This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
This is every product manager’s nightmare – an onboarding failure that cripples customer retention. But your product doesn’t have to be that way! In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement.
Onboarding gamification is the key to transforming a dull process into an engaging one. When the process feels complicated, it becomes easy for a new user to lose interest before they experience the true value of your product. What is onboarding gamification? Launching a new product. Why use a gamified onboarding process?
According to product expert Dan Olsen , it’s because their “bucket” — the product itself — is leaky. Dan, a Stanford-trained engineer with experience guiding companies like Intuit, understands how to optimize your productmetrics for growth by focusing on retention and building a product users truly value.
Ever wonder why some products instantly click with users while others get abandoned faster than New Year’s resolutions? The secret often lies in those crucial first moments – your user onboarding. Well, when onboarding new users, that approach is about as effective as trying to fit everyone into the same pair of pants.
When you think of Whatfix, your mind probably goes to a digital adoption or an employee onboarding platform. Product teams can use a no-code editor to design step-by-step guidance and interactive elements that live directly inside their mobile apps. The question is: Can Whatfix mobile give you what youre looking for? moment faster.
Good onboarding isn’t just about introducing new signups to your product’sfeatures – it’s a continual process of guiding people towards success with your product. Sign up for our special onboarding webinar here. What a good multi-stage onboarding framework looks like. Plan your onboarding strategy.
This leads to errors like sending a product update notification at 1 AM or showing the wrong message to the wrong user segment. There are no inbox filters, no distractions, just a direct line from your message to their attention. A user who just explored premium features? Someone who started onboarding but didnt finish?
Even the strongest customer testimonials won’t prevent churn if people don’t understand how to use your product. That’s why we built Product Tours to assist with the job of user onboarding within your product, alongside our best-in-class in-app messaging and knowledge base products.
With the release of Product Tours , our new feature for building interactive guided flows, all the critical capabilities you need for onboarding new users are now available in a single platform, Intercom. How to choose the onboarding tools you need (and avoid tool overload). How about videos?
You see, although we work hard to make Userpilot the best product adoption tool on the market, we know it isnt the perfect fit for every business. Helping prospects find the right product is a win-win situation. Userpilots key features include: No-code Chrome extension for building in-app flows. Pendo The dashboard on Pendo.
Onboarding is a holistic, ongoing process sitting at the intersection of many different teams: product, sales, marketing, customer engagement and business operations. A customer’s onboarding may start with them visiting your website and choosing to purchase your product or service. In search of consistency.
If your product is to survive and your business is to grow, improving your user onboarding must always be top of mind. First, onboarding is the one thing that every user of your product experiences. Secondly, just as Ruairí wrote recently , your onboarding strategy must adapt over time as your product and business evolve.
Poor performance includes slow loading times, complex design, confusing navigation, and unresponsive features. This article will help reduce such churn by refining your product management and UX analysis approach. UX analytics involves gathering, analyzing, and interpreting data about how users interact with your product or service.
Collect customer data to calculate complex formulas for tracking metrics, monitor customer health scores, and resolve support tickets while continuously trying to improve retention and expansion. Consider specific features : Your goals and improvement areas will determine the features you need.
A customer expansion strategy is a playbook for increasing the revenue from your existing customers, for example, by selling them additional products and services or encouraging them to upgrade to higher plans. This metric helps SaaS companies track the effectiveness of their expansion efforts. What metrics should you consider?
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.
If youve ever tried evaluating product tour tools, you know the surface-level comparisons dont tell you much. Every tool claims to be a no-code tool and easy to use, but few support the workflows product teams care about, like multi-step onboarding , flow targeting, mobile support, or analytics that go beyond step views.
Let’s be honest, onboarding in SaaS can feel like navigating a labyrinth. As product managers and onboarding specialists, you’re juggling a million priorities: feature adoption, activation milestones, reducing churn… And crafting the perfect email sequence that guides users to success? What are they?
All products share a universal problem, no matter how long they’ve been around or how well they are built – the problem of customer inertia. Luckily, there are ways to convince them to make a switch and increase your product adoption. Luckily, there are ways to convince them to make a switch and increase your product adoption.
Having trouble deciding which customer service KPI to use? There are some vanity metrics among the KPIs for customer service. So let’s look at the most important KPIs that will help you create strategies to provide superior customer service and boost retention. What are customer service KPIs?
Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding.
Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.
Want to improve your feature adoption metrics but don’t know where to start? Improving feature adoption for your SaaS product needs to be contextual. In other words, your product needs to encourage users to engage with relevant features at the right time. What is feature adoption in SaaS?
To solve this, Chargezooms team leveraged Userpilots in-app engagement features to not only increase the efficiency of their process but to reduce churn by half while still growing the customer base. With only two team members available to run onboarding sessions and send emails, the team couldnt keep up. Email-only communication.
User onboarding is one thing that can make or break your product. Get it wrong and your product will be plagued by churn, declining revenue, and poor customer reviews. So how do you make sure how you provide an excellent onboarding experience to your customers? Primary onboarding helps new users experience the Aha!
Getting new users signed up and beginning to get value from your product is a challenge many product managers will face: onboarding UX best practices can help you tackle it effectively. In this article, we’ll break down exactly the tools , techniques, and tactics you can leverage in your product.
We covered actionable steps to build an effective system that converts users, drives product engagement , and leads to long-term growth. TL;DR A SaaS marketing funnel outlines the steps users take from their initial awareness of your product to becoming loyal users. Monitor metrics like NPS , product rating, and referral rate.
According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.
What are value metrics? We also examine a few examples of how companies use value metrics in their pricing strategy. TL;DR Value metrics are the features of a product that customers associate with its value and are happy to pay for. To identify your value metrics look at your product use cases.
But all too often the way the underlying data is collected makes NPS little more than a vanity metric, easily rigged to give the impression of positive customer sentiment, leading to shallow insights and false assurances. Phil Byrne helps you get onboarded, Bobby Stapleton sends you billing notifications, and so on.
Wondering how Aha moments lead to feature and product adoption? The articles explains what the Aha moment is and what role it plays in user activation, product adoption , and customer retention. You will also learn how to find the Aha moment for your product and optimize it for different users. Ready to dive in?
What is an in-app messaging platform and why do you need it? Capturing audiences to engage with your product is one thing — but to keep that same audience engaged is another thing entirely. In-app messaging is the hottest new method of customer engagement , with SMS and email engagement campaigns taking a secondary role.
At Collision , I spoke about the new techniques that product owners and marketers will need to navigate the world of customer relationships. You can check out the video above or read on below for a lightly edited transcript. A cool new messaging app getting to 1m users is the new normal. How do we retain customers?
Instead of capturing small businesses and then trying to upgrade them to paid plans, the video hosting and analysis startup attracted larger companies, then worked backwards. If the product meaningfully improves people’s day-to-day lives in the short term, major dividends will follow later. Their philosophy?
Customer retention is vital for product success and business profitability. You will also learn how to build a retention strategy, what metrics to track, and 10 bulletproof retention tactics for SaaS companies. TL;DR Customer retention is the ability to keep your customers actively using their products.
In fact, 52% of users have abandoned a mobile app due to poor localization , and over 60% of B2B buyers say theyll choose a localized product over a more expensive one in a foreign language. Youll also see how Userpilots all-in-one localization, onboarding, and analytics features make the process easier. How do you go about it?
If you expect users to come naturally just because your product is good, youre already at a disadvantage. I say this because, despite actively supporting the product-led growth model, the mobile app market is still ridiculously competitive. comparison posts, product lists, reviews, etc.) Finally, your SaaS mobile app is live!
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.
Optimizing the user onboarding flow is always a key SaaS business goal. That being said, it can be difficult to improve the user’s experience if you don’t follow the onboarding flow best practices that this guide will go over! Self-service resources help users learn more without going through long product tours.
Product communication through in-app messaging is crucial, as it can influence user behavior or promote a new feature. Here are some examples of in-app messaging that will help you make the most of personalized messages and help users feel like you care about their job-to-be-done or JTBD. What is in-app messaging?
Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.
Here at Userpilot , we’re seeing more and more SaaS companies using in-productmessaging as a way to communicate quickly and efficiently with their customers. In-productmessaging displays to your customer inside your product while they are using it. A definition of In-ProductMessaging.
How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use checklists and walkthroughs to guide users quickly to product value. Why do you need it in the first place?
Not sure how to measure product adoption or what metrics to track? Product adoption is key to creating loyal users for your SaaS and it’s important to track it regularly. In this article, we’ll explore how to measure product adoption and twelve key metrics that can provide valuable insights into product adoption.
We organize all of the trending information in your field so you don't have to. Join 96,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content