Clarification on Onboarding Five Steps requirement

Hi @Liam-Shopify

We appreciate Shopify’s commitment to maintaining high standards for apps through the Built for Shopify program. As we work on aligning our app with the audit requirements, we have a few questions and would appreciate your guidance:

This is the feedback we’ve received:

" 1. Don’t have more than five steps in your onboarding process. Onboarding should be brief and direct. Provide clear instructions and guide the merchant to completion. Currently, “Step 1” seems to contain multiple sub-steps, which may unintentionally challenge the [4.4.4 directive] of limiting process steps to five. Furthermore, there are two separate notifications that indicate the completion of Step 1, which might create confusion as merchants continue to subsequent steps. The onboarding card on the app home is excellent and intuitive. It is just the initial installation and setup phase that I found slightly unclear. A streamlined approach could be beneficial, ensuring merchants have a seamless and straightforward experience.. See [this screenshot] for an example in your apps UI.

I would love to clear this point as followings to receive your guidance:

  • Here is our current Onboarding with 5 steps: Recording #174. Could you please advise in detail which are considered as sub-steps? What is the perfect sample for Onboarding for us to follow?
  • The duplication of Step 1 completion information occcurs when users skip the onboarding. We’ll improve this.

Expect to hear from you soon.

Hi Hannah,

We don’t have a one size fits all “perfect sample” for onboarding, since apps can vary widely in terms of what’s required for initial set-up, but our docs for onboarding best-practices are here: Onboarding

Hi Liam,

Thanks for your feedback. Could you please guide us in detail about the feedback from your side? I mean we are processing a 5-step onboarding and I am not very clear about your defination of “step”

Hi Hannah,

I’m not on the Built for Shopify team so I can’t speak for them - but it looks like these could be “sub-steps” in the main step one: