Video Creation Service

30 Immersive 3D SaaS User Onboarding Videos That Simplify Complex Concepts

Orko Roy
Last updated
Sep. 04, 2024

The digital landscape is evolving at an unprecedented pace, and with it, the way we interact with software. Users today demand intuitive, engaging experiences, and traditional onboarding methods often fall short. This is where the power of immersive 3D SaaS user onboarding videos comes in.

The possibilities are truly endless. By leveraging the power of 3D visualization and storytelling, SaaS companies can create onboarding experiences that are not only effective but also engaging and memorable. So, let's dive in.

1. Gelato

Gelato is a decentralized network allowing developers to automate smart contract executions on Ethereum and other EVM-compatible blockchains. The video is designed to introduce the concept of automated transactions and highlight Gelato as the solution.

Video Design - The video uses a vibrant and visually appealing style to showcase the benefits of Gelato's automation capabilities. It utilizes a mixture of 3D elements such as a swirling clock, a rotating keyboard, and a holographic infinity sign. The use of geometric shapes and gradients creates a sense of dynamism and sophistication, consistent with the SaaS User Onboarding Video style. These visuals are paired with a simple but effective narrative highlighting the challenges of manual transactions and the seamless automation Gelato provides.

The video effectively communicates Gelato's purpose as a facilitator of automated transactions. The use of bright colors and dynamic visuals captures the audience's attention and conveys the excitement of a decentralized and automated future. The tone is confident and informative, leaving viewers with a clear understanding of the problems Gelato solves and the possibilities it unlocks for the web3 ecosystem.

2. Fujitsu

Fujitsu is redefining the possibilities of modeling complex scenarios with their high performance computing solutions. This video is designed to highlight the benefits of these solutions and showcase their use in real-world applications.

Video Design - The video uses a clean and modern design style, with a minimalist aesthetic and simple graphics. The use of isometric illustrations and transitions creates a SaaS User Onboarding Video feel that emphasizes the technology and its capabilities. The graphic style highlights the key functionalities and benefits of Fujitsu's secure high-performance computing solutions.

The video effectively communicates the objective of showcasing Fujitsu's secure high-performance computing solutions and the impact they have on complex scenarios. The visual style, with its clean and simple graphics, and isometric illustrations, emphasizes the technology and its capabilities. The use of motion graphics and transitions creates an engaging experience and helps drive the video's goal. The overall tone of the video is professional and informative, making it suitable for a diverse audience interested in advanced data processing and analysis.

3. Gridsmart

This video focuses on showcasing a solution for protecting vulnerable road users, addressing the limitations of existing detection systems. It introduces Gridsmart Protect, emphasizing its ability to enhance safety for pedestrians, cyclists, and individuals with disabilities. This video acts as a SaaS User Onboarding Video, educating the user on the value proposition of the SaaS product. The animation style is well suited for onboarding new users.

The video's design style effectively complements its purpose. The use of bold typography and contrasting colors, particularly the black background and yellow elements, creates a visually striking and attention-grabbing aesthetic. The animation style is clean and modern, with smooth transitions and clear visuals that effectively convey the message. The isometric perspective in the street scene illustration provides a comprehensive view of the environment, allowing viewers to easily understand the context and application of Gridsmart Protect. This video is a great tool for user onboarding.

By combining informative visuals with concise messaging, the video successfully highlights the key features and benefits of GRIDSMART Protect. The animation style and design choices work together to create a compelling and engaging experience for viewers, effectively demonstrating the product's value proposition and leaving a lasting impression. This new user onboarding video does a fantastic job of attracting new users to the SaaS product.

4. Datasite

Datasite is a solution for investment banking, helping to streamline and accelerate deals. This video is designed to showcase the benefits of Datasite for financial professionals, emphasizing its ability to expedite deals by organizing and centralizing information.

Video Design - This video effectively uses a Software Benefits Video style. It employs a simple, engaging animation to illustrate how Datasite seamlessly integrates into the deal lifecycle. The bright orange color scheme and the stylized, graphic representation of file formats, like Excel and Word, immediately capture the attention of the viewer. The clean, simple aesthetic further reinforces the message of efficiency and organization, a core value proposition of the software.

The use of animation to depict the software's capabilities clearly communicates its value to the viewer, making it easy to understand how Datasite can streamline workflows. The video's tone is professional and confident, aligning with the sophisticated nature of investment banking and the advanced capabilities of Datasite. The use of a conveyor belt analogy emphasizes the smooth and controlled flow of information, reinforcing the message of efficiency and speed. This visual style effectively drives the video goal, leaving the viewer with a clear understanding of how Datasite can help them work faster and smarter, making it a compelling and effective marketing piece for investment banking professionals.

5. AWS

AWS Wavelength brings AWS services to the edge of the 5G network. This video is designed to explain how AWS Wavelength can help businesses improve their customer experience.

Video Design - The video utilizes simple, animated illustrations to represent the different parts of AWS Wavelength and their functions. The use of bright colors, clean lines, and a dynamic visual style makes it a good Software Benefits Video. This visual style helps the viewer understand the concepts clearly and effectively.

The video uses a combination of abstract shapes and simple illustrations to communicate the benefits of AWS Wavelength. It uses a clear and concise visual language, ensuring the viewer understands the complex concepts. The video focuses on the need for businesses to improve their customer experience, and then presents AWS Wavelength as a solution. The overall tone of the video is positive and informative.

6. Slack

Slack is a workplace communication platform. This video is designed to introduce Slack Canvas, a new feature.

Video Design - This SaaS User Onboarding Video utilizes simple, clear graphics that highlight the functionality of the new feature. The video uses a white background and bold font to contrast the colorful icons, emphasizing the platform's ease of use and visually appealing interface.

The video focuses on the user experience, showcasing the various features of Slack Canvas. A single workspace is presented in a clean and simple interface, emphasizing the ease of use and organization of the platform. A single, simple, and impactful message is presented using text overlays and clear visual animation, drawing the viewer's eye to the main selling point of Slack Canvas. The message communicated in the video is about the benefits of being able to capture, organize, and share information in a single place. The video minimalist tone conveys Slack's promise of a streamlined and organized workplace.

7. FireMon

FireMon is a security automation platform that helps organizations automate their security processes. The video is designed to introduce FireMon automation and its capabilities, showcasing the different levels of automation.

Video Design - The video uses a colorful and engaging isometric design style. It features various illustrations, such as a layered cube representing the platform and different people performing tasks, depicting the different levels of automation. The animated style is similar to other Software Case Study Videos that use playful visual elements.

The video's design is well suited for the target audience of security professionals. It is able to effectively convey the concept of automated security processes, making it appealing and understandable. The use of animated graphics enhances engagement, while the clear and concise presentation conveys the message with a positive and reassuring tone. The video effectively drives the goal of presenting FireMon's automation solutions and its capabilities, highlighting its flexibility and the confidence it offers to organizations.

8. PropheSee

PropheSee is a marketing analytics software that offers simple and effective analytics tools to streamline and optimize campaigns. The video is designed to show the challenges of managing data from multiple platforms.

Video Design - The video utilizes a cartoon animation style that is lighthearted and engaging, creating a Software Case Study Video. The use of colorful graphics and simple animations effectively portrays the overwhelming amount of data marketers face.

The visual style of the video is able to communicate the objective of the video through its use of bright colors and energetic movement, illustrating the chaos of data management. The video is upbeat and humorous, making it relatable to marketers who struggle with data overload. Through this approach, the video highlights the need for a solution that simplifies the data analytics process, effectively showcasing PropheSee as the ideal solution.

9. BMC

BMC Helix Control-M is a SaaS application workflow orchestration solution, and this video is designed to highlight the benefits of using the solution to automate complex data pipelines.

Video Design - The video design uses minimal, simplified graphics, animation, and city-scape backgrounds, which is consistent with the SaaS User Onboarding Video genre. The animated trucks highlight the product's ability to orchestrate complex workflows across various industries. The graphics used in the video are clean and easy to understand.


The video's visual style effectively communicates the objective of preventing trouble before it begins. It uses animation to highlight the potential issues related to a breakdown in the supply chain. The animation conveys the message that even small issues, such as running out of fuel, can have a significant impact on the business, emphasizing the value of being proactive in preventing issues. The overall tone of the video is reassuring, conveying the message that BMC Helix Control-M can help organizations avoid these issues.

10. BetterCloud

BetterCloud helps organizations get a complete view of all SaaS applications in their environment. This video is designed to showcase how BetterCloud's Discover feature can reduce security risk and manage SaaS spend.

Video Design - The video starts with a complex network of users and applications. A blue magnifier icon is introduced to highlight the need for visibility, leading to a focus on the critical questions "What apps?" "Who?" and "Data risk?" This approach effectively communicates the Software Guide Video, showing how BetterCloud addresses the challenges associated with managing a large and complex SaaS environment. The video uses simple yet effective animation and graphics, showcasing user profiles and applications like Zoom, Asana, Slack, and Office 365, making it easy for viewers to relate to and understand the product's benefits.

The visual style of the video uses a combination of color and animation to effectively communicate the objective, portraying the challenge of managing a sprawling SaaS environment and then highlighting the solution provided by BetterCloud. The use of clear and concise text alongside visuals reinforces the message, creating a confident and informative tone. The video makes the solution clear and understandable while promoting the value of the product.

11. Strata

Strata is a cloud security company. The video is designed to promote a new flexible consumption model for cloud security needs.

Video Design - The video begins with a simple graphic of a cloud and proceeds to add various components. The graphics are clean, modern and visually appealing, making it a good Software Guide Video. The video style is simple, clean and informative.

The visual design of the video makes the cloud security solution appear scalable and flexible. The use of 3D graphics highlights the benefits of flexible consumption and how the product can meet growing cloud security needs in minutes. The visuals are simple and engaging, making it easy to understand the concept of flexible security consumption.

12. Sage

Sage Intacct Planning is a powerful tool that helps businesses gain a clear understanding of their financial future. The video is designed to showcase how Sage Intacct Planning enables businesses to take their financial planning to the next level.

Video Design - The video utilizes a simple, yet engaging design style. The video features bright and vibrant colors, clean lines, and modern graphics. This approach creates a visual style that is both professional and appealing to a business audience. Using the simple graphic elements of the software, Sage makes this a good Software Guide Video.

The video effectively communicates the benefits of using Sage Intacct Planning. The video opens with a scene of numerous spreadsheets, symbolizing the challenges associated with planning without the right tools. This is followed by a visually compelling analogy of a cyclist struggling to navigate a path of scattered spreadsheets. The contrast between the initial struggles and the smooth, efficient cycling on a paved road with clear visuals helps to convey the transformative impact of Sage Intacct Planning, highlighting the ease and effectiveness of the solution. The video's tone is positive and optimistic, encouraging businesses to embrace the power of Sage Intacct Planning and take control of their financial future.

13. AxxonSoft

AxxonSoft is a leading developer of smart integrated security and video surveillance systems. This video is designed to showcase the company's capabilities in providing innovative solutions for the security surveillance market.

Video Design - This Software Product Benefits Video incorporates a minimalistic approach, featuring a blue color palette and a clean, simple design. The video showcases the company's solutions through the use of animated graphics. The isometric view provides a sense of depth and perspective, enhancing the visual appeal and making the video engaging.

AxxonSoft's video effectively communicates the company's vision and the benefits of its products. The use of a calm and professional tone ensures the message resonates with a broad audience. The animation style, combined with concise and relevant information, delivers a clear message about the impact of the software on the efficiency of the business operations.

14. Kadence

Kadence is a space booking solution designed to help bring people back together in the office. This video is designed to explain how Kadence can help people coordinate hybrid working.

Video Design - The video uses a simple, flat design style with bright colors and bold outlines. Characters are cartoonish with minimal features, but still communicate their emotions. The video looks like a SaaS User Onboarding Video, but with a less formal, playful tone. It uses a simple, clean design that is easy to understand and helps to focus on the product.

The video successfully communicates the objective of bringing people back to the office, while maintaining a lighthearted tone. The visual design is clean, and uses minimal, but effective motion to keep the viewer engaged. The visual style emphasizes the need for real-time visibility and collaboration, which are key features of the Kadence solution.

15. Capillary

Capillary is a cloud based digital commerce, experience and marketing platform. The video is designed to introduce the company and demonstrate how its platform enables a seamless and personalized shopping experience for customers.

Video Design - The video uses a simple and modern design style, with flat graphics and vibrant colors. The animation is smooth and engaging, making it a good Software Training Video. The video incorporates a variety of visual elements, such as icons, illustrations, and text, to clearly communicate the key features of Capillary's platform. The combination of clean, bold graphics and straightforward animation style helps viewers quickly understand the product's functionality and its value.

The visual style of the video successfully communicates the objective of the video, which is to introduce Capillary and its Anywhere Commerce platform. The video's design is lighthearted and modern, conveying the idea that the platform is easy to use and can help businesses provide a better shopping experience for their customers. The use of illustrative visuals and simple animations allows the video to quickly and easily communicate the platform's capabilities.

16. Ciox

Ciox is a healthcare technology company that provides software solutions for risk adjustment coding. This video is designed to show how Ciox helps providers improve their coding efficiency and accuracy.

Video Design - The video uses a clean and simple design style, with bright colors and clear animations. The use of flat design graphics and icons helps create a visually appealing and engaging Software Benefits Video.

The video uses a straightforward and informative approach to communicate the benefits of Ciox's software solution. The tone of the video is optimistic and professional. The video effectively highlights the challenges that healthcare providers face when manually reviewing codes and the benefits of using Ciox's solution. The video's overall message is that Ciox can help providers achieve greater accuracy and efficiency in their coding.

17. Rubrik

Rubrik introduces Zero Trust Data Security. This video is designed to help companies protect their data, specifically backup data from attackers.

Video Design - This SaaS User Onboarding Video uses a simplified, clean design style, with a clear focus on the data security message. The visual design employs bright colors, simple shapes, and a straightforward graphic approach to convey the message of data security. It employs a minimalist approach and includes visual representations of the data security threat and Rubrik's solution.

The visual style effectively communicates the objective of the video. The video uses a serious tone, and the visual design reflects this with dark backgrounds and clean lines that give the video a sense of urgency and seriousness, highlighting the threat of data security breaches. This conveys the seriousness of the threat while also conveying the confidence Rubrik has in their solution. The simple visual design effectively conveys the message and drives the call to action to learn more about their solution.

18. Shiftgig

Shiftgig connects businesses with hourly workers seeking flexibility, through an on-demand platform. The video is designed to explain how the mobile platform simplifies finding the right worker for the job, in a fast and efficient way.

Video Design - This SaaS User Onboarding Video uses a simple, clean aesthetic with a white background, bright green accents, and a minimalist graphic style. The video focuses on the user experience, with animated hands interacting with the platform, providing a clear visual representation of how easy it is to use the platform. The animation is simple yet engaging, with a clean and minimalist style that makes it easy to understand the platform's features and functionality.

The minimalist design and bright, easy to read graphics communicate the platform's focus on simplicity and ease of use. The video uses simple visuals and clear animations to explain a potentially complex process, effectively highlighting the benefits of using the platform for both businesses and workers. The straightforward tone makes the video accessible to a wide range of viewers, emphasizing the ease of use and value proposition of the platform.

19. State Street

State Street is a company that specializes in financial services. This video is designed to educate the audience about the importance of ESG.

Video Design - The video uses a clean and modern design style with bright colors, bold lines, and simple animations. The use of bright colors like yellow, green, and blue in the graphics helps maintain a modern look and feel. The design style incorporates elements like graphs, charts, and icons, which are typical for a SaaS User Onboarding Video. This combination of elements makes it easy to understand the concept of ESG and how it is being applied by State Street.

The visual style of the video helps communicate the objective of the video. The video starts with an introduction to the importance of ESG, followed by an explanation of what it is and how it's evolving. The use of bright colors and simple animations helps keep the tone engaging and informative.

20. Petal

Petal Scheduling is a web solution designed to help physicians manage their schedules, ensuring a better work-life balance. This video is designed to showcase the problems that physicians face with traditional scheduling methods and how Petal can solve these issues.

Video Design - This video is a SaaS User Onboarding Video that uses a minimalist style with clean lines and bright colors. Animated illustrations, including a cartoon physician, depict the challenges of scheduling, with each image conveying a specific problem or solution. The clean layout and consistent use of blue, white, and black colors enhance the professionalism and clarity of the video, making it easy to follow and understand the product's benefits.

The video's clean design and illustrations effectively communicate the problems that Petal Scheduling addresses. The video is light-hearted and conversational, using a tone that is both relatable and optimistic. This approach makes the viewer more likely to consider the solution, as it effectively demonstrates how Petal Scheduling can help physicians.

21. Ecube Labs

Ecube Labs provides smart waste management solutions. The video is designed to show the problem of traditional waste management and the benefits of using Ecube Labs's solutions.

Video Design - This Software Product Benefits Video uses a simple and clear visual style, featuring animated characters and graphics. The video focuses on the visual elements that depict the product in action, demonstrating how the waste bins are monitored and the collection routes are optimized. The video uses a clean and modern aesthetic, with bold colors and a minimalist approach.

The video effectively communicates its message by using simple visuals and a clear narrative. The video's tone is informative and engaging. The bright colors and simple animations make the video appealing and easy to understand. The video focuses on the problem of traditional waste management, which helps to highlight the benefits of Ecube Labs's solutions.

22. Citrix

Citrix DaaS is a solution for banking, financial services, and insurance organizations. This video is designed to highlight the benefits of Citrix DaaS in helping these organizations modernize and address data security.

Video Design - The video design employs a simple, minimalist style with hand-drawn illustrations. The graphic style is clean, modern, and professional. This style is consistent with the brand image and is suitable for a Software Training Video. The use of simple animations and transitions adds visual interest without being distracting. The video uses light colors, which creates a relaxed, inviting feel, and a positive tone.

The video effectively communicates the benefits of Citrix DaaS to financial service organizations. The illustrations clearly demonstrate the challenges these organizations face in modernizing, and how Citrix DaaS can help. This approach ensures that the audience understands the message and the tone of the video. The video ends with the Citrix logo, reinforcing the brand and encouraging viewers to learn more about the solution.

23. 1Password

1Password is a software solution that offers digital security for people who need to protect their data. The video is designed to introduce the new version of their software for Mac computers, 1Password 8.

Video Design -
The video opens with a Software Training Video style animation. It uses a dark blue background with neon blue and pink lines that resemble circuit boards, which gives the video a futuristic and modern feel. This style helps to highlight the software's focus on security and technology.

The video effectively communicates the goal of 1Password 8, which is to make protecting data easier and more convenient. The tone of the video is exciting, emphasizing the transformative nature of 1Password 8. The visual design and graphics effectively drive the video's goal of creating a sense of anticipation and excitement for the release of this new version of the software.

24. Avantor

Avantor services biological research samples and manufactured products. The video is designed to highlight the meticulous care Avantor delivers when handling research samples and products.

Video Design - The video uses a clean and minimalist design style, featuring line art illustrations and a light color palette. The video follows the basic Software Training Video style with clear graphics that are used to illustrate each step. The video contains a combination of text and graphics, which ensures the information is clearly presented.

The visual style of the video, with its minimal design and clear illustrations, is able to communicate the core value proposition of the video - Avantor's meticulous care for research samples. The video narrative focuses on the importance of research assets and the need for safe and secure handling. The overall tone of the video is professional, reassuring, and credible. The video effectively drives home the message that Avantor is a trusted partner for scientists and researchers, enabling them to focus on their work knowing their samples are in good hands.

25. WinAutomation

WinAutomation brings the benefits of Robotic Process Automation to your desktop. The video is designed to introduce WinAutomation, its features, and highlight how it makes automating repetitive tasks effortless.

Video Design - The video has a sleek and modern design. It features a combination of bold and simple graphics, animated elements, and clear typography. The visual style is clean and crisp, with a minimalist approach, making it a good Software Tutorial Video. The use of vibrant colors, like orange and teal, contributes to the video's engaging and friendly feel.

The video effectively communicates its objective through its narrative and visual design. The tone is professional and informative, aiming to build trust and reassure viewers that WinAutomation is a powerful yet easy-to-use solution. The video highlights the key features and benefits of the platform, while emphasizing how it can make life easier for individuals, small businesses, and enterprise users.

26. iCare

Icare is a provider engagement platform that helps healthcare organizations close gaps and improve data quality. The video is designed to demonstrate the platform's benefits to healthcare providers.

Video Design - Icare video highlights the platform's benefits to the healthcare providers using a Software Tutorial Video style. The animation used in the video is 2D and demonstrates how the platform helps providers close data gaps and improve quality. Visuals focus on the provider experience using the platform with colorful and animated icons to engage the audience.

The video visual style effectively communicates the platform's objective to help healthcare providers close gaps and improve quality. The use of 2D animation and icons, and animated graphics helps to create a light and engaging tone, suggesting the platform can simplify data processes. The focus on the provider experience helps drive the video goal, suggesting that it can create a more seamless and efficient experience for providers.

27. Thales

Thales offers a solution to secure Google Workspace data. The video is designed to introduce Thales's CipherTrust Cloud Key Manager and SafeNet Trusted Access, which provide strong encryption and identity management for Google Workspace.

Video Design - This Software Tutorial Video features bright colors and simplified imagery of icons and a white background. This clean and straightforward visual style effectively highlights the key concepts of data security, encryption, and identity management, making it easy for the viewer to grasp the message.

Thales leverages the clean minimal approach to highlight the key services and features it offers to secure Google Workspace, using bold visual elements and simple animation to draw attention to the main message. The use of cloud icons, locks, and security symbols provides a visual representation of the security solutions, making the content more accessible. This visual style helps communicate the objective of the video, highlighting the importance of data protection and secure access to Google Workspace data. The video tone is professional and informative, establishing trust and credibility.

28. 360Learning

360Learning is a learning platform that helps businesses onboard new employees faster and improve their retention rates. The video is designed to show how the platform helps companies create engaging and effective onboarding programs.

Video Design - This video is a great Software Case Study Video. It uses clean graphics and animation to illustrate the concept of onboarding and how it can impact employee retention. The video uses bright colors, simple shapes, and clear visuals to present the message. It has a fast-paced style with impactful and concise text that keeps the viewer engaged.

The video uses a simple, modern design style that is easy to understand and visually appealing. The video starts with a bold question and immediately transitions to statistics, highlighting the importance of onboarding for employee retention. The use of visuals, such as the graph of employee retention and satisfaction, and the animated network of employee feedback, effectively illustrates the challenges and potential solutions for onboarding. The video's overall tone is professional, engaging, and informative, emphasizing the value of 360Learning as a solution to improve employee onboarding. This style of presentation makes it possible for the viewer to quickly understand the problem and how 360Learning can solve it.

29. Hotjar

Hotjar is a software that helps businesses understand their customer behavior. This video is designed to introduce Hotjar's new feature called Highlights.

Video Design - This Software Tutorial Video starts with a light-hearted tone by showing the user how tedious and time consuming sharing insights can be. The animation is flat and simplistic, with bright colors and a minimalist design. The video then focuses on showcasing the new features, with clear on-screen instructions, animations of the software, and voice-over.


The video's visual style clearly communicates its goal, which is to show the user how much easier it is to share insights with Hotjar's new Highlights feature. The video uses bright colors to draw the viewer's eye to the key elements of the software and the on-screen instructions are easy to understand. This helps the viewer understand the benefits of using Highlights and encourages them to try it out.

30. Deloitte SaaS User Onboarding Video

Deloitte's video highlights the challenges facing the banking industry and promotes BankingSuite as the solution. The video is designed to demonstrate how Deloitte can guide banks through digital transformation.

Video Design - Deloitte's BankingSuite video is a Software Product Benefits Video, utilizing a visual style with simple yet impactful animation and vibrant color palettes. The video uses a combination of bold text and animated transitions. The clean lines, smooth animations, and vibrant colors help to convey the message of transformation and progress.

The video's visual style successfully communicates the objective of the video, which is to highlight the benefits of BankingSuite and guide banks towards digital transformation. The narrative is focused on the challenges of the banking industry, such as regulatory disruption and increasing competition. This narrative, coupled with the upbeat and inspiring tone, creates a sense of urgency for change, ultimately driving the viewer towards exploring the benefits of BankingSuite.

Key Takeaways


SaaS Onboarding Video FAQs


Engage Users With Video


A captivating SaaS user onboarding video strategically incorporates elements that resonate with new users and encourage exploration.
Start with a Concise and Engaging Introduction: Instead of simply stating your product's name, craft an opening that sparks curiosity and highlights the core problem your software solves. For example, instead of "Introducing ProjectX," try "Tired of juggling multiple project management tools?" This immediately connects with users facing that specific challenge.
Showcase Core Features Through a Product Tour: Don't just list features; demonstrate their practical application. Show how users can easily navigate the interface and accomplish key tasks. For instance, visually demonstrate how a user can create a new project, assign tasks, and track progress within your project management software.
Build Trust with Social Proof: Testimonials and case studies from satisfied customers add credibility. Feature real users discussing how your product has helped them achieve specific outcomes. For example, a project manager could share how your software helped their team improve collaboration and deliver projects on time.
End with a Clear Call to Action: Guide users on the next steps. Encourage them to sign up for a free trial, explore specific features, or visit your website for more information. A strong call to action could be, "Start your free trial today and experience seamless project management."


Showcase SaaS Benefits


A well-crafted SaaS onboarding video can be a powerful tool to showcase your product's benefits and convert potential customers.
Address Pain Points Directly: Begin by identifying the common challenges your target audience faces. Then, clearly demonstrate how your product offers solutions. For example, if your software simplifies data analysis, show how it eliminates the need for complex spreadsheets and manual calculations.
Build Credibility with Testimonials: Incorporate testimonials from existing customers who have successfully used your product to overcome similar challenges. Hearing real users share their positive experiences builds trust and resonates with potential customers.
Highlight Your Unique Value Proposition: Clearly differentiate your product from competitors. What makes your solution stand out? Is it ease of use, advanced features, or exceptional customer support? Emphasize these unique aspects to demonstrate why your product is the best choice.
Craft a Compelling Narrative: Instead of simply listing features, tell a story that connects with your audience on an emotional level. Show how your product empowers users to achieve their goals and improve their lives. For example, a video showcasing a time-tracking software could depict a freelancer gaining control of their workday and achieving a better work-life balance.


Types of Onboarding Videos


SaaS user onboarding videos come in various formats, each tailored to specific marketing objectives.
Explainer Videos: These provide a high-level overview of your product and its benefits. They are ideal for introducing your software to a broad audience and generating initial interest. Think of it as your product's elevator pitch in video format.
Tutorial Videos: These offer step-by-step instructions on using specific features or functionalities. They are excellent for guiding new users through the initial setup and helping them get the most out of your product. For example, a tutorial video could show users how to integrate your CRM software with their email marketing platform.
Demo Videos: These showcase your product's capabilities in action. They are ideal for demonstrating complex features or highlighting the user experience. A demo video for a design software could show a user creating a website or editing a photo, highlighting the software's intuitive interface and powerful tools.
Customer Success Story Videos: These feature real customers sharing their positive experiences with your product. They are powerful tools for building trust and credibility. For example, a customer success story video could feature a marketing team discussing how your analytics software helped them improve their campaigns and achieve better ROI.


Effective Onboarding Guide


An effective SaaS user onboarding video guides users seamlessly and encourages active product usage.
Keep it Concise and Focused: Avoid overwhelming new users with too much information at once. Focus on the essential steps to get started and highlight key features that deliver immediate value.
Use Clear and Simple Language: Avoid technical jargon or complex terminology. Explain concepts in a way that is easy for anyone to understand, regardless of their technical expertise.
Incorporate Visual Cues: Use graphics, animations, and screen recordings to illustrate key concepts and make the video more engaging. Visual demonstrations can be far more effective than simply explaining a process verbally.
End with a Clear Call to Action: Encourage users to take the next step in their onboarding journey. This could be exploring a specific feature, completing their profile, or joining a user community.


Brand Aligned Video Design


Aligning your SaaS onboarding video with your brand identity and target audience is crucial for its effectiveness.
Maintain Brand Consistency: Use your brand colors, fonts, and logo throughout the video. This creates a cohesive visual experience and reinforces brand recognition.
Tailor the Tone and Style: The video's tone should match your brand's personality. Is your brand playful and energetic or professional and informative? Adjust the language, visuals, and music accordingly.
Speak to Your Target Audience: Consider your audience's demographics, interests, and pain points. Use language and visuals that resonate with them and address their specific needs.
Invest in Professional Production: High-quality visuals and audio enhance your brand's credibility and make the video more engaging. Consider working with a professional video production team to ensure a polished final product.


Solve Customer Pain Points


A SaaS onboarding video can effectively address customer pain points and showcase your product as the solution.
Research Your Target Audience: Start by understanding the challenges your ideal customers face. Conduct surveys, read online reviews, and analyze customer support interactions to identify common pain points.
Demonstrate Solutions Clearly: Show how your product directly addresses these pain points. Use visuals and real-world examples to illustrate how your software simplifies tasks, improves efficiency, or solves specific problems.
Use Real-World Examples: Incorporate case studies or testimonials from existing customers who have successfully overcome similar challenges using your product. For example, if your software helps businesses manage their social media, showcase a business that has increased its engagement and reach using your platform.
Articulate Your Value Proposition: Clearly explain how your product empowers users to achieve their goals. Focus on the positive outcomes and benefits users can expect by using your software.


Measure Video Effectiveness


Tracking key metrics is essential to evaluate the effectiveness of your SaaS onboarding video and its impact on user engagement.
Video Completion Rate: This metric indicates how engaging your video is. A high completion rate suggests that users find the content valuable and are watching it to the end.
Click-Through Rate (CTR): If your video includes calls to action, track the CTR to measure how effective the video is at driving conversions. A high CTR indicates that users are taking the desired actions after watching the video.
User Activation Rate: This metric measures how many users complete key actions after watching the video, such as signing up for a free trial or completing their profile. A high activation rate suggests that the video is effectively guiding users through the onboarding process.
Customer Churn Rate: While not directly tied to the video itself, tracking churn rates after implementing the video can provide insights into its long-term impact on user retention. A decrease in churn could indicate that the video is helping users understand and adopt the product more effectively.


Seamless Onboarding Experience


A SaaS user onboarding video can be seamlessly integrated with other marketing channels to create a cohesive and effective onboarding experience.
Promote Your Video Across Multiple Channels: Share your video on your website, social media platforms, email marketing campaigns, and other relevant channels to maximize its reach.
Use the Video as a Lead Magnet: Offer the video as a valuable resource in exchange for user contact information. This can help you build your email list and generate leads.
Embed the Video on Your Website: Integrate the video into relevant pages on your website, such as landing pages, product pages, and the support section. This provides users with immediate access to valuable information.
Use the Video in Email Follow-Ups: Send the video to new users who have recently signed up for a free trial or purchased your product. This reinforces their decision and provides additional guidance.


Build Trust and Credibility


Building trust and credibility is crucial for converting potential customers, and a well-crafted SaaS onboarding video can play a significant role.
Showcase User Success Stories: Feature testimonials from satisfied customers who have achieved positive outcomes using your product. Hearing real users share their experiences builds trust and resonates with potential customers.
Highlight Industry Recognition: If your product has received awards or accolades, mention them in the video. This demonstrates your product's quality and value.
Maintain a Professional Tone: Ensure the video is well-produced, with high-quality visuals and audio. A professional presentation reflects your brand's commitment to excellence.
Provide Clear and Concise Information: Avoid using jargon or technical terms that may confuse potential customers. Focus on explaining the benefits of your product in a way that is easy to understand.


Accessible Onboarding Video


Creating an accessible SaaS onboarding video ensures that all users, including those with disabilities, can benefit from your content.
Provide Captions and Subtitles: Captions make your video accessible to users who are deaf or hard of hearing. They provide a text version of the spoken content, allowing users to follow along.
Include Audio Descriptions: Audio descriptions provide context and descriptions of the visual elements in the video for users who are blind or visually impaired. They narrate what is happening on screen, making the video accessible to a wider audience.
Avoid Flashing Lights and Rapid Transitions: These can trigger seizures in users with epilepsy. Use a consistent visual pace and avoid any elements that could be potentially harmful.
Use High-Contrast Colors: Ensure that the text and visuals in your video have sufficient contrast to be easily discernible for users with low vision. This improves readability and comprehension.


Community Building Video


A SaaS onboarding video can be a powerful tool for fostering a sense of community and encouraging user interaction.
Include a Call to Action to Join Your Community: Encourage users to join your online forum, social media group, or other community platforms. Provide links and clear instructions on how to get involved.
Showcase User-Generated Content: Feature testimonials, reviews, or case studies from existing users. This highlights the product's value and encourages engagement from other users.
Adopt a Conversational Tone: Use a friendly and approachable tone in your video. This creates a welcoming atmosphere and encourages users to feel like they are part of a community.
Encourage Feedback: Ask users for their thoughts on the product and the video itself. This shows that you value their input and are committed to building a strong community.


Drive Conversions with Video


A well-crafted SaaS onboarding video can be a powerful tool for driving conversions and increasing product adoption.
Include a Clear and Compelling Call to Action: Tell users exactly what you want them to do next. This could be signing up for a free trial, requesting a demo, or visiting your website for more information.
Highlight the Benefits of Using the Product: Clearly demonstrate how your product solves user pain points and provides valuable solutions. Focus on the positive outcomes users can expect by using your software.
Showcase User Success Stories: Feature testimonials or case studies from existing customers who have achieved positive results using your product. This builds trust and credibility.
Craft a Compelling Narrative: Tell a story that resonates with your target audience. Show how your product empowers users to achieve their goals and improve their lives.


Highlight Unique Features


A SaaS user onboarding video provides an excellent platform to showcase the unique features and benefits that differentiate your product from the competition.
Focus on Your Differentiators: Clearly highlight the features that set your product apart. What makes your solution unique and better than the alternatives?
Demonstrate Your Value Proposition: Explain the specific benefits users can expect by choosing your product. How does your software solve their problems more effectively than other solutions?
Use Real-World Examples: Show how your product has helped other users achieve success. Incorporate case studies or testimonials that demonstrate the tangible benefits of using your software.
Emphasize Ease of Use: If your product is particularly user-friendly, highlight this in your video. Show how easy it is to get started and use the key features.


##
Demonstrate Value Proposition

A compelling onboarding video can be a powerful tool to showcase your SaaS product's value. Start by clearly articulating the benefits, not just listing features. Explain how your product directly addresses user pain points and offers solutions. For example, if your product is a project management tool, show how it helps teams collaborate more efficiently and reduce missed deadlines.
Next, highlight your unique features. What sets your product apart from the competition? Perhaps it's a user-friendly interface, advanced analytics, or integrations with other popular tools. Emphasize these differentiators to demonstrate your competitive edge.
Finally, don't just tell, show! Use real-world examples to illustrate your product's effectiveness. Consider incorporating customer testimonials or brief case studies that demonstrate how your product has helped others achieve success. By showcasing tangible results, you can build trust and credibility with potential users.


Compelling Narrative Video


A strong narrative can transform your onboarding video from a simple explanation into a captivating story. Begin by understanding your target audience's pain points. What challenges do they face in their daily work or personal lives?
Once you understand their needs, craft a story that directly addresses these pain points. Show how your product empowers users to overcome their challenges and achieve their goals. Consider using relatable characters and scenarios that your audience can easily identify with. For instance, if your target audience is small business owners, your narrative could feature a struggling entrepreneur who finds success using your product.
Remember to emphasize the emotional benefits of using your product. Does it save them time, reduce stress, or increase their productivity? By highlighting these positive outcomes, you can create a deeper connection with your audience and make your video more memorable.


Memorable Onboarding Experience


To create a truly engaging onboarding video, you need to go beyond simply presenting information. Invest in high-quality visuals that are both informative and aesthetically pleasing. Consider partnering with professional video production services to ensure a polished look and feel.
Choose a compelling soundtrack that complements the video's tone and enhances the emotional impact. Music can play a powerful role in creating a more immersive and memorable experience.
Maintain a conversational tone throughout the video. Avoid using overly technical jargon or complex language. Instead, speak directly to your audience in a friendly and approachable manner. This will help create a sense of connection and make your video more enjoyable to watch.
Finally, don't forget a clear call to action. What do you want users to do after watching the video? Sign up for a free trial? Visit your website? Make sure your call to action is prominent and easy to follow.


Educate Users with Video


Your onboarding video can serve as an effective educational tool, guiding users through your product's core features. Start with a clear and concise overview. What are the main functionalities of your product, and how do they benefit users?
Use visual aids to illustrate key concepts. Instead of simply describing a feature, show it in action using screen recordings, animations, or graphics. This will make the information more engaging and easier to understand.
Break down complex features into smaller, digestible steps. Provide step-by-step instructions that guide users through specific functionalities. For example, if your product has a complex reporting feature, you could create a short tutorial demonstrating how to generate and customize reports.
End with a call to action that encourages users to explore the product further. Invite them to experiment with the features they've learned about and discover the full potential of your SaaS solution.


Showcase Customer Success


Customer testimonials and case studies are powerful tools for building trust and credibility. Incorporate these success stories into your onboarding video to demonstrate the real-world impact of your product.
When featuring testimonials, choose customers who represent your target audience and can articulate the benefits they've experienced in a clear and compelling way. Consider using a variety of formats, such as short video clips, text overlays, or even animated quotes.
For case studies, focus on specific examples of how your product has helped customers achieve their goals. For example, you could showcase a business that increased its sales by using your marketing automation software. Highlight the challenges the customer faced, the solutions your product provided, and the positive outcomes they achieved.
By showcasing real-world success stories, you can demonstrate the value of your product and inspire potential users to try it for themselves.


Create Urgency with Video


To motivate users to take action, you can strategically incorporate a sense of urgency into your onboarding video. One effective technique is to highlight limited-time offers, such as special promotions or discounts. This creates a sense of scarcity and encourages users to act quickly.
Visual cues can further enhance the sense of urgency. Consider incorporating a countdown timer to visually represent the limited-time nature of an offer. Use strong call to action phrases like "Sign up now" or "Claim your discount" to provide clear direction and encourage immediate action.
However, it's important to use urgency tactics ethically. Avoid creating artificial deadlines or using pressure tactics that could alienate potential users. Instead, focus on genuinely valuable offers and communicate them in a transparent and straightforward manner.


Build Excitement for Features


Generate buzz for upcoming features by offering sneak peeks and highlighting their benefits in your onboarding video. You can create short teaser videos that showcase glimpses of new functionalities in development.
Explain how these new features will enhance the user experience, address existing pain points, or provide additional value. For example, if you're launching a new integration with a popular tool, explain how it will streamline workflows and save users time.
Craft a narrative that builds anticipation. Position these new features as game-changers or significant advancements that will revolutionize how users interact with your product.
Encourage users to stay informed about new feature releases by including a call to action. Invite them to subscribe to your newsletter, follow your social media channels, or visit your blog for updates.


Address User Concerns


Proactively addressing common user questions in your onboarding video can enhance their experience and build trust. Start by identifying frequently asked questions through customer support channels or online forums.
Provide clear and concise answers to these questions directly in the video. Use visuals, such as screen recordings or animations, to illustrate your explanations and make them easier to understand.
Adopt a conversational and empathetic tone when addressing concerns. Acknowledge any potential challenges users might face and offer reassurance that your team is there to support them.
Include a call to action that encourages users to contact customer support if they have any further questions. Provide clear instructions on how to access support resources, such as a help center or live chat feature.


Understand Product Value


Communicating your product's value goes beyond simply listing features. Your onboarding video should connect with users on an emotional level and demonstrate how your product can improve their lives.
Focus on the problems your product solves and the positive outcomes it delivers. Does it help users save time, increase productivity, or achieve their business goals? Use storytelling techniques to illustrate these benefits in a relatable way.
For example, instead of just saying your CRM software improves customer relationships, tell a story about a business that used your software to personalize its customer interactions and increase customer loyalty.
By highlighting the emotional and practical benefits of your product, you can create a powerful connection with potential users and demonstrate its true value.


SaaS Onboarding Video


A SaaS user onboarding video is a short, engaging video designed to guide new users through the initial stages of using your software. It's like a friendly welcome and a quick tour all rolled into one.
These videos typically include a brief introduction to the product, highlighting its core features and benefits. They often showcase the user interface, demonstrating how to navigate the platform and access key functionalities.
Onboarding videos can also provide practical tips and tricks for using the product effectively, helping users get the most out of their experience. They usually end with a clear call to action, encouraging users to take the next step, such as signing up for a free trial or exploring specific features.


Benefits of Onboarding Video


Onboarding videos offer numerous benefits for both your business and your users. For businesses, they can significantly enhance user engagement and product adoption. Studies have shown that users are more likely to remember information presented in video format compared to text.
Onboarding videos can also reduce customer churn and support costs. By providing users with a clear understanding of how to use your product, you can minimize frustration and the need for extensive customer support.
For users, onboarding videos offer a clear and concise introduction to your product, reducing the learning curve and time to value. They provide a guided experience that is easy to follow and understand, making the onboarding process less daunting and more enjoyable.


Importance of Onboarding Video


In today's competitive SaaS market, a strong onboarding experience is essential for success. Onboarding videos play a crucial role in creating a positive first impression and setting users up for success.
They help reduce the learning curve for new users, making it easier for them to understand and adopt your product. This leads to faster time to value and increased user satisfaction.
Onboarding videos also provide a competitive advantage. By offering a more engaging and informative onboarding experience, you can differentiate your product from the competition and attract new customers.
Furthermore, onboarding videos contribute to building a strong brand identity and fostering customer loyalty. By providing a positive and helpful onboarding experience, you can create a lasting impression and build stronger relationships with your users.



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!