Onboarding Popup with YouTube Tutorial for New Users

[partomas]

We are heavy users of EspoCRM, utilizing it both for our internal operations and our partner portal. While EspoCRM is a powerful and intuitive system, one challenge we frequently face is introducing new users / portal users to the platform efficiently.

A great solution I’ve seen in other systems is an onboarding popup that appears when a user logs in for the first time. This popup could contain an iframe with a YouTube tutorial explaining the system’s basics in a concise and user-friendly manner. Why would this be beneficial?

• Better User Onboarding: New users would get an immediate, structured introduction to the system without needing separate training sessions.
• Time-Saving for Admins: Reduces the need for manual user guidance, especially when onboarding multiple users at different times.
• Enhanced User Adoption: A well-presented tutorial ensures users feel comfortable using EspoCRM from day one, reducing frustration and support requests.
• Customizability: Ideally, admins could set their own tutorial link, allowing companies to provide EspoCRM training tailored to their specific workflows.

Would it be possible to introduce such a feature in future versions? It would be a huge usability enhancement, making EspoCRM even more accessible to new users.

Thanks for your consideration!

[yuri]

Implementing it would be pricy for us. Not sure whether it will be justifiable investment at this stage. And it can be implemented not very well, creating a negative outcome.

For now, we have quite a few significant features in our plans.

[yuri]

Plan, feedback, research & analysis, readiness of the platform (for a particular feature), understanding how it can be designed. Design often takes more time than writing code.

[rabii]

Thanks for your reply. I agree design is always the hardest part.
I like how espocrm is evolving with a simplistic design system.
One missing part yet to come sometimes in the future is a marketplace, it will help attract more developers and more users to the platform.

[yuri]

One of the benefit I see is that the trend for simplistic UI continues. As we add more features, we have UI space to add new elements. Had we filled the UI with all features we have, we would have with no space left resulting in an over clutter.

[emillod]

We built something similar for one of our customers.
So basically there is an icon in top navbar which after click open side panel with bug report form. There is no problem to embed an video with some kind of tutorial or iframe.

[dreginald]

You can embed on dashboard as attached. Sharing few video links of general user process that you can paste on your dashboard

https://youtu.be/uo2mqwXe9js?si=DM-AruQTtZEC6c9h

[yuri]

One of the difficulties is that we would need to use some reference to UI elements. That implies that minor UI changes can render a previously configured flow broken. This adds an additional burden.

Today, services for short interactive screencasts are getting popular. It may be reasonable to look to this direction too.

[dreginald]

Yes. You are right. We need to keep updating the training material, in line with the documentations

[shalmaxb]

I added a type of "inline" help by displaying a button, which opens a modal with short explanations and even Video would be possible. It is not linked to a certain field or a certain step, but something like the Knowledge Base in short (although with links to tha actual Knowledge Base).