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30 Software Product Onboarding Video Examples That Ensure User Success

Orko Roy
Last updated
Sep. 04, 2024

Software is everywhere, and with it comes the ever-present challenge of user onboarding. How do you quickly and effectively teach users how to use your product and unlock its full potential? The answer lies in a powerful, often underutilized tool: video.

From simplifying complex features to reducing user frustration, the benefits of onboarding videos are undeniable. They empower users to become proficient with your product quickly, leading to increased engagement, higher retention rates, and ultimately, greater success for your business. So, let's dive in.

1. Telia

Telia Global IoT Connectivity is a solution that simplifies global IoT connectivity by managing multiple operators, contracts and technical integrations. The video is designed to show the complexity of global IoT connectivity and how Telia's solution can make it easier.

Video Design - Telia's video is a classic Software Product Onboarding Video. It uses a simple, clean and visually appealing style that clearly communicates its message, starting with a simplified Earth. It utilizes graphic elements such as arrows and red "Sign Here" icons, creating a visual representation of the challenge of global connectivity. The graphics are simple and easy to understand, with a high-quality look and feel.

The visual style of the video is able to communicate the objective by using a combination of simple animations and illustrations. The video uses a playful, lighthearted tone that makes it engaging and approachable for its target audience. The use of visual metaphors, like the Earth being held together by a tangled mess of "Sign Here" tags, effectively emphasizes the complexity of managing global connectivity. The video makes it clear that Telia's solution is the answer to this problem.

2. Health-RI

Health-RI is a platform that provides access to a vast amount of health data without sharing the data in a central database. The video is designed to showcase the benefits of this innovative approach, called the "Personal Health Train", and how it helps researchers access valuable information.

Video Design - The video utilizes a clean and modern design style. A simple, yet engaging, animation of a cyclist with a digital readout above his head highlights the idea of "taking the research question to the data." The Software Product Onboarding Video features a vibrant color palette and clear graphics. The use of minimal text further enhances the overall visual appeal.

The video effectively communicates the benefits of the "Personal Health Train" by showcasing the challenges of accessing and managing a vast amount of health data. The animation of the train carrying the research question to the data sources demonstrates the solution's efficiency and accessibility. The video's tone is both informative and engaging, appealing to the audience by highlighting the importance of data privacy and security while showcasing the potential of the platform to facilitate groundbreaking research.

3. Veeva

Veeva SiteVault is a system that helps sites manage studies and exchange information. This video is designed to show how SiteVault can make collaboration between sites and sponsors more efficient.

Video Design - This is a clean, sleek, and modern Software Product Onboarding Video. There is a consistent theme of white lines on a yellow background, along with light grey shadows. A robot mascot, with red eyes, is used to represent the software in action. The graphics are clear and easy to follow, even when demonstrating complex ideas like decentralization. The animation is fluid and engaging.

The video's visual style effectively communicates the objective of the video. The use of clean lines and simple graphics makes the information easy to understand, and the robot mascot adds a touch of humor and personality to the presentation. The overall tone of the video is professional but approachable, reflecting Veeva SiteVault's value proposition of streamlining collaboration in clinical trials.

4. Afiniti

Afiniti is an artificial intelligence company that uses technology to pair customers and agents based on how well they are likely to interact. This video is designed to explain how Afiniti works and highlight the positive impact of using this solution.

Video Design - The video uses a minimalist design style, with simple graphics and bold typography. Animated shapes, lines, and icons are used to create a clean and modern aesthetic. This approach makes the video easy to follow and helps to communicate the complexity of the technology in a simple way. The video visual style makes it a good Software Product Onboarding Video.

The visual style helps the viewer understand the technology's impact. The use of a simple, flowing line in the video is used to show how the system connects customers and agents. The video uses a soft, calming tone to highlight the positive impact of using Afiniti. The use of a bright, optimistic color palette and simple, engaging visuals make the video impactful and help to communicate the technology's positive impact.

5. Atlassian

Atlassian introduces Jira Service Management, an ITSM solution, designed to help teams collaborate efficiently.

Video Design - The video uses a bold, modern style with animated graphics that resemble a racing car in a cityscape. It's a visually stimulating and engaging example of Software Product Advertising Video. The racing car metaphor is applied to convey speed and efficiency of the service management solution.

This video clearly demonstrates the value of Jira Service Management, promoting it as the key to enhancing team collaboration and delivering high-velocity results. The vibrant color palette, animated graphics, and race car metaphor establish a dynamic and forward-thinking tone, effectively communicating the benefits of Jira Service Management.

6. WalkMe

WalkMe is a Digital Adoption Platform that helps onboard and train employees on any software, ensuring they are fully equipped to utilize it efficiently. This video is designed to showcase the value of WalkMe, by addressing the challenges of low employee productivity and highlighting the solution.

Video Design - This Software Product Awareness Video employs simple yet engaging visuals, highlighting WalkMe's user-friendly interface and its ability to guide employees through complex software processes. The video utilizes a blue and purple color scheme, which is in line with the WalkMe brand, providing a sense of professionalism and trust. The combination of simple illustrations and animations, along with the visual depiction of onboarding and training, effectively illustrates the benefits of WalkMe.

The video's visual style effectively communicates the benefits of WalkMe's guidance and support. The use of animated illustrations depicts employees struggling to navigate complex software, which resonates with the viewers' experiences. The seamless transition to the WalkMe interface, with its intuitive walk-throughs, creates a positive and optimistic tone, suggesting that WalkMe can solve the issue. The visuals effectively portray the simplicity of WalkMe's solution, emphasizing its value proposition of increasing employee productivity and reducing training time.

7. FIS

FIS offers omnichannel payments, that improve the Buy Online, Return In-Store experience. This video is designed to highlight the benefits of omnichannel payments for the customer.

Video Design - This Software Product Benefit Video uses clean graphics, simple animations, and an isometric view. The design style is modern and clean, using minimal color palettes with clear graphics and elements. The isometric perspective is an engaging way to visualize the customer journey in a simple way, enhancing understanding.

The video uses a clear and concise narrative, effectively communicating the problem of disjointed systems for return-in-store. The visual style of the video drives the video goal, showing the flow of a customer journey with red crossed out elements. This visual design conveys the frustration a customer could experience when the process is not integrated, enhancing the tone of the video with a touch of urgency.

8. OpenText

OpenText Core Content integrated with Google Workspace is designed to fuel business processes and enable collaboration. This video is designed to show you how OpenText Core Content makes digital workplaces more efficient.

Video Design - The video highlights the integration between OpenText Core Content and Google Workspace. Using animated graphics and a Software Product Capability Video, the video shows how OpenText Core Content helps employees access, organize and collaborate on information in a seamless way.

The video uses a clean and modern aesthetic with a bright color palette, showing the product capability in a positive and professional tone, and is an effective way to communicate the benefits of OpenText Core Content integrated with Google Workspace, making it clear that OpenText Core Content can help businesses succeed in the modern workplace.

9. Comarch

Comarch is a software company, specializing in customer relationship management. The video is designed to improve customer engagement in the oil and gas industry by implementing technology solutions, and it showcases Comarch's capabilities and services.


Video Design - The video is a Software Product Features Video, featuring colorful, clean graphic design. Using flat, hand-drawn animation, the video shows animated characters interacting with the product, illustrating how users can benefit. Each step of the process is visualized with distinct color palettes and visuals. This design style is engaging, visually appealing, and simple.

The video use of bright colors, simple graphics, and fun animations creates a lighthearted, casual tone, which helps convey Comarch's expertise in this field, highlighting the user-friendliness of the technology. The video achieves its goal of demonstrating the value of Comarch's solutions for engaging customers in the oil and gas industry.

10. Rieter

Rieter's ESSENTIALbasic is a starter module of its ESSENTIAL Digital Spinning Suite, which provides various solutions for all stakeholders, from mill owners to operators. This video is designed to showcase the functionalities of ESSENTIALbasic and its value proposition to Rieter's customers.

Video Design - The video features a Software Product Features Video style, incorporating clean and modern graphics. It employs an isometric design, showcasing a 3D representation of the software interface, with a virtual character interacting with it. The use of clean lines, vibrant colors, and subtle animation creates a visually engaging experience, making it easy to comprehend the software's features. The video utilizes clear typography and an informative narration, providing a concise overview of ESSENTIALbasic.

The video effectively communicates the objective of ESSENTIALbasic by showcasing its key solutions through a simple, yet engaging visual narrative. The isometric design, with its emphasis on the software interface, highlights the core value proposition: simplifying daily tasks and providing essential insights for spinning mills. The use of bold and bright colors, alongside a clear and concise narrative, creates a positive and informative tone, encouraging viewers to learn more about ESSENTIALbasic and its potential benefits.

11. Slack

Slack Canvas is a new surface within the Slack platform to organize information and get everyone on the same page. The video is designed to show Slack's new feature and how it can be used for project management and collaboration.

Video Design - The video uses a minimalist design with flat, colorful icons and simple animations to visually represent the information and its organization in the form of a canvas. This helps the viewer understand the concept of information storage in one place and the ease of access to the information. These aspects make the video a good Software Product Features Video.

The minimalist, graphic design of the video is in line with the brand's professional and engaging tone. The clear and concise visual style helps to quickly communicate the value proposition of the product and its potential to improve team collaboration. The color scheme and animation work together to create an upbeat tone for the video and the product. This creates a simple, clean, and friendly feel, appealing to a wide range of users.

12. CareATC

CareATC is a population health management company that helps businesses empower their employees. The video is designed to show how CareATC's solutions improve employee well-being and reduce healthcare costs.

Video Design - CareATC's video utilizes an engaging and modern visual design that blends bright colors and simple animation. The video showcases colorful and minimalist graphics to create an appealing and informative Software Product Onboarding Video. These elements, combined with a clean and contemporary layout, are effective in demonstrating the value and purpose of CareATC's services.

The graphic style and visual elements effectively communicate the video's objective, highlighting how the company leverages technology to manage healthcare spend. The use of bold color palettes, animated charts and diagrams creates a positive and optimistic tone, reflecting the benefits of CareATC's solutions. The video emphasizes the potential for improved employee health and greater cost control, driving the desired outcome of attracting potential clients and showcasing CareATC's innovative approach to healthcare management.

13. Synack

Synack is a Crowdsourced Security Testing Platform that uses both human and artificial intelligence to help find and fix vulnerabilities before breaches happen. The video is designed to showcase the innovative solution Synack brings to the cybersecurity market.

Video Design - Synack uses a modern, vibrant color scheme with clean lines and minimalist graphics to create an engaging and informative Software Product Onboarding Video. The video uses simple, everyday scenarios to depict the benefits of the platform. For example, the video focuses on the "car" as a metaphor for the software product being secured. The use of the "car" is relevant to the core audience, and helps the user easily relate to the product. The use of bright colors, clear fonts, and simple animations make the video engaging and memorable. The video is visually appealing, with a smooth and consistent style throughout.

The design of the video plays a key role in communicating the overall objective, which is to showcase Synack as an innovative and user-friendly solution to cybersecurity problems. The video's narrative, tone, and visual style all contribute to creating a sense of confidence and trust in the platform, which is vital for a product that is dealing with sensitive information like security vulnerabilities. The visuals are simple, yet powerful. The video does not go into the nitty-gritty details of the solution, but instead focuses on conveying the core message of the product, in a manner that is easy to understand and resonate with the audience. The video uses a conversational tone and clear visuals, making it relatable to the general audience.

14. Qt

Qt is a software development platform that seeks to bridge the gap between growing software needs and developer capacity. The video is designed to showcase how Qt solves these challenges through efficient tools and streamlined workflows.

Video Design - Qt uses an isometric style to represent its software development platform. The video features three-dimensional, minimalist graphics that depict the software's core features and functionalities. The design of the video aligns with Qt's branding, utilizing a dark background with neon green and yellow accents. This design choice highlights Qt's emphasis on user experience and scalability. This video is a strong example of a Software Product Onboarding Video because it showcases the software's benefits through engaging visual representations.

Qt's video utilizes a visual language that highlights how their software streamlines the design and development process. The use of isometric graphics combined with animated arrows illustrates the interconnectedness of UI and UX design within Qt's framework. The visuals establish a clean, modern, and approachable tone, signaling Qt's commitment to empowering developers and simplifying complex tasks. The use of color and minimalist design further emphasizes the efficiency and scalability of the platform.

15. PropheSee

PropheSee is a software solution that provides marketing analytics tools to help businesses explode engagement and grow revenue. The video is designed to show the struggles of marketers navigating through the complexities of data from multiple platforms.

Video Design -
This Software Product Onboarding Video is created in a cartoon style. The visual design features simple, flat illustrations with bold colors. The characters are expressive and the animation is fluid. The video makes use of visual metaphors to communicate the message effectively. For example, the scene with the boxes labeled "Apps" and "Platforms" illustrates the overwhelming number of data sources marketers face.

The visual style of the video is simple but engaging. It uses bright, vibrant colors and cartoon-like illustrations to create a light-hearted and humorous tone. The video is also fast-paced and dynamic, keeping the viewer engaged. This approach helps to communicate the key message of the video, which is that PropheSee can help marketers simplify their marketing analytics efforts and get better results.

16. TeamViewer

TeamViewer xPick is a pick-by-vision solution that helps warehouses and logistics companies improve efficiency and reduce errors. The video is designed to showcase the benefits of the xPick solution.

Video Design - This Software Product Promotional Video uses bright and simple graphics to effectively communicate its message. The video uses simple illustrations and animations, making the complex process of warehouse order picking seem straightforward. The use of bright colors and a clean layout make the video visually appealing and easy to understand.

The video clearly highlights the challenges of traditional warehouse processes and demonstrates how xPick solves these problems. It effectively conveys the value proposition of the solution by showcasing its key features like hands-free order picking, error reduction, and customization flexibility. The video's tone is confident and optimistic, assuring viewers that xPick can help them achieve their goals.

17. CorVel

CorVel provides comprehensive pharmacy solutions and cost containment programs that help reduce pharmacy exposure and spend. This video is designed to highlight the benefits and features of CorVel's pharmacy program.

Video Design - This Software Product Demo Animation Video uses a clean and modern design style with a focus on visual metaphors and simple animations. The use of line drawings, geometric shapes, and a vibrant color palette creates a visually engaging experience. The animation style is clear and easy to follow, effectively conveying the message and demonstrating how CorVel's program works.

The video effectively uses visuals to communicate the core features of CorVel's pharmacy program, such as prior authorization, formulary management, and network penetration. The animation style is professional and engaging, creating a positive tone while showcasing CorVel's expertise and commitment to client success.

18. Cloudflare

Cloudflare is a global network designed to make everything you connect to the internet secure, private, fast, and reliable. This video is designed to showcase Cloudflare's ability to protect your business, your data, and your employees, while providing a fast and reliable online experience.

Video Design - This Software Product Advertising Video uses a mix of abstract and real-world graphics to convey the concept of a global network. Cloudflare's global network is shown as a series of interconnected points across the globe, demonstrating its worldwide presence and reach. The video incorporates abstract graphic elements, including circles, lines, and grid patterns, to visually represent internet traffic and data flow.

The video style effectively communicates Cloudflare's core message, highlighting the benefits of a secure, private, and fast internet experience. The animation style is modern and engaging, creating a sense of security and speed while demonstrating how Cloudflare's technology can enhance your business operations. This video successfully showcases the global network, emphasizing the potential for a seamless and secure digital experience.

19. Function Point

Function Point is an all-in-one agency management software designed to help creative agencies make better business decisions. The video is designed to introduce the product and show how it can benefit agency owners.

Video Design - The video uses a clean and modern visual style, and a vibrant color palette, with flat graphic illustrations and a simple, yet sophisticated design. The visuals are consistent with the theme of the software, highlighting its key features. This makes it a very effective Software Product Advertising Video.

The video does a great job of communicating Function Point's benefits and results. The visual design is clean, simple, and well-organized. The use of graphics and animation draws the viewer's attention to the key elements of the product, and the tone is professional and informative, highlighting the value of the software for creative agencies.

20. iCare

iCare is a provider engagement platform that helps healthcare organizations close gaps in their data. The video is designed to highlight the challenges that healthcare providers face when trying to gather and manage data, and how iCare can help solve those challenges.

Video Design - This Software Product Benefit Video uses animated visuals and a humorous tone to show the pain points of dealing with messy data. The design is clean and simple, with bold colors that grab the viewer's attention. There are icons that show a more positive and optimistic message. The video uses the contrast of a busy work desk in the beginning and a more organized flow in the latter half, showcasing the solution. The visual style focuses on connecting different healthcare data sources like quality, risk adjustment, and pharmacy. The animation is well-crafted, with smooth transitions between scenes.

The video effectively communicates the challenges of provider engagement and shows how iCare's platform can help overcome those challenges by highlighting the benefits of using the platform, demonstrating the results and targeting a specific audience. The tone of the video is lighthearted and engaging, while the visual style reinforces the message and drives the viewer to the website to learn more about the platform.

21. Google

Google's services and products run on a global network of data centers. This video is designed to explain how this network works and how web traffic is managed across the entire network.

Video Design - This is a classic Software Product Demo Explainer Video. The video utilizes a simple and clean visual design. It emphasizes clear and easy-to-understand graphics, with flat illustrations and bold fonts. This style helps to effectively communicate the complex nature of the Google's data center networking.

The video's clear design helps viewers understand the intricate connection between the data centers, visually conveying the scale and reach of the global network. The use of animated map illustrations, coupled with the use of simple language, makes the topic easy to digest. The video uses a warm, optimistic tone throughout to highlight the capabilities and functionality of the Google's network. The design style effectively engages the viewer by delivering information about data centers and networking in a visually appealing and easy-to-understand manner.

22. Moogsoft

Moogsoft is a software solution that uses AI to help IT operators manage and resolve issues. The video is designed to showcase the product's benefits and how it can help IT teams be more efficient.

Video Design - The video features a cartoon cow as a robotic IT operator, which is an interesting way to personify the product. The animation style is simple, but effective. The use of bright colors, bold outlines, and dynamic camera angles create a visually engaging "Software Product Onboarding Video" that grabs the viewer's attention.

The visual style of the video is able to effectively communicate the objective of the video through a relatable story. The video is lighthearted and humorous, which helps to break through the cynicism often associated with IT operations. The video uses a whimsical animation style to convey how Moogsoft can help IT operators be more efficient and reduce stress.

23. Diligent

Diligent is a board management platform that helps corporate boards collaborate securely. This video is designed to highlight the importance of having a board management platform in the digital era.

Video Design - The video utilizes a clean and modern design aesthetic, with a focus on minimalist graphics and a clean, white background. The use of subtle animations adds a dynamic element to the video without overwhelming the viewer. Simple but striking graphics are used to depict the information, making it a good Software Product Onboarding Video.

The visual style communicates the message clearly and effectively. The video emphasizes the importance of secure collaboration and the need for a robust board management platform that can help boards to navigate a complex and rapidly changing business environment. The tone of the video is professional and confident, with a clear focus on the benefits of using Diligent.

24. Citrix

Citrix DaaS is a solution designed to help secure your data. This video is designed to explain the benefits of using Citrix DaaS, for those who prioritize security.

Video Design - This Software Product Functionality Video showcases the security features of Citrix DaaS by focusing on the core components of the product. The video uses minimal but engaging visuals to illustrate these features. The blue color palette is a subtle nod to the company's brand and adds a sense of trust and reliability.

The video focuses on security features such as adaptive authentication, app protection policies, analytics, and compliance standards. The graphics are simple and clear, making them easy to understand. This video does a great job of explaining the core functionality of the product while maintaining a professional tone. The clean design of the video is able to effectively communicate the objective of the video. The narrative of the video is about securing your data and staying compliant. The tone of the video is professional and reassuring, conveying the message that Citrix DaaS can provide the security and control needed to protect your sensitive information.

25. ManageEngine

ManageEngine provides user and entity behavior analytics solutions that use machine learning algorithms to monitor user and entity behavior. This video is designed to showcase how ManageEngine helps organizations detect and prevent cyberattacks.

Video Design - The video utilizes a clean and modern visual style with flat illustrations. Software Product Introduction Video uses a minimalist color palette with a focus on simple, easily digestible visuals. This approach makes it easy for viewers to grasp the core concept and focus on the key message. The animation is subtle and engaging, with smooth transitions between scenes.

The video effectively communicates the objective by using simple, clear visuals and language. The animation and style create a casual and approachable tone, making the subject of user and entity behavior analytics more accessible for a wider audience. The visual style, combined with the clear explanation, helps the viewer understand the benefits and value of using ManageEngine's UEBA solutions for threat detection.

26. State Street

State Street Alpha is a platform designed to help portfolio managers maximize returns while mitigating risks in rapidly changing markets. The video is designed to demonstrate the platform's capabilities and benefits.

Video Design - The video uses a clean, modern design, with bold, bright colors and simple, geometric shapes. It's a Software Product Marketing Video that uses visual metaphors to represent concepts. The visual style is engaging and informative, making the video appealing and easy to understand. The narrative is clearly communicated through the visual design, using icons, and simple shapes, with a focus on the product and not live action.

The visual style of the video effectively communicates the objective of the video, highlighting the pain points of portfolio management and how State Street Alpha solves these issues. The video uses a strong, confident tone, emphasizing the platform's ability to provide portfolio managers with a "single source of truth" for their investments. The video conveys the message that State Street Alpha is a comprehensive, powerful solution that can help portfolio managers make better decisions and achieve better results.

27. Shiftgig

Shiftgig connects businesses with the on-demand workforce through their mobile platform. This video is designed to showcase the simple, flexible, and reliable nature of the company.

Video Design - This Software Product Marketing Video uses bright, colorful graphics to create a lighthearted and engaging tone, further emphasizing the ease of use of the platform. The minimalist design of the video is complemented by the use of simple, user-friendly interface elements such as buttons, icons, and a clean layout. This helps make the product visually appealing and easy to understand for the user.

The visual design effectively communicates the objective of the video by showcasing the seamless and intuitive user experience of the Shiftgig platform. The video clearly highlights the ease of use, making the platform accessible to businesses and workers alike. This positive tone reinforces the benefits of using Shiftgig for a more agile and responsive workforce.

28. Thales

Thales provides solutions for organizations using Google Workspace. The video is designed to highlight the benefits of Thales's solutions for securing sensitive data in the cloud.

Video Design - The video is a Software Product Onboarding Video that utilizes bright colors, simple graphics and illustrations, and a clear and concise narrative. The use of animations keeps the viewer engaged and the overall style is clean, modern and approachable.

The video does a great job of communicating the objective of the video by using a simple and engaging visual style. The use of bright colors and simple graphics makes the video visually appealing and easy to understand. The video's clear narrative explains the benefits of using Thales for Google Workspace security, and the visual design complements this by highlighting the key features and benefits of the product. The tone of the video is professional and reassuring, which is appropriate for the topic of data security.

29. Freshdesk

Freshdesk is an omnichannel customer support software that aims to help businesses improve customer support through automated tasks. This video is designed to introduce the Freshdesk post-call transcript feature.

Video Design - This video utilizes animated graphics for a playful and engaging style. Bright colors and geometric shapes in a neon aesthetic are used to visually represent the digital process of call transcripts. This video is a Software Product Promotion Video that utilizes a fast-paced animated aesthetic to grab the attention of potential customers who may be overwhelmed by the complexity of customer support management.

The video is lighthearted and playful, using colorful visuals to depict the challenge of retrieving valuable customer data. The energetic tone of the video is achieved through its fast pacing and upbeat music. The simple, illustrative animation style helps to quickly communicate the value proposition of Freshdesk's post-call transcription feature, highlighting how this feature can help save time and improve efficiency.

30. 1Password Software Product Onboarding Video

1Password is a password manager. This video is designed to demonstrate how the product integrates with other security solutions.

Video Design - The video is a Software Product Tour Video that visually uses a series of illustrations. This illustrates the concept of integrating 1Password with different existing security systems. The use of icons, and animated line connecting them, provides a clear visual representation of the product's integration capabilities. The clean, modern aesthetic with a predominantly white background reinforces the brand's focus on simplicity and security.

The visual style of the video effectively communicates the objective of the video. It highlights the product's ability to integrate with several security tools. The video's animation style and tone are modern, minimalist, and professional. The video's overall tone is professional and informative, making it suitable for IT professionals and businesses looking for ways to enhance their security posture.

Key Takeaways

Onboarding Video Essentials

onboarding video Essentials

A compelling Software product onboarding Video transforms the initial user experience from overwhelming to empowering. Start with a warm welcome, clearly articulating the software's core purpose and value proposition. Next, provide a concise product blueprint, highlighting key features and functionalities. Follow this with a guided exploration, demonstrating core features in a practical context. Connect the software to real-world applications, showcasing how it solves specific problems. Finally, conclude with clear next steps, encouraging users to explore further, sign up for a trial, or access additional resources.

Effective Onboarding Design

Effective Onboarding Design

An effective Software Product Onboarding Video anticipates user needs and provides a clear path to proficiency. Clarity is paramount: use concise language, avoiding technical jargon. Employ visual storytelling techniques like animations and screen recordings to illustrate key points. Consider incorporating interactive elements, such as clickable buttons or menus, allowing users to explore at their own pace. Strategically placed calls to action guide users towards the next step in their onboarding journey, empowering them to confidently navigate the software and unlock its full potential.

Onboarding Video Types

Onboarding Video Types

Different types of onboarding videos cater to specific goals. Explainer videos provide a high-level overview of the product's value proposition, ideal for capturing initial interest. Demo videos showcase the software in action, focusing on functionalities and how they solve problems. Tutorial videos offer detailed, step-by-step instructions on using specific features. Animated videos engage visually-oriented learners and simplify complex concepts. Live-action videos, featuring real people using the software, create a relatable and authentic experience, particularly effective for testimonials or case studies.

Boost Engagement Retention

boost engagement Retention

Onboarding videos can significantly boost user engagement and retention. Integrate interactive elements like quizzes or polls to transform passive viewing into active participation. Personalize content based on user data and target audience needs. Guide users towards continued engagement with clear calls to action, encouraging them to explore features, access resources, or connect with the community. Extend the onboarding experience beyond the initial video with supplementary resources like blog posts or webinars, reinforcing learning and encouraging ongoing engagement.

Target Audience Resonance

Target Audience Resonance

To create a resonant onboarding video, thoroughly research your target audience's demographics, pain points, and goals. Understand their challenges and how your software provides solutions. Highlight the most relevant product features, avoiding information overload. Choose a visual style that aligns with your target audience's preferences and your brand's identity. Use clear, concise language and adopt a tone that resonates with their communication style, fostering a personalized and engaging experience.

Conversions Satisfaction Boost

Conversions Satisfaction Boost

Onboarding videos can be powerful tools for driving conversions and fostering customer satisfaction. Clearly and persuasively communicate the product's value proposition, highlighting how it solves customer problems. Guide viewers towards conversion with compelling calls to action, encouraging trials, demos, or purchases. Build trust by leveraging customer success stories and testimonials. Offer easy access to support resources, demonstrating your commitment to customer success and building confidence in your product.

Onboarding Video Strategy

Onboarding Video Strategy

Implementing a successful onboarding video strategy requires a well-defined plan. Start by defining clear goals, whether it's increasing engagement, driving conversions, or reducing support tickets. Know your audience and tailor content accordingly. Develop a content strategy outlining key messages and visuals. Prioritize high-quality production for a professional and engaging video. Distribute strategically through your website, social media, and email campaigns. Track and analyze performance metrics like watch time and conversion rates to make data-driven improvements.

Address Pain Points UX

Address Pain Points UX

Onboarding videos can proactively address customer pain points and enhance the user experience. Research and identify common challenges users face. Showcase how your software's features directly address these pain points with clear explanations and visuals. Offer proactive support by anticipating potential roadblocks and providing tips and workarounds. Include links to relevant support resources, empowering users to find solutions independently, creating a smoother, more enjoyable user experience.

Onboarding Video Metrics

Onboarding Video Metrics

Tracking key metrics is crucial for understanding your onboarding video's impact. Monitor video completion rate to gauge engagement. Track click-through rate (CTR) on calls to action to measure their effectiveness. Analyze user engagement metrics like watch time and drop-off points to identify areas for improvement. Track product adoption rate to see how effectively the video drives usage. Monitor customer satisfaction scores related to the onboarding process and the video for qualitative insights.

Build Trust Credibility

Build Trust Credibility

Onboarding videos can be instrumental in building trust and credibility. Be transparent about your software's capabilities, limitations, and pricing. Showcase real-world results through customer testimonials, case studies, and data-driven outcomes. Highlight your team's expertise by mentioning relevant certifications or awards. Emphasize your commitment to customer success by providing clear and accessible support options, fostering trust and long-lasting relationships with users.

B2B Marketing Support

B2B Marketing Support

In B2B marketing, onboarding videos can streamline the sales process and educate prospects. Tailor content to resonate with business decision-makers, focusing on how your software solves their challenges and drives revenue growth. Quantify the ROI using data and case studies. Showcase seamless integrations with existing business tools. Provide in-depth case studies that resonate with specific industries or niches, allowing prospects to envision how your product can address their unique needs.

Sales Conversion Boost

Sales Conversion Boost

Onboarding videos can be a powerful tool for improving sales conversion rates. Clearly communicate the unique Value Proposition of your software, focusing on key benefits. Craft compelling calls to action, encouraging free trials, demos, or sales contact. Leverage social proof through testimonials and case studies. Create a sense of urgency with limited-time offers or promotions, incentivizing immediate action and driving sales growth.

Effective Customer Support

Effective Customer Support

Onboarding videos are a powerful tool for proactive customer support. By addressing common user questions and challenges directly within the video, you can reduce the volume of support tickets and empower users to find solutions independently. Step-by-step visual guides for common tasks and troubleshooting, coupled with links to a comprehensive resource library (FAQs, tutorials, knowledge base), transform the video into a self-service support hub. Clearly showcasing available support channels (email, phone, chat) further reinforces your commitment to customer success. This approach fosters user confidence and reduces reliance on reactive support, leading to increased satisfaction.

Winning Onboarding Strategy

Winning Onboarding Strategy

A winning strategy hinges on a deep understanding of your target audience and clearly defined goals, such as increased user engagement or reduced support costs. These goals inform the video's narrative and visual style, ensuring it resonates with the intended viewers. High-quality visuals, compelling storytelling, and user-friendly navigation are crucial for an engaging experience. Strategic distribution across your website, social media, and email campaigns maximizes reach. Finally, data-driven optimization, tracking metrics like watch time and engagement, allows for continuous improvement and refinement of the strategy for optimal impact.

Leverage Customer Journey

Leverage Customer Journey

Onboarding videos can be strategically integrated throughout the customer journey to provide timely guidance and support. Welcome new users with a video introducing the software's core value proposition, setting a positive first impression. Embed short, focused videos within the software interface to provide contextual guidance for specific features or troubleshooting. Enhance email onboarding sequences with video snippets to reinforce key concepts visually. Finally, link your onboarding video to relevant knowledge base articles and FAQs, creating a seamless transition to self-service support resources. This multi-touchpoint approach ensures users receive consistent and valuable support throughout their journey.

Seamless Onboarding Experience

Seamless Onboarding Experience

A seamless onboarding experience hinges on clarity, engagement, and personalization. Structure your video with intuitive navigation, clear headings, and a logical flow of information, avoiding information overload. Use concise, actionable language free of technical jargon, focusing on steps users can easily follow. Visually engaging elements like high-quality animations and screen recordings enhance comprehension and maintain interest. Personalizing the content by tailoring it to specific user needs or goals further enhances the experience, fostering a sense of accomplishment and encouraging continued engagement with the software.

Integrate Marketing Channels

Integrate Marketing Channels

Your onboarding video should be a cornerstone of your marketing strategy, seamlessly integrated across various channels. Embed it prominently on your website's homepage, product pages, and pricing pages to provide potential customers with an immediate and engaging overview. Promote snippets or teasers on social media platforms to generate interest and drive traffic. Include calls to action to watch the video in email marketing campaigns, such as welcome emails and product updates. Leverage the video in paid advertising campaigns on platforms like Google Ads and Facebook Ads to target specific audience segments with compelling visuals and messaging.

High Quality Engagement

High Quality Engagement

Investing in professional production values, including high-quality visuals, clear audio, and polished editing, is crucial for creating a video that reflects the quality of your software. Craft a compelling narrative that resonates with your target audience, highlighting the problems your software solves and showcasing its benefits in a relatable way. Use visual storytelling techniques like animations and screen recordings to illustrate key points and maintain viewer engagement. Add carefully selected music and sound effects to enhance the mood and tone. Keep the video concise and focused, respecting viewers' time and maximizing impact.

Onboarding Video Narratives

Onboarding Video Narratives

Several narrative structures can effectively engage viewers and communicate your message. The problem-solution narrative presents a relatable problem and positions your software as the solution. The hero's journey follows a protagonist overcoming challenges using your software, showcasing its empowering capabilities. Testimonial-driven narratives build trust and credibility by featuring customer success stories. Explainer-style narratives focus on clearly explaining the features, benefits, and value proposition, ideal for complex products or technical audiences. Choosing the right narrative depends on your target audience, product, and marketing goals.

Compelling Onboarding Hook

Compelling Onboarding Hook

Capturing viewers' attention within the first few seconds is crucial. Start with a bold statement or a thought-provoking question that piques their curiosity. Highlight a relatable pain point that your software addresses, creating an instant connection. Use visually striking imagery, such as animations or dynamic video footage, to make a strong first impression. Showcase a quick win that users can achieve with your software, demonstrating immediate value. Create intrigue or suspense by hinting at a surprising benefit or feature that will be revealed later, encouraging viewers to stay engaged.

Communicate Value Proposition

Communicate Value Proposition

Your onboarding video is a powerful platform to showcase your software's value proposition. Focus on translating features into tangible benefits that resonate with your target audience. Explain how your software solves their problems, makes their lives easier, or helps them achieve their goals. Use customer-centric language, avoiding technical jargon. Show, don't just tell, by using visuals and screen recordings to demonstrate the software in action. Quantify your value with data, statistics, or case studies whenever possible. End with a clear call to action, guiding viewers towards the next step in their journey.

Target Audience Needs

Target Audience Needs

Recognize that different target audiences have unique needs and interests. Segment your audience based on demographics, industry, or product usage. Consider creating personalized videos tailored to each segment, addressing their specific pain points and showcasing relevant features. Use dynamic content to personalize the video experience based on user data. Adjust language and tone to resonate with each segment. By tailoring your message and content, you can create a more engaging and effective onboarding experience for each viewer.

Personalized Onboarding Experience

Personalized Onboarding Experience

Personalization enhances user engagement and product adoption. Leverage user data, such as their name or company, to personalize the video greeting or call to action. Incorporate interactive elements, like quizzes or branching paths, to tailor the content based on user responses. Use dynamic content to personalize the experience based on user data or previous interactions. Segment your audience and create personalized videos for each segment. Offer personalized recommendations for additional resources or next steps based on user data or their interactions with the video.




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!