A customer’s first experience with your product can make or break their entire journey. Product onboarding isn’t just about walking users through features, it’s about creating a personalized experience that makes them feel confident and excited. High-quality onboarding becomes more than a tutorial, it becomes a strategic opportunity to build trust, reduce churn, and drive long-term retention. With personalized videos, you can:
Best practices
for onboarding
To deliver a standout onboarding experience, personalized videos should be integrated into every step of the journey—from the welcome email to in-app tutorials and follow-up messages. By following best practices that focus on guiding users to value quickly, reducing friction, and tailoring the experience to their specific goals or roles, you can build an onboarding flow that feels thoughtful and relevant. With personalized videos, you're not just teaching users how to use your product—you're showing them, creating a strong foundation for lasting engagement.
Deliver dynamic welcome emails and videos
Welcome messages should reflect the user’s name, use case, and goals. Tools like HeyGen can create AI-generated personalized video walkthroughs that feel 1:1 without the manual lift.
Guide users to key features
Instead of a one-size-fits-all tour, spotlight the features that matter most to each user segment. Use in-app cues, tooltips, or personalized checklists to lead the way.
Set clear milestones and track progress
Show users their onboarding progress and celebrate small wins. Personalized progress updates via email or in-app can keep them motivated and on track.
Use behavior-based triggers
Send follow-up emails or prompts based on what users have (or haven’t) done. For example, if a user hasn’t completed a setup step, send a helpful reminder tailored to their goal.
Offer role-specific support and resources
Give users access to content that matches their role or use case—like a marketing dashboard tutorial for marketers, or an integration guide for developers.
Want to try HeyGen?
With platforms like HeyGen making this easier and more scalable than ever, now is the perfect time to integrate personalized video into your advertising strategy.
Chapter 5
Onboarding that sets the stage for long-term success
