Incentivize Action
Help users feel supported and rewarded for their progress
Principles at a glance
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01
Build up to higher order transactions
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02
Give users small wins as they progress
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03
Don’t forget to play
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Principles in action
Build up to higher-order transactions
Principle 01
Helping users learn how to use a product is often pushed to the back burner. It’s not a key metric for product teams, and few users will invest time to read a manual. But there are ways to offer just enough learning to unlock greater user engagement: break up tasks into smaller steps, reward users for completing tasks, and nudge them to explore the product.
Principle 02
Give users small wins as they progress
Learning a digital product can be a tough journey for last mile users. Used carefully, incentives can help users pull through tough spots and stretch to reach milestones. Intrinsic incentives that are small and non-monetary can be effective in motivating users and building loyalty. These include progress trackers, leaderboards, and status signs like badges and virtual certificates.
Principle 03
Don’t forget to play
Designing for play is a useful tool in design. It can shift a financial experience from one fraught with anxiety and dry jargon to one that encourages exploration, invites users to level up, and even de-risks failure. Experiment with play-based engagement models in your product to delight your users
Explore other moments in Learning and Upskilling
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Digital Fluency
Help users build comfort with digital interactions
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Financial Fluency
Build comfort with making financial interactions on a digital device
