How do you approach usability testing for new onboarding sequences? I work with a variety of SaaS businesses and recently requests have come in to test onboarding prototypes.

New users are the first to touch onboarding so how do I recruit the appropriate participants to test? Recruiting new users doesn’t seem feasible, I would think we should run A/B tests and cross-check analytics to measure success? Any insight is appreciated!

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It depends. You don’t always need actual people who would use the product to test the product. An onboarding flow is for newcomers, so you could use a pool of participants who generally match your own users using a testing platform that does recruiting.

As far as the test itself I’d start with looking at the purpose of the onboarding and work from there. What you want to find out will determine the type of test and what to ask/tasks to present.

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In the past, I've simply recruited non-users and had them screen share as they onboard and think out loud about the process. If you are able to give them control of a prototype or click through a prototype for them (if your company doesn't allow outside links) you can watch them onboard this way as well.

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