Airtable gets huge amounts right in the onboarding process – but it could be even further enhanced by customizing the experience to the needs of specific user groups using segmentation.While you can’t personalize UIs directly with Userpilot, you can still populate empty states using a combination of modals.Airtable draws attention to a help center using a widget, and you can recreate the experience in Userpilot using the resource center option. Helping users help themselves is a fantastic way of automating support.Slideouts are a handy way of conveying large amounts of information (rather than squeezing everything into a tooltip) – you can easily use this sort of UI pattern in Userpilot.Hotspots are a UI pattern that draws your user’s eye to specific elements of the page – you can create them in Userpilot by selecting the ‘spotlight’ option.Userpilot offers a range of options to easily create flexible tooltips. Tooltips are a great way of relaying information in a targeted and interactive way.Airtable uses a welcome message modal to greet users to the product: you can create and customize a flow in Userpilot to craft an engaging slideout of your own.The signup flow: simple, brief, and offers several options to reduce user friction.
AIRTABLE SIGN IN PLUS
We’ll look at Airtable user onboarding elements, plus ways to recreate these in your SaaS product without coding: If you are looking for ways to use Airtable for employee onboarding this article doesn’t cover that.
AIRTABLE SIGN IN SERIES
User onboarding describes the series of activities helping users to get value from your product as quickly as possible (whether that user is a new employee of your company or a user who’s just signed up for your SaaS).How users get to know your product is critically important (whether they are new employees or just using your product).īy digging into and deconstructing the way they manage the onboarding experience, we’ll try to draw out some principles of success that will help you and your team craft an exceptional onboarding process.
AIRTABLE SIGN IN UPGRADE
Upgrade to an Airtable Pro plan for access to the premium features mentioned in this blog, like apps and automations.In this article, we’re going to do a deep dive into the Airtable onboarding experience and how you can recreate it for your users. Need help getting started? Use this employee onboarding template.
No more lost documents for you, and fewer first-day jitters for your new employees. But by collecting required information and making all those important resources available in Airtable, you can seriously streamline the process.
We know onboarding can be overwhelming both for new hires and HR teams. Presto! You’ve now got a working org chart to share with your new employees-and maybe the entire company. Use the cover image feature to show off everyone’s attached headshots, and display secondary fields like title or department. Select the table and view you want to pull information from, then establish the relationship field and type. Open your app dashboard and find the “org chart” app to add it to your base. This requires having at least two tables so you can create a connection between them with a linked record field. It’s important to create linked records in your base to show relationships between managers and direct reports. To create an org chart in Airtable, create a table with information for each employee (like their title, department, location, and who they report to). And knowing who reports to who is an important part of navigating the inner workings of a new company. An organizational chart is a huge part of learning names and faces at any new company.
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