Since Mint was getting a full redesign, we knew it was time to redesign the onboarding experience as well. Especially since our old onboarding experience didn't provide any benefits or showcase any personality.
Not a very warm or exciting welcome.
Splash Screens
You only get 1 chance to make a first impression. I knew that the content that came after signing in for the first time would be integral. I wanted to write content that showcases Mint's mission and also resonate with the customer.
I landed on content that shows the customer that Mint is not just an app, but a partner in their financial journey. It's language that is encouraging, upbeat, and a no-brainer.
Push Opt-In
The original onboarding flow had the generic iOS push opt-in alert. It didn't give users any context on what benefits they'd receive when opting in to receiving push notifications.
Knowing that customers didn't understand how Mint could help them, I wrote content to fill in the blanks. We told users why getting pushes would help them, more than it would help us.
In the experience, users would see different examples of push notifications they'd receive.
Intent Capture
After the user opts into push notifications, we ask them for their name and intent. We captured both of these elements to provide a more personalized onboarding experience. (Plus, getting their name is important if we want to talk to them as their partner!)
I wrote an inviting, emotional header that told that this was the very beginning their journey. Because it was! I wanted them to feel like they were in it for the long haul. We knew from customer research and testing that users really wanted to be able to select more than one intent. However, due to resources, we wouldn't be able to offer that right now.
Going back to the customer problem, we don't want customers lost on what the app is capable of. This intent list shows users what Mint can help them achieve.
Connecting an Account
We know from customer research and historical data that connecting an account is a high point of friction for customers. Because of this, I wanted to create screens that would speak to their specific intents. I wrote screens that described how Mint would be able to help them accomplish their goal and once again, brought in the idea of "we".
Here are 2 of 5!
Instant MintSight
We wanted to show users what Mint could do right when they signed up. To do this, we pulled data from the account that they connected and surfaced an insight. When we tested this with customers, they were genuinely delighted by how quickly we were able to give them a deeper look into their spending.
I used language that was energetic and brought more color to the visual. I also invited users to continue to build out their profile by adding more accounts.
Check out the final flow below!
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