Basecamp is the ubiquitous web based project management software. I use it along with a massive number of other companies.
I really like Sam Hulick's onboarding teardowns.
In the past few years, organizations have tried different combinations of strategies to engage users and get them using the product in a way that will likely get them to stick around. Here are some I've experienced:
- Personal phone calls from staff (sometimes within 2 minutes of sign up)
- In app notifications and offers
- SMS text messages
- Personalized emails from CEOs
- Emails from the app
Sam already did one for Basecamp a few years ago. He mainly focused on the on screen experience.
It's unlikely that a user will go through and follow the whole process in the first shot. If you're like me, it's too easy to get distracted and never come back. Email is a great way to reach back to the user and remind them what's left to complete. I wanted to take a look at things from an email perspective.
Let's see how Basecamp does it:
(If it's too small, make it larger in the top right corner)Tweet