Account activation & onboarding

Building trust from first click to first success

I design end-to-end product experiences and the UX systems that sustain them — from early foundations through growth, optimization, and scalability.

Initial company and product state

Company state

Celigo was a Series A SaaS startup, and I was the first product designer. The platform’s success depended on enabling customers to build and maintain complex data integrations independently, without relying on professional services. Its current Gartner position was Niche, though it would move to Leader.

Product state

Flow creation was the core of the product’s value, but it relied on a series of complex forms to connect data. The flow builder itself was in alpha state, but needed to become the core way users built and evolved flows.

There was no onboarding, no in-product help or help center, release emails, engagement campaigns, and no community.

Challenges

  • No UX standards or visual consistency across activation flows.
  • Unbranded, confusing account emails that failed security expectations.
  • Platform lacked logic and structure for onboarding tours; dynamic classes caused implementation errors.
  • High learning curve due to developer-centric design.
  • No established voice or tone across product or company messaging.

Overview

When users first interact with your product—through sign-up, sign-in, or recovery—they’re forming immediate trust judgments. At Celigo, these foundational experiences were broken: confusing branding, inconsistent emails, inaccessible UIs, and delayed activation caused drop-off before users even reached the product.

This initiative rebuilt those first-touch moments and extended them into onboarding tours and callouts, reducing friction from account creation to value realization.

Objectives

  • Deliver a seamless, secure, and branded account activation experience.
  • Reduce time-on-task and frustration during sign-up, sign-in, and recovery.
  • Accelerate onboarding by helping users reach “first value” faster.
  • Establish product tone, voice, and UX consistency.
  • Get users to create their first flow more quickly and to create more flows, thus converting to paid accounts

Solutions and implementation

1. Account activation & recovery

Old state: No branding, confusing navigation, no password visibility, and no timely activation emails.

New state:

  • Clear branding and unified logo across company and product.
  • Eye icon for password visibility and real-time validation.
  • “Sign in with Google” SSO for faster, error-free login.
  • Immediate delivery of activation and recovery emails.
  • Emails redesigned with clear CTAs, security reassurance, and consistent tone.
  • Add ability to invite team members, a critical sticky feature.

Account activation


Forgot password: 
Add ability for users to reset their passwords.

Invite new users

Invite users: Adding the ability to invite users for the first time.

Invite users: Administrators always know which users have accepted

Invite users: Administrators always know when there's a new administrator, and can immediately react if there's a potential breach.

2. Onboarding tours and callouts

Old state: High learning curve; users unsure where to start.

New state:

  • Added “Get Started” tour for first login orientation.
  • Empty states redesigned to guide users intuitively (“What do I do now?”).
  • Contextual callouts for turning on key features (e.g., flow error notifications).
  • Introduced onboarding voice and tone to humanize experience.
  • Deployed targeted tours for key workflows like error resolution and template discovery.
  • Accelerated user time-to-value and reduced confusion through contextual, research-driven onboarding guidance.

Flow empty state: Creating a flow is the most important task to ensure user stickiness. The more flows they create, the more likely they will convert to paid from a free account.

Connection empty state: Adding their first connection was critical to getting data flowing, increasing stickiness.

Import empty state: Setting up an import was the first step in creating a flow

Optimizing most frequent tasks

As a data integration (iPaaS) platform, people needed to be able to create and troubleshoot flows quickly. We did a number of things to optimize error resolution, including this onboarding.

Error recovery: Getting people unstuck was critical to stickiness.

3. Email campaigns to keep users engaged

To get users to value quickly and drive adoption and retention, I created a cross-departmental growth team that worked together to create email campaigns to help users create their first flow, which became the company North Star. A series of emails kept users engaged throughout their first 7 days of a trial, which is what our analytics showed was the most critical time for conversion.

This email highlighted the benefits of converting to a paid account, from unlimited flows to a dedicated tech to premier support.

This example provided popular flow combinations, as well as surfacing relevant whitepapers.

This example surfaces the Celigo University, which I helped to create the content and assessments for.

Impact

  • Established PLG-led growth as a discipline
  • Increased adoption and retention, getting customers to value and unstuck more quickly.
  • Engagement campaign enabled users to create their first flows more quickly, increasing trial conversions from zero. More than 1 flow required a paid account, so this increased company revenue.
  • More users completing Celigo University, which became a requisite for attending Office Hours to get just-in-time help.
  • Contributed to company's move to Gartner MQ Leader