Category: User Onboarding

User Onboarding
The Best Intercom Alternatives of 2021
March 29, 2021

I actually love it when people ask ‘what is the best alternative to Intercom?’ cause the truth is...it depends. Intercom is a multi-faceted tool with a lot of features and use cases ranging from user onboarding (product tours), chatbots (engagement), and customer support. So the question is, what job are YOU looking to get done? If it’s among the three use cases listed above, you will find a very detailed and informative roundup of...

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User Onboarding
7 User Onboarding Best Practices for 2021 + Bonus Tips
March 15, 2021

I’m going to start this user onboarding best practices article with a strong statement: User onboarding is the difference between a successful SaaS company and a failing one. Yeah I know. Shocking, right? But bear with me. This year has seen some huge growth when it comes to user onboarding. SaaS companies are finally waking up to the idea that successful onboarding for their users is critical to success. Good onboarding doesn’t...

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User Onboarding
Free Trial VS Paid Trial: When to Switch Your Model [Ahrefs & Surfer SEO Case Study]
March 6, 2021

There are many benefits to having a Free Trial VS Paid Trial. With a free trial, your users get a test ride of your product with a low barrier to entry. “No credit card required.” They also have a sense of urgency to explore all of your features in the number of days you give them. Whether you decide between 7 or 14 depends on how long you think it takes for your users to hit their ‘Aha! Moment!’. You are making your product as...

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User Onboarding
How Much Help is Too Much Help? Less is More. How to Use Custom Events to Avoid Frustrating Tooltip Overload in SaaS
March 1, 2021

I was walking near my house this week when I noticed a couple of construction workers putting up these 'Quiet please' notices on the walls: I stopped and couldn't help but think 'Duuude. You don't need to cover the whole wall with them. One or two would do the trick. *Seven* just turn the wall into a yellow eye-sore, without actually increasing the effectiveness.'  This reminded me of the experience I've had with some SaaS tools....

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User Onboarding
Contextual email automation for SaaS: how to plan campaigns that drive growth across every stage of the user journey
February 4, 2021

Email automation can be a powerful tool for your SaaS to boost new user activation and drive growth at every stage of the user journey, if used correctly.   And that’s a big IF. Simply flooding the inbox of someone that just signed up to try your product and sending them one email each day of the trial won’t help you increase your activation and conversion rates. Your users’ mailboxes are already flooded with so much mail, it’s *really*...

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Product Experience \ User Onboarding
The Analytics Black Hole or The Bottleneck: What’s Stopping you from Solving Your Users’ Pain? + Grab our FREE User Journey Template!
February 4, 2021

In the mission to solve your users’ most significant pain points, a user journey template can be your greatest asset. Sure, user personas are helpful. But they don’t answer where the sources of friction are coming from as your users explore your product. Nor are they fluid enough to accurately capture their journey. Unfortunately, user journey mapping can be a long and arduous process that requires support from all of your stakeholders...

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User Onboarding
The 5 Best Product Walkthrough Tools of 2021
January 22, 2021

The best product walkthrough tools are the ones that keep evolving and improving year after year. Technology and best practice are always moving on, so don’t waste your time checking out last year’s guides. They’ll be out of date! Product walkthroughs are a bit of a specialty for us here at Userpilot, so we’ve collected together our five favorite tools for 2021 and put them to the test. TLDR? Check out our selection right...

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User Onboarding
The Only User Re-Engagement Strategy You Will Ever Need
December 18, 2020

How should I bring the disengaged users back to my product? If this question is keeping you up at night - it well should. Declining user engagement is a slippery slope to churn - every Product Manager’s greatest nightmare. You can have thousands of sign-ups in a month but if the users don’t actually activate or use the app after the 30-day trial mark...you know what happens. The good news is, there are some pretty effective ways of bringing...

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User Onboarding
The Ultimate 'How to Create Better Product Tours' Guide
October 14, 2020

There aren’t many people out there who would tell you that you DON’T need product tours for your SaaS. But the phrase “product tours” covers a wide range of different onboarding and training mechanisms. And in today’s SaaS environment - let’s be honest - some of them are pretty rubbish. So when we talk about the best software for building better product tours, we’re going to be quite specific about what makes a product tour...

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User Onboarding
What is Secondary, Tertiary Onboarding? Why You Should See Continuous Onboarding As a Never Ending Education Loop
September 18, 2020

Learn why you should ditch your product tours, embrace primary, secondary and tertiary onboarding instead, and love continuous onboarding experiments. TL;DR? Try my bite-sized continuous onboarding post summary 🍔 The whole point of onboarding is to push someone down the user journey, which means you shouldn’t stop at new user activation. You should implement ‘onboardings’ at every stage of the user journey: hence secondary,...

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