Case study

Onboarding Flow Headlines

5 min   •   Surface

Company: AbleTo

Role: Senior Content Designer

Team: Product Designer, Product Manager. Senior Director of Content Design, Manager of Clinical Program Development

Background

The self-sign up pod at AbleTo approached me to help solve a user problem uncovered from onboarding data: nearly 20% of onboarders were dropping off very early on in our onboarding experience, after the “warm up” screen.

The team hypothesized that the warm up screen may not be setting the right tone for the experience or encouraging users to continue with sign up. By revisiting that screen’s headline, we may be able to better set expectations for what’s to come and motivate users to continue with onboarding.

Goals

Ground users in our onboarding experience and set expectations for what’s to come

Promote the value of completing onboarding and signing up for mental healthcare

Build credibility with our users so they trust the information we’re providing

My Process

Step 1

Draft positioning options

Step 2

Manage stakeholder feedback

Step 3

User testing

Step 4

Synthesize & finalize

Step 1

Draft positioning options


Position 1:

Learn more about yourself and your mental health care needs.

Supporting research

  • Our own past research suggests that some folks may not be convinced that they need mental health care due to stigma or their own perceived symptom severity. 

  • Further research implies that our brains assign more dopamine to the learning of information we didn't previously know.

  • Because our onboarding experience includes standardized clinical assessments to measure symptoms of anxiety and depression, we felt that highlighting the output of those assessments could help educate users on their own mental health needs and motivate them to continue with onboarding.

Supporting user quotes

“I never thought I’d need some sort of behavioral or mental healthcare. Always thought I had a good mental grasp.”

Adam, 31

“I had been carrying it for so long that I didn't recognize it. Even when the [therapist said], ‘you have severe depression,’ I heard it, but I didn't [really] hear it. Because I'm the one everyone comes to in my family. I'm the one everyone asks for things. I didn't know it was [too] much. [...] I didn't realize I was spiraling.”

Tanya, 39

Headline options

Unlock a new level of self-knowledge in just a few minutes

Measure your mental health to uncover the right level of care

Ready to learn about your unique mental health needs?


Position 2:

We’ll help you find the care you deserve.

Supporting research

  • From our team’s past onboarding experience research, we learned that some people may not feel like their problems are worthy of care.

  • Because our onboarding experience offers care options for different levels of need, we felt it supported the idea that everyone deserves care, no matter what their needs may be.

Supporting user quotes

“[There’s a] vilification of mental health — that you only need to go into counseling if you are incredibly broken; [if you] have schizophrenia or some crazy extreme circumstances."

Bryan, 29

“I thought I needed to have a specific mental health crisis in order to deserve therapy. Once I started therapy, I realized that a crisis is an escalation of ongoing patterns that you're dealing with, and everyone could pretty much benefit from therapy.”

Cody, 29

Headline options

Let’s connect you to the care you deserve

You deserve to feel your best. Ready to take the first step?


Position 3:

Connect to care from the privacy of your home.

Supporting research

  • The same past research also taught us that many people want to keep their mental health concerns private

  • Since our onboarding experience is entirely digital, it upholds a high level of privacy for those who don’t feel comfortable sharing with another person.

Supporting user quotes

“I’ve been in America for a long time but maybe I’m still not 100% American. I know a lot of Americans go to therapy but my Eastern European mentality...you don’t talk about your issues with others. It’s how you’re raised.”

Sara, 51

“I think I've struggled somewhat with mental health pretty much most of my life. But unfortunately, in the Black community it's not something you talk about, it's not something you go and seek help for. It's more of a thing where you're just told, ‘oh get over it, pray about it’ and that's the kind of thought process I had growing up.”

Julia, 51

Headline options

Find trusted care that’s private and secure

Connect to care inside your comfort zone

Connect to care from the privacy of home


Position 4:

Connecting to mental health care can be simple and straightforward.

Supporting research

  • Our past research taught us that those seeking care often have questions about what may be right for them. They’re unsure of exactly what kind of care they’re looking for or where to start, and that can feel overwhelming.

  • Many also have specific provider preferences and want to find someone that meets their criteria, which can complicate their search.

  • Many face administrative hurdles when seeking care, which can further complicate and draw out the process.

  • Our onboarding experience combats this by offering provider selection and appointment scheduling in about 10 minutes.

Supporting user quotes

“I know that a lot of friends have wanted to find a non-binary or trans therapist and have not been able to find that, so I really lucked out there. Because it does make a huge difference; it was really validating.”

Cody, 29

“My big point of ignorance are the different types of counseling or therapy out there. I personally don't know what's the best fit for me. [My previous therapist] was a…[pause] I can't remember the full [name], I think it was a ‘problem-based something.’ Again, all the different theories and schools of it all, I don't really know which one is best. I'm just kind of throwing a dart. I'm more concerned with the person himself and trusting that he knows the best way to navigate whatever issues I'm coming to him with."

Bryan, 29

Headline options

Find the right care for you in just a few simple steps

We take the confusion out of connecting to care

Mental health is journey. Finding care doesn’t have to be.

Step 2

Managing stakeholder feedback

First, I brought these positioning options and headline drafts to design critique where we narrowed down to options one and four as our strongest contenders.

Then, I brought these options to the self sign-up pod. We found ourselves at a stalemate between the two positioning options. Our discussion unearthed critical questions about how to present and support these messages:

  • First, is it important to include an estimate for how long the onboarding experience will take, or might that deter users from continuing?

  • And, will our audience respond better to a more straightforward tone, or a friendlier tone?

Step 3

User testing

I partnered with our UX Researcher and pod Product Designer to design and launch our test, with feedback and support from our clinical, product, and design teams.

Our toolkit:

  • Figma

  • Maze

  • Miro

  • Google sheets


Maze user test

We launched 8 Maze tests in total. Each set of research participants saw one positioning option, with or without a time estimate, written in a friendly or straightforward tone.

Test summary:

  • 10-second test

  • Set of Likert scale questions

  • Headline likes and dislikes

  • Preference between 2 options

Step 4

Synthesizing & finalizing


Qualitative feedback

Positioning

Most research participants preferred position one, because:

  • They felt that finding out their needs was most important

  • It insinuated personalization

  • It felt more inviting and genuine

Tone

A friendly tone felt more engaging, inviting, genuine, and natural.

Time

  • Some participants did not like seeing a time estimate on the warm up screen, while others appreciated it

  • No one mentioned time or had questions about time on headlines that did not include it


Quantitative feedback

Our UX Researcher took the lead on synthesizing quantitative data using Google sheets. Her synthesis supported what we saw from qualitative feedback, but showed a slight preference for position option one’s headline version with the time estimate.


Recommendation

Position 1, friendly tone, without a time estimate


Results

15% increase in retention earlier on in the onboarding experience

10% increase in total sign-ups