful planning and attention to detail. Follow these best practices to maximize engagement and impact:

  • Keep it Concise: Respect users' time by delivering key information efficiently. Focus on one core message per segment and avoid unnecessary jargon or technical details. Aim for a video length that aligns with user attention spans.
  • Use Visuals: Enhance engagement and understanding with high-quality visuals. Incorporate screen recordings, animations, and graphics to illustrate concepts and demonstrate workflows. Use a visually consistent style that aligns with your brand.
  • Include a Call to Action: Guide users towards the desired next step. Whether it's starting a free trial, exploring a specific feature, or contacting your team, make the call to action clear, prominent, and easy to follow.
  • Test and Iterate: Don't be afraid to experiment. A/B test different versions of your video to identify what resonates best with your target audience. Analyze metrics and gather feedback to continuously improve your video's effectiveness.

Boost Adoption With Video

Onboarding videos can play a crucial role in driving product adoption by empowering users with the knowledge and confidence they need to succeed.

  • Clear Instructions: Provide step-by-step guidance on how to use key features and functionalities. Demonstrate common workflows and address potential roadblocks, ensuring users can easily navigate the product and achieve their goals.
  • Demonstrate Value: Showcase the tangible benefits users gain from your product. Highlight how it solves their specific problems and improves their workflows. Use real-world examples and success stories to build credibility and inspire adoption.
  • Build Confidence: Empower users to explore and experiment with your product without fear of failure. Provide clear instructions, helpful tips, and readily available support resources to foster a sense of confidence and encourage active usage.

B2B Video Considerations

When crafting onboarding videos for a B2B audience, it's essential to tailor your approach to their specific needs and priorities.

  • Focus on Business Value: Highlight how your product solves business challenges and drives tangible results. Showcase features that improve efficiency, productivity, or revenue generation. Use data and metrics to demonstrate the ROI of your solution.
  • Use Professional Tone: Maintain a professional and authoritative tone throughout the video. Avoid casual language or humor that might not resonate with a business audience. Use clear and concise language that conveys expertise and credibility.
  • Target Decision-Makers: Address the needs and concerns of key decision-makers, such as executives or department heads. Focus on features that are relevant to their roles and responsibilities. Showcase how your product aligns with their strategic goals.

Video For Better Support

Onboarding videos can be a valuable asset in your customer support strategy, empowering users with self-service resources and reducing the burden on your support team.

  • Reduce Support Tickets: Address common user questions and challenges within the video. Provide clear instructions and troubleshooting tips to prevent users from needing to contact support for basic issues.
  • Improve Customer Satisfaction: Empower users to find solutions independently, leading to a more positive and satisfying experience. Self-service resources can reduce frustration and improve user perception of your product and support.
  • Free Up Support Staff: By providing readily available information through videos, you can reduce the volume of support tickets and free up your support team to focus on more complex or critical issues.

Winning Video Strategy

A successful onboarding video requires a strategic approach that aligns with your overall business goals and user needs.

  • Define Your Goals: Clearly articulate the objectives you want to achieve with your video. Is it to increase product adoption, improve customer engagement, or reduce support tickets? Defining your goals will guide your content and measurement strategy.
  • Target Audience: Understand your ideal user and tailor the video content to their specific needs, challenges, and preferences. Consider their level of technical expertise, their role within their organization, and their desired outcomes.
  • Storytelling: Craft a compelling narrative that resonates with your audience and effectively conveys your message. Use relatable examples, case studies, or testimonials to make the content more engaging and memorable.
  • Call to Action: Guide users towards the desired next step with a clear and concise call to action. Encourage them to explore a specific feature, start a free trial, or contact your team for personalized assistance.

Video For Sales Conversion

Onboarding videos can be a powerful tool in your sales arsenal, helping you convert prospects into paying customers by showcasing the value and benefits of your product.

  • Showcase Value: Clearly demonstrate how your product solves specific customer pain points and delivers tangible benefits. Use real-world examples and success stories to illustrate the positive impact your solution can have.
  • Build Trust: Establish credibility and build trust by showcasing your product's features and functionalities in action. Use testimonials from satisfied customers to further reinforce your Value Proposition and build confidence.
  • Encourage Trial: Include a strong call to action that encourages viewers to sign up for a free trial or request a personalized demo. Make it easy for them to take the next step and experience the value of your product firsthand.

SaaS Video Benefits

Investing in a well-crafted SaaS onboarding UI video can yield significant benefits for your business, including:

  • Improved Customer Engagement: Videos provide a more interactive and engaging learning experience compared to traditional text-based tutorials. This can lead to increased user satisfaction and a deeper understanding of your product.
  • Increased Product Adoption: By guiding users through the initial stages of using your product, onboarding videos can reduce the learning curve and increase the likelihood of successful adoption. This can lead to higher customer lifetime value.
  • Reduced Support Costs: Videos can empower users to find answers to their questions independently, reducing the volume of support tickets and freeing up your support team to focus on more complex issues.

Video For Retention

Onboarding videos can play a crucial role in reducing customer churn and fostering long-term loyalty by providing a positive and engaging onboarding experience.

  • Reduce Churn: By ensuring users understand how to effectively use your product and achieve their desired outcomes, you can reduce the likelihood of them becoming frustrated and switching to a competitor.
  • Increase Customer Satisfaction: A smooth and engaging onboarding experience can lead to increased customer satisfaction and a stronger sense of loyalty towards your brand.
  • Build Long-Term Relationships: Onboarding videos can help you establish a strong foundation for long-term customer relationships by providing a valuable and supportive experience from the very beginning.

Video vs Demo Differences

While both onboarding and demo videos showcase a product's features, they serve distinct purposes and target different audiences.

  • Focus: Onboarding videos prioritize guiding new users through the initial stages of using a product, while demo videos aim to provide a comprehensive overview of its capabilities to a broader audience, including potential customers.
  • Target Audience: Onboarding videos are specifically designed for new users who are just starting to learn about the product, while demo videos can be used for various purposes, such as sales presentations, marketing campaigns, or training materials.
  • Content: Onboarding videos often include interactive elements, step-by-step instructions, and a clear call to action, while demo videos may focus more on showcasing features, benefits, and use cases.

Video For Better UX

A SaaS onboarding UI video can significantly enhance user experience by providing a clear, concise, and engaging introduction to your product. This translates to a smoother, more intuitive first interaction, setting the stage for long-term user satisfaction.

  • Reduce Friction: Videos can guide users through the initial steps, minimizing confusion and frustration. Imagine a user struggling to find a specific feature. A short video demonstrating its location and functionality can prevent frustration and potential churn. This can lead to a noticeable reduction in support tickets and a higher trial-to-paid conversion rate.
  • Enhance Usability: Videos effectively demonstrate how to navigate the interface, making it easier for users to find what they need. For example, a video showcasing how to create a project, add team members, and assign tasks can significantly improve a user's understanding of the workflow. This empowers users to become proficient with the product quickly.
  • Increase Satisfaction: A positive and engaging onboarding experience fosters user satisfaction and loyalty. When users feel confident and supported from the start, they are more likely to become active users and advocates for your product. This can translate to increased customer lifetime value and positive word-of-mouth referrals.

Industry Specific Video

Tailoring your SaaS onboarding UI video to a specific industry is crucial for maximizing its impact. This involves understanding the unique needs, challenges, and language of your target audience within that industry.

  • Industry-Specific Language: Using industry-specific terminology ensures the video resonates with your audience. For example, a video for the financial sector might use terms like "ROI" and "asset allocation," while a video for the construction industry might focus on "BIM" and "project management."
  • Relevant Use Cases: Showcasing real-world examples of how your product solves industry-specific problems demonstrates its value. A video for healthcare providers could highlight how the software streamlines patient record management, while a video for retailers could focus on inventory optimization and customer relationship management.
  • Target Audience: Consider the specific roles and personas within the industry who will be using your product. A video for marketing managers might focus on campaign analytics, while a video for sales representatives might highlight lead generation and CRM integration.

Video For Brand Awareness

A SaaS onboarding UI video can be a powerful tool for building brand awareness by providing a consistent and engaging brand experience from the very first interaction.

  • Brand Messaging: Integrate your brand's core values and messaging into the video's narrative. For example, if your brand emphasizes innovation, the video can showcase cutting-edge features and a forward-thinking approach.
  • Visual Style: Use a visual style that aligns with your brand's aesthetic, creating a cohesive and memorable experience. This includes using your brand colors, fonts, and imagery throughout the video. A consistent visual identity reinforces brand recognition and recall.
  • Call to Action: Encourage users to learn more about your brand or engage with your social media channels. This could be a simple invitation to visit your website, follow your social media accounts, or sign up for a newsletter.

High Quality Video Elements

A high-quality SaaS onboarding UI video is characterized by its professional production value, engaging content, and clear call to action. These elements work together to create a positive and informative experience for the viewer.

  • Professional Production: High-quality visuals, animations, and sound design are essential for creating a polished and professional impression. This means using clear audio, crisp visuals, and professional voiceovers. Avoid using low-resolution graphics or amateur editing techniques.
  • Engaging Content: Craft a compelling narrative that captures viewers' attention and effectively conveys your message. This could involve using storytelling techniques, humor, or relatable scenarios to make the video more engaging.
  • Clear Call to Action: A clear and concise call to action encourages viewers to take the next step, whether it's exploring specific features, signing up for a free trial, or contacting your sales team. The call to action should be prominently displayed and easy to understand.

Video For Customer Satisfaction

A SaaS onboarding UI video can significantly improve customer satisfaction by providing a positive and supportive experience that empowers users to get the most out of your product.

  • Reduce Frustration: Clear and concise instructions in the video can minimize confusion and frustration during the onboarding process. For example, a video demonstrating how to set up user profiles and configure settings can prevent users from getting stuck early on.
  • Increase Confidence: Empower users to effectively use your product by showcasing its key features and benefits. When users feel confident in their ability to use the product, their satisfaction levels increase.
  • Provide Support: Include contact information or links to support resources within the video, ensuring users have access to help when needed. This can be as simple as displaying a support email address or a link to your help center.

Target Audience Video

Creating a SaaS onboarding UI video for a specific target audience requires a deep understanding of their needs, interests, and pain points. This ensures the video resonates with them and effectively communicates the value of your product.

  • User Persona: Develop a detailed user persona that represents your target audience. This includes their demographics, professional background, goals, and challenges. Understanding your ideal user helps you tailor the video's content and style accordingly.
  • Language and Tone: Use language and tone that resonate with your target audience. For example, a video for a technical audience might use more technical jargon, while a video for a non-technical audience should focus on clear and simple language.
  • Content Relevance: Tailor the video content to the specific needs and interests of your target audience. If your target audience is primarily concerned with saving time, the video should highlight features that automate tasks and improve efficiency.

Video For Product Feedback

A SaaS onboarding UI video can be a valuable tool for gathering product feedback by providing users with a clear understanding of your product's features and encouraging them to share their thoughts and suggestions.

  • Gather Feedback: Include a call to action within the video that encourages users to provide feedback. This could be a link to a survey, a feedback form, or an invitation to join a user forum.
  • Identify Areas for Improvement: Analyze user feedback to identify areas where your product can be improved. Pay attention to recurring themes and specific suggestions for enhancing usability and functionality.
  • Iterate and Improve: Use the feedback gathered to iterate and improve your product. This demonstrates to users that you value their input and are committed to providing the best possible experience.

Successful Video Elements

A successful SaaS onboarding UI video goes beyond simply explaining features. It aligns with clear objectives, captivates viewers with engaging content, and drives action with an effective call to action.

  • Clear Objectives: Define the specific goals you want to achieve with your video. These could include increasing product adoption, improving customer engagement, or reducing support tickets. Having clear objectives helps you focus the video's content and measure its success.
  • Engaging Content: Craft a compelling narrative that captures viewers' attention and effectively conveys your message. This could involve using storytelling techniques, humor, or relatable scenarios to make the video more memorable.
  • Effective Call to Action: Include a clear and concise call to action that encourages viewers to take the next step. This could be exploring specific features, signing up for a free trial, or contacting your sales team.

Video For Product Development

A SaaS onboarding UI video can be a valuable asset for product development by providing insights into user behavior and feedback during the crucial early stages of product interaction.

  • User Feedback: By incorporating feedback mechanisms within or after the video, you can gather valuable insights directly from your target audience. This feedback can highlight areas of confusion, feature requests, or potential usability issues.
  • User Behavior: Track user interactions with the video, such as watch time, click-through rates, and drop-off points. This data can reveal which parts of the video are most engaging and which areas might need improvement.
  • Iterate and Improve: Use the feedback and behavioral data to inform product development decisions. This iterative process ensures your product evolves to meet the needs and expectations of your users.

Global Video Considerations

Creating a SaaS onboarding UI video for a global audience requires careful consideration of cultural differences, language barriers, and accessibility to ensure a positive and inclusive experience for all users.

  • Language Translation: Translate the video content and any on-screen text into multiple languages to cater to your target markets. Consider using professional voiceovers in each language for a more authentic and engaging experience.
  • Cultural Sensitivity: Ensure the video content is culturally sensitive and appropriate for all target markets. This includes avoiding humor or visuals that might be offensive or misinterpreted in different cultures.
  • Accessibility: Make the video accessible to users with disabilities by providing captions, transcripts, and audio descriptions. This ensures that everyone can benefit from the onboarding experience, regardless of their abilities.

SaaS Onboarding Video

A SaaS onboarding UI video is a short, engaging video designed to guide new users through the initial stages of using a software-as-a-service (SaaS) product. It typically showcases the product's interface, key features, and basic functionalities, helping users get started quickly and easily. These videos aim to reduce the learning curve, improve user experience, and increase product adoption.

SaaS Onboarding Videos

SaaS onboarding UI videos come in various formats and styles, each tailored to specific onboarding goals and target audiences. Some common types include:

  • Screen recordings with voiceovers: These videos demonstrate specific workflows and features within the product's interface.
  • Animated explainers: These videos use animation to simplify complex concepts and make the onboarding process more engaging.
  • Interactive tutorials: These videos allow users to interact with the product's interface within the video itself, providing a hands-on learning experience.

Video Importance

A SaaS onboarding UI video is crucial for several reasons:

  • Reduces information overload: Videos can present complex information in a digestible and engaging format, preventing users from feeling overwhelmed.
  • Increases engagement: Videos are inherently more engaging than static text or images, leading to higher completion rates and better knowledge retention.
  • Improves product adoption: By demonstrating the value of your product early on, videos can encourage users to explore its features and become active users.
  • Reduces support costs: Effective onboarding videos can reduce the number of support tickets by addressing common user questions and challenges proactively.

SaaS Video Benefits

SaaS onboarding UI videos offer a range of benefits for both businesses and users:

  • Improved customer engagement: Videos can increase user engagement by providing a more interactive and enjoyable onboarding experience.
  • Increased product adoption: Videos can help users understand the value of your product quickly, leading to higher adoption rates and reduced churn.
  • Reduced support costs: By addressing common user questions and challenges proactively, videos can minimize the need for customer support interactions.
  • Enhanced brand awareness: Videos can reinforce your brand identity and messaging, creating a positive and memorable first impression.



Author at advids
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!