How to Create Effective Customer Onboarding Videos with Sharelo

Maximizing customer satisfaction and retention through engaging onboarding videos created with Sharelo's user-friendly tools.
In building a successful business, customer onboarding is a critical component. Customer onboarding refers to introducing new customers to your product or service and helping them understand how to use it effectively. It is essential because it sets the tone for your customer's overall experience and can impact their long-term satisfaction and loyalty.
One effective way to improve your customer onboarding process is through videos. Videos can simplify complex information, make learning more engaging and interactive, and provide a consistent onboarding experience for all new customers.

Sharelo is a platform that can help you create compelling customer onboarding videos. It provides a user-friendly interface that makes it easy to create professional-looking videos without prior experience or technical skills. Additionally, Sharelo offers various features such as captions, analytics, and integrations that make it easier to distribute and measure the effectiveness of your onboarding videos. This blog post will explore how to create compelling customer onboarding videos with Sharelo and how it can help streamline your customer onboarding process.
Creating a Customer Onboarding Video
Video is one of your best investments when setting up a top-notch customer experience. It allows your customers to quickly get to grips with products and services, helping them through onboarding and engaging them with your brand in ways other media can't match. In this blog, we'll show you how to create an onboarding video--from scripting and storyboarding to filming and editing--and explain the importance of having a clear, concise message in your video. Learn how Sharelo's no-code story editor can help you create a professional-looking customer onboarding video.
Here's how you can use video conversations to create an effective onboarding process:
Creating Customer Onboarding Videos with Sharelo
With Sharelo, you can share your content through various channels and get valuable insights into your content's performance. If you want to improve your customer communication and drive more sales using videos, Sharelo is the perfect tool. But let's talk about how to use Sharelo to create a compelling onboarding video.
Create Interactive Onboarding Videos with Sharelo
Planning Your Onboarding Video
Before you start filming or recording, it's essential to plan out the critical components of your video. This includes setting expectations, introducing the product or service, and demonstrating key features. With Sharelo, you can easily create a script and storyboard that will help guide your filming and editing process.

Record or Upload Your Onboarding Video
Now that you have created storyboard, it's time to record or upload your onboarding video. Sharelo provides a recording and uploading tool that matches your brand and engages your customers.
Add Interactive Elements
After crafting your video, you can now start adding interactive elements like text and video replies, calendar booking apps and links. You can also add questions and choices to each page to create an interactive onboarding experience for your customers.
Sharing Your Onboarding Video
Once you have your onboarding video, it's time to share it with your customers. Sharelo makes it easy to share your video through various channels, including email, social media, and your website. You can also track the performance of your video and make updates as needed through Analytics.
Sharelo is a powerful tool for creating engaging and effective onboarding videos. With its user-friendly video creation tools and interactive storytelling features, Sharelo can help you create a personalized and engaging onboarding experience for your customers. Whether a small business or a large enterprise, Sharelo can help you make an onboarding video that meets your customers' needs and sets them up for success.
How Different Departments Can Use Your Sharelo Videos
For Sales
- ✅ Send video messages with proposal slides,
- ✅ Share documents with explanation videos and
- ✅ Qualify leads and prioritize deals with analytics data.
For Marketing:
- ✅ Share customer stories with docs and videos,
- ✅ Share product demo videos with the MTG scheduler and
- ✅ Share event descriptions with registration forms.
For Customer Success:
- ✅ Onboard customers with video tutorials,
- ✅ Introduce new features and product updates and
- ✅ Get customer feedback through forms.
Making a Compelling Customer Onboarding Video
At a first, glance, creating an onboarding video may seem intimidating – but don't worry, we've got you covered! Here are some tips to help make your customer onboarding video more engaging and effective:
Final Thoughts
Onboarding videos are a fantastic way to create a positive first impression with your customers and keep them engaged long-term. Using Sharelo's custom video creation capabilities, you can create unique and engaging onboarding videos to boost customer satisfaction and retention, helping your business stand out from competitors. Sharelo makes it easy to streamline communication processes, ensuring customers have a seamless experience every time. With 7 types of customer onboarding videos to explore in the Sharelo Blog section, you'll have all the tools you need to get started. Login to Sharelo now, create your onboarding video, and take your business to the next level!