October 25, 2020
December 22, 2020
October 25, 2020
December 22, 2020
Building the registration process that your SaaS deserves may take longer than you expect, especially if the objectives and needs are unclear. In this post, we review the most common ones and how you can find the perfect flow for your product, really faster.
Surely you have encountered some of these needs when building the onboarding of your product. Find out here how to solve the most common ones.
Lengthy sign-up processes take a toll on submission rates: the longer a form is and the more information is asked for in it, the more likely that users will abandon the process. If your strongest point is the product itself, and you want the users to try it as soon as possible, you just need to allow them to register and access with minimal effort.
There are many examples that provide a really quick and secure access with social login and passwordless flows, and these two options are also not exclusive.
You can combine both of them with conditional logic to offer your users a really flexible and agile access to your platform. The example above uses social login to provide direct access and a passwordless flow that sends a temporary code to use as a one-time password (OTP), to prevent users from having to remember and manage passwords.
And, besides this, which are the benefits?
If you want to see a real example, take a look at the Notion registration process. This form combines 2 social login options and a flow that sends both an OTP and a magic link by email, providing really flexible access options for their users.
Over the last years, spam bots have become a serious problem for software product businesses in general, filling user databases with fake information, and compromising the coherence and trustability of the data we use to make all kinds of decisions about our service, and real people sometimes also use fake data, for example, to abuse free trials.
Quickly verify users by asking for more than one authentication factor. For example, the classic credentials: email + password, and then send them a temporary code by email or SMS, to check if they really have access to the given contact information.
The example above asks for the email and a password, and then sends a temporary code by SMS, but it can be modified and reinforced depending on your needs and the user contact data that you have stored in your database.
The main benefits of this option are:
Would you like to get some inspiration? Take a look at the Autopilot sign-up process. It combines the Google social login and a 2-factor authentication flow. As you can see in the picture below and among other data, it asks for an email and password, and a phone number to send a temporary code, to verify the users accessing the free trial.
Incorrect data will lead you to wrong conclusions. To make the most appropriate decisions regarding your users and your business, you need to better profile and analyze them, in order to obtain really useful information for your team. These flows will be especially useful if you have an inside sales team and a freemium business model.
Stop bothering your users with too many questions. Create dynamic forms to display different fields in the same form, for example, depending on whether they use a personal or company account, or get data without asking them, with data enrichment services.
The example above uses conditional logic and an external data enrichment service to check if the email domain belongs to a company, which is mandatory in this particular case, storing custom extra data about it provided by the data enrichment service.
Among others, the main advantages of these flows are:
A good example of this type of flow is the Auth0 registration process. At first, it looks like a very simple form, but it analyzes the domain of your email to find out whether or not it belongs to a company, and then asks for different information based on it.
User verification and data privacy are key aspects in certain registration processes. If you need to handle especially sensitive information in your forms, you would like to know that now you can easily configure the persistence of that data, field by field. Simply make sure that the user meets the legal requirements needed to contract your service.
Ask your users to attach all the information you need to verify that they meet all the requirements, personalize legal fields and easily set up data persistence and storage, just clicking on checkboxes to get your users' data properly protected.
The example above is simple, but you can combine it with conditional logic and even waiting lists to personally assess requests in advance before approving them.
And which are the advantages of these flows?
Banking and financial services are great references when using this type of user and data verification. If you want to check its use and get inspiration from a real example, we recommend you to take a look at the N26 registration and account opening process.
If you have a beta product with a waiting list or if you want to be more efficient in sales, to make a personalized onboarding with each of your new users can be really useful for your users, but also for your metrics and database. Although it may seem like a lot of effort, there are some effective ways to avoid it being an overload of work.
Again, a dynamic form is the solution for this need. In this case, we can use user data to group or categorize the users, and combine this with a waiting list or approval form.
The example above is a simple waiting list, where an admin reviews requests and decides whether to give them access or not. We can include conditional logic and even data enrichment in the flow to get more info about the user, as we have seen before.
Among others, the benefits of this type of flow are:
Salesforce is one of the companies that uses a system similar to this, combining it with a free 30-day trial. During that time, their team contacts each user to make sure they understand the tool, to discover their needs and to let them know the pricing options.
Still haven't found the perfect flow for your SaaS? Now you can build a fully customizable and automatized registration flow and save a lot of development time on it.
Our form and flow editor allows you to easily combine all these strategies in a completely personalized flow, in addition to connect any external service with an API. Build the onboarding flow that you exactly need for your product, with much less effort.
They are compatible with any tech stack, thanks to our JS SDK, and they can be embedded anywhere by simply copying and pasting a single line of code.
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