SaaS Onboarding for Complex Products

Explore how SaaS products introduce advanced features through guided setup, progressive disclosure, and contextual help. Compare ways to help new users understand a complex product without presenting everything at once.

June

User Onboarding

June
Light
Signup Account Setup Invite Team Members User Onboarding
8
screens
June Signup
June Account Setup
June Account Setup
June Account Setup
June Account Setup
June Account Setup
June Invite Team Members
June User Onboarding

Help Kit

User Onboarding

Help Kit
Light
Signup Success Verification Login Account Setup Loading Screen Product Tour
26
screens
Help Kit Signup
Help Kit Success
Help Kit Verification
Help Kit Verification
Help Kit Login
Help Kit Account Setup
Help Kit Account Setup
Help Kit Account Setup
Help Kit Success
Help Kit Account Setup

Coherence

Sign Up & Account Setup

Coherence
Dark
Signup Account Setup
4
screens
Coherence Signup
Coherence Account Setup
Coherence Account Setup
Coherence Account Setup

Customer.io

Set Up Account

Customer.io
Light
Account Setup
5
screens
Customer.io Company Setup
Customer.io Goals And Experiences Set Up
Customer.io Channels Setup
Customer.io Skills Setup
Customer.io Account Setup

Customer.io

User Onboarding

Customer.io
Light
Welcome Screen User Onboarding Analytics Success Create Element Flowchart
10
screens
Customer.io Welcome Screen
Customer.io Send First Campaign
Customer.io First Campaign Created
Customer.io Campaign Overview
Customer.io Campaign Setup Success
Customer.io Campaign Review
Customer.io Campaign Goals Settings
Customer.io Campaign Review
Customer.io Campaign Workflow
Customer.io Create First Campaign

Intercom

Help Desk User Onboarding

Intercom
Light
User Onboarding
8
screens
Intercom Help Desk Onboarding
Intercom Help Desk Onboarding
Intercom Help Desk Onboarding
Intercom Help Desk Onboarding
Intercom Help Desk Onboarding
Intercom Help Desk Onboarding
Intercom Help Desk Onboarding
Intercom Help Desk Onboarding

Glide

Set up a workspace

Glide
Light
User Onboarding Invite Team Members
5
screens
Glide Set up your team workspace
Glide Connect work tools during onboarding
Glide Choose tools to connect
Glide Start from an app template
Glide Invite teammates during setup

Visitors

Account Setup

Visitors
Light
Account Setup Upgrading
6
screens
Visitors Account Name
Visitors Profile Picture
Visitors Project Name
Visitors Project Domain
Visitors Setup Tracking
Visitors Upgrading

Wope

User Onboarding

Wope
Light
User Onboarding Empty State
6
screens
Wope Set up domain
Wope Choose competitors
Wope Choose keywords
Wope Create account
Wope Setup finished
Wope Empty dashboard

Fiberplane

Onboarding

Fiberplane
Light
User Onboarding Account Setup
12
screens
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding
Fiberplane User Onboarding

Specify

User Onboarding

Specify
Dark
User Onboarding Loading Screen
22
screens
Specify User Onboarding
Specify Create a repository
Specify User Onboarding
Specify User Onboarding
Specify User Onboarding
Specify User Onboarding
Specify Connect a Destination application
Specify Destination app details
Specify Loading Screen
Specify User Onboarding

Userflow

User Onboarding

Userflow
Light
User Onboarding
17
screens
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding
Userflow User Onboarding

Blobr

User Onboarding

Blobr
Light
User Onboarding Create Element
23
screens
Blobr User Onboarding
Blobr Add API Source
Blobr User Onboarding
Blobr Add Product
Blobr User Onboarding
Blobr User Onboarding
Blobr Add API Source
Blobr Add API Source
Blobr Add API Source
Blobr Add API Source

Phantombuster

User Onboarding

Phantombuster
Light
Welcome Screen User Onboarding Dashboard
6
screens
Phantombuster Welcome Screen
Phantombuster User Onboarding
Phantombuster User Onboarding
Phantombuster User Onboarding
Phantombuster User Onboarding
Phantombuster Dashboard

Prelude

Set up Verify API

Prelude
Light
Signup Account Setup Welcome Screen Add & Edit
5
screens
Prelude Signup
Prelude Create First App
Prelude Welcome Screen
Prelude Generate Key
Prelude Add Prelude To App

Fernand

Set up a support channel

Fernand
Light
User Onboarding Settings Empty State
5
screens
Fernand User Onboarding
Fernand Email verified
Fernand Add new channel
Fernand Domain authentication
Fernand Channel settings