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The support leader’s guide to proactive support: Provide help before it’s needed

Intercom, Inc.

With the right strategy and proactive support tools – think Outbound Messages , Product Tours , Mobile Carousels , and Banners – you can alert customers to known issues, like delivery delays, bugs in your product, and website downtime. Here are our tips: Gather valuable conversation data fast. Educate customers on new features.

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Optimizing internal product communications

Folding Burritos

Create internal dashboards, docs or wiki pages, only to realize that’s where information goes to die, because people can’t find it, don’t understand the tool or forget to go there. Think about it as either inbound or outbound comms. What’s next?

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Userpilot Integrations: How Userpilot Gets Along with Your Tech Stack

Userpilot

Enable Userpilot integrations in one click directly from your dashboard with: Segment , Amplitude , Google Analytics , Google Tag Manager, Heap, Intercom , Kissmetrics, Mixpanel. Open the Help Widget and chat with us directly from your Userpilot Dashboard ( log in here ). Intercom dashboard. Heap dashboard powered by Userpilot.

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Intercom NPS: How To Create an NPS Survey With Intercom [+Better Alternatives for SaaS]

Userpilot

To create a new survey in Intercom, go to Outbound. Tip: If you want to preview how a survey will look and behave for customers, target yourself as the audience of the survey (by specifying your email address in the targeting rules). Userpilot NPS Survey Dashboard. Step #1: Click “new survey”.

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What is SaaS Marketing? The Ultimate Guide

Userpilot

While outbound marketing strategies like email may not be as popular an acquisition method for SaaS companies, it has a fairly good track record in the SaaS marketing space. Here’s a look at Userpilot’s segmentation dashboard to give you an idea of the conditions you can set: Get your free Userpilot demo today!

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Helping from afar: Running customer support remotely

Intercom, Inc.

Here are some tips on using them to manage the team remotely. We send automated outbound messages based on actions that the user has taken (or not). Frequent postings of our metrics dashboard on Slack to replicate our real-time metrics monitor at the office. Proactive support. Help Center.

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6 Less Known Customer Success Best Practices to Reduce Churn and Improve Retention [+Case Study]

Userpilot

If you have multiple dashboards in your products, you can build product tours for each of these dashboards, but you should only show them when the user starts to use these dashboards. We then review how we met their expectations on the Business Review call in the 3rd month and we simply help them build their outbound strategy.