Category: Onboarding

  • Mobile Onboarding A/B testing simply explained

    In earlier posts about Google’s and Twitter’s onboarding tips we mentioned they would absolutely be measuring the impact of Tips and Tours to get the maximum uplift of user understanding and engagement.

    One method is just by simply looking at your analytics and checking the click-thru rate or whatever other CTA (call-to-action) outcome you desired. But 2 big questions loom:

    1. Is what I’m doing going to be a better experience for users?
    2. How do you “continuously improve?

    In recent years – rather than a “spray and pray” approach, it’s favorable to test-and-learn on a subset of your users. Facebook famously run many experiments per day and because their audience size and demographic diversity is massive they can “continuously improve” to killer engagement. If they “burn a few people” along the way its marginal collateral damage in the execution of their bigger goals.

    That sounds mercenary but the “greater-good” is that by learning effectiveness of your experiments will result in better user experiences across the entire user-base and more retained users.

    What do I mean by Mobile Onboarding?

    Onboarding is the early phases of a user’s experience with your App. A wise Product Manager recently said to me “on-boarding doesn’t make a product… …but it can break the product”.

    If you are familiar with Dave McClure’s “startup metrics for pirates” – then the goal of Onboarding is to get the user to the “AR” in “AARRR”. To recap:

    • A – Acquisition
    • A – Activation
    • R – Retention
    • R – Referral
    • R – Revenue

    So Onboarding’s “job” is to get a user Activated and Retended or Retentioned (can I make those words up? OK, OK “Retained”).

    Because a user’s attention-span is slightly worse than a goldfish your best shot is to get the user Activated in the 1st visit. Once they are gone, they may forget you and move onto other tasks.

    Yes – but specifically what do you mean by Onboarding?

    Activation is learning how a user gets to the “ah-ha” moment and cognizes your Apps utility into their “problem solving” model. Specific actions on onboarding are:

    • Get them some instant gratification
    • Get them some more instant gratification
    • Trade some gratification for a favour in return
      • User registration
      • Invite a friend
      • Push notification permission
    • Most importantly it is the education and execution of a task in the App that gets the “ah-ha” moment. This is often:
      • Carousels
      • Tips
      • Tours
      • Coachmarks
      • A guided set of tasks

    Progressive (or Feature) Onboarding

    Any App typically has more than one feature. Many retailers, banks, insurers, real-estate, telcos (and others) have Apps that have multiple nuggets of utility built into the App.

    This is because they have a deep, varied relationship with their customers and multiple features all need to be onboarded. We can’t decide what to call this yet – its “feature” driven – but the goal is to progressively deepen a user’s understanding and extracted value from the App.

    So onboarding (and A/B testing) applies to more than the first “activation” stage of the App.

    What is A/B testing?

    A/B testing, or split testing, are simple experiments to determine which option, A or B, produces a better outcome. It observes the effect of changing a single element, such as the presenting a Tip or Tour to educate a user.

    Champion vs Challenger

    When the process of experimentation is ongoing, the process is known as champion/challenger. The current champion is tested against new challengers to continuously improve the outcome. This is how Contextual allows you to run experiments on an ongoing basis so you can continue to improve your Activation.

    A/B Testing Process

    Step 1: Form a hypothesis around a question you would like to test. The “split” above  might be testing an experiment (based on a hypothesis) that running a Tip or Tour will influence a “Success Metric” of “Purchases”.

    The “Success Metric” does not need to be something so obvious, it may be testing the effectiveness of an experiment to alter “times opened in last 7 days” across the sample population.

    Here’s another example teaching a user how to update their profile and add a selfie.

    Step 2: Know you need statistical significance (or confidence). See the section below on this – it’s a bit statistical but in summary the certainty you want that the outcome of your experiment reflects the truth. Do not simply compare absolute numbers unless the two numbers are so different that you can be sure just by looking at them, such as a difference in conversion rate between 20% and 35%.

    Step 3: Collect enough data to test your hypothesis. With more subtle variations under experiment, more data needs to be collected to make an unambiguous distinction of statistical confidence decided in Step 2.

    Step 4: Analyse the data to draw conclusions. Contextual provides you with the comparison of performance for every campaign grouped by the same “success metric”. The chart below shows the:

    • Blue is the Control Group (Champion)
    • Green is your Experiment  (Challenger)
    • The last 30 days history.

    “Contextual automatically captures screen visits and button clicks without you needing to a-priori think about it”

    Iterate

    Step 5: Build from the conclusions to continue further experiment iterations.

    Sometimes this might mean:

    • Declaring a  new “Champion”
    • Refining a new “Challenger”
    • Or scrapping the hypothesis.

    The most impressive results come from having a culture of ongoing experiments. It will take some time but ultimately the Product Manager can recruit others in their team (developers, QA, growth hackers) to propose other experiments.

    Statistical Significance

    Picking the right metric

    Running experiments are only useful if:

    • You selected the correct “Success Metric” to examine. In Contextual we allow you to automatically chart your “Success Metrics” comparisons, but we also allow you to “what-if” other metrics. Contextual:
    • automatically captures screen visits and button clicks without you needing to a-priori think about it.
    • allows you to sync data from your backend systems so you can measure other out-of-band data like purchases or loyalty points etc.

    A/A/B or A/A/B/B Testing

    It has become more common to also duplicate identical running of an experiment to eliminate any question of statistical biasing using the A/B tool. If there is a variation between A–A or B/B is “statistically significant” then the experiment is invalidated and reject the experiment.

    Sample Size and Significance

    If you toss a coin 2 times its a lousy experiment.  There is an awesome Derren Brown “10 heads in a row” show. Here’s the spoiler video! If you remember back to your statistics classes at College/University the “standard error” (not “standard deviation”) of both A and B need to NOT overlap in order to have significance.

    Where T = test group count and C = converts count and 95% range is 1.96, Standard Error is:

    I’ll do a whole separate post on it for the geeks but using a calculator in the product is good enough for mortals 🙂
    UPDATE: The geek post is here!

    A/B testing vs multivariate testing

    A/A/B is a form of multivariate testing. But multivariate testing is a usually a more complicated form of experimentation that tests changes to several elements of a single page or action at the same time. One example would be testing changes to the colour scheme, picture used and the title font of a landing page.

    The main advantage is being able to see how changes in different elements interact with each other. It is easier to determine the most effective combination of elements using multivariate testing. This whole picture view also allows smaller elements to be tested than A/B testing, since these are more likely to be affected by other components.

    However, since testing multiple variables at once splits up the traffic stream, only sites with substantial amounts of daily traffic are able to conduct meaningful multivariate testing within a reasonable time frame. Each combination of variables must be separated out. For example, if you are testing changes to the colour, font and shape of a call to action button at the same time, each with two options, this results in 8 combinations (2 x 2 x 2) that must be tested at the same time.

    Generally, A/B testing is a better option because of its simplicity in design, implementation and analysis

    Summary

    Experiments can be “spray-and-pray” or they can be run with a discipline that provides statistical certaintly. I’m not saying its an essential step and the ONLY metric you want to apply to your App engagement – but as tools become available to make this testing possible you have the foundations to make it part of you culture.

  • Twitter’s Tip-driven feature discovery

    On-boarding and Feature Discovery

    I’ve been on Twitter since 2008 but recently I exercised the nuclear option on my phone (243 apps installed is an occupational hazard) and Twitter got blown away with everything else.
    I hadn’t miss Twitter’s incessant neediness to catch my attention and didn’t reinstall it (or Facebook) for a while but (despite my enhanced happiness) I just reinstalled it (but not Facebook ????) and took note of how they on-boarded me.

    Twitter is pretty close to what is considered a B2C App. But it’s popularity exceeded its usability for years.  It was like learning MS-DOS commands and all to just tell people what you had for breakfast. ????????

    So for years it was never a truly B2C success because it’s quirky MS-DOS style only attracted “power users” and social media consultants (ok no need for sarcasm…). In more recent years they’ve truly embraced the need to be less cryptic and make the app useable to a broader set of the population.

    So I reinstalled the App and here is what I noticed:

    Getting a new user to “A-Ha!” (Core Utility)

    News

    On 15th Jan 2009 when Janis Krums (@jkrums) tweeted – “There’s a plane in the Hudson” – everyone finally grokked that twitter’s killer feature was instant access to raw un-curated news and that any citizen journalist could now break something important like the Arab Spring.

    Eventually Twitter productized that and its its one of the first Tip you see when using the App. Its a killer.

    Refresh

    No – Steph Curry is not wearing a nice blue hat. This popup Tip is a key “a-ha” reminder for Twitter’s tweet  refresh function.“Spring Refresh” has been around for a few years but Twitter is not leaving it to chance that a new user may not know they can get new Tweets by pulling the list down.


    Notifications

    Obviously following people is a key function for Twitter stickiness – people want to know when their friends were Tweeting (about breakfast). But for years you never knew when someone actually tweeted that you cared about. So about 2 years ago, Twitter let you curate the people you are ACTUALLY interested to hear from. This Tip is a crucial driver of App Opens for Twitter and a crucial value enhancer for the user. No longer did I need to open the App and scroll through a bajillion tweets just to know Rui was live.
    This Tip is an enhancer surfacing a killer feature.


    LOLCATS

    Animated GIFs are a win for virality and having a laugh – so its natural that Twitter wants to make this easy as IMGUR to get great GIFs.

    Twitter makes a smart move here to let people know about the feature. This will increase usage and they reap the viral benefits.


    Misunderstood Features

    People in the early days had to decipher the MS-DOS style logic of Twitter’s early design. I’ve heard it said that your power users will treat your App like an Operating System and try to figure out the features.

    This is a classic case of early-adopter behavior before an App “crossed the chasm”. The early users had to decipher how to:

    • DM (private messages got learned the hard way! BTW it was “d <username>)
    • When to use “RT” for a retweet.
    • And other cryptic things like the difference between @ and .@ and
    • when to hashtag # and when to @ when some event/company had both!

    So these 2 variants of a Tip are good examples of how they hid that complexity but people still needed to understand who the @ reply is going to. This nicely placed tip…in context, tells a new user exactly who should see your witty pithy reply.


    Explaining New Features


    I thought I knew Twitter….this tip surfaced a feature I didn’t know about:

    • Tips work even for B2C Apps and
    • Power Users can still learn a new trick. 🙂

    No persona based on-boarding. Why not?

    As I mentioned earlier, being a consistent user since 2008 and having logged in with that same username (@djinoz) then Twitter absolutely should be able to suppress newbies tips for me each time I install a new device.

    It’s dumb they repeat this. I guess they think its “mostly harmless”.


    Summary

    Twitter has raised billions and at the time of writing this post, they have 12 open positions in “product and design”. Its clear that giving the user the best experience has inspired the tips that I’ve shown above.

    Again, this shows us that the biggest of the big are using data-driven intelligence to decide that tips give engagement uplift and deeper connection with a product’s features. Think about this for your App. Or perhaps you’d like a role at Twitter – I’ve pasted a few of these San Francisco based jobs below.

  • Google’s Progressive On-boarding with Tips/Tours

    We sometimes hear developers or product managers say – “tips” are a sign your UI has failed.

    But Google, with the biggest B2C interactive audience (if you include search) globally, use tips and modals very creatively.

    You would think that Google have:

    • Some of the best Product Managers and Product Designers
    • Unlimited budget
    • Analytics to know what inApp education creates uplift
    • An experiment-driven culture
    • Decision makers who are nothing but data-driven

    So the logical conclusion is that “Progressive On-boarding” is an initiative across many Google products, and it is successfully driving deeper engagement. Otherwise, they wouldn’t do it, right?

    So let’s examine a few of the tips, tours, modals that Google has used in their mobile products in the last 6 months.

     

    Google Maps

    The Opportunity:  Google recently introduced en-route destinations but I bet you didn’t know. They used a tip to promote the new feature.

    They did it the right way. The wrong way is more of a 2015 style “dumb” approach used by most Apps – throwing up a “What’s New” carousel for existing users when they open the App. This blocks the user from the utility that Maps exist to provide. Dumb.

    Google Maps add a Pit-Stop

    Context:  Google keeps out of the way and lets you set your primary destination – this is Map’s main navigation use-case. So they don’t interfere with that. But after the trip is underway, this tip was shown.

    On this day we had a passenger to be dropped off at a train station, so we added this to our route and the default route was changed to support this. Smart!

    Wow Factor: by being contextual and delivering enhanced utility it is now burned into my brain that is a normal method of using Maps in navigation mode.

    Get out of the way: Look at the tip design:

    1. It assumes I’m in motion and keeps the message simple
    2. Uses common language. By using pit-stop it speaks to a driving brain
    3. Pictorial to support the message
    4. Does not force a response. By using “Got It” the user can respond to the action or get on with the job. They don’t even need to use a swipe gesture that might be more dangerous driving ????

     

    More Google Maps – tips as promotions

    Google Maps Uber Promo
    So we know tips are great for education, but also tips can be contextual delivery methods for offers. We’ve seen a few media Apps introduce offers in the context of the UX – it’s a light-weight context-based approach, that does not consume developer resources or steal from screen real-estate to drive an upsell.

    Selecting your navigation method is an interesting interstitial for Google to promote their partnership with Uber:

    • Perfect position
    • Perfect timing
    • Uber branding
    • Call-to-Action with reward.

    I’ve got more Maps examples for another time….

     

    Youtube

    We’ve already shown how Netflix encourages off-line viewing of videos. This is obviously a method for increasing consumption and usage of their service. Here we see 2 Youtube variants: top and bottom – one with a bold title. We also see some of the buttons are changing, so it’s possible they can A/B alter the App render on-the-fly.

    Youtube offline variant 1

    Youtube offline variant 2

     

    So this is a good lesson that Youtube is trying different variants to see what creates conversion – after seeing these I started to download audio books over the home wifi to listen to while commuting.

     

    Youtube Subscriptions Re-discovery

    This tip is on the subscriptions Youtube page. “Channels” are your fave subscriptions. But Youtube recommendation engine overwhelms you and you never get back to your favorite content. It just gets lost. This simple tip reminds me I can see all my channels and skip the recommendation engine that is taking 90% of the screen.

    Youtube-Channel-Reminder

    This tip is an example of a great reminder how App features get buried and you need to help user re-discover them.

     

    Google Docs/Drive

    This suite of products has a lot of utility and designed for everyone from the casual user to displacing MS-Word and Excel in the workplace.

    Originally I was intended to include examples in this post but its way too meaty that I’ll devote a later post to it.

     

    Google Home

    This is an important initiative by Google to tough it out in the battle for IoT in your home. Google Chromecast became Google Cast and attacks Apple TV and AirPlay which had significant start and usability advantage.

    But the big game will be more devices under your control like Nest, Amazon’s range of Alexa devices and a raft of smaller sensors and controllers like LIFX lights.

    In the example, Home is showing a more directed initial onboarding experience. The goal is to get you to Wow! AND THAT IS YouTube or Netflix on your telly.

    Google Home Manage Your Devices

    To get users to connect their Cast devices is the most important 5minutes in the journey. So this coach mark modal is a FORCEFUL method that we’ve seen on a few Google Products. It allows the user to see App content but it’s a strong driver for an outcome based flow that leads to Wow!. Interesting characteristics:

    • No obvious escape from the flow.
    • There is no “dismiss”, everything focuses the user on clicking that button top-right.
    • In reality touching outside the overlay causes the “dismiss” – at Contextual we call this “touch-in” and “touch-out” and our users can control how an end-App-user can dismiss or follow a call-to-action.
    • The App user can see content, so they are not blocked from the end-goal, but they know they have a “job-to-be-done” to get that value. Contrast this with (a few years ago) the Path App:
    • At the time people said it was beautiful, BUT…
    • It was (about) a 6 step process that was designed to get you to a Wow. But the steps were linear and you had no idea in 5 steps what the happy experience was supposed to be!
    • Now Apps realize that they need to drip-feed happy experience so they can trade an onboarding step with user happiness (motiviation)

     

    Progressive On-boarding is the new Best Practice

    These examples shows how Apps with high engagement still need help to allow users to discover or re-discover features. The magic is in the simplicity and innocuous presence and deliberate motivation → to drive deeper engagement and utility of the App. At Contextual we think that Best Practice is shown by these giants but can be delivered to smaller companies with a platform designed for:

    • Helping Product Manager and Product Designers Experiment easily
    • Uplift focussed analytics to know what Experiments are getting results
    • Foster an Experiment-driven process to deepen customer stickiness/retention
    • Affordable
  • Are you just ticking the box?

    When we interview product teams, they often tell us how they struggle to give new feature onboarding the attention it deserves.

    It seems that unless you have an army of developers, the coding part of promoting a new feature is usually the last job done. And when it’s done, there’s only time to design and bundle an average carousel that tells users about the new features when they next open the App. Does this really get the new feature activation job done? Or, is it just appeasing product owners and ticking the onboarding “box?”

    We’ve all experienced it.

    You open an App and the first thing you see is a carousel telling you about a long list of changes and new features. What do you do…swipe right by?

    Here’s a real life example of an App that is “just ticking the box”

    This Global Mobile Banking App is using an onboarding carousel to explain the new features in their latest release. In this case, there’s a really good chance that when the user opens the App they just want to pay an urgent bill. Yet, they are forced to read and absorb 3 screens of new information before they can can get to that “Pay Bill” function.

    The App is getting in the way of what the user logged in to do. Giving users out of context information can be distracting, confusing and hindering.

    A Global Banking App

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