One of the things that we have been working on behind the scenes is our onboarding walkthrough, or more specifically, what happens when someone new signs up for an account. Over the past two weeks, we have launched a completely revised setup process that we think is pretty interesting.

What Is Onboarding?

To start,  the term onboarding itself is sort of an odd term that application developers use to describe what happens the first time someone uses their application. For CoSchedule, onboarding is the experience of a user connecting their blog and then learning how to use the drag and drop calendar for the first time. These are crucial steps that are required for customer success. Getting through this process easily is vital.

When a new user signs up for CoSchedule, we want to do everything possible to make sure that they are successful in the setup process. After all, every moment spent setting up CoSchedule is not spent doing something else. We need to be considerate of their time.

We also need to embrace the idea that onboarding can greatly impact a user’s likelihood of making a purchase, an important consideration for our long term success.

Onboarding, Not Over-boarding

So, how does the new CoSchedule onboarding work exactly? Well, we know that these kind of “tutorials” can get a bit long winded. We didn’t want to make something you would want to skip right away, so we kept it brief and focused on five key steps:

  1. Installing the CoSchedule plugin – This is a somewhat complicated step, so we need to work extra hard at making it easy. A new video and walkthrough will hopefully help.
  2. Understanding how CoSchedule syncs with WordPress – The new onboarding procedure walks the user through creating their first blog post.
  3. Connecting social media accounts – CoSchedule is about brining your blog and social media together in a way that has never been done before. This is a crucial step
  4. Creating their first social message. See previous step.
  5. Dragging and dropping their first message.

Here’s a look at the whole process start to finish.


We think that these are the five steps to the “ah-ha” moment – the moment that a user understands what CoSchedule does and can easily determine if it is a possible long term solution for them. The good news for current customers that have already completed onboarding is that as they invite new contributors, those users will be greeted with a much more friendly, and informative welcome.

What do you think? Do you find these sort of walkthroughs helpful?