Onboarding steps are not clear enough
T
Tender Koi
When I go to /admin, in the "Getting started" onboarding section there are many things that are not clear:
- Invite your team: It assumes that I have a team, but I am just a single-person company. I think this step should be optional.
- Connect an integration: This will fail if you didn't complete the previous steps. The redirection from Github will fail saying "the app is already installed". I spent quite some time figuring out how to solve this and then I realized it worked after completing the previous step and removing/re-adding the connection.
- Collect feedback: It is not mentioned anywhere that you have to create 3 feedback posts in order to complete this step. Only after watching this video is when I realized this requirement: https://help.canny.io/en/articles/8325109-unlocking-our-free-plan
I hope onboarding becomes a more streamlined experience for new users.
Adam Laycock
Merged in a post:
Onboarding is presumptuous
M
Military Cheetah
Very annoying to be asked to invite teammates I don't have, add integrations I don't need, and make fake posts just to complete the onboarding.
Adam Laycock
Merged in a post:
Remove onboarding ultimatum
R
Right Chicken
I understand the rationale behind this approach, but the lack of clear communication has resulted in an unexpected and unpleasant experience. If this information had been more prominent, it would have prevented any inconvenience. Discovering it through a "locked account" page can be quite disheartening. It would be beneficial to ensure this detail is clearly highlighted from the beginning, as it currently appears only in the small print within the progress bar popover during onboarding.
J
Julep green Crow
Totally agreed, and I can't even find the support link to chat to someone about skipping the onboarding...
Adam Laycock
Julep green Crow: Hi Paul! There should be a blue bubble in the bottom right corner of your screen to open a conversation with our support team. It might be hidden if you have an ad or content blocker enabled, so if you're using one, try turning that off first.
Sarah Hum
Thank you for posting, Tender Koi! I have a few more questions for you:
- Can you provide more details on how you would like the 'Invite your team' step to be presented for single-person companies?
- Could you elaborate on the issues you faced with the 'Connect an integration' step? What would have made this process clearer for you?
- Regarding the 'Collect feedback' step, how would you suggest we communicate the requirement of creating 3 feedback posts more effectively?
K
Kobi Mastodon
Agreed. I was able to contact them directly and remove the restrictions, but there is no reason you shouldn't be able to skip steps to un-time-limit the onboarding. Also why have the time limit at all?