User Pilot

DECEMBER 19, 2023

Design a successful onboarding flow to help users unlock value quicker. For example, you can personalize your value proposition , in-app messaging , and communication style to suit user preferences. User persona example. Designing an effective onboarding process is essential for customer success.

SaaS Payments 79

SaaS Payments Management Customer Lifetime Value SaaS 79

User Pilot

MARCH 14, 2023

However, before we dive into different techniques you can use to drive conversions and analyze some successful examples, we look at the upsides and downsides of using the freemium model along with some useful benchmarks. Personalized onboarding experiences allow users to experience product value in the least possible time.

SaaS 91

SaaS Onboarding Benchmarks B2B 91

User Pilot

FEBRUARY 25, 2024

Funnel analysis examples can help product managers find the missing puzzle pieces to improve user journeys. TL;DR Funnel analysis helps map out all the steps website visitors and in-app users take to achieve conversion goals , like signing up for your tool or completing the onboarding process. Onboarding process funnel.

SaaS Payments 90

SaaS Payments Payment Services Payment Methods Payment Solutions 90

User Pilot

FEBRUARY 28, 2023

Faster adoption also improves the onboarding experience and reduces customer churn. Use onboarding checklists to prompt users to discover and try relevant features for their specific use case and stage in the user journey. Then, create contextual tooltips to draw attention to the feature. Airtable welcome survey.

Strategy 82

Strategy Software Review Business SaaS 82

User Pilot

JULY 30, 2023

Looking to leverage marketing automation segmentation to offer contextual and relevant in-app messages ? You can segment customers by: Segmenting trial customers to improve onboarding , user experience , and conversion rates. Then you can trigger in-app guidance, like onboarding tooltips, to help users conveniently onboard.

Scale 86

Scale Marketing Onboarding User Experience 86

User Pilot

JUNE 7, 2023

This article shows you different types of CES survey templates and examples of questions to include in them. Trigger the surveys contextually to the right users. Example of questions to ask in your customer effort surveys: On a scale of 1-7, how easy was it to use the [X feature]? How to send contextual surveys?

Onboarding 72

Onboarding Scaling Customer Support Branding 72

User Pilot

JUNE 13, 2022

Are you looking for the best SaaS blogs and influencers to follow in 2022? We curated a list of the best SaaS blogs and influencers to help you learn more about SaaS and increase your revenue. We covered the best blogs on SaaS growth, product marketing , UX analytics, venture capital, and sales. What is a SaaS blog?

Venture Capital 52

Venture Capital SaaS Data Scale 52

User Pilot

OCTOBER 31, 2023

The product metrics you’re tracking: For example, asking for a credit card in your free trial flow could reduce leads but increase conversion rates , so it depends on what your current product metrics look like. Example: Imagine you had 700 free users between January and June 2023, but only 200 converted.

SaaS Payments 77

SaaS Payments Payment Methods Strategy Payment Solutions 77

User Pilot

APRIL 6, 2023

User feedback can be general or contextual. You can collect contextual feedback through targeted questions after a customer interacts with your product. It helps understand their perspective on aspects such as onboarding, support, and new features. This may include onboarding, support, or new features.

Software Review 71

Software Review SaaS Mobile Onboarding 71

User Pilot

JULY 18, 2023

Poor onboarding. Apply these 7 retention strategies to reduce churn rates: Personalize user onboarding for different user segments. Use interactive walkthroughs to contextually guide new customers. Leverage secondary onboarding to retain existing customers. Bad customer service. Weak customer relationships.

Churn 81

Churn Payments SaaS Payments Payment Solutions 81

User Pilot

JULY 29, 2021

The best customer engagement solutions include custom onboarding experiences , gamification , in-app guides , contextual communication, and feedback loops. You can implement contextual communication using modals , checklists , tooltips , and micro surveys. 1 Customer engagement solutions: build custom onboarding experiences.

Engagement 98

Engagement Software Review SaaS Onboarding 98

User Pilot

JULY 20, 2023

Poor onboarding. How to reduce churn rate and increase customer lifetime value: Personalize the onboarding process for new customers to shorten time to value. Use an onboarding checklist to drive users toward activation. Drive customer success with contextual in-app guidance. Bad customer service.

Churn 80

Churn SaaS Payments Payment Solutions Payments 80

User Pilot

OCTOBER 28, 2020

In our last blog, we showed you what you need to do and to avoid to make awesome product tours and walkthroughs. In this blog, we’re going to take your through the market-leading product tour software and solutions out there so you can choose the one that suits you best. Too many product tours are passive, untargeted and ineffective.

Software Review 105

Software Review Software Onboarding Systems Review 105

User Pilot

JUNE 22, 2023

To reduce churn rate , you can follow practical tactics like: Personalize customer experience from the start by tailoring onboarding and in-app guidance. Implement onboarding checklists to drive users to the activation point. Measure customer satisfaction by triggering contextual surveys during onboarding.

Churn 81

Churn Retention Onboarding Engagement 81

User Pilot

MARCH 6, 2024

For example, at the Retention stage, you could track the churn rate and CSAT. To let users experience the product value , consider a freemium plan or free trial , and create onboarding flows to guide them to activation. When users adopt the core features, trigger secondary onboarding experiences to introduce more complex functionality.

Social Media 81

Social Media Sales Funnel Acquisition Retention 81

User Pilot

JANUARY 29, 2023

What do good product experience examples have in common? It also examines some good customer experience examples and how you can design one. Some notable customer experience examples include: Userpilot uses a dedicated product adoption school to familiarize users with its niche and product features. Good PX does the opposite.

Business 96

Business Social Media Underperforming Technical Team Onboarding 96

User Pilot

APRIL 26, 2022

Welcome screens allow you to segment customers to provide personalized onboarding experiences to each of them. For example, if 1,500 users sign up for your product in a given month and the number of active users by the end of that month is 500, your production activation rate is: (500/1,500)*100% = 33.33%. Kontentino’s welcome screen.

Strategy 93

Strategy SaaS Onboarding Scale 93

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. In this article, we’re going to dive deep into the types of in-app messaging, five best practices, and four real-world examples from successful SaaS brands. Source: Kommunicate.

Communication 93

Communication Onboarding User Experience Retention 93

Totango

MAY 13, 2022

Onboarding is one of the first times your customer engages with your business. The right customer engagement software can optimize your onboarding process and help promote experiences that lead to customer renewal. In this blog, we’ll provide a guide to choosing the right digital engagement platform for your business needs.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

User Pilot

JULY 31, 2023

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. Leverage secondary onboarding to drive repeated value for existing customers. Userpilot’s onboarding checklist.

Retention 89

Retention Strategy Marketing SaaS 89

User Pilot

MARCH 31, 2022

There’s a simple way to boost product-led growth: giving users a fantastic first impression of your product by using onboarding tooltips. Then, it’s relatively simple to create an onboarding process that meets their needs and drives adoption. What are onboarding tooltips? Ready to get started? Let’s dive in!

Onboarding 90

Onboarding Underperforming Technical Team SaaS Compensation 90

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 93

Onboarding SaaS Customer Support Engagement 93

User Pilot

JUNE 12, 2023

Any savvy product manager should have a rock-solid understanding of goal-oriented user onboarding. If you want to brush up on your knowledge of the onboarding process – and how you can keep users engaged and achieving their goals throughout – you’ve come to the right place! What is goal-oriented user onboarding?

Onboarding 74

Onboarding SaaS Education Engagement 74

User Pilot

AUGUST 30, 2023

You may resolve customer issues and reduce resolution time by: Offering onboarding guidance for new users to equip them early for smoother navigation. For example, urgent technical glitches in a financial SaaS product might require a faster turnaround. Onboarding checklist in Userpilot. In-app knowledge base with Userpilot.

Customer Lifetime Value 83

Customer Lifetime Value Customer Support AI Onboarding 83

User Pilot

MAY 3, 2023

TL;DR Intercom is a robust tool for solving a variety of customer-related problems, from customer support to onboarding and engagement. Onboarding: Drive product or feature adoption with product tours, in-app messages, tooltips and banners, in-app help centers, etc. Short-form Intercom survey example. How they work.

Software Review 74

Software Review Scale Mobile Onboarding 74

User Pilot

JULY 30, 2023

To improve user retention, you can use Userpilot to execute the following strategies: Offer contextual in-app guidance. Offer contextual help using in-app guidance Your customers should find it easy to navigate your product and use its features to get their work done. Personalize onboarding flows with Userpilot.

Acquisition 80

Acquisition Retention Customer Lifetime Value User Experience 80

User Pilot

MARCH 27, 2023

Together with session recordings, they’re excellent for granular user analysis, for example, to optimize the UI for a frictionless experience. For example, you could be looking at how users with the same JTBDs are engaging with the product. For example, it may be using a feature that differentiates you from competitors.

Underperforming Technical Team 95

Underperforming Technical Team SaaS Churn User Experience 95

User Pilot

JANUARY 12, 2023

Use an onboarding checklist to engage new customers. Drive feature discovery with contextual tooltips. For example, if you have 500 daily active users and 1,000 monthly active users, your stickiness rate is 0.5 A high activation rate indicates your product is engaging and your onboarding flows are easy to follow.

Engagement 93

Engagement Social Media Onboarding Retention 93

User Pilot

MAY 30, 2023

Trigger customer satisfaction survey questions contextually using segmentation. Identify areas for improvements: Contextual surveys are great for spotting friction in your product. You can launch NPS after customers complete the onboarding process , make a transaction, or after any other meaningful interaction.

Social Media 88

Social Media Scale Artificial Intelligence AI 88

User Pilot

MARCH 23, 2023

2: Customers churn as a result of an ineffective onboarding process that doesn’t deliver product value. Create a personalized onboarding flow to help users reach the Aha! Helps users adopt advanced features with a continuous onboarding process. You can do this with an onboarding survey in your welcome modal.

SaaS Payments 90

SaaS Payments Churn Underperforming Technical Team Payment Methods 90

User Pilot

APRIL 10, 2023

And if you decide to go the freemium route, we look at some best practices and check out examples of their successful implementation. Personalized onboarding experiences reduce the time to value by educating users on how to use your product effectively. For example, if your users use it 5 times a week, offer 3 in the free plan.

Strategy 75

Strategy SaaS Onboarding Marketplace as a Service 75

User Pilot

APRIL 26, 2023

For example, what path do free trial users take to becoming paid users? Now it’s possible to start creating customer segments to give new customers a personalized onboarding experience. For example, Miro launches this welcome survey during onboarding with easy questions that don’t require any typing.

Data 94

Data Data Analysis Software Review SaaS 94

User Pilot

APRIL 6, 2023

User feedback can be general or contextual. You can collect contextual feedback through targeted questions after a customer interacts with your product. It helps understand their perspective on aspects such as onboarding, support, and new features. This may include onboarding, support, or new features.

Software Review 52

Software Review SaaS Mobile Onboarding 52

User Pilot

JUNE 14, 2023

The best practices for customer feedback surveys are to trigger surveys contextually and keep them to the point. For example, let’s consider you want to assess your customers’ overall experience with your product. For example, you have recently implemented a significant update in the UI of your product.

Scale 89

Scale SaaS User Experience Market Research 89

User Pilot

FEBRUARY 21, 2022

There are two main types of user guides: full product tours (which tend to be more detailed and time-consuming), and interactive manuals (using tooltips and real-time guidance to provide more contextual help to your customers). Interactive user guides improve user onboarding and drive product adoption. Types of interactive user guides.

SaaS 85

SaaS Onboarding Marketplace as a Service Engagement 85

User Pilot

JANUARY 23, 2023

Real-life examples of personalization to inspire you. There are some great examples of real-time personalization in the SaaS industry. Here are some: Launch interactive walkthroughs during onboarding , where each new step is triggered only after the customer has engaged with the previous one. Let’s get started.

Software Review 91

Software Review Onboarding Social Media Engagement 91

User Pilot

AUGUST 10, 2023

For example, you could show a welcome message referencing a specific ‘job to be done’ You could also send automated emails with relevant content based on user behavior. Don’t forget about in-app messaging: contextually relevant tooltips triggered by key events can help show your users what to do next.

Product Marketing 82

Product Marketing Marketing Churn Customer Lifetime Value 82