Posted on Oct 5, 2016 9:59:48 AM by Greg DeVore
About a year ago, we started grappling with the problem of long articles. Sometimes, a short article just wouldn't cut it--you need a lengthy onboarding guide or a long procedure that has a lot of content. The question became, "how can one best present lengthy content to the end user?"
Because if articles are too long, they force the reader to endlessly scroll down the page. All of that scrolling can be confusing, and readers can quickly lose track of what they are even looking at. So we wanted to fix that.
One option was to split the article up into multiple articles in a manual. This approach would let a reader finish an article, and then hit next. The problem we saw was that, often times, readers would either land in the middle of a lengthy process (from searching a keyword the knowledge base and clicking on an article), or they would get lost somewhere in the process and lose track of where they were.
Posted on Feb 29, 2016 8:00:00 AM by Greg DeVore
A step by step guide that gives your customers a clear path to success can really boost your customer onboarding and success efforts. Here are a few tips for providing that clear path.
Posted on Feb 22, 2016 8:00:00 AM by Greg DeVore
We will often see customers sign up for a trial without a clear idea of what their goals are. They know they have a general problem and they know that they need to do something but they have a tough time defining exactly what the problem or explains exactly how they plan on solving it.
Posted on Feb 15, 2016 11:35:39 AM by Greg DeVore
You cannot help your customers be successful unless they understand what their goals are. You probably didn't expect me to say that. You probably expected me to say that you can't help your customers be successful unless you know what their goals are. But that isn't totally true. If you have a low touch sales process and provide a lot for self-service information, a customer who has a clear goal in mind can be successful with your product without ever contacting you. But if they don't know what their goals are then the chances of them being successful with your product aren't very good.
Posted on Jan 8, 2016 11:30:00 AM by Jonathan DeVore
What do new users experience when they first login to your SaaS? If you're not sure, you should sign up for a trial of your own product, and take a look. See if you're making one of the 3 most common onboarding mistakes.
Why is onboarding important? Well, remember the time you went to a restaurant you hadn't ever been to before, and nobody was there to welcome you? You just kind of stood around, waiting for something to happen. That was uncomfortable, wasn't it? And even though you only waited around for five minutes, it felt like 30. And not knowing what to do during those five minutes (or having anything to help you out) was frustrating.
A hostess greeting you when you walk in is a small thing--really, all she says is "Welcome," "The wait is about 10 minutes," "You can sit over there," "Your table is ready"--but she gives you assurance, and helps you feel more comfortable.
Onboarding new users is kind of like having a hostess at a restaurant. It's a small thing. Maybe all your onboarding does is say, "Welcome," "Here are some options..." and "Here's how to do them..." But having something to tell your new users what's going on can give them assurance, and help them feel more comfortable.
Posted on Nov 5, 2015 8:55:44 AM by Greg DeVore
Most enterprise software companies do one-on-one onboardings by either going onto the client site or by hosting a training via a web meeting. When I talk to our enterprise customers about using documentation in their onboarding they think that I am talking about replacing their current onboarding practices.
Posted on Oct 22, 2015 9:53:25 AM by Greg DeVore
Our brains struggle to remember more than 5-7 things. We just aren't very good at remembering more than that. But our brains are very good at chunking information.
Chunking information is the process where we break up large amounts of information into manageable chunks. It's almost like putting things into folders.
Let's look at how this works with phone numbers in the United States. I live in Northern Virginia
just outside of Washington DC. There are basically three area codes that I usually run into: 703, 571 (which are both in Northern Virginia), and 202 which is Washington, DC.
Posted on Oct 8, 2015 2:52:35 PM by Greg DeVore
It didn't used to matter what your documentation site looked like. Gobs of text. No formatting. No design. They were awful to look at and nobody cared.
But those days are gone. Today, the quailty of your knowledge base can play a major role in the perception of your company and your product. But making a great looking knowledge base can be tricky if you don't have the right tools. In this artilce I am going to outline 5 ways ScreenSteps makes you look great.
The first thing ScreenSteps will do for you is give you a beautiful looking knowledge base. What your knowledge base looks like is one of the trust factors your customers will rely on. When you have a great looking knowledge base your customers will have more confidence in your company.
Posted on Oct 6, 2015 7:00:00 AM by Greg DeVore
As a Documentation Admin and Trainer you may feel that you are being asked to do the impossible:
How can you cover everything that you need your team to know, keep it engaging AND do it all in a 1-hour session?