What Content Is Needed for Onboarding?
Onboarding content is the supporting material new users need to complete your onboarding tasks quickly and confidently. This usually includes short videos, clear instructions, simple checklists, or links to key areas of your product.
Your goal is to help users complete each onboarding task with minimal friction and maximum clarity.
Why Creating Content Matters
Preparing the right content ensures that:
Users understand what to do and why
Tasks are easy to complete
The onboarding flow feels guided and supportive
Early wins lead to higher engagement and retention
The best onboarding experiences feel helpful without being overwhelming.
Types of Content You May Need
Onboarding tasks in CustomerHub can include:
Short instructional videos
Text descriptions or step-by-step instructions
Links to specific pages or lessons
PDF downloads or worksheets
Audio messages
Quick-start checklists
Simple guidance or explanations
Choose the content that best supports each task.
How to Create Your Onboarding Content
Review your mapped first steps
Use Article #3 to identify the specific actions users will take.Determine what support each task requires
Some tasks may need a video, while others only need a sentence or two.Create short, action-focused content
Aim for simplicity. Most onboarding content should take less than 1–2 minutes to watch or read.Keep your instructions clear and direct
Tell users exactly what to do, where to click, or what to complete.Prepare all assets before building your onboarding tasks
This makes creating your onboarding flow faster and more organized.
Best Practices for Onboarding Content
Keep videos under 2 minutes whenever possible
Use simple language and avoid jargon
Focus on one action per task
Provide reassurance and encouragement
Avoid long stories, complex explanations, or unnecessary details
Link directly to relevant pages when possible
Examples of Onboarding Content
Welcome content:
60–90 second welcome video
A short message explaining what’s next
Action-based content:
Quick screen recordings
Step-by-step instructions
A simple PDF cheat sheet or reference guide
Setup content:
How to complete a profile
How to access the main product area
How to join the community or introduce themselves
FAQ
Do I need content for every task?
Not always. Some tasks may only require a brief instruction.
Should I create highly produced videos?
No. Short, simple recordings are often more effective and faster to produce.
Can I update content later?
Yes. Content can be updated, replaced, or streamlined anytime without rebuilding your entire flow.