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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.
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.
What’s your biggest challenge with user onboarding communication? Effectively announcing new features to drive adoption. How do you currently segment users for onboarding messages? Based on user profile data or persona. ” moments, increase activation, and boost feature adoption. Customer data in Salesforce.
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.
This leads to errors like sending a product update notification at 1 AM or showing the wrong message to the wrong user segment. With push notification marketing, you can nudge a user who just abandoned their cart, bring someone back to continue their onboarding flow , or announce a new feature to your power users while its still hot.
When your company adopts multiple SaaS solutions to drive productivity, you unknowingly create a perfect storm for data fragmentation. Your customer information lives in Salesforce, while your support tickets are in Zendesk, your product usage data in Mixpanel, and your marketing campaigns in HubSpot. Which features need attention?
Can you imagine what the ideal SaaS customer onboarding process looks like? That’s why we’ll go over what onboarding is in SaaS and analyze 8 onboarding examples from reputable SaaS companies to learn what they’re doing right (or wrong). Miro Miro’s onboarding process is simple. What can you learn from Userpilot?
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?
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.
An interactive user guide is a set of UI patterns designed to work together and help customers understand how to use your product. All product managers want to delight and engage their customers. But there’s more: Interactive user guides improve user onboarding and drive product adoption.
It bridges the gap between observation and action, transforming scattered (and messy) information into clear, prioritised insights that can drive product strategy. Standardise your atomic notes Clean up atomic note (its data) into a consistent format, featuring key user quotes, behaviours, and sentiment.
Most product analytics tools make tracking user activity on web applications look easy, and it is. What matters is whether users complete meaningful actions, like onboarding, purchases, or content consumption. What you really want is to track behaviors tied to user needs, feature adoption , and conversion goals.
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?
Then, hearing the idea repeated — delete, delete, delete — I started to think about products in general and roadmaps specifically. Why do we leave in old features rather than trimming the product- holding onto them like that comfortably worn, cherished old sweater? We don’t plan for simplification. How do we solve this problem?
Customer satisfaction (CSAT) is a measure of how well a company’s product, service, and overall experience meet customer expectations. Satisfaction in SaaS, therefore, isn’t simply about developing a nice product and launching it in the market. Regular updates : The product is frequently improved based on user feedback.
Onboarding and activating new users Driving adoption of key features Improving trial-to-paid conversion rates Announcing new features effectively How are you currently trying to solve this? In product marketing , it also needs to be tied to the users’ product experience, nudging them towards in-app actions.
What happens when you build a product or service around what you think potential customers want, only for them to buy something else? But worse than that, it leads to lower revenue, failed products, and plummeting customer loyalty. Does customer research help build better products? The short answer: yes.
PLG email campaigns done right can bridge the gap between signup and product adoption. Unlike traditional marketing emails sent to everyone on a schedule, product growth teams create PLG emails responding to what users do inside your product. Every touchpoint pushes users toward actual product adoption. moment fast.
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!
While downloads are rolling in after months of development and a well-formed launch marketing plan, your mobile app adoption metrics show a concerning pattern: users sign up, look around, and quit the app almost immediately. But when mobile onboarding flows are personalized to user needs, they tend to stick around. Congratulations!
If youre managing a mobile product , I probably dont have to tell you that it is a must to learn how to send push notifications at the right time, with the right message, and to the right users. This could be immediate (right after a key action), time-based (24 hours after sign-up), or event-driven (after skipping a feature walkthrough ).
Many product people fall into a common trap when tracking user behavior by focusing too much on numbers or relying only on user feedback. But if you want to get to the heart of things, you need to understand the why behind those actions and how users interact with your product. Quantitative data shows you what users are doing.
Onboarding new users effectively. Announcing new features. Increasing feature adoption. We use their first name. Drive adoption of key features. Stop sending generic emails and start sending messages based on what users actually do inside your product. Converting trial users to paid. 3 days after signup).
By sharing relevant content with them, you can guide them through the buying process, enhance product engagement , and effectively nurture the customer relationship. While that is great for traditional marketing, I believe those stages do little to capture the unique structure of SaaS product-led marketing campaigns.
Each week, I tackle reader questions about building product, driving growth, and accelerating your career. If you’re not a subscriber, here’s what you missed this month: A guide to AI prototyping for product managers Introducing Core 4: The best way to measure and improve your product velocity Top angel investors in the U.S.
Whether you’re prioritizing budget, specific features, or platform compatibility, you’ll find the perfect solution here. Best session replay software shortlist Userpilot – Best for product and marketing teams – Price starts at $249/month (free trial available).
If youre ready to move beyond quick fixes and build a sustainable product management framework, this is exactly what well show you from our first-hand experience! After all, we designed it for product management in SaaS based on core principles. you can use a product analytics platform that auto-captures events like Userpilot).
Onboard and train users The average activation rate for medtech companies is 23.8%. With Userpilot’s flow builder, you can create interactive onboarding flows to address these issues, especially the last point about specialized knowledge. ‹ › Build and track your onboarding flows code-free with Userpilot.
Going beyond a first name can dramatically improve the impact of your communication. We just use their first name We tailor content based on product usage Our emails are not personalized Which metrics are you using to measure success? Almost none sent customer retention emails after onboarding, including a welcome email.
While most of SaaS onboarding happens inside the app, new customers’ first point of contact with your company is usually an onboarding email. Because of that, onboarding emails should be a vital part of your omnichannel onboarding strategy. ClickUp’s long onboarding email. What’s good about it?
A deep dive into how artificial intelligence is shaping the next generation of financial user experiences — through metrics, strategy, and real success stories Until recently, most banks and financial organizations treated artificial intelligence (AI) as tomorrow’s experiment. The expected benefits align with productivity and innovation.
Appcues is a household name in the product adoption world, with thousands of companies using it to create engaging in-app experiences for mobile apps. For example, Appcues has very limited survey features for collecting feedback from mobile users. They are ideal for guiding customers to new UI elements or feature updates.
Chances are the ones you frequently use have a simple, intuitive app onboarding process. If you’re a financial services product manager, you’ll know that crafting an effective fintech app onboarding process is no small feat. Effective onboarding is also necessary to set your users up to use your app successfully.
To make this more concrete, let’s look at an example: Objective : Grow the product management team. Key result 1 : Three product managers are hired. Key result 2: The onboarding system is improved, and time-to-proficiency is reduced by 25%. What are Product Roadmaps? The second row gives you the option to state a name.
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.
Today, more and more businesses are realizing the true bottom-line value that incredible customer service brings to a business – customer loyalty , retention, and advocacy to name but a few. With this shift in mindset, the key question becomes: “how can we measure the value of support and set metrics that drive meaningful change?”
Committing to continuous discovery means changing the way your product team operates. We hope that today’s Product in Practice will change your mind. Ellen Juhlin , a product coach and Product Talk instructor, shares several ways that she used in-app surveys to collect feedback and create regular touch points with customers.
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.
That’s certainly the case for Kelsey Terry , who’s sharing her story in today’s Product in Practice. In her former role as Director of Product at Going (formerly known as Scott’s Cheap Flights), Kelsey was tasked with running a pilot product trio. Do you have a Product in Practice story you’d like to share?
In SaaS, a customer onboarding dashboard can become a massive product analytics tool to understand and optimize the user journey. But what type of dashboards can you use to analyze your onboarding process? Let’s explore how a customer onboarding dashboard works and see different examples.
Looking to drive adoption with contextual user onboarding ? As any savvy product manager will know, picking the right tool is essential to the success of your SaaS – so it’s worth taking the time to choose carefully. Another impressive dimension of Userpilot’s software is event tracking and feature tagging.
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!
With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. As with every digital product, the first few minutes on your app will determine whether the user sticks with it or abandons it. What is FinTech onboarding? to assist customers at all times.
Users are recruiting your product to reach a specific outcome in their lives — whether that’s catching a flight to reunite with their families or using a productivity app to meet a deadline and impress their boss. But despite how relevant the topic still is, we’re not just here to talk about the ideal onboarding experience.
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