Userpilot

FEBRUARY 13, 2024

Looking for inspiration to help you craft engaging SaaS onboarding emails? TL;DR SaaS onboarding emails are a series of automated or manually sent emails that guide new users through their initial experience with the product. Effective onboarding emails help you: Engage new users from the get-go.

Analytic Tools 52

Analytic Tools Feedback Software Customer Experience User Testing 52

Userpilot

JUNE 3, 2022

We’ve compiled a list of the best resources to get you started – from tools and blogs to courses. Product marketing resources include different formats, from video content to podcasts, blogs, and best tools. Other kinds of useful product marketing resources include books, podcasts, and blogs just like Userpilot’s.

Research Software 88

Research Software Analytic Tools Feedback Software Data Visualization 88

Userpilot

OCTOBER 31, 2023

Onboarding is vitally important for any SaaS owner or product manager. Taking users through your product or service using an onboarding call is a pretty standard part of the customer onboarding process. In this blog, we’ll explore the differences between the two methods – and when it makes sense to use both.

Feedback Software 86

Feedback Software Customer Experience User Testing Customer Feedback 86

Userpilot

NOVEMBER 16, 2022

Looking to build a customer onboarding strategy from scratch or plan on reworking an existing framework? This short guide will show you user onboarding strategies that cut to the chase, reduce time to value and lead to retention. We’ll show you how to create onboarding goals and what to prioritize in the onboarding process.

Feedback Software 90

Feedback Software Analytic Tools Customer Experience Customer Feedback 90

Userpilot

JUNE 15, 2021

UX or CS teams who are trying to improve their SaaS user onboarding experience often ask us: Which software companies have the best user onboarding experiences? When it comes to onboarding a new user, the experience must be obsessively aligned with providing that first moment of value. . Who can we turn to for some inspiration?

Feedback Software 145

Feedback Software Customer Experience User Testing Customer Feedback 145

Userpilot

AUGUST 6, 2023

TL;DR Marketing automation describes the use of software tools to automate repetitive marketing tasks, like sending emails or scheduling social media content. An example of automated in-app onboarding could be triggering personalized onboarding walkthroughs or checklists based on welcome survey responses.

Analytic Tools 85

Analytic Tools Feedback Software Research Software Data Visualization 85

Userpilot

JULY 30, 2023

You can segment customers by: Segmenting trial customers to improve onboarding , user experience , and conversion rates. Klaviyo’s automation capabilities and email templates streamline email marketing campaigns for deeper customer relationships. Behavioral segmentation. Preference-based segmentation.

Analytic Tools 87

Analytic Tools Feedback Software Data Visualization Customer Experience 87

Userpilot

AUGUST 2, 2023

With the amount of data companies have available, there is no excuse not to use data-driven email marketing. Whereas data-driven email marketing uses valuable customer data to send the right email at the right time to assist with your product’s growth. You can use customer data to ensure emails get seen by your customer.

Data Visualization 84

Data Visualization Analytic Tools Customer Experience User Testing 84

Userpilot

JULY 31, 2023

13 customer retention strategies for increasing the customer lifetime value: Use customer data to personalize the onboarding process. Implement an onboarding checklist to drive activation. Leverage secondary onboarding to drive repeated value for existing customers. Use email marketing campaigns to bring back inactive users.

Feedback Software 90

Feedback Software Analytic Tools Data Visualization Customer Feedback 90

Userpilot

JUNE 30, 2023

This article provides an overview of 19 popular AI content-writing tools that will help you create different content types, from in-app messages to long-form blog posts. Known for its budget-friendly pricing , Rytr enables the creation of high-quality content such as blog posts, emails, and social media captions.

Feedback Software 93

Feedback Software Analytic Tools Research Software Data Visualization 93

Userpilot

MAY 12, 2022

Segmented in-app communications are a great way to announce your product to existing users, enlist beta testers and deliver release notes ; they are also useful for user onboarding after the launch. Blog posts : SEO content is easy to share and allows you to present new features in more detail. New product release announcement email.

Feedback Software 94

Feedback Software Research Software Product launches User Testing 94

Userpilot

OCTOBER 30, 2022

Proven strategies to grow retention in SaaS: Refine the onboarding experience. Use gamification to make onboarding engaging. Hone your email strategy. Refine the onboarding experience. Good onboarding helps users understand and gain value from your SaaS product, which is essential to making sure they stay with you.

Feedback Software 85

Feedback Software Data Visualization Customer Communications Customer Experience 85

Userpilot

OCTOBER 20, 2022

A user onboarding academy will help you get started on user onboarding and how to build great user onboarding flows. In the brutal world of SaaS business where activation and retention are crucial, smooth user onboarding ensures users are highly engaged and activated from the start. What is user onboarding?

Onboarding KPIs 90

Onboarding KPIs Customer Experience Data Visualization Certifications 90

Userpilot

JULY 25, 2022

Customer onboarding challenges are something every SaaS owner or product manager will face at some stage of their career. Because onboarding is such an important area to get right, it’s critical to have a framework (and the tools) to overcome them. Customer onboarding challenges are blockers stopping you from converting users.

Feedback Software 87

Feedback Software Onboarding KPIs Analytic Tools User Testing 87

Userpilot

AUGUST 2, 2023

12 Customer engagement strategies for driving retention: Personalize the onboarding process for new users to boost engagement. Engage users right from the start of their journey with onboarding checklists. Use video tutorials to engage customers in the onboarding process Announce new features using modals to drive new feature adoption.

Feedback Software 78

Feedback Software User Testing Customer Experience User Friction 78

Userpilot

JULY 31, 2023

Userpilot is an excellent onboarding tool that enables effective in-app communication and on-demand user support. Pendo offers in-app messaging and onboarding features for mobile apps. Front is a strong contender as an email marketing automation substitute, providing collaborative inboxes and multichannel communication.

Analytic Tools 81

Analytic Tools Feedback Software Reporting Tools Data Visualization 81

Userpilot

JULY 20, 2023

Poor onboarding. How to reduce churn rate and increase customer lifetime value: Personalize the onboarding process for new customers to shorten time to value. Use an onboarding checklist to drive users toward activation. Leverage secondary onboarding to unlock extra value. Bad customer service.

Customer Experience 82

Customer Experience Feedback Software Analytic Tools Data Visualization 82

Userpilot

DECEMBER 19, 2023

Design a successful onboarding flow to help users unlock value quicker. Develop an effective onboarding flow to drive customer success An onboarding flow is a way of introducing new customers to your SaaS products or existing customers to new tools and features. Just remember that the onboarding needs to be personalized.

Feedback Software 80

Feedback Software Analytic Tools Product Research User Friction 80

Userpilot

JANUARY 14, 2023

Customer education combines direct and indirect efforts to onboard, train, or retain new/existing customers. Successful customer education programs to consider: Using tailored contextual tooltips and onboarding checklists to show new users around your product and help them get the most out of it. Userpilot onboarding checklist.

Customer Experience 95

Customer Experience Feedback Software Education Customer Feedback 95

Mixpanel

JANUARY 12, 2023

Product and growth managers often build onboarding flows that get users to this moment fast. If I’m creating a funnel for a product (ad, sales page, email follow-up) the goal of every word on every piece of collateral is to get readers to this one moment because it’s also the moment of conversion. That goal is the “a-ha” moment.

Data Visualization 116

Data Visualization User Testing Research Software Product Research 116

Userpilot

OCTOBER 6, 2023

Where a prospect becomes a lead by giving you contact info (email, connection, social follow, etc.). By providing value to a broad audience via channels like blogs, social media content, ads, and online communities—just like the article you’re reading right now. Userpilot ’s blog. Userpilot ’s onboarding checklist.

B2B 97

B2B Analytic Tools Feedback Software Data Visualization 97

Userpilot

FEBRUARY 15, 2023

Good friction can be introduced at various points in the onboarding process to increase adoption. HubSpot uses a long sign-up form to add good friction as it creates a personalized onboarding that shortens TTV. Userpilot adds good friction by enabling users to customize the UI with their brand name and colors during onboarding.

Product Research 94

Product Research Customer Experience User Friction Data Visualization 94

Userpilot

JANUARY 27, 2023

Email confirmation adds unnecessary friction so wait with it until the user converts. Personalize minimum viable onboarding and product experience for each user segment based on the objectives. Use email campaigns to reengage inactive or churned users. They must complete onboarding tasks. Or maybe 30? Benefit from it!

Feedback Software 91

Feedback Software Analytic Tools B2B Data Visualization 91

Userpilot

MARCH 6, 2024

To let users experience the product value , consider a freemium plan or free trial , and create onboarding flows to guide them to activation. When users adopt the core features, trigger secondary onboarding experiences to introduce more complex functionality. Email marketing. User onboarding. Product funnel. The solution?

Analytic Tools 83

Analytic Tools Data Visualization Research Software Onboarding KPIs 83

Mixpanel

JUNE 10, 2022

A good product onboarding experience can help achieve product-market fit and drive revenue, while a poor experience can drive customers away. We use the terms “product onboarding” and “user onboarding” interchangeably; you can read more about these concepts in our user onboarding explainer blog.

Onboarding KPIs 106

Onboarding KPIs Data Visualization Customer Experience Analytic Tools 106

Userpilot

NOVEMBER 17, 2022

There’s a science to successful customer onboarding, and following the client onboarding best practices in this article will set you on the right path. Read on as we explore client onboarding and how to combine creativity, thoughtfulness, and the right onboarding software to help customers ‘get’ your product. Less churn.

Feedback Software 95

Feedback Software Customer Experience Analytic Tools Research Software 95

Userpilot

APRIL 13, 2022

This can be a broken link, poor onboarding , confusing UX, etc. The most valuable types of data to track are email click tracking, link click tracking, and UX click tracking. All together, these three data types help you identify features customers interact with the most to refine the onboarding flow and get users to the “Aha!”

Analytic Tools 89

Analytic Tools Data Visualization Feedback Software Customer Feedback 89

Userpilot

NOVEMBER 2, 2023

Personalized emails are an effective way to announce new features and updates, and can be used to win back inactive users. Userpilot is a product adoption platform with advanced analytics, feedback, and onboarding functionality. Content marketing isn’t limited to blog posts. Webinars play an important educational role.

Feedback Software 90

Feedback Software Analytic Tools Research Software User Testing 90

Userpilot

NOVEMBER 19, 2022

Examples include showing relevant content and recommendations, personalizing the onboarding flow based on their goals, etc. Use microsurveys in your welcome screen to collect customer data from the beginning and trigger in-app flows to speed up user onboarding and product adoption. User persona template. " moment faster.

Feedback Software 93

Feedback Software User Testing Customer Experience Customer Feedback 93

Userpilot

DECEMBER 6, 2022

It could be product trial onboarding that helps you figure out how to solve it. In this blog, we’ll explore what a product trial is, describe the onboarding process, and give you the tools you need to apply it in your own SaaS. But what exactly goes into an effective onboarding process? Ready to get started?

Feedback Software 95

Feedback Software Analytic Tools Customer Feedback Customer Experience 95

Userpilot

NOVEMBER 21, 2023

You can generate detailed reports for all your marketing assets, from website pages to blog posts, emails, social media, etc. and engagement with onboarding content, surveys, etc. Create personalized email campaigns in HubSpot based on user activity Target specific user segments with personalized email campaigns in Hubspot.

Data Visualization 89

Data Visualization Analytic Tools Reporting Tools Onboarding KPIs 89

Userpilot

NOVEMBER 16, 2022

Afterward, personalize their onboarding experience relevantly. To automate product adoption, use onboarding checklists that show users essential onboarding steps to complete. Automatically create onboarding videos with AI video production tools , like Synthesia. Creating an onboarding flow in Userpilot.

Feedback Software 92

Feedback Software Analytic Tools B2B Embedded Analytics 92

Userpilot

FEBRUARY 3, 2023

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Effective strategies for primary onboarding: Greet users with welcome messages.

Onboarding KPIs 95

Onboarding KPIs Customer Experience User Testing Customer Feedback 95

Userpilot

MARCH 1, 2022

User segmentation , win-back emails , and active customer support are good proactive measures for targeting inactive users before they churn. Tactics you can implement right away to re-engage with inactive users: Remind users about important onboarding steps they may have missed. The end-of-trial email.

Feedback Software 96

Feedback Software User Testing Customer Experience Customer Feedback 96

Userpilot

OCTOBER 1, 2022

We’ve compiled the fundamentals of proper user onboarding that leads to software adoption—so you don’t have to do more research. The ten tips and best practices for good software adoption include: Collecting user data with a welcome screen to segment users and personalize the onboarding experience. Emails to dissatisfied customers.

Feedback Software 92

Feedback Software Research Software User Testing Onboarding KPIs 92

Userpilot

APRIL 23, 2021

Here are the SaaS tools I picked to build user persona examples for: Userpilot – product growth platform ActiveCampaign – email marketing automation tool Kontentino- social media scheduling tool. This helps in creating better user journey maps that you should use to improve user onboarding experiences. ActiveCampaign.

Analytic Tools 98

Analytic Tools Feedback Software Research Software User Testing 98

Userpilot

JANUARY 16, 2024

Have ChatGPT brainstorm ideas to improve your onboarding process. Idea creation : Use ChatGPT to generate new feature ideas , campaigns, blog post topics, product differentiation ideas, and more. Stakeholder management and communication : Use ChatGPT to generate boilerplate emails and presentations for stakeholders.

ChatGPT 88

ChatGPT Data Visualization Onboarding KPIs Research Software 88