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Signup process, how to do it right!

Every flow, campaign you do should have KPIs, but most of all it should have a purpose. When we work on the signup flow we need to understand that the purpose is 100% clients that start the signup flow will complete it.

This means your signup flow should be KISS (keep it stupid/super simple).

In the signup flow we usually need the basic information of a customer, like:
1. Full name
2. Email
3. Phone number
4. Birthday
5. Country
6. City
7. Zip Code
8. Gender

An example of a signup flow:



The above diagram describes a nice signup flow:
1. On the first step you fill in your email and password (could be separated into two steps)
2. Step 2 you will need to fill in your full details, in the meantime you will receive a confirmation email.
3. Step 3 you will need to verify your phone number

The email confirmation step is not part of the signup process. This email should have only one purpose, confirming the customer's email. Don't make it long or explain about the benefits of opening an account with you. MAKE IT SIMPLE!

During the signup process if for some reason a client closes the browser before completing the signup process tell them they can finish it later and send them a reminder. Don't forget to save their details they did provide you and send them back to the position they didn't complete when they want to finish the signup process.

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