How to Create Engaging Video Onboarding: A Step-by-Step Guide

Percify Team

Percify Team

Content Writer

January 13, 2026
7 min read
Video Onboarding

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How to Create Engaging Video Onboarding: A Step-by-Step Guide

Imagine this: 86% of people say they'd like to see more video onboarding from brands. Are you leveraging this powerful tool to welcome new users and guide them to success? If not, you're missing a huge opportunity to improve user experience, reduce churn, and boost adoption. This comprehensive guide will walk you through creating engaging video onboarding experiences that captivate your audience and drive results.

In this guide, you'll learn the key elements of effective video onboarding, discover practical strategies for creating compelling content, and explore how Percify's AI-powered platform can revolutionize your video creation process. Get ready to transform your onboarding experience and unlock the full potential of your product.

Why Video Onboarding Matters

First impressions matter, and your onboarding process is often the first interaction new users have with your product or service. Ditch those lengthy text-based tutorials and embrace the power of video. Video onboarding offers a more engaging, digestible, and memorable way to guide users through the initial stages of your product journey.

� According to a recent study by Wyzowl, 96% of people have watched an explainer video to learn more about a product or service.

Video onboarding isn't just a nice-to-have; it's a strategic imperative for businesses looking to enhance user satisfaction and drive long-term engagement.

Benefits of Video Onboarding

  • Improved User Engagement: Videos capture attention and keep users actively involved in the onboarding process.
  • Increased Product Adoption: Clear and concise video tutorials make it easier for users to understand and utilize your product's features.
  • Reduced Churn: Effective onboarding reduces frustration and helps users quickly realize the value of your product, decreasing the likelihood of churn.
  • Enhanced Customer Satisfaction: A positive onboarding experience sets the stage for a strong, lasting relationship with your customers.
  • Scalable Training: Video onboarding allows you to efficiently train a large number of users without requiring extensive one-on-one support.

Planning Your Video Onboarding Strategy

Before you start filming, it's crucial to develop a well-defined strategy. This involves identifying your target audience, defining your onboarding goals, and outlining the key topics you'll cover in your videos.

1. Define Your Target Audience

Understand who your users are, their existing knowledge, and their specific needs and pain points. Tailor your video content to resonate with their unique characteristics.

2. Set Clear Onboarding Goals

What do you want users to achieve after completing the onboarding process? Examples include:

  1. Successfully completing their profile.
  2. Using a specific feature for the first time.
  3. Upgrading to a premium plan.

3. Map Out the User Journey

Identify the key steps users need to take to achieve their goals. Create a series of videos that guide them through each step of the process.

4. Choose the Right Video Format

Consider different video formats, such as:

  • Screen Recordings: Ideal for demonstrating software features and step-by-step instructions.
  • Animated Explainers: Perfect for illustrating complex concepts in a visually engaging way.
  • Talking Head Videos: Effective for building trust and establishing a personal connection with your audience.

5. Scripting and Storyboarding

Write a clear and concise script for each video. Create a storyboard to visualize the flow of the video and ensure a smooth and engaging viewing experience.

Important: Keep your videos short and focused. Aim for videos that are 2-5 minutes in length.

Creating Engaging Video Content

The quality of your video content is paramount. Follow these tips to create engaging videos that captivate your audience and drive results.

1. Keep it Concise and Focused

Respect your viewers' time. Get straight to the point and avoid unnecessary jargon or fluff. Focus on delivering the most essential information in a clear and concise manner.

2. Use Visual Aids

Incorporate visuals such as screenshots, animations, and graphics to enhance understanding and keep viewers engaged. Visual aids can help break up the monotony of screen recordings and make complex information easier to digest.

3. Add Music and Sound Effects

Carefully selected music and sound effects can enhance the overall viewing experience and make your videos more memorable. Choose music that is appropriate for your brand and target audience.

4. Use a Clear and Engaging Voiceover

A professional voiceover can add credibility and polish to your videos. Ensure that the voiceover is clear, engaging, and easy to understand. Percify's voice cloning technology can create a consistent brand voice across all your videos.

5. Incorporate Call-to-Actions (CTAs)

Tell viewers what you want them to do next. Use clear and compelling CTAs to guide them through the onboarding process. Examples include:

  • "Click here to create your account."
  • "Watch the next video to learn more."
  • "Explore our help center for additional resources."

Leveraging Percify for Video Onboarding

Percify's AI-powered platform can streamline your video creation process and help you create engaging onboarding videos with ease.

AI Avatars for Personalized Experiences

Create personalized video onboarding experiences with Percify's AI avatars. Customize the avatar's appearance, voice, and expressions to reflect your brand identity and resonate with your target audience.

Voice Cloning for Consistent Branding

Use Percify's voice cloning technology to create a consistent brand voice across all your onboarding videos. This helps build trust and recognition with your audience.

Text-to-Speech for Rapid Content Creation

Convert your onboarding scripts into high-quality voiceovers with Percify's text-to-speech feature. This saves time and resources compared to hiring professional voice actors.

Video Generation for Scalable Production

Generate high-quality onboarding videos quickly and easily with Percify's video generation tools. Create multiple versions of your videos to cater to different user segments or language preferences.

Best Practice: Use Percify's AI avatars to create engaging and personalized onboarding videos that resonate with your target audience.

Real-World Examples of Effective Video Onboarding

Let's look at some real-world examples of companies that are using video onboarding effectively.

Example 1: Software Company X

Software Company X used to rely on lengthy text-based tutorials for onboarding. They switched to video onboarding with Percify's AI avatars. Their user activation rate increased by 30% within the first month.

  • Before: Text-heavy documentation, low engagement, high churn.
  • After: Engaging video tutorials with AI avatars, high engagement, reduced churn.

Example 2: E-commerce Platform Y

E-commerce Platform Y used Percify's voice cloning technology to create a consistent brand voice across all their onboarding videos. This helped build trust and recognition with their audience, resulting in a 20% increase in customer satisfaction.

Example 3: SaaS Company Z

SaaS Company Z uses Percify's text-to-speech feature to quickly create onboarding videos in multiple languages. This allows them to efficiently scale their onboarding efforts and cater to a global audience.

Measuring the Success of Your Video Onboarding

It's essential to track the performance of your video onboarding efforts to ensure that they are achieving your desired results. Key metrics to track include:

  • Video Completion Rate: Measures the percentage of users who watch your videos from beginning to end.
  • User Activation Rate: Measures the percentage of users who complete a key action, such as creating an account or using a specific feature.
  • Customer Satisfaction: Measures how satisfied users are with your onboarding experience.
  • Churn Rate: Measures the percentage of users who stop using your product or service.

Use these metrics to identify areas for improvement and optimize your video onboarding strategy over time.

Conclusion

Ready to transform your onboarding experience? Explore Percify's features and start creating engaging video onboarding today! What are you waiting for?

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Got questions?

Frequently asked

Video onboarding is the process of using videos to guide new users through the initial stages of using a product or service. It's a more engaging and effective alternative to traditional text-based tutorials, helping users quickly understand the value and features of the product, leading to higher adoption rates and reduced churn.

To create engaging video onboarding, define your target audience, set clear goals, map the user journey, choose the right video format, and create concise, visually appealing content. Use clear voiceovers, add music, and incorporate calls to action to guide users through the process effectively. Tools like Percify can streamline the creation process.

Percify is an excellent tool for video onboarding because it offers AI avatars, voice cloning, and text-to-speech capabilities. These features allow you to create personalized, consistent, and engaging videos quickly and efficiently. It streamlines the video production process, making it accessible for businesses of all sizes.

Yes, video onboarding will undoubtedly be worth it in 2025. As user expectations for engaging and easily digestible content continue to rise, video will remain a crucial component of successful onboarding strategies. AI-powered tools will make video creation even more accessible and personalized.

The cost of a video onboarding solution varies depending on the complexity and tools used. Percify offers a range of plans to suit different needs and budgets. Investing in a robust solution like Percify can lead to significant ROI through increased user engagement and reduced churn, making it a worthwhile investment.

video onboardinguser onboardingAI avatarsvoice cloningvideo generationcustomer successuser experience
Percify Team
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