User Pilot

FEBRUARY 7, 2023

In-app communication is one of the most effective ways to engage with your users since it allows you to send contextual messages at the perfect moment. This also makes in-app messaging the ideal vehicle for guidance and upsells. In-app messages should be goal-driven, targeted, personalized, and concise to maximize their efficacy.

Communication 95

Communication Onboarding User Experience Retention 95

User Pilot

JANUARY 8, 2024

In-app strategies for converting free or trial users to paying customers. Best practices for effective customer acquisition and product-led growth. For instance, use educational blog posts for awareness, case studies for consideration, and product demos for decision-making. Bynder product tour.

Acquisition 100

Acquisition Strategy Social Media Underperforming Technical Team 100

User Pilot

DECEMBER 19, 2023

There are several best practices that all account managers need to keep in mind. Design a successful onboarding flow to help users unlock value quicker. 16 SaaS account management best practices Now that you know why SaaS account management is so important, it’s time to look at how exactly you can implement it.

SaaS Payments 82

SaaS Payments Management Customer Lifetime Value SaaS 82

User Pilot

JULY 11, 2023

We’ll also share and summarize 12 videos so you can get into user onboarding, customer service, and retention—right now. TL;DR The best customer experience videos about user onboarding include: A Userpilot video about SaaS onboarding (with an AI-generated avatar). Malewicz’s take on mobile onboarding screens.

Technical Review 78

Technical Review Onboarding Mobile Retention 78

User Pilot

JUNE 30, 2023

Website copy, in-app communication , product documents, or legal content are often good places to start. Userpilot is a product adoption platform that allows you to automatically localize your in-app messages , surveys , and resource center materials. Start building your localization strategy by identifying the right market.

SaaS Payments 82

SaaS Payments Outsourcing Services Payment Solutions Payment Services 82

Totango

AUGUST 16, 2022

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. Here’s our guide to today’s best customer retention management software. Onboarding. First, we’ll define what customer retention automation is.

Payment Solutions 98

Payment Solutions Payment Methods Retention Software Review 98

User Pilot

AUGUST 10, 2023

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. Onboarding starts before users sign up for the product.

Onboarding 75

Onboarding SaaS User Experience Scale 75

Totango

JULY 11, 2023

Continuous improvements like our recent launch of Totango In-App and integration of AI enabled tools are critical to these efforts and make it easier for teams to work together and drive customer outcomes more quickly. You can see more about our latest features and customer stories in our recent webinars and on our blog.

Customer Success 82

Customer Success Scale Innovation Forecasting 82

User Pilot

JUNE 22, 2023

In this article, we’ll delve into how to identify churn and 12 practical tactics to reduce churn rate while increasing interaction. Using in-app surveys to collect and analyze customer feedback. Implement onboarding checklists to drive users to the activation point. Spotting friction points with funnel analysis.

Churn 85

Churn Retention Onboarding Engagement 85

Inturact

APRIL 18, 2023

Your app onboarding experience is the gateway to user retention and long-term success. So, how do you make sure your onboarding process is engaging, effective, and enjoyable? In this blog, we won't give you a one-size-fits-all solution.

Onboarding 52

Onboarding Retention Engagement 52

User Pilot

DECEMBER 22, 2023

TL;DR UX microcopy is the small snippets of text in the UI that help users interact effectively with the app or website. A few common examples of microcopy in UX include CTAs, error messages, placeholders, in-app guidance and new feature announcements , and confirmation messages. Let’s get right to it! Get the demo to see how!

AI 97

AI Scale User Experience Onboarding 97

Totango

AUGUST 23, 2022

Touchpoints also include occasions when clients interact with your software app in a SaaS context. Post-sales interactions, starting with the customer’s onboarding experience and continuing throughout their relationship with your brand. Persuading a customer to try your freemium app. Guiding customers through onboarding.

B2B 115

B2B Payment Methods Payments SaaS Payments 115

User Pilot

JANUARY 26, 2023

Wondering how to run a successful SaaS onboarding process to make sure you are setting users up for success from the start? It’s a no-brainer that a solid onboarding workflow is crucial to the success of any product-led company. During onboarding, you have the opportunity to make a lasting impression on your customers.

Onboarding 95

Onboarding SaaS Customer Support Engagement 95

User Pilot

FEBRUARY 26, 2024

Marketing funnel analysis enables teams to assess the performance of their marketing efforts and choose the best marketing strategies for specific prospect segments. For example, viewing 3 BOFU blog posts and 3 case studies could indicate that the prospect has reached the consideration stage. User persona examplerce: Miro.

Marketing 92

Marketing Sales Funnel Forecasting Customer Lifetime Value 92

User Pilot

JANUARY 27, 2023

So why not look at our 15 B2B SaaS free trial best practices that will help you boost your conversion rates? You can boost free trial conversions by following our SaaS free trial best practices: Use paid trials when your product requires lots of personalized support you can’t automate. Or are your trials paid?

SaaS Payments 93

SaaS Payments B2B SaaS Payment Solutions 93

User Pilot

FEBRUARY 7, 2023

Helping your users to experience value should be your primary objective as a SaaS owner or a product manager: creating an onboarding tutorial can be one of the most effective tools to help you get the job done. Get it right, and you’ll transform the user onboarding experience for your customers. What is user onboarding?

Onboarding 89

Onboarding SaaS Mobile Education 89

User Pilot

MAY 21, 2023

In our guide, we discuss; The importance of features releases The stages of a successful release Best practices for each of these stages We also mention how Userpilot can help your product team orchestrate your feature releases. Contextually triggered in-app surveys are great for collecting feedback about new features.

Underperforming Technical Team 77

Underperforming Technical Team Sales Recruiting Social Media Onboarding 77

Totango

MARCH 15, 2022

Your human resources practices, your project management procedures and your technology strategy all need to come together in order for you to scale up without overextending yourself. In this blog, we’ll show you how to scale customer success team pursuits without slipping into some of the most common pitfalls.

Sales Recruiting 95

Sales Recruiting Customer Success Sales Hiring Scaling 95

User Pilot

APRIL 14, 2023

Which of the currently available digital adoption platforms is the best choice for product, marketing, and customer success teams in 2023? However, figuring out which of them satisfies your needs and offers the best value for money is no easy feat. A good adoption solution requires an engagement layer for in-app guidance.

SaaS 94

SaaS Onboarding Pricing Mobile 94

User Pilot

JUNE 30, 2023

Which is the best AI writing assistant available for marketing and customer success teams in 2023? This article provides an overview of 19 popular AI content-writing tools that will help you create different content types, from in-app messages to long-form blog posts. There’s no simple answer to this question.

AI Search 94

AI Search AI Payment Solutions ChatGPT 94

User Pilot

MARCH 6, 2024

In practice, all 3 often overlap. For best results, use multiple acquisition channels , like SEO, PPC adverts, or WOM. To let users experience the product value , consider a freemium plan or free trial , and create onboarding flows to guide them to activation. In practice, the funnels overlap a lot. Product funnel.

Social Media 84

Social Media Sales Funnel Acquisition Retention 84

User Pilot

JULY 31, 2023

This article will show you practical strategies to crack the customer retention code and maintain sustainable recurring revenue. 13 customer retention strategies for increasing the customer lifetime value: Use customer data to personalize the onboarding process. Implement an onboarding checklist to drive activation.

Retention 92

Retention Strategy Marketing SaaS 92

User Pilot

MAY 17, 2023

Personalized onboarding improves PX because it allows users to discover the relevant features in less time without being overloaded with unnecessary information. Contextual in-app messages give users the information they need at the time they need. Rocketbots delivers an outstanding PX by onboarding users with interactive walkthroughs.

Customer Lifetime Value 86

Customer Lifetime Value User Experience Onboarding Scale 86

User Pilot

FEBRUARY 21, 2023

In this post, we’ll clarify what user adoption is, explain the best practices, and share some tools you can leverage to make a bigger impact in your job. There’re four phases for user adoption: 1) The AHA moment; 2) The activation stage; 3) Secondary onboarding; 4) Brand advocacy. And your role at a customer success team?

SaaS Payments 79

SaaS Payments Strategy Payment Solutions SaaS 79

User Pilot

MAY 16, 2022

Product-led onboarding is something of a revolution in the SaaS industry. It’s not a ‘hack’ or a quick fix: it’s a mindset shift in how you approach your user onboarding process. As you’d expect, different SaaS companies adopt slightly different approaches around product-led onboarding.

Onboarding 93

Onboarding Customer Success Scale Strategy 93

User Pilot

APRIL 18, 2023

Here are some best practices for collecting customer feedback. Userpilot allows you to create in-app surveys from scratch or use a customer satisfaction survey template, trigger them to the right user segments , and analyze the responses to identify trends. So let’s check out some best practices for crafting the questions.

Underperforming Technical Team 81

Underperforming Technical Team Scaling Onboarding Product Marketing 81

User Pilot

MAY 22, 2023

This article guides you to make an excellent CX strategy with best practices and tips. TL; DR Customer experience (CX) strategies are the plans and practices you put in place to provide positive experiences to customers. Offer self-service support in multiple formats and an in-app resource center. Let’s start!

Strategy 76

Strategy SaaS AI Search Customer Support 76

User Pilot

JULY 14, 2021

There are plenty of all these blogs “15 alternatives to {Brand Name} that are equally good” that are…plain wrong. Because we’re just a different kind of onboarding tool! ?????. It’s also more difficult to use for user onboarding, doesn't offer checklists or resource center. Best for large enterprises.

Underperforming Technical Team 105

Underperforming Technical Team Software Review Onboarding Enterprise 105

User Pilot

JULY 9, 2023

Section by section, we dive into the impact of usability on user experience, analyze the process of developing products with great usability, and explore some best practices in UX design. Simple and intuitive onboarding experiences focusing on key relevant features will improve product learnability. Let’s get right to it!

User Experience 77

User Experience Onboarding AI Technical Review 77

Totango

APRIL 5, 2022

This raises the question, how do you find the best NPS software solutions? Then we’ll take a look at the best NPS software providers. NPS software is the technology that facilitates the collection and practical application of Net Promoter Score data. The best NPS software lets you: Automatically track customer satisfaction.

Software 101

Software Branding Customer Success Retention 101

User Pilot

FEBRUARY 3, 2023

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. Effective strategies for primary onboarding: Greet users with welcome messages.

Education 95

Education Onboarding Customer Success Engagement 95

User Pilot

MAY 30, 2023

When it comes to customer experience survey best practices you have to consider the timing, placement, wording, and the right audience segments, among other things. In this article, we’ll share 15 of our survey best practices to help you factor in the aforementioned and make the most of customer feedback.

Social Media 91

Social Media Scale Artificial Intelligence AI 91

User Pilot

JANUARY 14, 2023

Customer education combines direct and indirect efforts to onboard, train, or retain new/existing customers. Successful customer education programs to consider: Using tailored contextual tooltips and onboarding checklists to show new users around your product and help them get the most out of it. Userpilot onboarding checklist.

Education 96

Education SaaS Onboarding Customer Success 96

User Pilot

DECEMBER 1, 2021

In this blog post, we’re going to learn 7 tested user adoption strategies for SaaS companies including real-life examples. Applying best practices for the sake of it is never the best strategy. 1 – Drive users to the activation point by optimizing your user primary onboarding experience.

SaaS Payments 96

SaaS Payments Payment Solutions Payment Services Payment Features 96

User Pilot

JANUARY 31, 2023

In this article, we’ll explore what customer activation is, how to unlock it within your own product, and the best tactics, techniques, and onboarding tools for the job. You’ll need some tips and tactics to succeed: Start by implementing a minimum viable onboarding playbook to give you a framework to operate from.

Customer Lifetime Value 86

Customer Lifetime Value Sales Funnel Onboarding Acquisition 86

Totango

MARCH 8, 2022

Getting involved in the best customer success communities can give you access to the resources you need to take your CS team to new levels of performance. Then, we’ll walk you through a list of nine of the best customer success communities you can join in 2022 and what each of them has to offer. What Is a Customer Success Community?

Customer Success 115

Customer Success Technical Review Social Media Underperforming Technical Team 115

User Pilot

FEBRUARY 24, 2023

In this article, we look at the process of creating feedback loops step-by-step and share some best practices for product managers to get the best out of user feedback. To get objective results, use a combination of techniques to collect user feedback , like interviews and in-app surveys. Let’s get right to it!

Interviewing 95

Interviewing Scale Social Media Communication 95