✦Use cases / Software & B2B / Customer onboarding

Onboarding videos that get customers to first value.

A short, captioned video for every step of setup, and a screenshot guide to go with it.

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Made forCustomer success managersOnboarding specialistsProduct marketersSupport teamsProduct managers

New customers stall at setup.

Every stuck customer is a support ticket or a churn risk. A short, clear video for each step gets them to value faster.

What you'll make

Welcome walkthrough

The first video a new customer sees.

Setup steps

One short video for each step, captioned.

In-app GIFs

Small loops for tooltips and empty states.

How Shotbox helps

Every tool for the job, in one app.

ZOOM OVER TIME clicks
Auto zoom & cursor →

Make every click obvious

Zooms follow each click so a new customer sees exactly where to go.

  • Click moments
  • Smooth cursor
  • Click ripples
turns a week of reports into one screen
TRANSCRIPT

Hi, I'm going to show you how the new dashboard actually, let me start again. The new dashboard turns a week of reports into one screen.

Let's start at the top, with the revenue chart.

Captions & transcript →

Captions for silent viewing

Customers watch onboarding at their desk with the sound off. Captions carry the words.

  • On-device transcription
  • Brand caption style
  • Drag to any position
KeepPop outCut out
Camera cut-out →

A friendly welcome

Open the welcome video with your customer success lead on camera, then cut to the product.

  • Camera only for the welcome
  • Picture in picture for the tour
  • Cut out over the brand backdrop
16:9
1:1
9:16
Exporting · 3.1× real time
Export →

GIFs for the product itself

Export small looping GIFs for tooltips, checklists and empty states inside your app.

  • GIF at 75, 50 or 33%
  • Long GIFs keep their length
  • MP4 for the help centre
123
Then click Save
Annotate →

Checklists with screenshots

Pair each video with an annotated screenshot for customers who prefer to read.

  • Numbered steps
  • Arrows and highlights
  • Brand backdrops
Northwind AnalyticsNew in the dashboard
Northwind
BRAND KITNorthwind

Font · Inter Bold

Watermark · Bottom right · 70%

Export .shotboxbrand
Brand kit →

Feels like your product

Your colours, font and logo on every onboarding video, so it feels part of the product.

  • Brand captions and titles
  • Brand backdrop
  • Logo watermark
Stick to screen content
Blur & redaction →

Real accounts, hidden data

Record in a real account for realistic screens and blur anything private.

  • Stick to screen content
  • Blur or pixelate
  • Baked into the export
Recommended setup

Start with these settings.

CanvasYouTube — 16:9
Camera layoutCamera only for the welcome; Picture in picture after
Caption styleBrand or Boxed
TitlesLower third naming each step
ExportMP4 at 100%; GIF at 50% for in-app
Tips

Tips for better results.

  1. One step, one video

    Short single-step videos are easier to keep up to date than one long tour.

  2. Name the step on screen

    A lower third with the step name helps customers know where they are.

  3. Small GIFs in the app

    Export at 33% or 50% for tooltips and checklists so they load instantly.

  4. Hide sample data

    If you record in a real account, blur names and emails before export.

How it works

Three steps, one app.

Everything runs on your Mac, and nothing is uploaded on the way.

  1. 1

    Record each step

    Zooms make every click obvious.

    Auto zoom & cursor →
  2. 2

    Caption for silent viewing

    Captions made on your Mac, in your brand style.

    Captions & transcript →
  3. 3

    Export GIFs for the app

    Small, looping files at a lower resolution.

    Export →
An example

An onboarding series

  1. Plan

    List the five setup steps customers get stuck on.

  2. Record

    One short recording per step, plus a welcome on camera.

  3. Caption

    Brand captions on each, with a lower third naming the step.

  4. Embed

    MP4s for the help centre, GIFs for the in-app checklist.

Questions
Can I host the videos in Shotbox?

No. Export files and host them where your onboarding lives.

How do I keep videos up to date?

Re-record just the step that changed and swap it on the timeline.

Can the videos match our brand?

Yes. Use a brand kit for titles, captions, backdrops and your logo.

Features you'll use
Auto zoom & cursorZooms follow your clicks, the cursor glidesLearn more →Captions & transcriptCaptions on-device; edit by deleting textLearn more →ExportMP4, HEVC, ProRes or GIF, 16:9 to 9:16Learn more →
More in Software & B2B:Sales demosHelp centre contentRelease notesSupport replies
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