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30 Immersive SaaS Product Onboarding Videos That Improve User Adoption

Orko Roy
Last updated
Sep. 04, 2024

SaaS product onboarding is crucial for driving user adoption and reducing churn. New users need to quickly understand the value of your product and how to use it effectively. When done poorly, onboarding can leave users feeling confused, frustrated, and ultimately likely to abandon your platform.

From welcome messages and feature demonstrations to tips and tricks and customer success stories, there are countless ways to use video to improve your SaaS onboarding process. Let's dive in.

1. Kadence

Kadence is a people-first space booking solution that helps bring people back together in the office. The video is designed to show how Kadence solves the problem of coordinating employees in a hybrid working environment.

Video Design - The video uses a modern and bright design, relying on clean lines and minimalist graphics. The characters are depicted in a cartoonish, playful style, contributing to the overall friendly and engaging tone of the video. This makes it a good SaaS Product Onboarding Video because it's easy to understand and approachable, visually conveying complex ideas in a simple way.

The visual style of the video perfectly communicates the objective, driving the viewer towards exploring the Kadence solution. The bright colors and positive tone convey the benefits of having employees back in the office. The video's focus on individual workers and their interactions creates a relatable narrative, emphasizing how Kadence improves collaboration and workplace experiences for both employees and employers.

2. FireMon

FireMon is a security platform, and this video is designed to showcase how it redefines automation.

Video Design - The video uses a modern, vibrant, and engaging design, with isometric graphics to illustrate the concepts of automation. The use of colorful and bold visuals makes this a SaaS Product Onboarding Video that quickly captures attention. The isometric graphic style showcases the value of FireMon's automation capabilities by demonstrating their application in various scenarios, such as in organizational infrastructure and compliance.

The video design effectively communicates the benefits of FireMon's automation capabilities by using visual metaphors. The layered approach to the levels of automation, with the different stages represented by levels on a staircase, is a clear and effective visual representation of the process. The video's upbeat tone reinforces the message that FireMon automation offers significant value and makes the process of security automation simpler and faster.

3. Health-RI

Health-RI is a company that provides a secure platform to access and share sensitive health data. The video is designed to introduce the concept of the "Personal Health Train," which allows researchers to access data without sharing it in a central database.

Video Design - Health-RI uses simple graphics, bright colors, and a clear visual style. The use of a train as a metaphor for data flow is a clever visual representation, and the use of infographics and data visualizations enhances the video's SaaS Case Study Video quality. The video's style clearly communicates the complex concept of data sharing and privacy in a simple and engaging way.

Health-RI's use of simple graphics and animations makes the complex idea of data sharing and privacy easy to understand. The use of a train as a metaphor for data flow is a great way to connect with viewers and communicate the company's mission. The video's clear and concise visuals effectively drive the video's goal of promoting Health-RI's solution. The overall tone of the video is both informative and inspiring, making it an excellent introduction to the company and its innovative solution.

4. OpenText

OpenText provides a managed extended detection and response solution, helping organizations defend against ransomware attacks. This video is designed to demonstrate how OpenText's MxDR effectively safeguards businesses.

Video Design - The video utilizes a clean and modern design, showcasing an easy to understand graphic style that is commonly seen in SaaS Demo Video. The primary visual elements include simplified illustrations of devices, connections, and security icons. The color scheme is predominantly blue, contrasting with red warning signs and a few white elements. This subtle contrast enhances the overall impact of the visual narrative, drawing attention to the key elements of the solution.

The use of simple graphics, focused on security, makes the solution easy to understand for a wide range of audiences. The visual design emphasizes the importance of proactive ransomware protection. The video's overall tone is reassuring, underscoring the potential of OpenText's solution to mitigate the risks of ransomware attacks. The design seamlessly integrates the narrative with visuals, effectively communicating the benefits of MxDR.

5. Microsoft

This Microsoft video is designed to introduce partners to Marketplace Rewards, a program that can help them successfully seal more deals and expedite business growth.

Video Design - The video employs a clean and modern design style, utilizing a minimalist color palette with vibrant pops of green and blue. It features an animated graph that illustrates the growth potential of the marketplace, with each point highlighted by a relevant icon. The video features a graphic style with bold text, simple icons, and a minimalist background. The visual style of the video uses an attractive minimalist design which is typical of a SaaS Explainer Video.

The video successfully communicates its objective through a well-crafted narrative, engaging graphics, and a clear tone. The combination of the growth graph, simple icons, and straightforward language emphasizes the opportunities that Microsoft Marketplace Rewards presents to partners, ultimately driving them towards learning more about the program.

6. BetterCloud

BetterCloud helps companies manage their Software as a Service (SaaS) applications. This video is designed to introduce their product and highlight the solution's benefits.

Video Design - This video is a good SaaS Innovation Video. It uses clear, concise graphics and animations to visually represent the challenges and solutions related to SaaS management. The video uses an abstract visual style, featuring bright, primary colors and bold typography. This creates a modern and engaging look, typical of a SaaS-focused video.

The visual design of the video effectively communicates the objective of the video. By utilizing a graphic representation of a SaaS application landscape, it conveys the complexity of managing various SaaS applications. The blue arrow, a key element in the video, acts as a visual anchor for the narrative. It transitions the viewer from the chaos of unmanaged SaaS applications to a simplified, streamlined experience with BetterCloud. The overall tone of the video is informative and confident, encouraging viewers to learn more.

7. Health Catalyst

Health Catalyst is a company that helps healthcare organizations improve their financial performance and patient care. This video is designed to introduce the company's new cost accounting system, CORUS Suite, a SaaS platform that provides a comprehensive view of the true cost of patient care.

Video Design - The video uses an animation style that is simple and engaging, featuring a clean, minimalist design with a focus on vibrant colors. The use of bold lines and shapes makes the animation visually appealing and easy to follow. The video uses a metaphor of a storm at sea to represent the challenges of managing healthcare costs. It uses simple graphics to highlight the complexity and uncertainty of cost accounting and how Health Catalyst's solution helps navigate these challenges.

The animation style is engaging and communicates the benefits of the CORUS Suite effectively. The use of visual metaphors, along with a calm and reassuring tone, helps to build trust and demonstrate the value of the product. By showcasing the solution in a visually appealing and accessible way, Health Catalyst is able to reach a wider audience and effectively communicate the benefits of their new cost accounting system.

8. Lifesize

Lifesize is a conferencing and collaboration tool that helps streamline communication in the workplace. The video is designed to illustrate the complexity of using multiple conferencing and collaboration tools and how Lifesize provides a simple, effective, and cost-effective alternative.

Video Design - The video utilizes a cartoon style, a common approach for SaaS Software Videos. This style simplifies the message, making it more accessible for a broad audience. Simple graphics are combined with vibrant color palettes to create a visually engaging experience. The use of animated objects, like the rolling ball, conveys the movement of information within the complex system. The visual design is clear and straightforward, representing the idea that Lifesize is a simplified alternative.

The visual style effectively communicates the video's message. By showcasing the convoluted pathways and multi-faceted nature of traditional collaboration systems, the video highlights the benefits of a simplified solution like Lifesize. The tone of the video is lighthearted and playful, yet informative, highlighting the value of a unified platform without appearing preachy. The video emphasizes efficiency and ease of use, making it relatable to both IT professionals and end users.

9. OccuTrack

OccuTrack is a medical startup that develops innovative mobile technology for managing central vision deterioration. The video is designed to introduce their product, the Automatic Visual Impairment Detection System (AVIGA), and educate viewers about the issue of age-related macular degeneration.

Video Design - The video uses a SaaS Product Onboarding Video style, with an animated visual style that incorporates flat design and minimalist graphics. The video has a clean, light color palette that is easy to look at, with a focus on clear, readable text that provides information to the viewers about central vision deterioration. The simplicity of the video design makes it visually engaging while conveying a lot of information concisely, which is important for a SaaS Product Onboarding Video that needs to cover a lot of information in a short amount of time.

The visual style of the video helps to communicate the objective of the video by using engaging animated graphics to illustrate the issue of central vision deterioration, which is the topic of the video. It shows how the AVIGA system can help people at risk of vision deterioration. This visual style has a modern and approachable tone, which makes it easy for viewers to understand the video subject matter and message, making the video a good resource for those interested in learning more about central vision deterioration and the AVIGA system.

10. Thales

Thales provides a solution to enhance Google Workspace security. The video is designed to explain the need for stronger privacy and data security in Google Workspace and how Thales can provide that.

Video Design - The video features a sleek and modern design, using a simple white background with bold colors for the text. It employs animation to depict cloud computing and security threats. The visuals are clean, consistent with a SaaS Application Video. The video follows a consistent and organized structure, starting with the challenge, transitioning to the solution, and concluding with the benefits.

The clean graphics, minimal text, and focus on Google Workspace security create a professional and reassuring tone. The video successfully communicates the value proposition by demonstrating the risks associated with cloud applications and how Thales' solution can effectively address them. The design of the video emphasizes the key benefits of the Thales solution, making it easy for viewers to understand the value of the product.

11. Rx EDGE

Rx EDGE creates solutions that help educate and empower patients to make informed healthcare decisions. The video is designed to show how their Solutions at the Shelf program works, where they reach patients in the pharmacy.

Video Design - The video uses a colorful and simple animation style, similar to a SaaS Product Onboarding Video. The video uses a flat, minimalist design with bold colors and clean lines. It features a cartoon-like character and engaging visuals that are easy to understand and remember. This style of graphic design and animation makes the product easy to understand, and engaging, which helps communicate the benefits of Rx EDGE.

The video effectively communicates its objective by showing how their Solutions at the Shelf program reaches patients at the point of need. The video adopts a conversational and friendly tone, which makes it relatable and appealing to the audience. The video's animation and the use of simple visuals makes the video's goal and CTA clear.

12. Function Point

Function Point is an all-in-one agency management software that helps creative agencies make informed business decisions. The video is designed to showcase the software's features, benefits, and overall value proposition.

Video Design - The video utilizes a clean and modern design style. The graphics are well-executed, and the color palette consists of light, vibrant hues, which aligns with the brand's overall aesthetic. This makes the video visually appealing and engaging. It leverages various elements such as simple animated illustrations and clear graphic depictions of charts and data, making it a strong example of a SaaS Product Onboarding Video.

The video's visual style effectively communicates the software's ability to streamline workflows, optimize operations, and provide valuable insights to agencies. The clean, organized interface depicted in the video reflects the software's user-friendliness, and the visuals help convey the software's value proposition of providing a single platform for all agency management needs. The video's overall tone is professional and informative, making it effective in showcasing Function Point's benefits and encouraging viewers to learn more about the software.

13. Ateme

Ateme provides a broadcasting solution that helps companies stay ahead of the curve, keep viewers engaged, improve service quality, and create new revenue streams. The video is designed to highlight the benefits of using Ateme's ATSC 3.0 solution.

Video Design - The video features a simple and clean visual style that uses bright, flat colors and minimal linework. It's a "SaaS Product Onboarding Video" that emphasizes the benefits of the product, not the company. The graphic design is animated, with minimal movement, to maintain the focus on the information being shared.

The video's visual style reinforces the message by using a clear and concise approach that focuses on conveying information clearly and efficiently. The use of animation helps to make the video more engaging while keeping the overall tone professional. The video narrative, combined with the clean visual design and animation, makes the information clear and easy to understand, which highlights the benefits of using Ateme's ATSC 3.0 solution.

14. Speakfully

Speakfully provides a safe and transparent workplace. The video is designed to show how Speakfully can help employees voice their concerns anonymously.

Video Design - Speakfully's video uses simple line illustrations and a clean, minimalist design. The use of pastel colors, green and blue, gives it a modern and approachable look. These characteristics make the video a good SaaS Features Video, conveying the ease of use and accessibility of the platform.

The video style effectively communicates the importance of employee feedback. The use of subtle animations and clear, concise messaging emphasizes the need for creating a more open and communicative work environment. The overall tone is friendly and reassuring, highlighting that Speakfully empowers employees to speak up.

15. ManageEngine

ManageEngine is a software company that offers a unified endpoint management and security solution. This video is designed to introduce their product, Endpoint Central, and demonstrate its key features.

Video Design - The video uses a simple and clean design style that is typical of SaaS Product Onboarding Videos. Animated characters illustrate the challenges of managing a remote workforce, like ensuring the security of data and devices. The visual elements, like the yellow bell notifications and the clean interface, help to highlight the product's key features.

The visual style of the video is effective in communicating the objective of the video, which is to introduce the benefits of using ManageEngine Endpoint Central. The narrative focuses on the issues of managing a modern, mobile workforce and emphasizes the solutions that Endpoint Central offers to address these issues. This approach creates a reassuring and trustworthy tone, highlighting the product's value and its ability to make complex IT tasks easier.

16. ChannelAdvisor

ChannelAdvisor Commerce Network is an interactive portal connecting sellers and marketplaces. This video is designed to show how the product can be beneficial for both parties.

Video Design - The video is very well designed, and presents a clear and concise story for the product. The visual elements are simple, clean, and appealing. The minimalist approach using bright colors, icons, and white space gives it a SaaS How To Video style, showcasing how the product can improve workflows.

The use of simple animations highlights the key benefits of ChannelAdvisor Commerce Network. The video presents the solution in an engaging manner. The visuals are crisp and modern, communicating the ease of use and connection the solution provides, showing how marketplaces and sellers can easily find and connect with each other. The overall tone is confident, professional, and inviting, making it a great introduction to the product for a large audience.

17. Moogsoft

Moogsoft is a SaaS solution that utilizes AI to help IT operators solve problems. The video is designed to introduce the product and its benefits, while also conveying the common frustrations of IT operators.

Video Design - The video utilizes a clean, modern design style. Bright colors and bold lines emphasize important visual elements. The use of a cow robot mascot and minimalist characters adds a touch of humor and personality, making it a good SaaS Product Onboarding Video.

The visual style of the video successfully communicates Moogsoft's goal to alleviate the frustrations of IT operators. The humorous, yet relatable, scenes depict the common issues faced by IT professionals, while the cow robot mascot represents Moogsoft's AI solution. This creates a lighthearted tone that invites viewers to learn more about the product's potential to resolve these challenges.

18. State Street

State street explores the evolving landscape of ESG in their latest research, delving into its practical implications, its ongoing evolution, and what the future holds. The research examines how ESG has transitioned from its origins in public market investments to permeate the entire financial system, driven by the demands of investors, consumers, and the global workforce.

The video's design style effectively complements its role as a resource for showcasing their SaaS product. The use of bold colors and clean lines creates a visually appealing and engaging experience. The animation is smooth and dynamic, keeping the viewer's attention focused on the key message. The visuals effectively illustrate complex concepts, such as the interconnectedness of ESG factors and the growth of sustainable investing.

By employing a minimalist approach, the video ensures that the content remains the focal point, allowing viewers to easily grasp the essential information about State Street's ESG solutions. The video serves as a valuable resource for those seeking to understand the evolving ESG landscape and the solutions offered by State Street. This makes it a great example of a SaaS Product Onboarding Video, effectively communicating the value proposition of their product and guiding new users on how to leverage its capabilities.

19. Earth Token

Earth Token is a project that aims to create a sustainable future by using blockchain technology to connect buyers and sellers of natural assets and sustainable products and technologies. The video is designed to introduce the concept of Earth Token and its potential to generate wealth while preserving the Earth for future generations.

Video Design - The video utilizes a clean and modern design style with a focus on simple, clear graphics and engaging visuals. The use of 3D animations helps to clearly illustrate the concept of Earth Token and how it functions. The video uses minimal text and relies on clear imagery and visuals to convey information. This makes it a good SaaS Marketing Video, as it emphasizes the value proposition without overwhelming the audience with too much information.

The video utilizes a clean and minimalist aesthetic, with a focus on bold colors and simple shapes. This approach helps to create a sense of trust and confidence in the viewer. The use of clear and concise language further enhances the overall sense of clarity and understanding. The video's narrative focuses on the potential benefits of Earth Token, highlighting its ability to create a more sustainable future while also generating wealth for investors. This optimistic tone helps to engage viewers and inspire them to learn more about the project. The video successfully conveys the benefits of Earth Token through its clear visuals and engaging narrative, effectively driving viewers towards learning more about the project and its potential.

20. OneAtlas

OneAtlas is a platform that provides satellite imagery, data, and analytics for businesses. This video is designed to explain how OneAtlas API works and the benefits of using it.

Video Design - The video focuses on showing the ease of use of OneAtlas API through a SaaS Platform Video. It uses simple, clean animation and graphics to illustrate the process of using the API. The video is focused on showing the benefits of the platform and is not about selling features, rather it illustrates the user experience of the platform. A minimalist aesthetic design is applied through the consistent use of white and blue color palette that is applied to all visual elements of the video. The video uses simple and straightforward visuals to highlight the API process.

The visual style of the video effectively communicates the objective of the video. The clean and straightforward animation highlights the ease of use of OneAtlas API, and the focus on integration with GIS tools makes the target audience understand the application of OneAtlas API. The tone of the video is informative and reassuring, highlighting the value of the platform for businesses.

21. Siemens

Siemens Teamcenter Quality is a cloud-based software solution designed to enhance collaboration among automotive suppliers. This video is designed to showcase the platform's features and benefits for users.

Video Design - The video effectively utilizes a clean and modern design style, featuring bright colors, sharp lines, and minimal text. This helps to create a simple yet engaging presentation. It incorporates a simple animation style that keeps the viewer's attention on the key elements, aligning well with a SaaS Sales Video. The graphics are well-crafted and the layout is well-organized, making the information easy to understand and digest.

The video's visual style, along with the concise narrative, effectively communicates the benefits of using Teamcenter Quality to manage supplier relationships. The clean graphics and straightforward animation create a professional and trustworthy tone, conveying a sense of efficiency and clarity. The video successfully highlights the core benefit of Teamcenter Quality: simplifying supplier collaboration and providing a streamlined platform to manage quality data.

22. Rubrik

Rubrik is a cloud storage solution designed to help businesses manage and protect data. This video is designed to educate potential customers about the benefits of cloud storage and how Rubrik can assist in their cloud adoption journey.

Video Design - The video utilizes a clean and modern design style. The graphics are minimalist but effective, conveying the message of simple, efficient cloud storage. The use of bright colors and geometric shapes creates a visually engaging experience. This is a good SaaS Software Video because it uses animation and clear, concise messaging to demonstrate the solution's capabilities. The video's overall style is consistent with the expectations of users seeking SaaS solutions, emphasizing ease of use and scalability.

The video effectively communicates Rubrik's Value Proposition through its minimalist design and animation style. The video's tone is informative and confident, highlighting the solution's ability to manage and protect data, streamline cloud adoption, and simplify data protection across various cloud environments. This cohesive visual style, coupled with the clear narrative, resonates with businesses seeking reliable and resilient cloud storage solutions.

23. Check Point

Check Point is a company that provides cybersecurity solutions. This video is designed to explain how Check Point Harmony helps protect remote users from cyber threats.

Video Design - The video features a bold, colorful, and abstract style. It uses animated graphics, such as illustrations of devices, cloud computing, and security threats. The illustrations are clean and simple, making them easily recognizable. This is a good SaaS Technology Video, as it utilizes easy to understand visuals.

The video's visual design drives home the message that Check Point Harmony is a unified solution for securing remote users. By showing users accessing different applications and being protected by Check Point Harmony, the video emphasizes the importance of unified security. The overall tone of the video is one of safety and security, which reassures viewers that Check Point Harmony can protect their remote workforce from cyber threats. The video's visual style communicates the benefits of Check Point Harmony for remote users. The video's simplicity and bold colors draw viewers in, and the abstract design reinforces the message of a unified solution.

24. 1Password

1Password is a company that helps people protect their data with secure passwords. This video is designed to introduce the latest version of 1Password for Mac.

Video Design - The video features a visually engaging SaaS Training Video with a futuristic theme. It utilizes bold colors, bright lights, and neon graphics to create a sense of energy and excitement. These vibrant visuals and captivating graphic animations effectively showcase the new features of the software and draw the viewer's attention. The video's clean and modern design further underscores the brand's focus on innovation and user-friendly interfaces.

The visual style of the video is very effective in communicating the objective of the video. The vibrant colors and abstract shapes effectively convey the notion of security and innovation, which are central to 1Password's brand identity. The video's energetic and optimistic tone suggests that the new version of 1Password is a powerful tool that can make users' online experiences safer and more enjoyable.

25. Jacada

Jacada provides automated customer service solutions for global enterprises. This video is designed to explain the benefits of Jacada's solutions and promote its customer service automation.

Video Design - The video utilizes a cartoon animation style with a playful tone. A man walks his dog while on the phone with customer service, but with Jacada's solution, the walks are shorter as the customer service tasks are automated. This makes it a good SaaS Walkthrough Video as it visualizes a problem and solution, providing a relatable experience for viewers. The cartoon animation style creates a lighthearted and engaging tone, which is further enhanced by the use of bright colors and simple graphics.

The video effectively communicates the objective of shorter dog walks, which is a metaphor for faster customer service interactions. The use of the cartoon animation style makes it feel friendly and approachable. The humor in the video, such as the dog walking by the trash can, reinforces the message that Jacada's solutions can help businesses improve customer experience.

26. Papertrail

Papertrail is a safety management software that aims to ensure 100% compliance and staff accountability. The video is designed to showcase the solution's benefits for businesses that need to manage safety effectively.

Video Design - The video features simple, minimalist graphics in a clean, professional style. The use of animated stick figures, with a playful touch, is common in SaaS Sales Video and helps the viewer relate to the situation. The clean lines, solid colors, and a limited color palette create a modern and visually appealing aesthetic.

The video successfully drives the goal of showcasing the value of Papertrail by highlighting the potential consequences of inadequate safety management. The animation style is light-hearted yet conveys the message clearly. The video's overall tone is reassuring and professional, emphasizing the importance of a proactive approach to safety.

27. PacketLight

PacketLight Networks develops and manufactures DWDM and OTN equipment for data, storage, voice and video transport. This video is designed to introduce their products to potential clients.

Video Design - The video is a classic SaaS Benefits Video that uses a combination of text, animation, and visual effects to show the benefits of the product. The graphics in the video are high quality and sleek. The blue and yellow color scheme gives the video a modern and professional feel. The video uses bold text and a bright yellow color to highlight key features and benefits, making the video visually appealing and memorable.

The video uses a combination of still images and animation to showcase the PacketLight's products and services, the product is shown with a simple but effective animation and graphics. The video uses a fast-paced animation with background music that keeps the viewers engaged. The video uses high quality images and animations to showcase the PacketLight's optical networking solutions. The video's use of professional graphics, animation, and sound effects help to create a sense of trust and credibility in the brand. The concise and clear video narrative is the strongest factor that drives the video's goal of attracting new clients. The video effectively communicates the value proposition of PacketLight to viewers through a professional and engaging tone.

28. Alation

Alation is a data catalog company that helps businesses discover, understand, and use their data. This video is designed to celebrate Alation's tenth anniversary and highlight its achievements in the data catalog industry.

Video Design - The video uses a bold, graphic design style to highlight Alation's accomplishments, including being the first data catalog, having a large customer base, and receiving numerous awards. The video incorporates illustrations of athletes in various sports, each representing a different achievement, followed by a simple and clean graphic, with white text on an orange background. The design style is very similar to a SaaS Product Onboarding Video, with a clean and simple design, short and concise sentences, and focus on key takeaways.

The video design effectively communicates Alation's message. It creates a celebratory atmosphere, highlighting Alation's achievements in the data catalog industry. The vibrant color palette and sporty theme provide an engaging and exciting tone, making it an effective tool to celebrate the tenth anniversary and showcase Alation as a leading data catalog solution.

29. Deloitte

Deloitte's video is designed to highlight the challenges banks are facing and how BankingSuite can help them evolve.

Video Design - BankingSuite video opens with a minimalist style using bold text and simple color scheme on a white background. This style is used in the video to introduce the concepts of "regulatory disruption", "customer expectations" and "competition". The design style and animation used in the video is reminiscent of a SaaS Getting Started How To Video.

The video uses this visual style to showcase the benefits of BankingSuite and the potential for banks to thrive. The video's color choices are bright and engaging. This helps to keep the viewer interested and communicates the company's positive outlook on the future of banking. The text is impactful and highlights the key aspects of digital banking. The animation in the video enhances the overall visual appeal and provides a clear and concise understanding of the message.

30. GoCardless SaaS Product Onboarding Video

GoCardless is a payments platform that helps businesses prevent fraud. This video is designed to introduce their new solution, GoCardless Protect+.

Video Design - The video's design is minimalist and uses graphic design elements, such as bold text and geometric shapes. The color scheme is composed of a blue, green and black palette, and this combined with the minimalist approach gives the video a clean and modern look. The video incorporates a visual metaphor to explain fraud: rain. It uses various visual elements like, a blue sky, a dark cloud, rain falling, and a glass filled with water. This visual metaphor is clear and simple, which makes it easy for the viewer to understand. The overall aesthetic of the video looks similar to "SaaS Tutorial Video" style, commonly used in video marketing.

The video's visual style is able to effectively communicate its objective, which is to promote the GoCardless Protect+ solution. The video visual style aligns with the narrative of the video. The video has a serious tone, which is conveyed through the use of dark colors and a voiceover with a calm and informative tone. The use of the rain metaphor effectively communicates the threat of fraud and the need for a solution like GoCardless Protect+. The visual design highlights the problem of fraud and highlights the solution GoCardless Protect+. This is a good example of a video that effectively uses visual design to communicate its message.

Key Takeaways


SaaS Onboarding Video Content

SaaS Onboarding Video Content

A successful SaaS onboarding video acts as a virtual welcome mat, guiding new users through your software and encouraging them to explore its full potential. To achieve this, consider these key elements:
Value Proposition: Start strong by showcasing the core value your product offers. Instead of simply listing features, tell a story about how your software solves a specific problem and improves users' lives. Consider using a relatable scenario to illustrate the pain point and how your product provides the solution.
Key Features: Highlight the features that directly deliver on your value proposition. Don't overwhelm viewers with every single feature; focus on the most impactful ones. Use clear visuals and concise explanations to demonstrate how each feature works and its practical application.
Real-World Solutions: Connect the dots between features and real-world outcomes. Use case studies or examples to demonstrate how your product has helped other businesses or individuals achieve their goals. This helps viewers visualize how your software can benefit them specifically.
Compelling Call to Action: End your video with a clear and concise call to action. Encourage viewers to take the next step, whether it's signing up for a free trial, exploring specific features, or contacting your sales team. Make it easy for them to act on their interest.

Onboarding Video Pain Points

Your onboarding video can be a powerful tool for proactively addressing common user challenges and smoothing out the initial learning curve.
Identify Pain Points: Start by understanding your users' biggest hurdles. Analyze user feedback, support tickets, and user research to pinpoint common frustrations during onboarding. These could include complex setup processes, confusing interfaces, or a lack of integration with existing tools.
Provide Solutions: Directly address these pain points in your video. For example, if users struggle with setup, demonstrate a simplified, step-by-step process. If the interface is a common complaint, highlight intuitive navigation and user-friendly design elements.
Emphasize Value: Connect the solutions you offer back to the value proposition of your product. Show how overcoming these initial challenges leads to increased productivity, time savings, or other tangible benefits.
Reassure with Support: Let users know they're not alone. Provide links to help documentation, knowledge bases, or contact information for your customer support team. This builds confidence and reduces anxiety about potential roadblocks.

SaaS Onboarding Video Types

Different video styles cater to diverse learning preferences and onboarding needs. Consider these options:
Animated Videos: Ideal for simplifying complex concepts or abstract ideas. They can effectively explain technical processes, showcase the inner workings of your software, or bring abstract data to life.
Explainer Videos: Perfect for providing a concise overview of your product's value proposition and key features. They're great for capturing attention quickly and conveying essential information in a short, engaging format.
Screencast Videos: Offer a practical, step-by-step guide to using specific features or workflows. They're excellent for demonstrating how to complete tasks within your software's interface, providing a visual walkthrough for users.
Live-Action Videos: Inject a human touch into your onboarding process. They're particularly effective for building trust and rapport, especially for products with a strong community or customer-centric approach. Consider featuring customer testimonials or team members sharing their expertise.

Onboarding Video Marketing Funnel

Your onboarding video can be a powerful tool for nurturing leads and guiding them towards conversion. Tailor your video content to each stage of the funnel:
Awareness: At the top of the funnel, focus on capturing attention and introducing your product's core value proposition. Use a compelling hook that resonates with your target audience's pain points. For example, a video highlighting the frustrations of manual data entry could resonate with businesses seeking automation solutions.
Consideration: As viewers move down the funnel, showcase the key features and benefits that differentiate your product. Highlight how it solves specific problems and offers a better solution than competitors. A comparison video demonstrating your product's superior ease of use could be effective here.
Decision: Nudge viewers towards a decision with a clear call to action. Encourage them to sign up for a free trial, request a demo, or learn more about pricing and plans. Offer a limited-time discount or bonus to incentivize immediate action.
Action: Once viewers take action, your video should guide them seamlessly through the next steps. Provide clear instructions on setting up their account, accessing key features, and getting the most out of your product. A welcome video with a personalized walkthrough can enhance the user experience.

Target Audience Onboarding Video

To create a truly impactful onboarding video, you need to understand your target audience deeply.
User Research: Conduct thorough research to understand your audience's demographics, pain points, motivations, and preferred communication styles. This could involve surveys, interviews, or analyzing user behavior data.
Tailored Messaging: Craft your message to address their specific needs and interests. Use language that resonates with them, avoiding technical jargon or industry-specific terms they might not understand. For example, a video targeting marketers might use different language than one targeting developers.
Concise and Engaging: Keep your video concise and visually appealing. People have short attention spans, so get to the point quickly and use visuals to break up the information. Consider using animations, screen recordings, or live-action footage to maintain engagement.
Iterate and Optimize: Don't be afraid to experiment and iterate. Conduct A/B testing to see what resonates best with your audience and optimize your video based on data and feedback. Track metrics like view completion rate and click-through rate to measure effectiveness.

Onboarding Video Value Proposition

Your onboarding video should go beyond simply explaining features; it should paint a vivid picture of how your product empowers users and improves their lives.
Highlight Benefits: Clearly articulate the key benefits of using your product. Focus on the positive outcomes users can expect, such as increased productivity, cost savings, or improved efficiency. Quantify these benefits whenever possible to make them more tangible.
Demonstrate Value: Use real-world examples, case studies, or testimonials to demonstrate the tangible value your product delivers. Show, don't just tell, how your software solves problems and makes a difference. For example, you could showcase a customer who streamlined their workflow and saved hours per week using your product.
Compelling Call to Action: End with a clear and compelling call to action. Encourage viewers to take the next step, whether it's signing up for a free trial, requesting a demo, or contacting your sales team. Make the call to action visually prominent and easy to follow.
Track and Optimize: Continuously track and analyze key metrics to measure the video's effectiveness in driving conversions. Use this data to optimize your video and improve its performance over time. Experiment with different calls to action, visuals, and messaging to see what resonates best.

Engaging Onboarding Video

An effective onboarding video strikes a balance between education and entertainment.
Captivating Hook: Start strong with a captivating hook that grabs the viewer's attention within the first few seconds. This could be a thought-provoking question, a relatable problem, or a visually striking animation. For example, you could open with a statistic highlighting the prevalence of a specific problem your product solves.
Clear and Concise Language: Use language that is easy to understand, even for someone unfamiliar with your product. Avoid technical jargon or complex terminology that might alienate viewers. Explain concepts in simple terms and use visuals to reinforce your message.
Visual Storytelling: Leverage the power of visual storytelling. Use animations, screen recordings, or live-action footage to illustrate your points and make the information more memorable. Visuals can help simplify complex concepts and keep viewers engaged.
Clear Call to Action: Always end with a clear call to action, guiding viewers on what they should do next to continue their onboarding journey. Make the call to action visually prominent and easy to follow. For example, include a button or link that directs viewers to your website or free trial signup page.

Onboarding Video Brand Awareness

Your onboarding video can be a powerful tool for building brand awareness and positioning your company as an industry authority.
Brand Personality: Infuse your brand's personality and values into the video's tone, visuals, and messaging. Let your brand's unique voice shine through and connect with viewers on an emotional level. For example, if your brand is known for being innovative, use cutting-edge visuals and a forward-thinking tone.
Share Valuable Insights: Go beyond basic product features and share valuable insights or industry knowledge that demonstrates your expertise. Position yourself as a thought leader by providing helpful tips, best practices, or thought-provoking perspectives. For example, you could share data-driven insights about industry trends or offer practical advice on solving common challenges.
Encourage Engagement: Encourage interaction and engagement by asking questions, prompting viewers to share their thoughts, or directing them to your social media channels for further discussion. This helps build a community around your brand and fosters a sense of belonging.
Consistent Value: Consistently create and share high-quality onboarding videos that provide genuine value to your target audience. This establishes your brand as a go-to resource and builds trust over time. By consistently delivering valuable content, you'll attract a loyal following and solidify your position as a thought leader.

Onboarding Video Success Metrics

Measuring the success of your onboarding video is crucial for understanding its impact and identifying areas for improvement.
View Completion Rate: This metric indicates how engaging your video is and whether viewers are watching it to the end. A high completion rate suggests that your content is captivating and relevant. Aim for a completion rate of at least 50%, but strive for higher percentages if possible.
Click-Through Rate: This measures how effective your call to action is in driving viewers to take the desired next step. A high click-through rate indicates that your message is resonating and prompting action. Track the click-through rate for any links or buttons included in your video.
Engagement Metrics: Track likes, shares, comments, and social media mentions to gauge viewer sentiment and the video's overall reach. High engagement suggests that your content is shareable and sparks conversation. Monitor these metrics on platforms where you share your video.
Conversion Rate: Ultimately, the most important metric is how many viewers convert into paying customers or take a desired action, such as signing up for a free trial. Track this metric closely to measure the video's impact on your bottom line. Use analytics tools to track conversions attributed to your video.

Onboarding Video Marketing Campaign

Your onboarding video shouldn't exist in isolation; it should be seamlessly integrated into your overall marketing strategy.
Website Integration: Embed the video on your website's landing pages, product pages, or help center to provide instant value to potential and existing customers. This makes it easy for visitors to learn more about your product and its benefits.
Social Media Promotion: Share snippets or teasers of the video on social media platforms, using relevant hashtags and targeting your ideal audience. This can help generate buzz and drive traffic to your website or landing page.
Email Marketing: Include the video in email marketing campaigns, nurturing leads and guiding them through the sales funnel. For example, you could include the video in a welcome email series for new subscribers or in a promotional email highlighting new features.
Paid Advertising: Consider running paid advertising campaigns on platforms like YouTube or Facebook, using the video as engaging ad creative to attract new users. This can help you reach a wider audience and generate leads.

Compelling Onboarding Storyline

A captivating storyline is essential for keeping viewers engaged and guiding them through the onboarding process.
Strong Hook: Start with a strong hook that immediately grabs the viewer's attention and sets the stage for the video's message. This could be a relatable problem, a surprising statistic, or a visually striking animation. For example, you could open with a question like, "Are you tired of spending hours on manual data entry?"
Problem Introduction: Introduce the problem your product solves, highlighting the pain points your target audience experiences. Make them feel understood and empathize with their challenges. Use visuals and storytelling to illustrate the problem's impact.
Solution Presentation: Present your product as the solution, showcasing its features and benefits in a way that directly addresses the previously mentioned problems. Clearly explain how your product solves the problem and makes users' lives easier.
Clear Call to Action: End with a clear call to action, encouraging viewers to take the next step, whether it's signing up for a free trial, exploring specific features, or contacting your sales team. Make the call to action visually prominent and easy to follow.

Onboarding Video Feature Education

Instead of relying solely on text-heavy release notes, use an onboarding video to introduce new features in an engaging and digestible format.
Highlight New Features: Start by highlighting the new features and functionalities, focusing on their practical applications and benefits for the user. Clearly explain what's new and how it improves the user experience.
Address Pain Points: Explain how these new features address existing pain points or enhance the user experience. Show, don't just tell, how these features work and the value they bring. Use screen recordings or animations to demonstrate the new features in action.
Step-by-Step Instructions: Provide step-by-step instructions on how to access and use the new features. Use screen recordings, animations, or live-action demonstrations to guide users through the process. Make the instructions clear, concise, and easy to follow.
Offer Support Resources: Offer additional support resources, such as help articles, FAQs, or contact information for your customer support team, in case users have further questions or encounter any difficulties. This ensures that users have access to the help they need to successfully adopt the new features.

Global Onboarding Video Access

Reaching a global audience with your SaaS onboarding video requires careful consideration of linguistic and cultural diversity.
Multilingual Support: Offer subtitles or voiceovers in multiple languages to cater to your target markets. This ensures users worldwide can understand and engage with your content. Consider translating on-screen text and graphics as well.
Cultural Sensitivity: Be mindful of cultural nuances in visuals and messaging. Avoid imagery or language that might be offensive or inappropriate in certain cultures. For example, color choices, humor, and hand gestures can have different meanings across cultures.
Accessibility Features: Design your video with accessibility in mind. Use closed captions, audio descriptions, and keyboard navigation to make your content accessible to users with disabilities.
Global Platform: Choose a video hosting platform with a global reach and support for multiple languages, like YouTube or Vimeo. This ensures easy access for users around the world.

Onboarding Video Customer Support

A proactive approach to customer support, using onboarding videos, can significantly reduce churn and support tickets.
Empowerment through Knowledge: Equip users with the knowledge they need to succeed from the start. A video demonstrating how to use a specific feature can prevent common user errors and reduce the need for support inquiries.
Self-Service Support: Create a comprehensive knowledge base or help center easily accessible from within the onboarding video. This provides a self-service option for finding answers to common questions, reducing reliance on support staff.
Reduce Frustration: Guide users through the initial stages of product adoption, addressing potential pain points and providing clear solutions. For example, a video demonstrating how to integrate your software with other tools can minimize frustration and increase user satisfaction.
Focus on Customer Success: Provide ongoing support and resources within the video that help users achieve their desired outcomes. This fosters a sense of loyalty and reduces the chances of them churning.

Onboarding Video Customer Success

Investing in a high-quality SaaS onboarding video is an investment in customer success, leading to increased product adoption, engagement, and a healthier bottom line.
Seamless Onboarding: A well-crafted video provides a smooth and engaging onboarding experience, reducing friction and setting users up for success. This can lead to higher activation rates and faster time-to-value.
Feature Discovery: By showcasing key features and functionalities in an easy-to-understand way, the video encourages users to explore the product's full potential. This can lead to increased feature adoption and deeper product engagement.
Enhanced Engagement: An engaging video creates a more interactive and memorable onboarding experience, fostering a stronger connection between the user and the product. This can translate to higher user satisfaction and brand loyalty.
Proactive Problem Solving: By proactively addressing potential pain points and providing solutions, the video reduces the likelihood of users becoming frustrated and churning. This can contribute to lower churn rates and increased customer lifetime value.

Onboarding Video Sales Revenue

A strategically crafted SaaS onboarding video can be a powerful sales tool, converting prospects into paying customers and boosting your bottom line.
Value Proposition: Clearly articulate the value proposition of your product in the video, highlighting the key benefits and outcomes that matter most to potential customers. Show how your software solves their specific pain points and helps them achieve their goals.
Demonstrate ROI: Use real-world examples or testimonials to demonstrate the tangible results and ROI that businesses can achieve by using your software. A brief case study showcasing how a customer increased efficiency using your product can be highly persuasive.
Strong Call to Action: End with a strong call to action, encouraging viewers to take the next step in the sales process, such as signing up for a free trial or requesting a demo. Make it clear and easy for them to convert.
Track and Optimize: Track key metrics, such as conversion rates and click-through rates, to measure the video's effectiveness in driving sales. Use this data to optimize your video content and calls to action for better performance.

Platform Optimized Onboarding Video

In today's multi-device world, optimizing your SaaS onboarding video for seamless viewing across various platforms is crucial.
Platform-Specific Length: Consider the typical viewing habits and attention spans of users on each platform. Adjust the video length accordingly. For example, keep videos shorter for mobile platforms like Instagram or TikTok compared to YouTube.
Aspect Ratio: Optimize the video's aspect ratio to ensure it displays correctly on different devices. Use 16.9 for YouTube and desktop viewing, and consider 9.16 for mobile-first platforms like Instagram Stories or TikTok.
File Format & Size: Choose a video file format compatible with your target platform, ensuring smooth playback and optimal video quality. Optimize the file size for faster loading, especially on mobile devices with limited bandwidth.
Metadata & Discoverability: Include relevant keywords, tags, and descriptions to improve the video's discoverability in search results and on the platform itself. This helps users find your video when searching for relevant information.

Onboarding Video Brand Identity

Beyond its functional purpose, a SaaS onboarding video can be a powerful tool for shaping brand perception and creating a memorable experience.
Visual Consistency: Maintain visual consistency by using your brand's colors, fonts, and logo throughout the video. This creates a cohesive brand experience and reinforces your brand identity. For example, use your brand colors in the video's intro and outro animations.
Brand Storytelling: Tell a compelling story that aligns with your brand's values and mission. This helps viewers connect with your brand on an emotional level and understand what you stand for. Share your brand's origin story or highlight your commitment to customer success.
Consistent Voice & Tone: Use a consistent voice and tone that reflects your brand's personality. Whether it's friendly and approachable or professional and authoritative, ensure your brand's voice shines through in the video's narration and on-screen text.
Visual Style: Choose a visual style that complements your brand aesthetic. Whether it's animation, live-action, or screen recordings, ensure the visual style aligns with your brand's overall look and feel.

Successful Onboarding Video Strategy

Creating a successful SaaS onboarding video strategy requires a holistic approach aligned with your business goals and customer journey.
Define Objectives: Establish clear and measurable objectives for your video. Do you want to increase trial-to-paid conversion rates by 15%? Reduce support tickets by 20%? Define specific goals to measure the video's success.
Target Audience: Identify your target audience and understand their needs, pain points, and motivations. Tailor your video's content and messaging to resonate with them. Conduct user research or analyze customer feedback to gain insights.
Compelling Storyline: Craft a compelling storyline that captures attention, educates viewers, and leaves a lasting impression. Use storytelling techniques to make the information more engaging and memorable.
Clear Call to Action: Include a clear and compelling call to action that guides viewers on what to do next. Encourage them to start a free trial, schedule a demo, or visit your website for more information.
Track & Analyze: Track key metrics to measure the video's effectiveness and identify areas for improvement. Analyze video engagement data, conversion rates, and user feedback to optimize your strategy.

Onboarding Video Customer Journey

A well-integrated SaaS onboarding video can bridge the gap between signing up and experiencing your product's full value, creating a smooth customer journey.
Welcome & Introduction: Start with a warm welcome message that sets a positive tone for the onboarding experience. Thank users for choosing your product and express your excitement in helping them succeed.
Product Overview: Provide a concise and engaging overview of your product, highlighting its core functionalities and benefits. Focus on the value it brings and how it solves their specific needs.
Guided Onboarding: Guide users through the key steps of the onboarding process, providing clear instructions and visual aids to ensure a smooth and intuitive experience. Use screen recordings or animations to demonstrate key actions.
Accessible Support: Offer readily accessible support channels and resources within the video, such as links to FAQs, knowledge bases, or contact information for your customer support team. Empower users to find answers quickly.

SaaS Onboarding Video Definition

A SaaS Product Onboarding Video is a digital guide designed to welcome new users to your software and accelerate their time-to-value. It's a concise and engaging way to introduce key features, demonstrate functionality, and empower users to get started quickly.

These videos can take various forms, including product tours, feature explainers, and welcome videos. Using video as a medium for onboarding increases engagement and knowledge retention compared to text-based tutorials.

SaaS Onboarding Video Benefits

A well-crafted SaaS onboarding video offers numerous benefits for both your users and your business.
Increased User Engagement: Videos make learning enjoyable and interactive, leading to higher user engagement with your product. This can translate to increased feature adoption and deeper product understanding.
Reduced Support Inquiries: By proactively answering common questions and demonstrating key functionalities, onboarding videos can significantly reduce the volume of support tickets. This frees up your support team to focus on more complex issues.
Improved Customer Satisfaction: A smooth and successful onboarding experience leads to higher customer satisfaction. Users who feel confident and empowered to use your product are more likely to become loyal customers.

SaaS Onboarding Video Importance

In today's competitive SaaS landscape, first impressions are crucial. A SaaS onboarding video is your opportunity to make a positive and lasting impact on new users, ultimately driving product adoption and reducing churn.
Reduced Friction: Onboarding videos simplify the learning curve by providing a visual and engaging introduction to your product. This reduces user frustration and increases the likelihood of them successfully adopting your software.
Enhanced User Experience: A guided tour of your product through video provides a superior user experience compared to static text tutorials. Users can see the product in action and understand its value proposition more effectively.
Increased Product Adoption: By empowering users to experience the full value of your product quickly, onboarding videos contribute to higher product adoption rates. Users who understand how to use your software and achieve their desired outcomes are more likely to become paying customers.



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!