Redesigning thememorial onboarding

Enhancing User Engagement & Conversion

CLIENT

Memories

ROLE

Product designer (UX/UI, research)

LOCATION

Melbourne

DURATION

4 Months (2022)

oUTPUT

  • Responsive onboarding flow
  • Responsive home page redesign

TEAM

Head of product, PM, 2 Designers, 4 Devs, Copywriter, Marketing

Overview

In 2021, Memories moved to a paid-only model for its core product, the online memorial. This led to a significant drop in sign-ups, activations, and conversions.

We identified two key issues beyond pricing: many users struggled to understand the product’s value, which increased refund requests, and requiring upfront payment before users understood its purpose created hesitation, especially given the product’s sensitive nature.

Hypothesis

Analysis of initial support tickets showed many users purchased the product but later realised it didn’t meet their expectations. This hesitation was due to users struggling to understand its value upfront and being required to pay before fully experiencing it, especially given the product’s sensitive nature, which led to many refund requests.

Together with the product team, we identified three priorities to improve the experience:

  • Clarify the product value proposition on the website to help users quickly understand what the product offers and why it matters.
  • Introduce a free trial to lower the entry barrier, build trust, and allow users to engage with the product before committing financially.
  • Simplify the onboarding flow to reduce friction and make the first steps easier, clearer, and more supportive when engaging with a sensitive product.

Goals

1. Improve Sign-ups

Help users understand the benefits of the online memorial by testing and refining the value proposition.

2. Increase Memorial Activation/Creation

Simplify the onboarding process to make completing memorials easier and faster.

3. Boost Conversions

Introduce a free trial to let users experience the platform before committing financially.

Double Diamond

Design Process

Discovery

Kick-off workshop

Support Request Analysis

Funnel Analysis

User interviews

Ideation workshop

Features definition

Wireframes

Concept testing

Iterate

Synthesise insights

Persona

Journey map

Build

Test

Analyse & iterate

Define

Develop

Deliver

Mixed-Methods

Research

I combined qualitative and quantitative methods to gain a well-rounded understanding of user needs, product performance, and business alignment.

1. Onboarding Funnel Analysis

To identify where users were disengaging or encountering friction during onboarding, I collaborated with head of product to review the funnel data in Google Analytics.

key insights emerged:

  • A significant drop-off occurred at the payment step, indicating user hesitation around financial commitment.
  • Users spent a disproportionate amount of time on the questionnaire screen, suggesting that it was cognitively demanding or unclear, and potentially acting as a blocker in the flow.
  1. Support Request Analysis

We reviewed fortnightly support tickets and identified recurring issues around refunds and unmet user expectations.

 

key insight:

 

Many users signed up expecting to create a death notice, unaware that our product served a different purpose—clearly highlighting that our value proposition and website copy needed to be clarified.

  1. User Interviews

To understyand friccion points, purchase desiction, and possible areas of improvements.

 

key insight:

 

Value Proposition: Users expressed strong interest but needed to experience the service to understand its value before committing; a free trial was highly desired.

 

Onboarding: The existing onboarding felt lengthy, with some questions perceived as confusing or irrelevant.

 

Payment: The upfront payment and its tone felt too transactional during a time of grief; users were hesitant to commit to a one-time payment memorial when asked for credit card details before experiencing the value of the product.

A image of a concrete sphere, balanced between two other larger spheres
  1. Concept Testing Insights

We ran concept testing with six representative users using early mock-ups to validate assumptions and iterate quickly.

 

key insights:

 

Core values: Users appreciated features such as ease of use, collaboration, privacy, and emotional connection.

Clarity Language: Consistently using the term ‘online memorial’ in messaging significantly improved the perceived value proposition.

Empathetic Language: An empathetic and compassionate tone positively influenced purchase decisions and memorial creation.

Social Proof & Trust: Testimonials and brand partnerships enhanced credibility and comfort during a sensitive time.

CTAs: The “Try it free” button effectively indicated that there was a cost associated with the service without using overtly transactional language.

Pricing: Users appreciated the $219 AUD one-time fee but noted a preference for smaller, ongoing payments over subscriptions.

Onboarding Simplification: Removing three steps streamlined the process; example memorials provided clear inspiration for users.

Memorial owner

User Persona

Memorial Owner — initiates and manages the memorial and invites others to contribute.

Memorial owner

Journey Map

Mapped the journey of a typical Memorial Owner from discovering the service to creating a memorial,highlighting pain points such as complex onboarding and unclear value proposition during the initial experience.

Initial User Flow

Proposed User Flow

Proposed UX Redesign

1. Website Enhancements:

  • Refined website copy to be more supportive, reassuring, warm, and empathetic.
  • Introduced softer visual elements and calming colours.
  • Clearly emphasised core benefits: easy setup, private & secure, collaborative, one-time payment.

2. Introducing a Free Trial:

  • Eliminated upfront payment, launching a 28-day free trial.
  • Added prompts highlighting memorial and trial benefits throughout the user journey.
  • Clearly outlined trial terms to manage expectations.
  • Presented a memorial summary pre-payment to showcase its built value.

3. Optimising Onboarding Flow:

  • Streamlined onboarding from 6 to 3 steps for smooth, more user-friendly experience.
  • Simplified sign-up by removing non-essential fields (e.g., "hometown").
  • Added sample memorials for inspiration and clarity.
  • Integrated an interactive memorial preview in the background for a more immersive experience.

4. UX & Accessibility Considerations:

  • With 61% of users creating memorials on mobile, so we prioritised a mobile-first approach to ensure a consistent, responsive experience across devices.
  • To support our primary users—older adults with low digital literacy—and meet WCAG Level AA standards (recommended mid-level accessibility), we:
    • Reviewed colour choices to ensure sufficient contrast and optimal readability
    • Maintained consistent navigation and clear error suggestions
    • Implemented larger fonts with a minimum size of 16px
    • Designed bigger touch targets (buttons), especially for mobile users

After Six Weeks

Results

Following the launch of the free trial, improved onboarding and the Memories website, we saw significant results within six weeks:

 

  • Improved Conversion Rate: +6%
  • Increased Sign-Ups: +28%
  • Higher Activation Rate: +12%

 

Iterations

Based on ongoing analysis of user feedback and product metrics, we continuously refined the experience to better meet user and business needs.

  • Reduced Free Trial Duration: Shortened from 28 to 14 days to encourage quicker conversion.
  • Increased Pricing Visibility: Moved pricing information higher on the website for earlier clarity.
  • Onboarding Product Explainer Video: Added to quickly convey value and features.
  • Guided Onboarding: Implemented contextual tooltips for step-by-step user guidance.

KEY

Learnings

  • Combining qualitative insights with quantitative validation uncovers real user pain points and informs user-centred design solutions that deliver measurable business impact.
  • Storytelling helped make research insights more engaging and actionable for stakeholders.
  • Early cross-functional collaboration ensures design changes align with broader business goals.
  • Iterative design (progress over perfection) enables continuous improvement.

NEXT CASE STUDY

IKEA Digital Touchpoints

Redesigning thememorial onboarding

Enhancing user activation and conversion

CLIENT

Memories

ROLE

Product designer (UX/UI, research)

DURATION

4 Months (2022)

TEAM

Head of product, PM, 2 Designers, 4 Devs, Copywriter, Marketing

LOCATION

Melbourne

oUTPUT

  • Responsive onboarding flow
  • Responsive home page redesign

Overview

In 2021, Memories moved to a paid-only model for its core product, the online memorial. This led to a significant drop in sign-ups, activations, and conversions.

We identified two key issues beyond pricing: many users struggled to understand the product’s value, which increased refund requests, and requiring upfront payment before users understood its purpose created hesitation, especially given the product’s sensitive nature.

Hypothesis

Analysis of initial support tickets showed many users purchased the product but later realised it didn’t meet their expectations. This hesitation was due to users struggling to understand its value upfront and being required to pay before fully experiencing it, especially given the product’s sensitive nature, which led to many refund requests.

Together with the product team, we identified three priorities to improve the experience:

  • Clarify the product value proposition on the website to help users quickly understand what the product offers and why it matters.
  • Introduce a free trial to lower the entry barrier, build trust, and allow users to engage with the product before committing financially.
  • Simplify the onboarding flow to reduce friction and make the first steps easier, clearer, and more supportive when engaging with a sensitive product.

Goals

1. Improve Sign-ups

Help users understand the benefits of the online memorial by testing and refining the value proposition.

2. Increase Memorial Activation/Creation

Simplify the onboarding process to make completing memorials easier and faster.

3. Boost Conversions

Introduce a free trial to let users experience the platform before committing financially.

Double Diamond

Design Process

Discovery

Kick-off workshop

Support Request Analysis

Funnel Analysis

User interviews

Ideation workshop

Features definition

Wireframes

Concept testing

Iterate

Synthesise insights

Persona

Journey map

Build

Test

Analyse & iterate

Define

Develop

Deliver

Mixed-Methods

Research

I combined qualitative and quantitative methods to gain a well-rounded understanding of user needs, product performance, and business alignment.

1. Onboarding Funnel Analysis

To identify where users were disengaging or encountering friction during onboarding, I collaborated with head of product to review the funnel data in Google Analytics.

key insights emerged:

  • A significant drop-off occurred at the payment step, indicating user hesitation around financial commitment.
  • Users spent a disproportionate amount of time on the questionnaire screen, suggesting that it was cognitively demanding or unclear, and potentially acting as a blocker in the flow.
  1. Support Request Analysis

We reviewed fortnightly support tickets and identified recurring issues around refunds and unmet user expectations.

 

key insight:

 

Many users signed up expecting to create a death notice, unaware that our product served a different purpose—clearly highlighting that our value proposition and website copy needed to be clarified.

  1. User Interviews

To understyand friccion points, purchase desiction, and possible areas of improvements.

 

key insight:

 

Value Proposition: Users expressed strong interest but needed to experience the service to understand its value before committing; a free trial was highly desired.

 

Onboarding: The existing onboarding felt lengthy, with some questions perceived as confusing or irrelevant.

 

Payment: The upfront payment and its tone felt too transactional during a time of grief; users were hesitant to commit to a one-time payment memorial when asked for credit card details before experiencing the value of the product.

A image of a concrete sphere, balanced between two other larger spheres
  1. Concept Testing Insights

We ran concept testing with six representative users using early mock-ups to validate assumptions and iterate quickly.

 

key insights:

 

Core values: Users appreciated features such as ease of use, collaboration, privacy, and emotional connection.

Clarity Language: Consistently using the term ‘online memorial’ in messaging significantly improved the perceived value proposition.

Empathetic Language: An empathetic and compassionate tone positively influenced purchase decisions and memorial creation.

Social Proof & Trust: Testimonials and brand partnerships enhanced credibility and comfort during a sensitive time.

CTAs: The “Try it free” button effectively indicated that there was a cost associated with the service without using overtly transactional language.

Pricing: Users appreciated the $219 AUD one-time fee but noted a preference for smaller, ongoing payments over subscriptions.

Onboarding Simplification: Removing three steps streamlined the process; example memorials provided clear inspiration for users.

  1. A/B Testing & Data-Driven Optimisation

Test 1: CTA Button Language

  • Concept Testing Findings Used: Users responded more positively to wording that emphasised the trial rather than the memorial creation.
  • Hypothesis: A more descriptive and action-driven CTA would encourage more sign-ups.
  • Variation A: “Try it free”
  • Variation B: “Create a memorial for free”
  • Result: Variation A (Try it free) performed better in sign-ups.

Test 2: Homepage Layout

  • Concept Testing Findings Used: Early testing suggested that trust-building elements, such as testimonials, could play a crucial role in influencing purchase decisions.
  • Hypothesis: Placing the testimonials section at the top would increase trust and incentivise the purchase process and increase conversions.
  • Variation A: Payment section displayed at the top of the page.
  • Variation B: Testimonials displayed at the top of the page.
  • Result: Variation B (testimonials first) led to increase in conversion rates.

Memorial owner

User Persona

Memorial Owner — initiates and manages the memorial and invites others to contribute.

Memorial owner

Journey Map

Mapped the journey of a typical Memorial Owner from discovering the service to creating a memorial,highlighting pain points such as complex onboarding and unclear value proposition during the initial experience.

Initial User Flow

Proposed User Flow

Proposed UX Redesign

1. Website Enhancements:

  • Refined website copy to be more supportive, reassuring, warm, and empathetic.
  • Introduced softer visual elements and calming colours.
  • Clearly emphasised core benefits: easy setup, private & secure, collaborative, one-time payment.

2. Introducing a Free Trial:

  • Eliminated upfront payment, launching a 28-day free trial.
  • Added prompts highlighting memorial and trial benefits throughout the user journey.
  • Clearly outlined trial terms to manage expectations.
  • Presented a memorial summary pre-payment to showcase its built value.

3. Optimising Onboarding Flow:

  • Streamlined onboarding from 6 to 3 steps for smooth, more user-friendly experience.
  • Simplified sign-up by removing non-essential fields (e.g., "hometown").
  • Added sample memorials for inspiration and clarity.
  • Integrated an interactive memorial preview in the background for a more immersive experience.

4. UX & Accessibility Considerations:

  • With 61% of users creating memorials on mobile, so we prioritised a mobile-first approach to ensure a consistent, responsive experience across devices.
  • To support our primary users—older adults with low digital literacy—and meet WCAG Level AA standards (recommended mid-level accessibility), we:
    • Reviewed colour choices to ensure sufficient contrast and optimal readability
    • Maintained consistent navigation and clear error suggestions
    • Implemented larger fonts with a minimum size of 16px
    • Designed bigger touch targets (buttons), especially for mobile users

After Six Weeks

Results

Following the launch of the free trial, improved onboarding and the Memories website, we saw significant results within six weeks:

 

  • Improved Conversion Rate: +6%
  • Increased Sign-Ups: +28%
  • Higher Activation Rate: +12%

 

Iterations

Based on ongoing analysis of user feedback and product metrics, we continuously refined the experience to better meet user and business needs.

  • Reduced Free Trial Duration: Shortened from 28 to 14 days to encourage quicker conversion.
  • Increased Pricing Visibility: Moved pricing information higher on the website for earlier clarity.
  • Onboarding Product Explainer Video: Added to quickly convey value and features.
  • Guided Onboarding: Implemented contextual tooltips for step-by-step user guidance.

KEY

Learnings

  • Combining qualitative insights with quantitative validation uncovers real user pain points and informs user-centred design solutions that deliver measurable business impact.
  • Storytelling helped make research insights more engaging and actionable for stakeholders.
  • Early cross-functional collaboration ensures design changes align with broader business goals.
  • Iterative design (progress over perfection) enables continuous improvement.

NEXT CASE STUDY

IKEA Digital Touchpoints

Redesigning thememorial onboarding

Enhancing user activation and conversion

CLIENT

Memories

ROLE

Senior product designer (UX/UI, research, strategy)

DURATION

4 Months (2022)

TEAM

Head of product, PM, 2 Designers, 4 Devs, Copywriter, Marketing

LOCATION

Melbourne

oUTPUT

  • Responsive onboarding flow
  • Responsive home page redesign

Overview

In 2021, Memories moved to a paid-only model for its core product, the online memorial. This led to a significant drop in sign-ups, activations, and conversions.

Hypothesis

Analysis of initial support tickets showed many users purchased the product but later realised it didn’t meet their expectations. This hesitation was due to users struggling to understand its value upfront and being required to pay before fully experiencing it, especially given the product’s sensitive nature, which led to many refund requests.

Together with the product team, we identified three priorities to improve the experience:

  • Clarify the product value proposition on the website to help users quickly understand what the product offers and why it matters.
  • Introduce a free trial to lower the entry barrier, build trust, and allow users to engage with the product before committing financially.
  • Simplify the onboarding flow to reduce friction and make the first steps easier, clearer, and more supportive when engaging with a sensitive product.

Goals

1. Improve Sign-ups

Help users understand the benefits of the online memorial by testing and refining the value proposition.

2. Increase Memorial Activation/Creation

Simplify the onboarding process to make completing memorials easier and faster.

3. Boost Conversions

Introduce a free trial to let users experience the platform before committing financially.

Double Diamond

Design Process

Discovery

Kick-off workshop

Support Request Analysis

Funnel Analysis

User interviews

Ideation workshop

Features definition

Wireframes

Concept testing

Iterate

Synthesise insights

Persona

Journey map

Build

Test

Analyse & iterate

Define

Develop

Deliver

Mixed-Methods

Research

I combined qualitative and quantitative methods to gain a well-rounded understanding of user needs, product performance, and business alignment.

1. Onboarding Funnel Analysis

To identify where users were disengaging or encountering friction during onboarding, I collaborated with head of product to review the funnel data in Google Analytics.

key insights emerged:

  • A significant drop-off occurred at the payment step, indicating user hesitation around financial commitment.
  • Users spent a disproportionate amount of time on the questionnaire screen, suggesting that it was cognitively demanding or unclear, and potentially acting as a blocker in the flow.
  1. Support Request Analysis

We reviewed fortnightly support tickets and identified recurring issues around refunds and unmet user expectations.

 

key insight:

 

Many users signed up expecting to create a death notice, unaware that our product served a different purpose—clearly highlighting that our value proposition and website copy needed to be clarified.

  1. User Interviews

Despite the challenges of scheduling interviews in a grieving context, we spoke with six Memories users to understand friction points, purchase decisions, and opportunities for improvement.

 

key insights:

 

Value Proposition: Users expressed strong interest but needed to experience the service to understand its value before committing; a free trial was highly desired.

 

Onboarding: The existing onboarding felt lengthy, with some questions perceived as confusing or irrelevant.

 

Payment: The upfront payment and its tone felt too transactional during a time of grief; users were hesitant to commit to a one-time payment memorial when asked for credit card details before experiencing the value of the product.

A image of a concrete sphere, balanced between two other larger spheres
  1. Concept Testing Insights

We ran concept testing with six representative users using early mock-ups to validate assumptions and iterate quickly.

 

key insights:

 

Core values: Users appreciated features such as ease of use, collaboration, privacy, and emotional connection.

Clarity Language: Consistently using the term ‘online memorial’ in messaging significantly improved the perceived value proposition.

Empathetic Language: An empathetic and compassionate tone positively influenced purchase decisions and memorial creation.

Social Proof & Trust: Testimonials and brand partnerships enhanced credibility and comfort during a sensitive time.

CTAs: The “Try it free” button effectively indicated that there was a cost associated with the service without using overtly transactional language.

Pricing: Users appreciated the $219 AUD one-time fee but noted a preference for smaller, ongoing payments over subscriptions.

Onboarding Simplification: Removing three steps streamlined the process; example memorials provided clear inspiration for users.

  1. A/B Testing & Data-Driven Optimisation

Test 1: CTA Button Language

  • Concept Testing Findings Used: Users responded more positively to wording that emphasised the trial rather than the memorial creation.
  • Hypothesis: A more descriptive and action-driven CTA would encourage more sign-ups.
  • Variation A: “Try it free”
  • Variation B: “Create a memorial for free”
  • Result: Variation A (Try it free) performed better in sign-ups.

Test 2: Homepage Layout

  • Concept Testing Findings Used: Early testing suggested that trust-building elements, such as testimonials, could play a crucial role in influencing purchase decisions.
  • Hypothesis: Placing the testimonials section at the top would increase trust and incentivise the purchase process and increase conversions.
  • Variation A: Payment section displayed at the top of the page.
  • Variation B: Testimonials displayed at the top of the page.
  • Result: Variation B (testimonials first) led to increase in conversion rates.

Memorial owner

User Persona

Memorial Owner — initiates and manages the memorial and invites others to contribute.

Memorial owner

Journey Map

Mapped the journey of a typical Memorial Owner from discovering the service to creating a memorial,highlighting pain points such as complex onboarding and unclear value proposition during the initial experience.

Initial User Flow

Proposed User Flow

Proposed UX Redesign

1. Website Enhancements:

  • Refined website copy to be more supportive, reassuring, warm, and empathetic.
  • Introduced softer visual elements and calming colours.
  • Clearly emphasised core benefits: easy setup, private & secure, collaborative, one-time payment.

2. Introducing a Free Trial:

  • Eliminated upfront payment, launching a 28-day free trial.
  • Added prompts highlighting memorial and trial benefits throughout the user journey.
  • Clearly outlined trial terms to manage expectations.
  • Presented a memorial summary pre-payment to showcase its built value.

3. Optimising Onboarding Flow:

  • Streamlined onboarding from 6 to 3 steps for smooth, more user-friendly experience.
  • Simplified sign-up by removing non-essential fields (e.g., "hometown").
  • Added sample memorials for inspiration and clarity.
  • Integrated an interactive memorial preview in the background for a more immersive experience.

4. Responsiveness & Accessibility Considerations:

  • With 61% of users creating memorials on mobile, so we prioritised a mobile-first approach to ensure a consistent, responsive experience across devices.
  • To support our primary users—older adults with low digital literacy—and meet WCAG Level AA standards (recommended mid-level accessibility), we:
    • Reviewed colour choices to ensure sufficient contrast and optimal readability
    • Maintained consistent navigation and clear error suggestions
    • Implemented larger fonts with a minimum size of 16px
    • Designed bigger touch targets (buttons), especially for mobile users

After Six Weeks

Results

Following the launch of the free trial, improved onboarding and the Memories website, we saw significant results within six weeks:

 

  • Improved Conversion Rate: +6%
  • Increased Sign-Ups: +28%
  • Higher Activation Rate: +12%

 

Iterations

Based on ongoing analysis of user feedback and product metrics, we continuously refined the experience to better meet user and business needs.

  • Reduced Free Trial Duration: Shortened from 28 to 14 days to encourage quicker conversion.
  • Increased Pricing Visibility: Moved pricing information higher on the website for earlier clarity.
  • Onboarding Product Explainer Video: Added to quickly convey value and features.
  • Guided Onboarding: Implemented contextual tooltips for step-by-step user guidance.

KEY

Learnings

  • Combining qualitative insights with quantitative validation uncovers real user pain points and informs user-centred design solutions that deliver measurable business impact.
  • Storytelling helped make research insights more engaging and actionable for stakeholders.
  • Early cross-functional collaboration ensures design changes align with broader business goals.
  • Iterative design (progress over perfection) enables continuous improvement.

NEXT CASE STUDY

IKEA Digital Touchpoints