How Does Userpilot Implementation Work? A Step-By-Step Guide

How does Userpilot implementation work? Does it require technical expertise from the product team?

Read our step-by-step guide to find out how to install it on your app.

TL;DR

Userpilot is a product growth platform that enables customers to create in-app experiences to drive user engagement. It also offers analytics and feedback capabilities to enable teams to make data-driven product decisions.
With Userpilot, you can create a layer of in-app experiences. They are superimposed on your product UI and provide contextual guidance to end users based on their in-app behavior and use cases.
The Userpilot implementation process consists of 4 steps:

Create a new account or sign into your account with existing credentials.
Install the browser extension from the Chrome extension store.
Install the Userpilot code on your app using one of the 4 methods: add JS snippets to your app pages, install it from Segment or from Google Tag Manager, or use NPM to install it as a node module.
Create your first in-app experience from the Chrome extension without any coding.

Want to find out more about Userpilot features or the implementation process? Book the demo!

What is Userpilot?

Userpilot is a product growth platform. It caters to marketing, customer success, design, and product teams at medium-sized and large SaaS B2B companies. Its clients include Raiffeisen, DHL, iFood, Zuora, and many more.

It enables companies to create interactive in-app user onboarding experiences to drive product and feature adoption, track user behavior over time, and collect customer feedback seamlessly. There’s also a resource center functionality for on-demand self-service user support.

How does Userpilot work?

Imagine logging into a digital product for the first time and seeing nothing but a blank screen. Maybe just a drop-down menu at the top.

How difficult would you find it to start using this app? Would you even try?

Many people wouldn’t.

Userpilot solves this problem. You can use it to build a layer with in-app patterns onto your web UI and guide new users to activation and adoption.

For instance, many teams start the process with a welcome screen and survey. This is to greet users and segment them based on their use cases.

The survey responses trigger personalized interactive walkthroughs and checklists which help users discover the relevant features and experience product value. This is essential for users to adopt the product as a solution to their problems and become loyal customers.

The in-app surveys are also for feedback collection. You can use them to track customer satisfaction, understand user needs, wants, and pain points, and gather customer requests.

Finally, Userpilot offers in-depth analytics. They allow you to analyze event data to gain valuable insights into user behavior at different stages in the user journey. It also supports integrations with other analytics tools, like Google Analytics, for a comprehensive picture of customer interactions with your brand.

The result? You can make data-driven product development decisions and identify opportunities for customer experience improvement.

The analytics also allow you to target end users with bespoke flows based on their in-app behavior.

Here’s the real kicker:

Userpilot is a no-code solution. So even non-technical team members can use all the features without help from developers or data scientists.

How to implement Userpilot?

The only part that requires a bit of technical expertise is Userpilot implementation. However, for such a powerful tool, it’s still very straightforward. Here’s our 4-step guide.

1. Create a new account or log in to an existing Userpilot account

Head to the Userpilot website and click on Free Trial in the menu.

This takes you to the sign-up page, where you can create a new account. Provide your work email address, and first and second name, and choose a password.

Already have an active account?

On the main page, click on Login instead of Free Trial. Use your login details to sign in.

For enterprise plan users, Userpilot offers single sign-on (SSO).

Userpilot implementation, step 1: Sign into Userpilot — Userpilot implementation, step 1: Sign in to Userpilot.

2. Install the Userpilot Chrome extension

To tag features, create events, or design in-app experiences in Userpilot, you need the Chrome extension. You can find it in the Chrome Web Store.

Once you’re there, click Add to Chrome and confirm the operation.

Userpilot implementation, step 2: Install the Userpilot Chrome extension.

3. Install Userpilot on your app

The most technical part of implementation is the installation of Userpilot on your app.

There are four methods to install Userpilot:

Javascript

You add a JS snippet to each page of your app, before </head>.

Segment

Userpilot offers a Segment integration that allows you to sync Segment data with Userpilot content. And install Userpilot from Segment.

To do so, sign in to Segment and install it on your app.

Next, create a source on Segment, and add your website URL (where you want to install the analytics.js).

Finally, head over to Catalog and finish installing Userpilot as a destination.

Google Tag Manager

GTM is another integration that enables easy Userpilot installation. To do so, you first install GTM code into your app – this process is fairly straightforward.

NPM

For applications running on Single Application frameworks, like Angular or React, you can use NPM (Node Package Manager) to install Userpilot as a node module.

Userpilot implementation, step 3: Install Userpilot using one of the methods.

If you get stuck at any stage of the installation process, get in touch with the support team, and they will sort you out in no time.

4. Create your first in-app experience to boost user engagement

Once the installation is complete, you can create interactive walkthroughs and other in-app experiences to drive user adoption. You do it from the Chrome extension, the process is fairly intuitive.

Userpilot implementation, step 4: Create the first in-app experience.

Conclusion

Userpilot implementation requires a little technical knowledge but the process is far from complex. Your developer can get it done swiftly using one of the 4 installation methods.

Once this is done, all your team members can start creating onboarding experiences, tracking user behavior, and sending in-app surveys, no matter how little technical expertise they have.

To find out more about Userpilot and its capabilities, book the demo!