User Onboarding

Creating a Smooth Student Onboarding Process Post-Pandemic: How The Pandemic Changed Orientations Forever

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    Home / User Onboarding / Creating a Smooth Student Onboarding Process Post-Pandemic: How The Pandemic Changed Orientations Forever


    My first day at my university was a Thursday because I was told it was orientation week that first week. I was taking it slow to look cool, arriving just before it was over, you know the drill 😎

    onboarding process meme
    Me being fashionably late three days

    Well, it turns out the orientation for my department ended the day before, and I actually had classes that very day...

    ...Starting 5 minutes after I got the news.

    I ran up a whole slope up the campus and arrived 20 minutes late. To the wrong class.

    That’s the story of how I graduated without ever getting a proper orientation. Things could’ve been a lot different if someone had the brilliant idea of going with a student onboarding program instead.

    👉 So this story is also about good student onboarding and, more importantly, good student onboarding planning.

    Now, if you don’t want your students being *fashionably late* to the wrong class, let me walk you through:

    • What student onboarding is,
    • Why onboarding students right is crucial,
    • What changed with the pandemic,
    • User onboarding software to consider,
    • How you can onboard your students - both physically and virtually

    Let's get movin'.

    what is student onboarding

    Student onboarding is an enhanced method of familiarizing students with the institution, the processes, and the requirements they might need to meet, and overall, a successful onboarding process offers a better student experience. As student success and student engagement at a given college or university depend greatly upon a successful student onboarding experience, many studies are being conducted on the matter while the process slowly but surely replaces the traditional orientations.

    “So wait, orientation is not the same thing as onboarding a student?”

    👉 Nope. In fact, the difference gets bigger and bigger every day since orientation is now mostly replaced by onboarding processes for students.

    But still, let me explain it clearly.

    Student Onboarding vs. Orientation - What is the Difference?

    • Orientation mostly takes place in a matter of a day or, at best, a week.
    • Orientation focuses on the opportunities and services the institution offers 
    • Orientation ends whether or not students reach a goal
    • Student onboarding can take months and often takes an entire semester if not more
    • Student onboarding focuses on the goals and services the student can get from the institution
    • Student onboarding is continuous and ends only when student goals are reached

    Why is onboarding students so crucial?

    why is student onboarding crucial

    A university, a college, or any other educational institution is pointless without the students.

    Bold take, I know.

    But without a proper goal, all institutions are doomed to collapse.

    👉 And it so happens that in the US, 40% of undergraduate college students drop out each year in 2022. That's four of every ten students, people.

    👉 What's even more curious is 30% of the dropout rate comes from first-year college students dropping out before their sophomore year.

    You see, that's something you can change with better onboarding for students.

    Or at least it was. Before the inevitable change came.

    How Student Onboarding Changed Post-Pandemic

    The worldwide pandemic – besides everything else it took away from us – had the most significant influence on education.

    Throughout the first few years, and even now, it changed and still changes the ways in which students take classes, teachers give lectures, and even the education material itself.

    Of course, the student onboarding process couldn’t be untouched.

    👉 Educational institutions had to find a good way to have students familiarize themselves with the school. This time, not with the campus, but with online services, online communities, and online help the school offered and provided.

    This change called for two things:

    👉 An online platform to keep everything in check and

    👉 An online communication channel.

    Here are some online tools to redefine your approach to student success.

    Student Onboarding Software You Need for Effective Student Engagement

    Student Onboarding Software for User Management & User Adoption

    1- UserGuiding: Enhance your online student onboarding

    When the pandemic first started, I was still taking classes back at university.

    And in all honesty, my university was pretty bad at employing the right tools to offer a better online educational journey. I would say I am pretty tech-savvy for your average content writer in SaaS, and I had the hardest time getting onboarded. 

    👉 The funny thing is, such complications could’ve been prevented if the school staff had taken literally 5 minutes to create a good online onboarding flow for us students.

    “5 minutes? How can it take so little?”

    Well, it took me 4 minutes and 11 seconds to create this onboarding flow right here using UserGuiding:

    With UserGuiding, you can give your students the comfort of adjusting to online education quicker and easier using features like:

    • Interactive guides and walkthroughs ✅
    • Hotspots, tooltips, and in-app messaging ✅
    • User onboarding checklists ✅
    • Custom in-app surveys with templates ✅
    • Resource centers ✅
    • Powerful analytics ✅
    • Localization ✅
    • Segmentation and targeting, and much more ✅

    So, if you're in for high student engagement, UserGuiding might be the student onboarding software you're looking for! Give it a try for free ⬇️

    2- HubSpot CRM

    hubspot crm student onboarding tools

    Though HubSpot essentially works with SaaS companies, using HubSpot CRM as a student onboarding solution can be really beneficial for educational institutions.

    What’s more, HubSpot also has a very capable free version for smaller institutions wishing to onboard students, handle class planning and enrollment issues professionally, and do more.

    Lastly, it is worth mentioning that HubSpot has lots of free tools users can integrate with the CRM to offer perfect onboarding for incoming students as well as professors and all faculty members - full-on employee onboarding.

    3- Freshsales CRM

    freshworks freshdesk student onboarding tools

    Freshworks’ sales solution Freshsales has a whole CRM option dedicated to educational institutions for their CRM needs.

    And take it from me, it’s pretty good.

    Just like any other CRM solution, Freshsales CRM offers a one-stop solution for tasks, emails, reporting, and more. What makes this tool worth it is, however, the fact that it has an educational use case that can be used for your university community as well as your student community.

    And what if you need tools for communicating with your onboarding students? 👇

    Online communication tools for onboarding students

    1- Zoom

    zoom student onboarding tools

    Zoom is, of course, the first thing that comes to mind when online communication is mentioned.

    Not only is Zoom a perfectly powerful tool for the purpose, but it also keeps on getting better with every update.

    Though they don’t try to make great changes to the services they provide like introducing CRMs and other functionalities, they do everything in their power to do what they do the best.

    If you are looking for powerful online communication features and a free version, Zoom is perfect for you.

    2- Google Meet

    google meet student onboarding tools

    Though Google Meet is not as popular as Zoom, it sure is a great alternative for institutions that are already using other Google apps and services.

    With Google apps like Classroom, Slides, and Calendar, integrating the onboarding to be more comprehensive is easy enough.

    What’s more, Google Meet being available online makes onboarding your current students and incoming students easier as they can just be provided with a link; they wouldn’t have to deal with downloading anything.

    3- Microsoft Teams

    Microsoft Teams for Students student onboarding tools

    While we're familiar with Microsoft Teams as a solution for businesses, it is also a great option for educational institutions as well. With great integrations with not only Microsoft 365 Suite but also ClickUp, Figma, Jira, Asana, Kahoot, and tens of more apps, Teams proves to be a good suite for student communication and management. 

    Though MS Teams is not necessarily an LMS, it comes through as a primary communication system, and the integrations it offers make it more than enough to be the base of your student onboarding unless you need automated student onboarding.

    So, How Do I Onboard a New Student?

    Now you know that orientations are replaced with more effective onboarding processes, that the pandemic has changed a lot, and that you can use different tools to keep up with the effects of the pandemic on education.

    But how do you put all that into action?

    Let’s take a look at how you can physically and virtually onboard your students and reach your goals for student onboarding.

    Physical Onboarding

    I have to admit, I was pretty sure we would only be doing online onboarding from 2020 on, but today, we are pretty much back to our old ways and physical onboarding - and orientations 🙄 - are thriving.

    So, it is only fair to go over an effective physical onboarding process for a great student onboarding experience. Let’s take a look.

    1- Set an established approach to student success

    A good onboarding process for students starts with one simple yet complicated step: deciding what describes student success for you.

    This can be detecting and terminating potential issues for students, creating a healthy community for students within the institution, or creating an effective learning environment. Whatever your main objective is up to you.

    What really matters is to take the upcoming steps in light of this.

    2- Plan it out & reach out

    Next is planning the timing as well as the logistics of the onboarding process.

    This step involves getting in touch with the faculty members, institutional staff, and third-party onboarding services/persons if you’d like to involve any.

    After reaching out to the above, it is time to reach out to the students as well.

    You might want to give a complete and comprehensive plan to the students that will be subject to the onboarding process to avoid confusion and start meeting student goals from the very start.

    Keep in mind that although planning an onboarding has its own goals, reaching student goals is the primary goal at all times.

    3- Track student success

    Once the onboarding for students officially starts, it is time to keep track of each student and how far along they are in achieving the onboarding goals as well as their own.

    Depending on the milestones you have decided during the planning phase, you might want to keep close contact with certain students who may fall behind in their onboarding.

    Don’t forget that onboarding students is a continuous process, and even though a student might appear to have completed their onboarding, this might not be the case.

    Be sure to check up on students for the best student onboarding experience possible.

    Virtual Onboarding

    Now, when we consider the possibility that you might not be in direct contact with students or that you can’t see them face-to-face, there are some more steps that might be necessary to add to the standard student onboarding flow.

    These would be:

    1- Making sure you can communicate efficiently online

    In the case that you cannot plan a physical onboarding process, you have to make sure you can still communicate with the incoming students.

    This can be solved with online tools like Zoom and Google Meet, as we mentioned above. However, if your institution works in a more verbal manner rather than oral, setting up proper email channels and scheduling them effectively is another thing to consider.

    2- Instill the school culture in alternative ways

    When students have no way of seeing the campus and discovering what it has to offer by themselves, it is important to support them in doing so virtually.

    This includes planning online meetings, bringing them together with student communities of all sorts, and introducing them to services your institution offers.

    This again boils down to getting an online communication solution to keep organizing meetings as easy as possible.

    Other methods of instilling school culture would be by sending students videos, photos, manuals, and infographics on the school and what it offers.

    3- Onboarding students to online tools and ensuring proper student training

    Besides replacing physical processes with online ones, there are problems that might arise with a virtual setup.

    One of these problems is supporting not-so-tech-savvy students in onboarding to online tools your institution might be using during the online period.

    And the solution is simple:

    Creating user-friendly onboarding flows that are easy to implement and understand. While not compromising on the range of capabilities you might need for your current and prospective student onboarding.

    If that's what you need, give UserGuiding a try ⬇️


    Though there is no standard or preset for a perfect student onboarding, it is possible to find what’s best for your institution and your students.

    What matters at the end of the day is creating a proactive process that will focus essentially on making student goals a reality as the ultimate goal.

    And to make them come true, you need a well-planned process.

    The time of dry orientations is over now; start planning your comprehensive student onboarding today!

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