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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

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. Point users to key actions with onboarding checklists.

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8 User Onboarding Best Practices for SaaS Companies by Yaakov Carno

Userpilot

What are some user onboarding best practices? What’s user onboarding in the first place? User onboarding best practices for SaaS – Yaakov Carno. TL;DR User onboarding is the process of introducing users to a new product. Its goal is to show them how to use the product effectively to solve their problems.

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10 Interactive Software Walkthroughs With Examples

Userpilot

TL;DR A software walkthrough is the process of guiding users through the main features and processes of a software product. Interactive walkthroughs guide users step-by-step through actions within a product, while product tours offer a more passive overview of features and capabilities. Canva — Branched onboarding.

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The Ultimate Guide to SaaS Onboarding Phases

Userpilot

Understanding your users and their journey stages will help you create flows tailored to the various SaaS onboarding phases. This is essential because your customers aren’t all the same; their needs change as they progress through your product. Benefits of the SaaS user onboarding process: Improved retention. Welcome new users.

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What is In-Product Messaging and How Do You Create It? (code-free!)

Userpilot

Here at Userpilot , we’re seeing more and more SaaS companies using in-product messaging as a way to communicate quickly and efficiently with their customers. In-product messaging displays to your customer inside your product while they are using it. A definition of In-Product Messaging.

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Building Product Tours: The design process behind our onboarding tool

Intercom, Inc.

Every product design project is a bit like climbing a hill. This is a story of climbing uphill for Product Tours , our recently launched onboarding tool. A high-quality customer onboarding experience is crucial for long-term growth of a business. Starting in broad strokes.

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New User Onboarding SaaS: How to Onboard New Users And Drive Adoption

Userpilot

Is your new user onboarding process actually helping new users engage with your product and get value from it? You can bring in all the new users you want, but it won’t count for much unless they understand how to derive value from your product and actually stick around. What is new user onboarding?