CAREGUIDE  |  9 MIN READ

Optimizing the Nanny Lane onboarding flow to reduce drop off rate and collect valuable data

Role

  • Product Designer

Project Type

  • Shipped Product Improvement

Tools Used

  • Figma
  • Sisense (Periscope)

Team

  • Shannon - Director of Nanny Lane
  • Roman - Principal Engineer

Duration

  • Oct 20, 2019 – Oct 31, 2019 (2 weeks)
BACKGROUND

Determining whether our users were interested in nanny shares while addressing a high drop off rate

During my time at CareGuide, I was leading the design efforts on the Nanny Lane product. Nanny Lane is a web application that connects caregivers to families seeking long or short term care for their children. Using our tools and resources, families can find caregivers and caregivers can find work with ease.

To make strategic decisions around what features to prioritize, we wanted to build an in-app solution that would collect data regarding how our users felt about nanny shares. While doing so, we wanted to address a 17% drop off rate issue in our onboarding flow.

Business Objectives

🎯
What were we trying to achieve?
📌
Collect data to determine whether we should prioritize features focused on nanny shares
📌
Reduce drop off rate
📌
Increase conversion rate

User Goal

👥
What are our users trying to achieve?
📌
Families are looking for a simple way to find an affordable child care arrangement

Constraints

What restrictions did I have to consider?
📌
Short turnaround time
📌
Onboarding UI elements were to stay the same
📌
Changes were to be minor yet effective

Responsibilities

What was I responsible for?
📌
Deliver an in-app solution that would help us understand whether families are interested in nanny shares or not
📌
Simplify existing onboarding flow to reduce drop off rate and increase conversions
BUSINESS PROBLEM

Without any data to validate whether our users are interested in nanny shares, we’re unable to make strategic product decisions.

USER PROBLEM

How might we improve our onboarding flow to ensure our users avoid confusion and sign up with confidence?

DISCOVERY

Getting familiar with the existing onboarding flow

To get a better understanding of the problem, I started by reviewing the existing onboarding flow. Our most common user groups fell into four categories. We had families, nannies, families joining with another family and families who already had a nanny all signing up for different reasons.

Depending on the user's goals and how they filled out the questions while onboarding, they would typically fall into one of the following user types:

Family user type gradient symbol

Family

Looking for a nanny or nanny share

Nanny share user type gradient symbol

Family & Family

Looking for a nanny to complete nanny share

Nanny share user type gradient symbol

Family & Nanny

Looking for another family to complete nanny share

Nanny user type gradient symbol

Nanny

Looking for a family or nanny share

For this project, we focused on the “Family”, “Family & Family” and “Family & Nanny” user types since they were the ones dropping off most frequently. It wasn’t clear why they were dropping off, but what we did know was that it would happen in the first 2-3 screens.

Below are the screens where our users were dropping off, organized to show how we go about determining the user type and adjusting our content accordingly.

Family & Nanny

Nanny share user type gradient symbol

Looking for another family to complete nanny share

Mockups from Nanny Lane's onboarding outlining the path a Family & Nanny user type take to sign up

Family & Family

Nanny share user type gradient symbol

Looking for a nanny to complete nanny share

Mockups from Nanny Lane's onboarding outlining the path a Family & Family user type take to sign up

Family

Family user type gradient symbol

Looking for a nanny or nanny share

Mockups from Nanny Lane's onboarding outlining the path a Family user type take to sign up
QUALITATIVE RESEARCH

Determining why we had a 17% drop off rate on this screen

This project was under a short time frame, so I relied on existing usability test results and working with my product manager who often communicates with our users to understand some of the issues people were running into on this screen.

The results showed that the way the question was formatted confused our users and the nanny share definition was too wordy.

The question is confusing  👉

The question assumes users are joining with someone. Our data showed that 74% of users were joining alone (the “neither” option).

The definition is too wordy  👉

Users were skipping over this text where we tried to encourage users to try nanny sharing.

Mockup of the screen where we were experiencing a 17% drop off rate
Mockup of the screen where we were experiencing a 17% drop off rate
1️⃣  The question is confusing

The question assumes users are joining with someone. Our data showed that 74% of users were joining alone (the “neither” option).

2️⃣  The definition is too wordy

Users were skipping over this text where we tried to encourage users to try nanny sharing.

QUANTITATIVE RESEARCH

Using quantitative data to support our findings

The way the screen above was laid out assumed that majority of our users were signing up to complete a nanny share. Looking into our data, we found that 74% of our users were selecting the “neither” option. 



This meant that a large majority of our users were signing up alone, most likely just looking for a regular nanny. To simplify the path to sign up and reduce the possibility of the 74% of users getting confused or dropping off, I catered the redesign of this page to their needs first.

"I'm joining with..."

Pie graph showing the percentage of users signing up with a nanny (17%), another family (9%), and neither (74%)
USER FLOWS & DESIGN ITERATIONS

Solving two problems with one solution

There were a lot of intricacies involved on our end to be able to categorize the user into one of our user types, deal with the drop off rate, and capture nanny share interest. I used user flow diagrams to map out the different ways we could do so.

Below you’ll find both the user flow diagrams along with the designs that were later made from those diagrams. The two below were the iterations we considered before arriving at the final solution.

Iteration #1 - User Flow Diagram
User flow from the first iteration figuring out a new onboarding flow
Iteration #1 - Mockups
Visual mockup flow from the first iteration figuring out a new onboarding flow

Why didn’t we go with this option?

📌
Increasing the number of steps made it more difficult to sign up for those who were just looking to find a nanny for themselves (74% of our users)
📌
This flow assumed that solo users who were looking for a nanny for themselves were not interested in nanny shares by forcing them to choose between one or the other
Iteration #2 - User Flow Diagram
User flow from the second iteration figuring out a new onboarding flow
Iteration #2 - Mockups
Visual mockup flow from the second iteration figuring out a new onboarding flow

Why didn’t we go with this option?

📌
Attempting to fit the steps into one screen created an overload of information, making it difficult to quickly skim the options and get to the next step with ease
📌
By the time a user figures out which option makes sense for them, they would’ve spent an equal amount of time (or less) shifting through the progressive steps in the first iteration
FINAL SOLUTION BREAKDOWN

Taking the best parts of our previous iterations to design a flow that worked

I found it helpful to collaborate with my team to find what was working and what wasn’t with the existing iterations. My initial ideas involved changing the entire flow, so instead, we took a step back to evaluate the screen where we were experiencing the highest drop off rate.

We restructured the following screen in a way that was easier to follow. Our focus was on reducing the amount of time it would take to make a decision by reformatting the question in a way that was both easier to comprehend and goal-oriented.

BEFORE
Mockup of the screen where we were experiencing a 17% drop off rate
long arrow pointing to the right
AFTER
Mockup of the updated screen where we were looking to reduce the 17% drop off rate
USER PROBLEM SOLUTION

Helping our users sign up confidently by understanding the way people make decisions

According to Hick’s Law, the time it takes to make a decision increases with the number and complexity of choices. That logic explains why our users took longer and likely dropped off on this screen. So, we redesigned the parts that contributed to this complexity.

Reframed question  👉

The question was changed to be goal-oriented, focusing on what task the user is looking to complete by signing up.

Simplified definition  👉

We simplified the nanny share definition to act as a quick tip for those who aren’t familiar with nanny shares.

Mockup of the updated screen where we were looking to reduce the 17% drop off rate
👈   Reduced number of options

Bringing the options down to 2 made it more likely that the user would accomplish their goal and not give up or get confused.

Mockup of the updated screen where we were looking to reduce the 17% drop off rate
1️⃣  Reframed question

The question was changed to be goal-oriented, focusing on what task the user is looking to complete by signing up.

2️⃣  Reduced number of options

Bringing the options down to 2 made it more likely that the user would accomplish their goal and not give up or get confused.

3️⃣  Simplified definition

We simplified the nanny share definition to act as a quick tip for those who aren’t familiar with nanny shares.

BUSINESS PROBLEM SOLUTION

Using progressive onboarding and tracking to collect valuable data around nanny share interest

With the drop off issue solved, I was able to focus on designing an in-app solution to collect nanny share interest. To do so, I created a series of steps that would categorize our user accordingly while also tracking their interest in nanny sharing through button clicks.

Legend

Follow the path to understand how we determine the user type and nanny share interest upon signing up.

Family

Looking for a nanny or nanny share

Family & Nanny

Looking for another family to complete nanny share

Family & Family

Looking for a nanny to complete nanny share

PROTOTYPE

Maneuvering through the different flows to ensure ease of use

The intricacies that came from capturing nanny share interest with an in-app solution were difficult to understand when presented in a user flow diagram. With a prototype, we were able to see each path individually and determine how to track interest based on which button was clicked in the flow.

You can play with the prototype here to go down the different paths or take a look at the live example in the link below.

View Live Website
THE RESULTS

Evaluating our post-launch data to determine success

The changes we made to the onboarding flow launched in Q4 2019. Our main objective was to get a better understanding of whether our users were interested in nanny shares. We also looked into how we did with decreasing our drop off rate and increasing conversions.

How did we do?

Vector with the number 46% wrapped in a circle
Interested in nanny shares

With access to new data, our product manager was now able to make informed strategic decisions for the product.

Vector with the number -6% wrapped in a circle
Drop off rate decreased

The updates we made to the screen where we were experiencing a 17% drop off rate brought it down to 11%.

Vector with the number +5% wrapped in a circle
Conversion rate increased

Along with a reduced drop off rate, we also noticed that our conversion rate had increased by 5%.

KEY LEARNINGS

Reflecting on my process, the project outcome, and how I’ve grown in this role

There wasn’t a specific design process or template that could be used to come up with a solution for this project. With the constraints I was given, I needed to think quickly, adapt, and decide which methods made the most sense to solve the problem at hand. Although this project didn’t follow a formulaic approach, it did take me out of my comfort zone and teach me the reality of what it means to work as a product designer.

I learned that not every project will fit into a step by step, pre-determined process. Sometimes I won’t have the time or resources to spend two weeks recruiting and interviewing users. What makes the difference in these situations is how I adapt to the constraints given and solve the problem with the time, resources, and skills I do have.

What went well...

Found a new and interesting way to collect valuable data

Getting data to validate whether users are interested in a concept can be done in various ways (surveys, interviews, etc...). The solution we shipped was able to accomplish this with less time and resources used.

Delivered a successful solution in a short time period

In this case, the constraints required me to work faster than usual. I went right into working on high fidelity solutions to be able to meet our goal within the allotted period and was successful in doing so.

Designed with a consideration for the future of the product

We had plans to provide a more personalized experience for our user types in the future. With the changes we made to the onboarding, we were one step closer to being able to provide this improved experience.

What I’d do differently...

Outline exactly how to evaluate success metrics

With a shorter timeframe I wasn't able to properly define the success metrics to evaluate post-launch. This led to some initial confusion around whether the launch was a success or not that could have been avoided.

Collect more qualitative data to support quantitative data

I would have liked to work with customer support to see if they could've provide any insight that may have supported (or challenged) some of the quantitative data we collected.

Ready for more? ✨

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