Onboarding users
onto Diamond 

Diamond helps users spend less time looking for their files and more time doing the things they want to do. 

Hundreds of thousands of files now occupy our computers, phones, and cloud storage sites. Finding what you need can sometimes feel impossible.

Diamond Home Page
onboarding-1
connect cloud
ready-last-step

My Role

During a push to increase user activation rates, the product manager noticed a significant amount of people were leaving without downloading the app after landing on the homepage. On top of that, users who had downloaded the app weren’t trying it. 

I was brought in as a freelance product designer to help increase user activation rate. There was a tight timeline of one month due to a PR event that was coming up.

Understanding the problem 

To make sure we could deliver in time for the PR event, we had to be extremely selective about what to work on that could impact user activation rates. To inform this decision: User Research could tell us "why" users were not activating, Analytics could tell us "what" stage of the flow they were not activating, and a brainstorming method called "Question-storming" could uncover any additional insights & perspective from the team that I would not know to ask.

legacy
Legacy Diamond onboarding flow — Yes, it really was 19 steps long

User Research Findings

The PM had already documented user research to give me a good starting point to understand the problem.

About half of users didn’t feel comfortable with downloading Diamond because they were concerned about the security of their information

An significant amount of users didn't want to connect their email accounts and more so, their file-sharing cloud services because of privacy and security concerns.

Ambiguous copy confused users about what action to take next

There was generally a positive reception to the home page but messaging wasn’t clear enough to convince users what Diamond could do for them inciting questions like:

What problem does Diamond solve?

How will Diamond make my life better?

Why should I trust Diamond (with my information, to improve my workflow)?

Why do I have to connect my accounts to Diamond?

Analytics

We worked with the data scientist to get a quantitative understanding of where the problem was occurring. From this, we learned that:

  • There was a ~20% drop-off after users were prompted to connect their accounts
  • There was a ~30% drop-off after a “secret code” was sent to the user (the intention was to eleminate the need for passwords altogether)

Question-Storming

With a good grasp of where and what problems were occurring to contribute to the high bounce rate, I facilitated a question-storming activity to help me understand all the different perspectives to consider. 

To prepare for the brainstorm, I audited the onboarding flow. We looked at each step of the flow as a group and brainstormed only questions, either as the makers of Diamond or as users of Diamond.

The biggest takeaway was that growing User Activation rate would not be limited to just the onboarding flow because the problem occured upstream in the Homepage, as well. By the end of this process, everyone on the team felt the pain deeply, and new ideas of what to solve and how to solve it emerged.  

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Question-storming process: Over 140 questions were generated from this exercise

The goal of the Homepage

From the user research, we realized there were a couple main questions that we wanted to address early on so we could set the right expectation. These questions were:

What pains does Diamond solve for me?
How will Diamond make my life better?
Why should I trust Diamond (with my information, to improve my workflow)?
How Diamond technically works?
What security measures we take with user information?

As we were refining the messaging, I also conducted a competitive audit to align on brand vision with Marketing. This tangible document helped him articulate what he thought worked well on other sites and what he believed to be the vision of Diamond. We settled on: 

Highlighting humans in action
Avoide using stereotypical tech/AI imagery
Helping users see how Diamond can fit into their lifestyle
Diamond should be minimal and take a backseat

Screen Shot 2018-06-27 at 9.18.00 PM

The Onboarding Flow

From the user research and question-storming activity, we realized the main problems with the onboarding flow were:

People were confused by the secret code (Diamond is very conscious of security and as such, eliminated the need for passwords altogether by using secret codes that were sent to user emails every time a user tried to log in)

Even after downloading the app, users were concerned about security/privacy

Even after downloading the app, users wondered why they had to connect different accounts

The flow was very cumbersome and had many steps that required context switching (web > email > web to download > native app to sign up > web to connect)

onboarding-flow

Final Design

After several iterations of the homepage, we finalized on a Homepage that was ready for testing.

Diamond Home Page

Streamlining the Onboarding Flow

Allowing users to sign up from app helps them: 

Skip the secret code input process
See “just in time” content based off the context/step in the flow
Allow for recovery if user quits at any point
Reduce context switching between web/native app/email

onboarding-1
onboarding-2
connect email
connect cloud
we’re ready

The Results

Since the project wrapped up in May, we saw a big increase in completion rate. The team rolled out the new home page and onboarding flow just in time to welcome new users from the PR event. The team was happy with the results and shared these screenshots to show me the difference the design changes had on their metrics. Due to low number of users (they were still in beta), I was especially happy to see the survey comments reflect a positive opinion of the new site. 

2017-06-20
2017-06-20 (1)

(c) Beatrice Law 2018