Signup Page and Onboarding flow

3. Sign-Up Flow 

 

 Purpose 

 The sign-up flow registers new users and initiates a personalized onboarding sequence, guiding them toward setting up their first campaign effectively. 

 

 Flow Steps 

 

 

 The user visits the Sign-Up Page : /signup 

 

 

 

 The user is prompted to enter: 

 

 

 A valid email address 

 

 

 A secure password 

 

 

 

 

 The user clicks on the Sign Up button. 

 

 

 System triggers the following actions: 

 

 

 New account creation 

 

 

 Automatic transition into the onboarding sequence 

 

 

 

 

 

 Onboarding Sequence (Post Sign-Up) 

 Step 1: Welcome Survey 

 Purpose: To collect user context and personalize the experience. Questions include: 

 

 

 Q1: How did you find Parakeet? Options: 

 

 

 LinkedIn 

 

 

 Reddit 

 

 

 Twitter 

 

 

 Google Search 

 

 

 Friend/Colleague 

 

 

 Product Hunt 

 

 

 Other (Manual Entry) 

   

 

 

 

 

 

 

 Q2: What is your job title? Options: 

 

 

 CEO 

 

 

 Founder 

 

 

 VP of Sales 

 

 

 VP of Marketing 

 

 

 Marketing Director 

 

 

 Sales Manager 

 

 

 Marketing Manager 

 

 

 Growth Marketing Manager 

 

 

 Demand Generation Manager 

 

 

 Account Executive (AE) 

 

 

 Sales Development Representative (SDR) 

 

 

 Business Development Representative (BDR) 

 

 

 Other (Manual Entry) 

 

   

 

 

 

 

 Q3: What are you looking to accomplish? Options: 

 

 

 Drive new sales opportunities 

 

 

 Nurture leads with drip campaigns 

 

 

 One-off email blasts 

 

 

 Not sure yet 

 

 

 

 

 

 Step 2: OTP Verification 

 

 

 An OTP is sent to the email provided. 

 

 

 If OTP is correct → proceed to next step 

 

 

 If OTP is incorrect → option to retry or resend OTP 

 

 Additionally the users are given an option to regenerate the OTP after 30 seconds

 

 

 Email is sent out in the following format 

 

 

 Step 3: Campaign Builder Prompt 

 User is greeted with a message encouraging them to start building their first campaign: 

 "Building a campaign from scratch can be tough. This should make it easy for you. Ready?" Options: 

 

 

 "Let’s Go" → Launches the AI-powered campaign generation flow 

 

 

 "I’ll do it myself" → Redirects to dashboard/homepage