HeyOz Onboarding Flow: Step-by-Step Guide

When a new user joins HeyOz, the onboarding flow helps them quickly understand what the platform does, how it can help their business grow, and how to get started creating high-performing ads and branded content. Each step is designed to move the user from discovery to activation with as little friction as possible. Here’s how the onboarding flow works.

Step 1: Enter Your Website URL

On the first screen, the user is asked to paste their website URL into the input field. This is the starting point for the HeyOz experience. Once submitted, HeyOz begins analyzing the website to understand the user’s business, products, brand messaging, visuals, and positioning. This step allows HeyOz to personalize everything that follows based on real business data rather than generic templates. If the user does not have a website yet, they can enter the link of any website to continue.

Step 2: Heard About Us

Next, the user is asked how they heard about HeyOz. This screen helps HeyOz understand acquisition channels such as referrals, ads, social media, search, partnerships, or word of mouth. The purpose of this step is twofold:

Improve future marketing campaigns
Understand which channels bring the highest-quality users
Personalize messaging where relevant

The user simply selects the most relevant option and continues. This step should feel quick and lightweight.

Step 3: What Do You Want to Achieve?

After source attribution, the user is asked what they want to achieve using HeyOz. This helps identify intent immediately so the platform can tailor recommendations, templates, and onboarding paths. Examples may include:

Increase sales
Run better ads
Create social content faster
Improve brand awareness
Launch a new product
Grow followers

Once selected, HeyOz uses this data to guide the user toward the most relevant tools first.

Step 4: Define Your Goals

The next screen asks for more specific business goals. This step goes deeper than general intent and helps HeyOz understand priorities. For example:

Monthly revenue targets
Number of leads desired
Content volume goals
Ad performance improvements
Faster creative production

By understanding measurable goals, HeyOz can generate smarter recommendations and track progress over time. The user can choose preset goals or enter custom targets.

Step 5: Animation Showcase

Once the setup questions are complete, the user is shown a short animation or product showcase. This screen demonstrates what HeyOz can do — such as generating ads, creating visuals, writing copy, or transforming brand inputs into ready-to-run campaigns. The purpose of this step is activation through excitement. It helps users clearly visualize the outcome before they begin using the platform. This is where curiosity turns into motivation. Users can continue once the showcase is complete or skip if preferred.

Step 6: Brand Identity

Next, HeyOz presents the brand identity details it discovered from the website scan. This may include:

Brand name
Industry or category
Tone of voice
Tagline or description
Core messaging themes
Audience positioning

The user reviews the information and edits anything that needs adjustment. This ensures HeyOz creates future content that matches the business accurately. When everything looks correct, the user clicks Continue.

Step 7: Brand Visuals

HeyOz then displays the visual assets it found during the scan. This becomes the user’s Media Library and may include:

Logos
Product photos
Website banners
Lifestyle imagery
Packaging shots
Brand colors or design references

Strong visuals improve the quality of generated ads, creatives, and branded content later. Once ready, the user clicks Continue.

Step 8: Show Ad Making

At this stage, HeyOz demonstrates the ad creation workflow in action. The user may see how HeyOz turns brand data into:

Video ads
Image ads
UGC-style creatives
Product promotions
Social media campaigns
Copy variations

This gives users confidence that the platform can produce results quickly. It also reduces hesitation before subscription by showing clear value. After the user has seen the platform’s value, HeyOz presents the subscription page. By this point, the user understands:

What HeyOz does
How it helps their business
How personalized the platform is
What content can be created
Why subscribing is valuable

The page should clearly explain available plans, pricing, and benefits. Examples may include:

Number of ad generations
Content exports
Team access
Premium templates
Faster generation speeds
Priority support

The user selects a plan and completes signup to access the dashboard.

Step 10: You’re In

Once subscribed, the user enters the HeyOz dashboard. From here they can begin creating campaigns, generating ads, uploading products, and growing their brand using AI-powered creative tools. The onboarding journey is complete, and execution begins.