How Evernote designs its Onboarding Process

Evernote uses a combination of three types of onboarding: benefit-oriented onboarding, function oriented onboarding and progressive onboarding.

How Evernote designs its Onboarding Process 1

During the last weeks I’ve published different articles about what onboarding is, how you can design it and why you should think user-centric. Now I want to take a closer look at a successfully designed onboarding process.

Evernote uses a combination of all three types of onboarding I’ve explained in the article “How not to lose users during app onboarding”.

__________________________

*Opening Evernote*

The Evernote icon welcomes you.

Evernote App Onboarding

Wait, there is more! An animation with the different functionalities Evernote offers.

And a Call To Action. Designed in an eye-catching green.

*Click*

*Sign up*

Evernote App Onboarding

Trying Evernote Premium for free? Thank you for the nice gift, I just wanted to test the onboarding process.

*Continues with a free trial*

A quick tour through the Evernote functionalities? This is exactly what I was looking for! Evernote doesn’t force the users to join the onboarding process. They can try the app on their own too.

*Great, let’s go!*

Evernote does not just explain the functionalities, it mentions the benefits too.

Evernote App Onboarding

*Create a note*

By clicking through the process Evernote guides you through the different functionalities and screens.

Evernote App Onboarding

Wait! A permission request? There is a narrow ridge between asking the user for permission at the right time and annoying him at an inappropriate time.

Do I know why Evernote ask me? – Yes

Do I understand the benefits of the request? – Yes

Do I understand the importance of accepting the request? – Yes

*OK*

Well done! Evernote has mastered this narrow ridge. The request is placed at the right time and with an explanation of the importance to accept the request.

Pssst: do you want to learn more about asking the users for permission? Check this article!

Evernote App Onboarding

Users can connect Evernote to the web.

*Show me how*

Evernote App Onboarding

Now Evernote links to their website. A more detailed explanation.

Have I left the app? Do I have to open it again?

No.

Evernote doesn’t let the users go – at least not at this point. The website is opened in a window inside the app to keep the users inside the app. This makes it easy to continue with the onboarding process.

*Click*

*Click*

*Click*

*Finish*

How Evernote designs its Onboarding Process 2

After finishing the onboarding process Evernote opens the front page.

Where do I find the functionalities Evernote explained before? What if I’ve skipped the onboarding process? Can I use the app now or would it be too difficult?

No worries, Evernote has a quick progressive onboarding part for the users who want to have more information.

It shows where to find the most important functionalities.

Conclusion

Even if the Evernote onboarding process is quite long, it is well structured and informative.

Evernote focuses on two types of users.

  • The ones who want to have a detailed onboarding process, who want to know which benefits they get and which functions they can use.
  • And the users who want to start directly without reading every slide of the onboarding process.

Evernote has not just managed to design a user-centric onboarding process, it managed to ask users for permission in the right way, too.

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