How onboards free trial users

6 best practices for onboarding customers inside your product plus a free template

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Ash Withers
minutes reading time

Success Data

This is the first post in our best-in-class onboarding series where we’re exploring top SaaS companies that deliver personalized, in-product content that drives activation via a product-led growth model. Each blog includes a DIY no-code onboarding experience template—such as a dashboard—based on the product featured. Get your free Project Management Onboarding Dashboard below. 

The top software companies in your tech stack rely on in-product onboarding content to drive user activation, adoption, and engagement at scale. But these companies also rely on dozens of engineers who are dedicated to building and updating seamless, self-service surveys and dashboards that improve user experiences (UX) across the customer lifecycle. takes a product-led approach by “managing the Project Manager” with an onboarding dashboard that keeps users on task from the first log-in. helps customers plan, manage, and collaborate on any project or portfolio with a single platform—so it makes sense that their onboarding setup mirrors its core benefits.’s onboarding dashboard leverages its entire Home Page to address key activation points across the customer journey—from configuration tasks to learning and support. The cohesive dashboard is actually made up of several strategically placed components:

1. Conversion banner targets specific trial segments based on “days left” via non-intrusive dismissible content. By pairing a trial duration reminder with a clear call-to-action button that prompts users to visit the pricing page, the dashboard becomes an additional marketing channel. Instead of relying on email nurture flows, Product Marketers can reach users where and when it matters most—directly inside the product at any point in their trial journey.

Trial duration reminder

2. Personalized announcement 

The “warm welcome” is a critical part of any onboarding experience. In this example, pairs name personalization with a time-synced greeting; however, the banner refreshes upon log-in and often features motivational messaging such as, “Be proud of what you've done today!” to complement Monday’s productivity benefits. 

Personalized greeting

3. Expandable messaging center

Notifications are front and center on the log-in dashboard. cleverly pairs the collaborative inbox feature with a dismissible enablement banner that asks users to invite their team. An event-driven banner would display only for users who haven’t yet invited their teammates, ensuring the content is relevant.

Expandable messaging center

4. Project-related shortcuts 

Similar to the messaging center, users see both “Recent” and “My workspaces” content feeds that enable them to jump back into their latest projects and boards. Because’s left-hand navigation bar uses a space-saving, icons-only design, these project-related shortcuts keep content highly visible. Users never have to click far to pick up where they left off. 

Projects and boards shortcuts

5. Configuration to-do list

Activation is just as important as regular engagement; in fact, the two go hand in hand. That’s why includes a dismissible action card checklist that includes tasks related to platform collaboration—such as uploading content to a profile to ensure other team members can find and connect with the right project stakeholders. Configuration tasks such as “Enable Desktop Notifications” also keep users actively engaged by regularly alerting them to collaboration opportunities across the platform.

Account set-up checklist

6. Enablement and support resources

To support users who want a more straightforward learning experience, also includes shortcuts to self-service enablement resources. Including value-driven content not only gets users up and running faster, but it helps reduce the number of support tickets by ensuring support docs and webinars are easy to find.

Resource shortcuts

Related: How to build a Gorgias-style product homepage that increases self-service by 10%

You can get’s best-in-class project management dashboard content without their enterprise-sized engineering team. Explore the interactive onboarding template below.

Build an onboarding experience like’s

We also made some best practice improvements to the user interface (UI) for better onboarding. Where initially featured a “Recent” content feed, we included a quick-start project checklist. With a Candu-built event-driven checklist, users can not only take an active role in ticking off to-dos but tasks also sync with product and content usage data to automatically check off items as they are completed. Ultimately, the checklist will enable users to build the projects that will later display in the “Recent” section.

Candu-built checklist replaces the project-related shortcuts section featured on's dashboard

Grab this no-code template that features personalized greetings, configuration checklists, and more. You can explore all our onboarding and other in-product experience templates here.


Select the template used on this article and customize it based on your users needs.

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