Playbooks

Review an Onboarding Flow

Find comprehension problems in onboarding materials before testing with real users.

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Use synthetic feedback to examine the meaning of onboarding copy and screens. Keep it distinct from observing real people completing a product workflow.

Select the right perspective

Choose an audience matching first-time users, including their category familiarity. Do not ground them in internal product knowledge they would not have at signup.

For a public page, use URL feedback. For a captured screen, use Creative test. For several steps, build an Interview with the corresponding image and question at each step.

Ask about the next action

At each step, ask:

  • What do you think this screen is asking you to do?
  • What do you expect to happen next?
  • What information is missing before you would continue?

Keep the screenshot sequence explicit. A respondent cannot infer an unseen interaction merely because the guide calls it “onboarding”. Current new media stimuli support images, not video or audio walkthroughs.

GUIDED WALKTHROUGH4 steps · illustrative data
iMarioNew TaskDEMO

What would you like to find out?

Example shoppers ⌄

What does this packaging promise?

fresh
DAILYSample creative
Grocery delivery

An illustrative image.
Use your actual stimulus.

+   Creative test ⌄
Respondents ⌄↑

Preview only · no research is submitted

Attach and inspect an image

1. Choose an audience

Use the selector above the composer. Read the definition before selecting.

1 / 4
Interactive illustration based on the documented interface. No live account, credentials or research results.

Inspect and revise

Read raw answers for incorrect mental models and inconsistent interpretations. Use Explorer to see whether confusion clusters in a subgroup.

Change the specific wording or step that creates the misunderstanding, then test that change with the same context. Confirm task completion and activation using real users or observed product behavior.

Research and reports have separate costs; see Pricing & credits. Preserve the tested screen versions when sharing the findings.

Review an Onboarding Flow | iMario