{"id":20775,"date":"2023-03-16T05:50:36","date_gmt":"2023-03-16T05:50:36","guid":{"rendered":"\/en\/?p=20775"},"modified":"2023-09-05T09:46:01","modified_gmt":"2023-09-05T09:46:01","slug":"writing-ux-microcopy-for-user-onboarding-and-education-free-templates","status":"publish","type":"post","link":"\/en\/writing-ux-microcopy-for-user-onboarding-and-education-free-templates\/","title":{"rendered":"Writing UX Microcopy for User Onboarding and Education + Free Templates"},"content":{"rendered":"\n
\"\"<\/figure>
\n

In case you missed it, here are some Free Templates for Microcopy<\/a><\/strong><\/p>\n<\/div><\/div>\n\n\n\n

\n
\n

\u27a1 UX Microcopy for Error Messages<\/a><\/strong><\/p>\n\n\n\n

\u27a1 UX Microcopy for Loading Texts<\/a><\/strong><\/p>\n\n\n\n

\u27a1 UX Microcopy for Slogan Texts<\/a><\/strong><\/p>\n\n\n\n

\u27a1 UX Microcopy for Promotional Messages<\/a><\/strong><\/p>\n\n\n\n

\u27a1 UX Microcopy for Survey Questions<\/strong><\/a><\/p>\n\n\n\n

\u27a1 UX Microcopy for User Onboarding and Education<\/a><\/strong><\/p>\n<\/div>\n\n\n\n

\n

\u27a1 UX Microcopy for CTA Messages<\/a><\/strong><\/p>\n\n\n\n

\u27a1 UX Microcopy for Account Messages<\/strong><\/a><\/p>\n\n\n\n

\u27a1 UX Microcopy for Form-Field Texts<\/a><\/strong><\/p>\n\n\n\n

\u27a1 UX Microcopy for Notification and Alert<\/a><\/strong><\/p>\n\n\n\n

\u27a1 UX Microcopy for Feedback Forms<\/a><\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n

<\/p>\n\n\n\n

Types of UX microcopy for User Onboarding and Education<\/h2>\n\n\n\n

<\/p>\n\n\n\n

1. Welcome Messages<\/h3>\n\n\n\n

A welcome message can help make new users feel at home and give them a sense of direction.<\/p>\n\n\n\n

For example, “Welcome to our app! Here’s a quick tour to get you started.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

2. Feature introduction<\/h3>\n\n\n\n

Feature introductions are used to introduce new features to the user. They provide a brief overview of the feature and how to use it.<\/p>\n\n\n\n

Example: “Our app has a powerful search feature that lets you quickly find what you’re looking for, no matter how many files or documents you have.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

3. Help or support message<\/h3>\n\n\n\n

A message that provides assistance or support to users who are stuck or have a question.<\/p>\n\n\n\n

Example: “Need help? Our support team is available 24\/7 to assist you with any questions or issues you may have. Click here to get in touch.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

a. Feedback Request<\/h4>\n\n\n\n

These messages ask users for feedback on their experience using the app or website and encourage them to share their thoughts or suggestions.<\/p>\n\n\n\n

For example: “How was your experience using our platform? We’d love to hear your feedback!”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

b. Contextual help<\/h4>\n\n\n\n

Contextual help can provide users with information or tips on how to use a feature or complete a task within the application.<\/p>\n\n\n\n

For example, “Here are some tips for optimizing your search results.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

c. Navigation labels<\/h4>\n\n\n\n

Clear and concise navigation labels can help users understand where they are in the application and how to navigate to different sections.<\/p>\n\n\n\n

For example, “Settings”<\/em> or “My Account.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

4. User personas<\/h3>\n\n\n\n

Descriptions of different user types that the product is designed for, help users understand who the product is intended for.<\/p>\n\n\n\n

Example: “Meet Sarah, a busy mom who needs help organizing her family’s schedule. Our app is designed with busy parents like her in mind.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

5. Social Proof<\/h3>\n\n\n\n

Use testimonials or user statistics to show the benefits of using the app or service.<\/p>\n\n\n\n

Example: “Join the thousands of satisfied users who have found success with our platform.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

6. Progress Bars<\/h3>\n\n\n\n

Similar to progress indicators, progress bars are used to show a user how far they are in the onboarding process.<\/p>\n\n\n\n

For example, “You’re on step 3 of 6 – keep going!”<\/em> <\/p>\n\n\n\n

However, progress bars are typically more visual and can provide a quick visual cue for the user. <\/p>\n\n\n\n

For example, a progress bar might show a user that they’re 50% done with onboarding.<\/p>\n\n\n\n

<\/p>\n\n\n\n

7. Product Tours <\/h3>\n\n\n\n

<\/p>\n\n\n\n

a. Educational Pop-ups<\/h4>\n\n\n\n

Sometimes, during the onboarding process, it’s helpful to provide additional educational content to the user. This can be done through educational pop-ups, which provide a brief explanation of a particular feature or aspect of the app.<\/p>\n\n\n\n

For example, a pop-up might appear when the user sets up their profile, explaining some action to be performed.<\/p>\n\n\n\n

<\/p>\n\n\n\n

b. Interactive Walkthroughs<\/h4>\n\n\n\n

Interactive walkthroughs are similar to educational pop-ups, but they’re more involved. They provide a step-by-step guide to a particular feature or aspect of the app, allowing the user to follow along and interact with the app as they learn.<\/p>\n\n\n\n

Example: “Welcome to our product tour. Click the ‘next’ button to start learning about all the features of our app.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

c. Next Steps<\/h4>\n\n\n\n

Tell users what they need to do next to continue using the app or service.<\/p>\n\n\n\n

Example: “Now that you’ve completed your profile, start exploring the app and finding new connections!”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

d. Tooltips<\/h4>\n\n\n\n

These are brief messages that appear when users hover over or click on an element in the UI.<\/p>\n\n\n\n

Example: “Click the ‘help’ icon for more information about this feature.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

8. Tips and Hints<\/h3>\n\n\n\n

Tips and hints can guide users on how to use different features of the application.<\/p>\n\n\n\n

For example, “You can drag and drop items to rearrange them” or “Press ‘ctrl + s’ to save your changes”.<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

9. Empty State Messaging<\/h3>\n\n\n\n

When a user first starts using an application, there may be areas or pages that are empty. UX microcopy can be used to explain why the area is empty and what the user can do to fill it.<\/p>\n\n\n\n

For example, “No events found. Create a new event to get started.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

10. Nudges<\/h3>\n\n\n\n

These are messages that encourage users to complete certain tasks or take specific actions.<\/p>\n\n\n\n

Example: “It looks like you haven’t completed your profile yet. Click here to finish it now.”<\/em><\/p>\n\n\n\n

<\/p>\n\n\n\n

UX Microcopy<\/th>Content<\/th><\/tr><\/thead>
Welcome message<\/td>Hi there! Welcome to our app. We’re glad you’re here.<\/td><\/tr>
Welcome message<\/td>Welcome to our app! We’re excited to have you on board.<\/td><\/tr>
App introduction<\/td>This is what our app does and how it can help you.<\/td><\/tr>
Navigation Guide<\/td>Here’s how to navigate our app and find what you’re looking for.<\/td><\/tr>
Feature introduction<\/td>Here are the features you can use and how to use them.<\/td><\/tr>
Feature introduction<\/td>Check out our new feature that allows you to collaborate with team members in real time.<\/td><\/tr>
Benefits of Using the App<\/td>Our app helps you save time and increase productivity by automating mundane tasks.<\/td><\/tr>
Tooltip<\/td>Hover over this icon to learn more about what it does.<\/td><\/tr>
Guided Tour<\/td>Let us take you on a quick tour of the app.<\/td><\/tr>
Error message<\/td>Oops! Something went wrong. Here’s what you can do to fix it.<\/td><\/tr>
Error message<\/td>Oops, something went wrong. Please try again later.<\/td><\/tr>
Success message<\/td>Congratulations! You’ve completed the task.<\/td><\/tr>
Progress message<\/td>You’re making progress! Keep going.<\/td><\/tr>
Time-sensitive message<\/td>Don’t miss out! Complete this task before the deadline.<\/td><\/tr>
Reminder Messages<\/td>Don’t forget to complete your profile to unlock all the app’s features.<\/td><\/tr>
Call to action<\/td>Click here to get started.<\/td><\/tr>
Call to action<\/td>Start your free trial now and see how our app can benefit you.<\/td><\/tr>
Instructional message<\/td>Follow these steps to complete the task.<\/td><\/tr>
Tutorial<\/td>Learn how to use our app in just 5 minutes with our step-by-step tutorial.<\/td><\/tr>
Confirmation message<\/td>Are you sure you want to do this?<\/td><\/tr>
Confirmation Messages<\/td>Your settings have been updated successfully.<\/td><\/tr>
Warning message<\/td>Warning: This action cannot be undone.<\/td><\/tr>
FAQ<\/td>Here are the answers to some common questions.<\/td><\/tr>
FAQ<\/td>Have a question? Check out our frequently asked questions section for answers.<\/td><\/tr>
Help message<\/td>Need help? Contact us at support@ourapp.com.<\/td><\/tr><\/tbody><\/table>
Examples of UX Microcopy for User Onboarding and Education<\/strong><\/figcaption><\/figure>\n\n\n\n

<\/p>\n\n\n\n

How to write a UX microcopy for User Onboarding and Education?<\/h2>\n\n\n\n

<\/p>\n\n\n\n

1. Define your user personas<\/h3>\n\n\n\n

Before you start writing, you need to know who your target audience is. Understanding your users’ goals, motivations, and pain points will help you craft a microcopy that speaks directly to them.<\/p>\n\n\n\n

<\/p>\n\n\n\n

2. Map out the user journey<\/h3>\n\n\n\n

Once you know who your users are, you need to map out the user journey. Identify the touchpoints where you can use microcopy to educate and onboard users.<\/p>\n\n\n\n

<\/p>\n\n\n\n

3. Focus on clarity<\/h3>\n\n\n\n

The goal of user onboarding and education is to help users understand how to use your product. Make sure your microcopy is clear and concise. Use simple language and avoid technical terms.<\/p>\n\n\n\n

<\/p>\n\n\n\n

4. Use a conversational tone<\/h3>\n\n\n\n

Microcopy is all about building a relationship with your users. Use a conversational tone to make them feel comfortable and engaged.<\/p>\n\n\n\n

<\/p>\n\n\n\n

5. Show, don’t tell<\/h3>\n\n\n\n

Instead of telling users what to do, show them. Use visuals like screenshots or videos to help users understand how to use your product.<\/p>\n\n\n\n

<\/p>\n\n\n\n

6. Use feedback<\/h3>\n\n\n\n

Test your microcopy with real users and gather feedback. Use this feedback to refine your microcopy and make it even more effective.<\/p>\n\n\n\n

<\/p>\n\n\n\n

7. Iterate<\/h3>\n\n\n\n

User onboarding and education is a continuous process. As your product evolves, your microcopy will need to evolve as well. Continuously iterate and improve your microcopy to ensure it meets the needs of your users.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Free Copy-Paste Template for User Onboarding and Education<\/h2>\n\n\n\n

<\/p>\n\n\n\n