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Onboarding experience for new users in Monte Carlo

Historically, if you were logging into Monte Carlo for the very first time, we did not offer much in-product onboarding. This was a jarring way to experience the product for the first time.

We're now sending new users through a more opinionated, in-app onboarding flow. It's designed to:

  1. Encourage users to join channels (Slack, Teams, etc) where alerts from that account are already being sent.
  2. Guide them to common actions for a table they care about, such as seeing recent alerts, viewing lineage, or creating a monitor.

(1) is one of the most effective things we've found to drive user retention, and (2) reflects the most common actions we saw successful users taking in their first session.

Our intention is to help more users satisfy their intent in their first visit into Monte Carlo, and create healthy habits that ensure they continue to see value.

One of four steps in the onboarding flow shown to new users when logging into Monte Carlo for the first time. This one encourages they join channels (Slack, Teams, etc) where alerts are already being sent.

One of four steps in the onboarding flow shown to new users when logging into Monte Carlo for the first time. This one encourages they join channels (Slack, Teams, etc) where alerts are already being sent.