Unlocking Seamless Onboarding: The Magic Link Solution

In this case study, we delve into the journey of identifying and resolving a critical user onboarding issue within Retrium.

Discovering the problem

The challenge at hand was users' inability to join existing organizations via copied links. This prompted a collaborative effort to devise an elegant solution that would streamline the process for both existing and new users.

The issue surfaced when users attempted to join organizations through copied links, only to find themselves facing a dead end. Recognizing the urgency, we swiftly mobilized to address this stumbling block in the user journey.

Planning with developers

Working closely with our full-stack developers, we conceptualized a solution centered around the implementation of "magic links." This approach ensured that users without an existing account could seamlessly join organizations they needed to be a part of.

To guide the implementation process, we created a comprehensive flowchart that outlined all the points of logic involved. This visual representation proved invaluable in maintaining clarity and coherence throughout the development phase.


The user flow for signing up with Retrium and joining an organization

Crafting visual designs

With the logic in place, it was time to bring the solution to life. I took charge of developing several screens and states that illustrated how users could generate magic links and accept invitations from their team members. Each screen was meticulously designed to provide a user-friendly experience, ensuring a seamless transition for both new and existing users.


Early project wireframes


The integration of magic links not only resolved the initial issue but also ushered in a new era of user-friendly onboarding within Retrium. The streamlined process garnered positive feedback from both existing and new users, showcasing the significant impact of this solution on the overall user experience.

Retrium screenshot displaying a confirmation dialog box asking users if they want to accept an invitation to a team room, with options to accept or decline the invitation.

Finalized visual designs for accepting organization invitations

Retrium's 'Invite Members' screen displaying options to add new members to a team room, with fields for email addresses and an invite button, as well as a link to generate an invite for a new member.

By identifying a critical user pain point and working closely with our development team, we were able to implement a solution that not only addressed the immediate issue but also greatly enhanced the onboarding experience within Retrium. The success of this endeavor reinforces our commitment to continually improving our product and providing users with the best possible experience.

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