CHALLENGE 15
Onboarding for Banking Bill Pay App
There were three options for this final challenge. I chose the following:
Write a multi-screen onboarding experience for a banking app that automatically pays a user's bills every month—as long as they set it up correctly.
Per screen:
Headline: 45 characters
Body: 100 characters
Button: 25 characters
Goal
Set expectations for what the user will need to do to set up their account. Show clear steps.
Considerations
Note: For this challenge, I made the assumption that this feature was offered from the user’s bank, so they already have an account with the bank and might already have set up a number of bill payees.
Since the app requires substantial setup from the user, it helps to set expectations. Since those expectations can overwhelm some users, it is beneficial to break them down into simple steps. Show the potential reward in the last screen offers the necessary motivation to continue with the actual setup!
Suggested Solution
Screen 1
Headline: Select Bills to Pay
Body: Choose from current bill payees or add new ones.
Button: Next
Screen 2
Headline: Choose Payment Dates
Body: Specify when each bill should be paid.
Button: Next
Screen 3
Headline: Receive Notifications
Body: Allow notifications to know when payments are scheduled and when they are sent.
Buttons: Notify Me / Not Now
Screen 4
Headline: Do Something Fun
Body: After setting up your bill payments, enjoy doing anything but thinking about your bills.
Button: Continue to Setup