Having a well-designed onboarding process is one of the key steps to a successful partnership. Whether welcoming new employees, customers or products, a thoughtful and custom onboarding survey significantly reduces drop-off rate, which is a vital business metric.
However, building a custom onboarding can be challenging and expensive, especially for companies that don't have in-house development teams.
So, let's look into how to build an onboarding survey that will match your company's branding; how to bring an onboarding survey design to life without code; and how not to spend a fortune on it.
For this, we will discuss the case of Cerqular, a sustainable e-commerce platform, that built their whole onboarding process in Figma.
Case Details
Cerqular is the fastest growing sustainable marketplace platform that connects innovative brands with conscious consumers. As new businesses join their platform regularly, the platform needs a comprehensive onboarding process that will let sustainable vendors smoothly become part of their shopping environment.
For a long time, Cerqular would onboard their vendors via multiple emails. But as the company grows, they needed a change - a custom onboarding survey that would be functional and look professional.
Challenge of Building a Custom Onboarding
Young companies like Cerqular look for clear onboarding processes that are designed to minimise drop-off rates. For higher credibility, an onboarding survey should also look customised, communicating that it is designed specifically for your company.
To address this, Janine Aeroporos, a UX designer and a co-founder of Cerqular, together with their design team considered using Typeform. It is one of the largest form and survey builders in the market, and is famous for its pretty one-page form templates. Yet, the tool wasn't a good match for Cerqular. Janine says they "found it had limitations on multiple fronts, such as design and functionality, plus it comes at a cost".
Cerqular's requirements for the survey building tool:
- Ability to create a flexible onboarding survey that is easy to use for customers completing the survey
- Ability to maintain their style guide and make the survey look on-brand
- Good UX and ease of use: should be easy for the design team to learn and install, without code
- Affordability: a tool that has a free version is a big consideration factor
So, the company was facing the following problem. Survey builders that don't require coding have limited customisation options while their pricing is not affordable for a start-up. At the same time, high customisation means coding, which is complicated if you don't have developing resources in your team. Hence, Janine was looking for an affordable, no-code and an actually custom survey maker.
Solution: Overcoming Development Hurdles with Figma x Weavely
Creating an onboarding survey in Figma is ideal for a team of designers. Luckily, Cerqulars’ designers also found a no-code solution that took their Figma survey design to the web.
Weavely is a plugin for Figma that allows you to build forms and surveys with functional form elements, conditional logic and other advanced features. And the best part is that after publishing your form in one click, it is immediately available online. You can then either embed it on your website or directly share the form with respondents, and collect responses.
The Weavely plugin appeared to be that one custom survey maker for Cerqular, as it met all their requirements: very customisable (thanks to Figma), no learning curve, no code and free. (Yes, Weavely's free version is quite extensive!)This way, the company created an on-brand survey at a 0 cost without having to write a single line of code.
Advantages of Building Onboarding Flows with No-Code Tools
Empowering Non-Technical Teams
With no-code tools designers and marketers can now take charge of projects that previously would be development-heavy. By reducing dependence on developers, you also make the communication process between departments easier.
Cost-Effective Solution
Not only is traditional development more complicated but it may also incur substantial costs. With no-code tools, like Weavely or another custom survey maker, you can avoid development costs by at most paying for a tool's monthly subscription.
Flexibility for Iteration
Need to make changes to your survey? Effortlessly edit the design or configuration of the survey within the no-code tool. Instead of relying on a developer to make adjustments, you can do it yourself in a few clicks.
Looking to build a custom onboarding survey? - Try the Weavely plugin for Figma. It's free!
