Improved Guided Tour of the Dashboard

Why?

The Startup Guide we introduced last year was designed to make using Attuned super easy and intuitive for newly onboarded users.

Our subsequent analysis of Startup Guide usage data indicated that a significant number of people who followed specific steps in the Guided Tour became engaged users in the longer term. By highlighting these specific touchpoints in our Guided Tour, we hope to help users develop strong usage habits and improve overall engagement with the platform.

The Details:

  • Designed a more structured Guided Tour.

  • The experience focuses more on comparing Motivator Gaps.

  • Eliminated all steps that are not relevant to Managers from the Manager Guided Tour.

  • Made the experience more intuitive, simple, and visually engaging.

 

The Guided Tour has two variations:

1. Manager Version

The Manager Guided Tour has four steps, which the user has to complete in order.

The four steps of the Manager Guided Tour are:

  • Welcome 🎉

  • Compare Motivator Gaps 🔎

  • Personalized Communication Tips 💬

  • Make Work More Meaningful 💪 (video message)

Each step has its own detailed Guided Tour with onscreen tooltips to help you complete it, and after you have completed the Guided Tour, it is possible to revisit the steps.

2. Owner & Admin Version

The Owner & Admin Guided Tour includes the four steps from the Manager Version, as well as the existing tours for Owners & Admins.

The steps of the Owner & Admin Guided Tour are:

  • Welcome 🎉

  • Invite Team Members to Attuned

  • Compare Motivator Gaps 🔎

  • Personalized Communication Tips 💬

  • Find a Member within the Team Culture

  • Invite a Team Manager

  • Make Work More Meaningful 💪 (video message)

As with the Manager Guided Tour, each step has its own detailed Guided Tour with onscreen tooltips to help you complete it, and it is possible to revisit the steps after you have completed the Guided Tour.