Onboarding Flow with Personas Template

Create personalized onboarding experiences

Preview the Template
Onboarding flow showing personas and options for using the product - marketing or sales. The first step welcomes the user by name and asks what they plan to use the product for, with icons representing marketing and sales.

Create Personalized Journeys with the Onboarding Flow with Personas Template

The Onboarding Flow with Personas Template by Candu.ai empowers you to create personalized onboarding experiences for diverse user types. Whether you're onboarding administrators, end-users, or collaborators, this template ensures every persona receives tailored guidance to maximize their success.

You can fully customize the content, visuals, and workflow to align with each persona's needs. Progress tracking keeps users engaged, while built-in analytics help you monitor engagement metrics by persona type. This template is ideal for SaaS platforms, project management tools, or any product serving multiple user roles.

By delivering persona-specific experiences, this template improves user satisfaction and drives faster adoption of your platform.

Use Case Examples

  1. SaaS Platforms: Tailor onboarding for administrators, team members, and end-users.
  2. Collaboration Tools: Provide unique guidance for managers, contributors, and reviewers.
  3. E-Learning Platforms: Customize onboarding flows for instructors and students.
Collaborator on this template
Collaborator on this template
Key Features
Persona-Specific Flows
Deliver personalized onboarding journeys based on user type or role
Customizable Content
Adapt messaging tasks and visuals for different user segments
Progress Indicators
Motivate users with clear progress tracking throughout their journey
Responsive Design
Ensure compatibility across desktop tablet and mobile devices
Analytics-Ready
Track persona-specific engagement and optimize user journeys
How does the Onboarding Flow with Personas Template improve onboarding?

By tailoring onboarding flows for specific personas, this template ensures that users receive relevant information and tasks, increasing engagement and retention.

Can I create multiple onboarding flows for different personas?

Yes, the template allows you to design and manage multiple workflows, each customized for a specific user segment.

What analytics does this template provide?

Built-in analytics track engagement metrics for each persona, helping you identify areas for improvement and optimize onboarding flows.

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Pixel perfect user experiences

Pixel perfect
user experiences

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