Skip to templates Templates / Onboarding / Page 2 Onboarding templates Help new users reach their first useful result. Choose a starting point for the first visit, setup or a task that needs a little explanation.
24 templates All templates 85 Onboarding 24 Feature adoption 41 Upgrades & conversion 14 Feedback 6 Ask what a user wants to do with a Welcome Survey, outline setup with a checklist, then offer a short tour for a specific task.
Choose your starting point. All onboarding templates Product tours Show users how to complete one task. Checklists Help users work through setup. Welcome flows Find the right starting point for each user. Browse the templates below, or explore user onboarding flows and onboarding checklists .
Showing 13–24 of 24 templates
Clear filters In-page Onboard new users with a dynamic, horizontal checklist
In-page Centralize all getting started resources
In-page A home page that greets users with their next steps
Modal A one-minute welcome video with a clear next step
Modal Show what an integration does, then connect it
Modal Help new users bring their work in from another tool
In-page Turn an empty page into the first thing users create
Modal Two quick questions that personalise the whole setup
Modal Ask what users are here to do and start them there
In-page Three pages of choice cards and questions that tailor onboarding
Modal Gather vital information about your new users as you onboard them into your product
Modal Let the assistant send invites after a quick confirm
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Plan the first few steps 1 Welcome users A welcome flow helps you learn what someone came to do before introducing the rest of the product.
Welcome Survey 2 Make setup manageable Use a checklist when getting started involves several actions that users need to work through.
Setup Checklist Card 3 Explain one task Use a product tour to show a short path through the interface, close to the task itself.
Product Walkthrough Tour
Choosing a template How do tours and checklists differ? Product Walkthrough Tour walks through three steps on the main screen. Setup Checklist Card presents setup actions in a compact card. Compare the tour preview
Does a welcome flow have to be a survey? Welcome and Tour Choice lets users choose a tour or explore. Welcome Survey asks two questions to help tailor setup. See Welcome and Tour Choice
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