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Join the community

The current process is too lengthy and inconvenient for mobile users to join the community. After they receive an invitation link, they have to go through the following steps:

Open the invitation link.

Download the apps (This is where we lose new users).

Wait for the app to download successfully.

Go back to their email inbox to copy the code from the email.

Return to the app and paste the code.

Enter their email address.

Go back to the email inbox again to retrieve the confirmation code.

Complete the onboarding process (upload profile picture/answer questions).

We believe the underlined steps can be simplified as follows:

Open the invitation link.

Enter the email address in the internet browser.

Receive an email verification link and code for the Heartbeat.chat account

Complete the onboarding process (upload profile picture/answer questions) in the internet browser.

After successfully signing up for the community, users will receive a notification pop-up with an option to download the apps.

We also suggested that everytime the users signing back in - there should be both email verification link and code provided

7 comments

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Comments7

  • Ed Ferrigan

    •

    Aug 29, 2023

    Simple is always better. People want simple.

  • Janey Carr

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    Aug 29, 2023

    I do what you have suggested… i send an email with url invite and tell them not to do via mobile. This way it’s quick and easy and it lets them look around heartbeat with all its functionality on the web and get their bearings. It’s not until the next day I get them to download app. (Basically our popup suggestion)

  • Adriana Bucci

    •

    Jul 25, 2023

    Couldn’t agree more, the registration process is so lengthy and there’s too much opportunity for the customer to not sign up at all - payment should be the first thing they do! I’ve done a workaround and don’t even use heartbeat to get people registered but then the process to keep track of everything is so manual. It would be amazing if joining a community could be a smoother one or two step process.

  • Mark Randall

    •

    Jul 11, 2023

    Simplification is key to getting users to sign up. I don't think you need to verify every time you sign on.

    • Amanda Jean Marcott

      •

      Jul 11, 2023

      Mark Randall: No. Please no. That made my ADHD hurt. :(

    • Happiness Department

      •

      Jul 16, 2023

      Mark Randall: Maybe if one was just asked to verify every 60 - 90 days

  • Ed Ferrigan

    •

    Jul 4, 2023

    love this.