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Product Roadmapping Once product positioning is established, product managers move into the more action-oriented activity of roadmapping. This planning phase requires careful consideration of multiple contextual factors that significantly impact how roadmaps should be developed and managed.
I ran into documentation that was incorrect. Do they pair program with their customers to understand where there are gaps in their documentation or their endpoint coverage? So I started by searching for a Teachable API and found some documentation. Because they had a robust API that was well documented. Why Airtable?
The AI tool supports this process by: Providing prompting questions to spark discussion Suggesting potential angles teams might have missed Organizing ideas into structured formats Documenting key insights for later reference During the workshop, my team worked on the question, How do I use the space I have in my yard to create a garden?
Yet most product managers still rely on long documents, jargon-filled briefs, and clunky slide decks that dont land with the people who matter. What: Slack offers channels, messaging, and integrations for focused team communication. 90% of executives say they prefer visual storytelling over dense reports.
Yet, like many managers, my calendar is packed, my unread Slack messages seem endless, and my attention is pulled in countless directions. To nurture my team’s writing instincts, I spend a lot of time explaining the “why” behind my edits to their documents/emails/decks/etc. It has already leveled up my game.
” She found that being vulnerable about what she didn’t know actually added value to the team. Beyond handling escalations, Kim found herself hosting customer development partner groups, speaking at industry events, and participating in strategic sales calls.
Aim for under a minute (make it feel lightweight) Film two takes (or more) to get your message clear and succinct In your message, pitch the brevity and time ROI for everyone: Most PMs still don’t do Looms outside of major announcements or bug reports. Remember that receiving a Loom can initially feel like a burden.
All you need to do is to head to the documentation and copy-paste one line of code. It’s perfect if you want to go beyond just watching sessions and take action on what you learn (such as finding user frustrations in the onboarding process , triggering in-app messages , etc.). Looking for an Alternative for Mixpanel Session Replay?
Inaccurate, Incomplete, or Insufficient Documentation By far the most common challenge engineers face when working with a new API is inaccurate, incomplete, or insufficient documentation. If that language is not well documented, then engineers wont know how to construct requests or interpret responses. Why does this happen?
The message feels careless, and the customer loses trust. To maintain that standard, you need clear naming conventions, event tracking , and documentation that everyone can access. Build internal documentation hubs. For example, if a customer downgrades after a billing issue, support might log the interaction.
As a bonus — start documenting key UI patterns, e.g. where a toast message should appear etc. As a result, in addition to documenting UI patterns, a design generalist could launch a series of informal lectures , which I like to call “Product Design Academy (sort of)”, as these aren’t exactly official academy sessions.
You can find the official documentation here: WCAG 2 Overview Source: Accessibility Spark The official language is written with developers in mind, and it can take a lot of time to interpret and translate it into practical steps for design. Show a clear error message near the field and explain how to fix it.
Draft initial versions of product requirements or strategy documents for refinement and personalization. C - Content, choose your next meaningful goal and document it. I read every message. Use an AI tool of choice and ask it to: Analyze large user feedback data sets to identify patterns and prioritize feature requests.
It involves delivering consistent messaging across all channels. A good resource center can host onboarding flows , how-to guides, video tutorials, FAQs, and knowledge-base documents. You can trigger tools like tooltips , modals, and in-app messages exactly when they are needed to make users feel valued and understood.
Marketing teams under pressure to perform – For teams tasked with proving ROI, brand health metrics provide the data to validate strategy, guide messaging, and justify spend.
A big part of that is making sure your users know how to get the most from your application (and in the modern world, that means more than creating a page with a load of support documentation). It also provides a resource center for managing support documentation. Fail in that mission, and you risk damaging customer loyalty.
Marketing Team Marketing develops positioning and messaging for the new freemium experience. They collaborate with product and marketing to prepare FAQs, knowledge base articles, and internal documentation. They also implement A/B testing infrastructure to evaluate different onboarding experiences and conversion prompts.
Help center software is an umbrella term for tools that help you quickly spot trends in user issues, keep documentation updated, and guide users in real-time. Instead of juggling countless email threads or Slack messages, you manage everything from a central dashboard. What are the different types of help center software?
Error handling and feedback: Does the app provide clear and helpful error messages when things go wrong? Then, document clear action items. Keep it short: People typically use apps for quick tasks like checking a notification, sending a message, or making a quick purchase.
Ask AI to generate variations on how to convey the same message — e.g., Engineering Handoff: Use AI to accelerate translation from design to build Streamline handoff by using AI to generate starter code, documentation, or design specs. prioritize “X” with persuasive copy vs. visualize “X” with a graph.
The Real Bottleneck: Human Coordination At the heart of Jeff’s message is this: productivity isn’t about speed, it’s about shared understanding. They digitize documents, emails, and tasks, but they don’t connect them into a meaningful why. They’re just a new kind of user interface—very powerful, but also very crude.”
Its crucial to utilize AIDA model principles to craft messages that resonate and create brand awareness, laying the groundwork for deeper engagement. When it comes to proving the power of UX design, few things are as convincing as a well-documented case study.
Marcin’ Insights: We all know itcustomers need to see your message at least three times for it to stick. To make an impact, you need to use different channels to grab their attention and repeat the message until it really sinks in. Social media : Broaden your reach and engage users who may not actively check emails or your app.
A beta test can help get your team, your processes, and your documentation ready to handle that task. It allows you to find and fix bugs that couldâve been catastrophic at launch and helps hone your marketing message to make sure it resonates with your market.
It typically involves welcome messages, product tours , in-app guidance, and support materials aimed at driving user activation , retention, and long-term engagement. The checklist and demo document provided afterward are helpful, but they aren’t fully aligned with the user’s stated preferences during onboarding.
The results reveal that companies integrating UX Research into their growth strategies see significant improvements in conversions, engagement, and retention, with well-documented returns on investment. Each phase of the AARRR funnel presents unique challenges that require distinct research approaches to generate actionable insights.
With that, every message becomes contextual. Most importantly, these emails link to genuinely helpful resources rather than generic documentation, giving users exactly what they need to succeed in those critical first few days. Here are some things to include in these emails: Key stats (messages sent, files created, time saved).
Contextual in-app messages and tooltips. It drives expansion: When you understand how customers use your product, you can trigger personalized nudges, like in-app messages or emails that highlight advanced features or higher-tier plans. When users hit their API usage limits, it doesn’t just trigger an in-app message.
Keep each message concise and action-oriented to avoid information overload. This strategy is ideal for apps with a strong core action, like sending a message, completing a task, uploading a file, or creating content. Instead, they simply empower users to take the next step, whether its to create a new document, a checklist, etc.
You can use this platform to create customer segments, personalize onboarding flows, deliver targeted in-app messages, collect direct customer feedback , and track in-app analytics to make iterative changes. Features and functionality Zendesk provides live chat and automated messaging features to help teams engage with customers easily.
You get a variety of UI patterns, strong targeting and segmentation, in-app messaging , built-in analytics, and support for contextual onboarding flows across platforms. Rich targeting & triggers: Show the right message at the right time with precise audience targeting , event-based triggers, frequency capping, and multi-condition logic.
Yes provides SDKs for native iOS and Android apps (in-app messages, push notifications, etc., That includes mobile-first patterns likecarousels,slideouts,push notifications, and in-app surveys so you can keep your messaging consistent across platforms. Customer support and onboarding documentation also get positive feedback.
Whatfix delivers context-aware guidance that helps users correctly complete sensitive tasks like handling patient documents, uploading payroll data, etc., Compliance-heavy industries Sectors like finance, healthcare, insurance, and government cant afford errors in their mobile apps. reducing compliance risks and support tickets.
Lets review its core features: Streamline in-app messaging Pendo Mobile allows teams to create in-app messages to engage users with onboarding flows, feature announcements, and promotions. A self-service hub where users can find documentation, FAQs, and guides. Personalize messaging based on user behavior and preferences.
IDR Solutions is a small IT software company that helps developers worldwide from companies such as Adobe to work with PDF documents. What started as a humble conversation became a partnership that reshaped IDR Solutions messaging, demonstrating the power of authentic connections fostered in the right environment.
Implement structured training flows for medical device operators that teach required competencies and automatically document their progress. Contextual messaging: With Userpilot, you can build UI elements like tooltips, modals, and slideouts that trigger based on a user’s behavior.
Personalized in-app messaging: Beyond just analytics, Userpilot lets you engage users directly with mobile carousels and slideouts, triggered by mobile behavior. Due to its engineer-centric learning curve and occasional documentation gaps, non-technical teams may need help to set up and get value. Mobile analytics software: PostHog.
Your website or app has something called the Document Object Model (DOM). A session recording tool can speed things up by showing your technical team exactly what a user did, what happened on the screen, and the error message displayed. How does session replay work? This approach works, but it consumes a lot of productive time.
When the message is: Work yourself to the edge, it’s not just output that suffers. Instead, before your next team update or document share out, do the following: Write a draft → Then let AI refine it → Read the output → Use your human sense to decide what stays and goes. Refer a friend What About AI?
Goldman Sachs used generative AI to automate parts of its coding and document analysis, reporting significant productivity boosts. banks, e.g., enhancing customer chatbots, automating code and document generation and improving fraud detection with AI that can analyze unstructured data. in-app chat, WhatsApp banking, etc.) Both the U.S.
With it, you can easily connect your knowledge base, developer documentation, and other resources to a search bar within your product. With Intercoms Proactive Support offering, you can create automated, contextual messages to drive user engagement. Proactive Support Plus costs another $99 per month and includes 500 messages per month.
Eleni: A lot of the writing that product managers do might be in context that we don’t consider writing—like a Slack message or slide deck. And often that comes back to I didn’t have the documentation, or it wasn’t clear, or I lost the page where we were tracking our success metrics. Evan: Everything.
You can also create step-by-step Flows for actions like “Submit a Claim” or “Upload Documentation,” cutting down ticket volume and keeping users on track. And since all of this requires no coding, content teams can update guides and in-app messages themselves, reducing engineering handoffs. Click here.”
For example, tools like Gainsight’s Write with AI feature allow CSMs to instantly draft personalized follow-up messages or QBR prep notes. Efficiency: Too Many Tasks, Not Enough Time Your Customer Success Managers (CSMs) are balancing dozens of accounts, inboxes full of follow-ups, and endless internal updates.
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