User Pilot

MAY 3, 2023

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. What is Pendo Onboarding? What is it? Read on to find out!

Software Review 96

Software Review Onboarding Pricing Engagement 96

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 97

Onboarding SaaS Customer Support Engagement 97

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 97

Communication Onboarding User Experience Retention 97

User Pilot

JULY 5, 2023

You can use the following 14 effective tactics to improve customer satisfaction scores : Offer personalized customer experiences from the onboarding phase by tailoring them to customers’ needs and preferences. Use interactive walkthroughs to guide users step-by-step, highlight key tasks, and engage more customers during onboarding.

SaaS Payments 96

SaaS Payments Payment Solutions Payment Services Payment Methods 96

User Pilot

JUNE 8, 2023

After setting onboarding goals, tracking user interaction with in-app guidance elements will optimize the onboarding process to increase activation rates. Using historical event data helps you effectively create user segments for secondary onboarding and offer upsells through in-app messages.

SaaS Payments 88

SaaS Payments Data Payment Solutions Payments 88

User Pilot

JANUARY 23, 2023

A successful customer retention strategy starts with effective communication – the right message to the right audience at the right time. Marketing segmentation comes in handy here. In this article, we cover: How is marketing segmentation used in customer retention? Most common types of customer segmentation.

Market Segmentation 96

Market Segmentation Retention Marketing Software Review 96

User Pilot

MAY 21, 2023

For feature or product announcements, use multiple channels, like in-app messaging , emails, social media, or blogs. Userpilot allows you to collect feature requests, announce your releases with in-app messages, measure the success of new features and gather feedback on how well they satisfy users. Book the demo to see how!

Underperforming Technical Team 81

Underperforming Technical Team Sales Recruiting Social Media Onboarding 81

User Pilot

OCTOBER 31, 2023

Onboarding is vitally important for any SaaS owner or product manager. Taking users through your product or service using an onboarding call is a pretty standard part of the customer onboarding process. In this blog, we’ll explore the differences between the two methods – and when it makes sense to use both.

Onboarding 92

Onboarding Scale Customer Success Scaling 92

User Pilot

MARCH 14, 2023

Personalized onboarding experiences allow users to experience product value in the least possible time. To drive upsells , prompt your users with targeted in-app messages tailored to the needs of a particular segment. To help them discover your product potential, you need user onboarding. What is the freemium model?

SaaS 96

SaaS Onboarding Benchmarks B2B 96

User Pilot

FEBRUARY 25, 2024

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. These range from landing page conversion journeys to in-app onboarding journeys. Identify friction areas.

SaaS Payments 97

SaaS Payments Payment Services Payment Methods Payment Solutions 97

User Pilot

JULY 31, 2023

Userpilot is an excellent onboarding tool that enables effective in-app communication and on-demand user support. Pendo offers in-app messaging and onboarding features for mobile apps. Help Scout is a customer service software offering shared inboxes, live chat, and in-app messaging. Why is an Intercom alternative needed?

Social Media 87

Social Media SaaS Marketplace as a Service Communication 87

User Pilot

JANUARY 29, 2023

Kontentino’s onboarding segmentation helps them create a personalized customer journey and onboarding experience. Sked Social uses an onboarding checklist to drive product adoption. To help users get started with its product, Rocketbots deployed interactive onboarding walkthroughs. Good PX does the opposite.

Business 98

Business Social Media Underperforming Technical Team Onboarding 98

User Pilot

JANUARY 9, 2023

Personalization is a three-step process that begins with data collection from multiple sources, continues with user segmentation , and ends with actions taken to engage each segment. Personalize the onboarding process according to users’ JTBD. Use data to segment users and build customized experiences for each.

Customer Lifetime Value 92

Customer Lifetime Value Retention Marketing Scale 92

User Pilot

FEBRUARY 15, 2023

Good friction can be introduced at various points in the onboarding process to increase adoption. Postfity adds a welcome message to gather data and use it to help frame the user experience. HubSpot uses a long sign-up form to add good friction as it creates a personalized onboarding that shortens TTV. a welcome message/survey).

SaaS Payments 97

SaaS Payments Payment Methods Payment Services Payments 97

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 90

Customer Lifetime Value User Experience Onboarding Scale 90

User Pilot

APRIL 14, 2023

Best if they can be personalized for different user segments. A comprehensive onboarding tool must have feedback functionality to help teams track trends in user sentiment and identify areas for improvement. Onboarding checklists – lists made up of simple tasks the users need to complete to activate. G2 rating: 4.6

SaaS 96

SaaS Onboarding Pricing Mobile 96

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. Track feature usage for different segments and understand which drives value. Airtable welcome survey.

Strategy 89

Strategy Software Review Business SaaS 89

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. Thanks to them, SaaS companies can better tailor their messaging and differentiate based on the preferences of various prospect segments at different funnel stages.

Marketing 96

Marketing Sales Funnel Forecasting Customer Lifetime Value 96

User Pilot

AUGUST 2, 2023

Specific in-app events, such as onboarding , can trigger emails sent to customers to provide additional information or help. You can use customer data to create user personas and then segment them to send personalized emails with relevant information. Perform A/B testing to see which subject lines and messaging improves metrics.

Data 90

Data Strategy Marketing Software Review 90

User Pilot

JANUARY 31, 2023

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.

Onboarding 96

Onboarding Underperforming Technical Team Software Review Technical Review 96

User Pilot

JANUARY 12, 2023

Looking for behavioral segmentation examples that drive conversions at different customer journey stages? You’ll also learn the best ways and tools to perform behavioral segmentation. You’ll also learn the best ways and tools to perform behavioral segmentation. What is behavioral segmentation?

Software Review 96

Software Review SaaS Customer Lifetime Value Engagement 96

User Pilot

DECEMBER 22, 2023

A few common examples of microcopy in UX include CTAs, error messages, placeholders, in-app guidance and new feature announcements , and confirmation messages. In Userpilot, you can use AI to create microcopy for in-app messages and onboarding flows. For example, run A/B and usability tests. Get the demo to see how!

AI 100

AI Scale User Experience Onboarding 100

User Pilot

AUGUST 10, 2023

Segmenting customers with data-driven insights and delivering targeted marketing efforts that cater to their needs. Offering personalized onboarding experiences to reduce the need for additional acquisition efforts. For example, you can set limits for feature usage and trigger upgrade messages when users reach limits.

Acquisition 78

Acquisition Benchmarks Customer Lifetime Value B2B 78

User Pilot

MARCH 9, 2022

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?

Engagement 91

Engagement Customer Lifetime Value SaaS Onboarding 91

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. Use segmentation for automating in-app messages with solutions for specific issues. Onboarding checklist in Userpilot. Segmentation in Userpilot.

Customer Lifetime Value 90

Customer Lifetime Value Customer Support AI Onboarding 90

User Pilot

JANUARY 19, 2023

To lower CRC, you can use effective strategies like segmenting customers and making the onboarding process relevant , using in-app messaging to encourage engagement, and taking a customer-centric approach. Using CRC, you can also identify which customer segments bring the most value to your business. Tag Feature.

Retention 95

Retention Customer Lifetime Value Onboarding Acquisition 95

User Pilot

JUNE 22, 2023

Using segmentation and tracking feature usage to measure engagement. 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.

Churn 89

Churn Retention Onboarding Engagement 89

User Pilot

JULY 29, 2021

The best customer engagement solutions include custom onboarding experiences , gamification , in-app guides , contextual communication, and feedback loops. 1 Customer engagement solutions: build custom onboarding experiences. Creating generic onboarding flows to guide all your customers is not very helpful in such instances.

Engagement 98

Engagement Software Review SaaS Onboarding 98

User Pilot

AUGUST 5, 2023

Segment passive customers and offer them targeted offerings through in-app messages. Segment passive customers for personalized offerings You can segment customers based on their NPS scores and follow-up responses. It offers valuable insights into the pain points and expectations of each segment.

Scale 94

Scale Retention User Experience Strategy 94

User Pilot

JULY 20, 2023

Poor onboarding. Analyze customer behavior using in-depth segmentation. 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. Bad customer service.

Churn 88

Churn SaaS Payments Payment Solutions Payments 88

User Pilot

APRIL 18, 2023

Introduce yourself with an onboarding video after signing up. Provide a personalized onboarding experience with segmentation. Help users reach the activation stage as soon as possible with onboarding checklists. This welcome message not only leaves a nice impression. ActiveCampaign’s onboarding video.

Customer Success 95

Customer Success Strategy Customer Lifetime Value SaaS 95

User Pilot

JUNE 19, 2023

To use cohort analysis to evaluate the onboarding processes , analyze how retained users interact with the onboarding experiences, and compare it with the interactions of the churned customers. Currently, Userpilot doesn’t offer cohort analysis but you can use its advanced segmentation and analytics features for the same purpose.

Retention 88

Retention Social Media Customer Lifetime Value Acquisition 88

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 82

Onboarding SaaS Education Engagement 82

User Pilot

MARCH 23, 2023

Contextual onboarding is the best way to keep users engaged with your product. But what are some contextual onboarding examples that could inspire you to implement it? So if you want to learn how to apply contextual onboarding tactics to grow your business, keep reading.

Onboarding 78

Onboarding Engagement Retention Software 78

User Pilot

MARCH 9, 2023

After all, you’re getting access to a user onboarding tool with a reputation for quality analytics without having to spend a cent. This includes unlimited no-code features and page tagging, user segmentation , and behavioral analytics. Segmentation is essential to gain actionable product insights. What is Pendo Free?

Software Review 93

Software Review Technical Review Systems Review Scale 93

User Pilot

FEBRUARY 24, 2023

Segmenting users before collecting feedback allows you to target the right audience. Automated in-app messages and email replies are an easy way to acknowledge user feedback. However, it only reaches active users so it’s always good to back it up with messages via other channels. Segment users easily with Userpilot.

Interviewing 97

Interviewing Scale Social Media Communication 97

Totango

SEPTEMBER 13, 2022

At Totango, we build customer success playbooks from SuccessBLOCs : modules that combine optimized automated and manual workflows called SuccessPlays with KPI, monitoring, and segmentation tools to trigger SuccessPlays at the exact moment when your customer needs them to achieve their goal. Optimize customer onboarding. Onboarding.

Customer Success 87

Customer Success Onboarding Construction Retention 87