by Amanda Huang and Taihua Rubin, Software Engineers @ Resilia — Our goal is to make onboarding easy and increase product adoption and retention.
Resilia’s tech team has been hard at work building out features such as Impact Initiatives, Stories, and Funder Finder to help our nonprofit customers build capacity and have more time to focus on their mission. We’re excited to see all the ways our customers use these new tools and decided to focus on making sure that each of these tools is simple to understand and seamless to get set up.
The engineering team’s mandate was to work with product and design to set up an architecture that would allow us to easily add feature introduction to Resilia’s tools in the form of a side guide with steps and contextual tips as users navigate through the tool.
We started out evaluating some third party tools that provide personalized user onboarding, but found they didn’t fit our use cases. It would have been easy to jump into development at this point adding the guide and tips to one of our tools. We decided to prioritize spending extra time with product and design to come up with an architecture that could work across many of our tools while having customization where we needed it.