Zoho - Onboarding Journey
I have recently completed my first freelancing project and for that I had to create an invoice to share with my client. So, I asked my friend to suggest few applications. He suggested me few apps like ZOHO, Quickbooks etc.Immediately, I typed ZOHO in google and found the website.
Then i started exploring ZOHO.com
First glance at the website(www.zoho.com) took me in confidence that I am at the right page to get started with my accounting management. Initially it took me to sign up page and i proceeded easily throughout the website. For my freelancing project, at the end my client asked me the invoice in order to complete the payment. So, in this flow, I had to create a invoice in ZOHO solutions and send it to my client which was expected to to take less time.
In the process of creating invoice, at one step I had asked to fill a form with the following details like Organization name, business location,PORTAL name etc.
Effortlessly, I started to fill the form starting with organization name and then PORTAL name…I was stuck!
There was a pattern below the text field of portal name like “https//invoice.zoho.com/portal/” by which assumed to be writing the portal name in this pattern. So, firstly I had just tried with certain names but every time I save, it gave me a error with a pop box saying “this portal name has been taken” or “Use 5 or more letters in the portal name”. My time was consuming in only single field because of which i could not proceed with my invoice.
This kept me in confusion state for a long time and I was totally annoyed by the bad experience. My motto of spending less time in accounting was not fulfilled and had to switch to other app.
1. Unnecessary or confusing fields can restrict users to complete the task. Eventually, it can lead to painful experience.
2. Onboarding journey should ask for as little information as possible.
If the setting up the organization can be completed without the PORTAL field also, then it can be optional or removed, by which any user can navigate through the app easily and can get the work done soon in time.
Thank you for reading. If you find this experience worth sharing then do share with your network.