Glide

How to create an onboarding flow in Glide?

Discover how to craft a user onboarding flow in Glide with simple steps that improve user experience, ensuring smooth navigation from the get-go.

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Overview

Setting up an onboarding flow in Glide means arranging a set of screens and interactions to help new users get familiar with your app. You should begin by creating an easy-to-navigate sequence that starts with a welcome screen, showcases key features, and includes initial steps like creating a profile. Glide offers various components such as forms, buttons, and visibility conditions to tweak each part of the process. Adding data storage to monitor where users are in the flow and personalize their experience can boost engagement. This helps new users grasp and enjoy the app's benefits faster.

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How to create an onboarding flow in Glide?

Step 1: Create a New Glide App

  1. Head over to the Glide website and log in to your account.
  2. Hit the "New App" button.
  3. Pick a source for your data. You can go with Google Sheets, Excel, or Glide Tables.
  4. Give your app a name and click "Continue."

Step 2: Structure Your Data

  1. Double-check that your data source has all the info you need for onboarding new users.
  2. Set up a specific sheet or table for onboarding stuff like user names, email addresses, onboarding steps, etc.

Step 3: Design Initial Screens

  1. In the Glide app builder, head to the "Tabs" section.
  2. Add a new tab just for onboarding.
  3. Name the tab "Onboarding" or something that makes sense.
  4. Pick the right data source for this tab.

Step 4: Create Your Onboarding Flow

  1. For the Onboarding tab, set up screens like:
  • Welcome Screen: Add text and images to greet new users.
  • User Information Screen: Use forms to gather user info like name, email, etc.
  • Tutorial Screens: Use images, text, and videos to walk users through app features.
  1. Use "Visibility" settings to show different screens based on what users do. For example:
  • Show the welcome screen only if the user hasn't finished onboarding.
  • Show the next steps based on user submissions or clicks.

Step 5: Configure Navigation and Actions

  1. Set up actions on buttons to take users to the next screen.
  • For example, if a welcome button is clicked, navigate to the user info form.
  1. Use action sequences to handle multiple actions like submitting data and showing the next screen.

Step 6: Set Up User Profile and Conditional Logic

  1. Go to the "Settings" section and enable User Profiles if you haven't already.
  2. Link User Profiles to your users' data source.
  3. Use conditional visibility rules to control what users see based on their profile data.
  • For example, if a user hasn't finished onboarding, show the onboarding flow.
  • If the user has completed onboarding, direct them to the main app features.

Step 7: Test the Onboarding Flow

  1. Use the "Preview" button to test your onboarding flow.
  2. Make sure each screen transitions smoothly to the next.
  3. Ensure all user data is being recorded accurately in your data source.

Step 8: Publish Your App

  1. Once the onboarding flow is complete and tested, click on the "Publish" button.
  2. Choose your app’s visibility settings.
  3. Share the app with your intended users.

Tweak as needed based on user feedback to make sure the onboarding experience is seamless and efficient.

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