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