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Category: User Onboarding

User Onboarding
How to Stop Making Terrible Product Tours and Start Making Great Ones
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 product tours, we’re going to be quite specific about what makes a product tour worthwhile and...

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User Onboarding
What is Secondary and Tertiary Onboarding, and Why You Should See Onboarding As a Continuous Education Loop
September 18, 2020

Learn why you should ditch your product tours, embrace primary, secondary and tertiary onboarding instead, and love onboarding experiments. TL;DR? Try my bite-sized 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, tertiary, and further onboarding...

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Growth \ User Onboarding
Retention Marketing: How to Build a Retention Strategy that Works
July 23, 2020

You’re leaving cash on the table for your competitors to sweep up if you don’t have a strategy for retention marketing. So, in this blog we’ll show you how to keep your customers happy with a targeted retention strategy. And remember - happy customers are paying customers. Congratulations! You’re signing up new users for your SaaS product every day. Leads are quickly turning into users and you’re thinking: “Job done. My...

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User Onboarding
Build Vs Buy: What is Best for User Onboarding? The Numbers Are Out!
June 11, 2020

As a SaaS company, you have probably been at this cross-roads a few times. You need to implement new software to get a certain job done and you are wondering: Should we buy a third-party tool, or build our own custom solution from scratch? We hear this question especially often when it comes to user onboarding. Well, the truth is: there is no one ‘correct’ answer. Both the "build" and "buy" approaches have their pros and...

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User Onboarding
The Ultimate Guide to Self-Serve Onboarding in the Product-Led Era
June 4, 2020

  In Product-Led Era, it's not great marketing and sleek sales pages that determine the success of your product. Rand Fishkin, the founder of MOZ, learnt the hard way: Simultaneously two competitors in the market - one, a secretive operation based in the Ukraine and Singapore called "Ahrefs", and the other, a British firm founded by a passionate Russian engineer whose initial goal had been to build an alternative to Google's search engine...

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User Onboarding
What Is the Best Customer Onboarding Software for your SaaS?
May 14, 2020

Onboarding your customers successfully is tricky, right? I mean, there are so many different things that can go wrong, so many parts of the user journey where they can drop off and disappear. That's why choosing the best customer onboarding software is a big decision. Choose the wrong tools and your onboarding won't work. Your customers won't see any value from your product. Ultimately, they'll start looking elsewhere. So, in a way, choosing the...

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Product Experience \ User Onboarding
3 Product Experiments Your SaaS Must Try Now to Reduce Churn
March 26, 2020

If there’s one thing every SaaS company is worrying about now - it's churn. Amid the uncertainties of the coronacrisis - a lot of businesses are looking for unnecessary costs to cut. As we wrote in our previous post on customer retention tactics for the time of crisis - trying to stop people from cancelling by giving them discounts is a quick-fix that will backfire in the long run. It's like trying to cure an illness with paracetamol - you may...

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User Onboarding
Amazing Whatfix Alternatives to Improve your Onboarding
February 13, 2020

Whatfix is a popular onboarding platform, but it does have several weaknesses. As a result, we thought we’d tell you about some of the best Whatfix alternatives that you can use to improve your onboarding. The amazing tools we’re going to cover will suit a range of different businesses, so you’ll definitely find one that suits you. We’re going to look at: Userpilot — For SaaS user onboarding Toonimo — For audiovisual employee...

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User Onboarding
How to Onboard New Users - The Aaron Krall Way
December 17, 2019

A lot of subscription-based businesses are struggling with their trial-to-paid conversions, user activation, and user adoption. Let’s say that you get around 200 trial users every month - but you manage to convert only 20 of them. That’s a 10% trial-to-paid conversion rate. If your average monthly subscription is around $25, that would mean that each month you will add around $500 in your monthly revenue. On the other hand, keep in mind that...

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User Onboarding
Contextual Onboarding: What is it, and Why Should I Care?
October 10, 2019

We talk a lot about contextual onboarding here at Userpilot, but we realized that a lot of you might not quite understand what it is. This article is going to tell everything you need to know about contextual onboarding: What is it? Why do you need it? How do you add it into your product? We’ll also share some of the best contextual onboarding examples along the way. What is contextual onboarding? If we had to describe contextual...

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