By Peter Ramsey

28 May 24

Slack Hides Complexity to Create Effortless Onboarding Company Logo
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Slack Hides Complexity to Create Effortless Onboarding

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There are two things I believe to be true about Slack:

  • The individual key flows feel effortless and simple.
  • The cumulative experience feels noisy and distracting.

This isn't a contrarian view. In my study on noise, I mentioned how Slack themselves are experimenting with ways to make workspaces less overwhelming.

By default, it's an always-on tool without boundaries—where anyone can distract an entire company by posting a meme in a single channel.

There's a possibility that by hiding some of these complexities, Slack have created an effortless onboarding process, that is doomed to become noisy.

To set the tone; Slack is a best-in-class product, and some of the following techniques you'll be able to replicate easily. 

But, it's important to discuss some of the trade-offs.

Case study

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That’s all for the slideshow, but there’s more content and key takeaways below.

Slide 1 of 88

3 tips for creating 'simple':

1. Regaining attention

Slack's approach of incrementally exposing key interface sections during onboarding, is fantastic. It's absolutely something you should consider replicating.

But, they then fail to capitalise on the opportunity.

Here's an observation: this style of "point and show me" onboarding usually isn't very effective, but we (product builders) do it because it's easy.

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We habitually skim and ignore this format—you probably didn't even notice that I'd modified the text in the first example.

Even worse, there's a bias towards a "rule of 3 or 5", so we end up with slides that lack any real purpose or immediate need.

On their third step though, Slack do something interesting to regain control of your attention: they ask for your input.

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In this instance, it's customising a colour scheme, but it could be selecting any preference. It actually doesn't matter what it is (although it'll be more effective if it's something beneficial and worthwhile).

Like a distracted student being asked a direct question by a teacher, this technique shocks you into realising that you need to do something, or make a decision.

2. Custom rules

Slack have custom rules for specific email addresses.

For example, if you attempt to sign up using a common personal address, they'll prompt you that the experience is better when using your work email.

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Anecdotally, I've found that people overestimate the complexity, or overhead of something like this.

There aren't hundreds of these rules, I found five: @gmail.com, @yahoo.com, @hotmail.com, @outlook.com, @aol.com.

Even if you're not strictly a B2B tool, you can use this same process to warn users about obvious typos, before they sit and wait for a confirmation email that never arrives.

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It's an easy task to put into your roadmap, which can help flows run more smoothly.

3. Subtle & dynamic

Imagine that you're the Head of Design at Tesla—which of these two input fields (specifically their placeholder text) feels the most comfortable?

A

A

B

B

It sounds superficial, but it's the first one. Quite literally, seeing your workplace email address feels more familiar.

I suspect it's even easier to recall other colleagues' email addresses, after looking at a visual cue like this.

Slack are great at these subtle nudges

Another example is that they take your email domain, and pre-fill the name of your workspace.

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This isn't just a sensible default suggestion, but it instantly (and subconsciously) teaches you what workspaces are usually called.

i.e., it removes the expectation (or decision) that you might need to sit and ponder on a creative or unique name, like "Team Rocket". 

You can just use the name of your business.

And really, that's what Slack are trying to achieve with the techniques above; avoiding 🛌🏽 Decision Fatigue.

These are tactical choices to reduce the effort that it takes to make a decision (or, the number of decisions).

But ultimately, it's plausible that the lack of decision-making or context during the onboarding, encourages a lawless workspace, that isn't particularly organised, where channels "just exist" without any policing or accountability.

Anecdotally, I've never met anyone who's proud of their Slack workspace organisation.

UX Exercise

Question 1 of 3
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What's the benefit of showing dynamic placeholder text like this?

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To make you read it
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It feels familiar
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It catches typos
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It's pre-filling the email
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All of the UX analysis on Built for Mars is original, and was researched and written by me, Peter Ramsey.

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