Employee/Customer Onboarding, Training and Enablement
Come to ScreenSteps blog to learn how to onboard, train and support your employees and customers.
Customer Success
ScreenSteps Software | Software Documentation Tips
By:
Jonathan DeVore
May 20th, 2016
It's a small thing. But after I was told that one of my help articles looked sloppy, I realized that consistent screenshot width throughout a help article is important.
By:
Jonathan DeVore
January 8th, 2016
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 Bother? 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.
Onboarding | Customer Education Lifecycle
By:
Jonathan DeVore
August 17th, 2015
In this week's review of how other SaaS (software as a service) products are onboarding new customers, we're going to check out Kajabi - a SaaS for building online courses, membership sites, and information products.
By:
Jonathan DeVore
July 17th, 2015
After you've onboarded a prospect/new customer to your SaaS, and after they've gone through some additional training, your users may still have trouble using your product - not because your instructions are bad, but because your users may still not know what to do.
By:
Jonathan DeVore
July 9th, 2015
I'm not aware of any commandments, requirements, or laws for onboarding customers to a software platform - but I do have 3 rules that I try to live by: Find out what a user wants to do Motivate them to action Give them a map that shows them how to get wherever they want to be Why live by those rules? Well, during the onboarding phase, it's really important that your customers experience "wins" early on. If you know what they want to do, it's easy to motivate and provide a specific map. If you don't know what they want, you end up overwhelming customers with too much information.
By:
Jonathan DeVore
May 19th, 2015
The old knowledge base template was a little outdated, and looked like this: Which is fine, if you like that that look. But some of you mentioned that it was too text-heavy and difficult to navigate through when you had a lot of documentation (and many of you have A LOT of documentation... like, over 400 articles). So, last week, we released a new template to make your knowledge base a little snazzier looking.
By:
Jonathan DeVore
November 12th, 2014
We often get questions about using ScreenSteps vs. MadCap Flare or RoboHelp. I'm not going to go into a feature by feature comparison - both RoboHelp and MadCap Flare are very capable products and if you start listing all of the features, both will have a much longer list than ScreenSteps. The main difference between ScreenSteps and these other authoring tools is philosophy. Both Flare and RoboHep are built around the the idea of "documentation projects." A team or author using one of these products will go through everything you would do with a traditional project:
By:
Jonathan DeVore
November 3rd, 2014
I was ready to checkout of Lowe's. On my way to the register, I noticed there were a few available machines at self-checkout, and considered skipping the line to scan everything myself.
By:
Jonathan DeVore
February 20th, 2014
We're happy to announce a new and improved Zendesk integration. It now works with Zendesk Legacy AND Help Center, is a much faster setup, and has a tighter integration with Zendesk so that you can author everything in ScreenSteps.