Looking to drive adoption with contextual user onboarding? As any savvy product manager will know, picking the right tool is essential to the success of your SaaS – so it’s worth taking the time to choose carefully.

If you’re considering if Userpilot can help you, keep reading.

We’ll explore all the core Userpilot features & capabilities… but most importantly how you can make the most out of it.

Let’s get into it!

What is Userpilot

Userpilot is a product growth platform that drives user activation, feature adoption, and expansion revenue. It also helps product teams collect user feedback, streamline onboarding, and gather actionable insights from analytics.

With Userpilot, you’ll be able to track both product usage and user behavior to get a holistic view of how customers use your product — which will guide future development, improve the user experience, and inform your growth efforts.

Userpilot pros

As a full-suite digital adoption platform, Userpilot has all the features you need to onboard users, track analytics, and gather feedback from customers without writing a single line of code. Here are a few pros of using Userpilot as your product growth solution:

• No-code builder: Userpilot’s Chrome extension lets you build flows, add UI elements, and tag features without writing a single line of code.
• UI patterns: There are plenty of UI patterns to choose from when using Userpilot, such as hotspots, tooltips, banners, slideouts, modals, and more!
• Startup-friendly: Userpilot’s entry-level plan gives you access to all available UI patterns so you can hit the ground running.
• Walkthroughs and flows: Build engaging interactive walkthroughs and personalized onboarding flows that target specific segments of your user base.
• Self-service support: Build an in-app resource center to help users solve problems, customize its appearance to align it with your brand, and insert various types of content (videos, flows, or chatbots) to keep your customers satisfied.
• A/B testing: Userpilot’s built-in A/B testing capabilities will help you split-test flows, iterate on the best-performing variants, and continually optimize based on user behavior.
• Feedback collection: Userpilot has built-in NPS surveys with its unified analytics dashboard and response tagging to help you retarget users. There are other survey types to choose from and you can even create your custom survey.
• Survey templates: There are 14 survey templates to choose from so you can gather feedback on specific features or run customer satisfaction benchmarking surveys like CSAT and CES.
• Advanced analytics: Userpilot lets you analyze product usage data, monitor engagement on all in-app flows, and use the data to create user segments that are based on behaviors instead of demographics.
• Event tracking: Userpilot’s no-code event tracking lets you tag UI interactions (hovers, clicks, or form fills) and group them into a custom event that reflects feature usage.
• Third-party integrations: Userpilot has built-in integrations with tools like Amplitude, Mixpanel, Kissmetrics, Segment, Heap, HubSpot, Intercom, Google Analytics, and Google Tag Manager so you can share data between all the solutions in your tech stack.

Userpilot cons

Of course, no tool is perfect and there are a few cons to consider before choosing Userpilot as your user onboarding or product growth solution:

• Employee onboarding: Currently, Userpilot only supports in-app customer onboarding.
• Mobile apps: Userpilot doesn’t have any mobile compatibility which could make it difficult for developers with cross-platform applications to create a consistent user experience for both versions of their product.
• Freemium plan: There’s no freemium Userpilot plan so those bootstrapping their startup and need sub-$100 solutions should consider more affordable onboarding platforms like UserGuiding or Product Fruits.

Userpilot features: Onboarding

Onboarding is one of Userpilot’s core use cases along with product growth analytics and user feedback, so it has plenty of features that you can utilize. Let’s explore them all.

Flows

Creating flows with Userpilot is as simple as installing the Chrome extension, selecting the UI patterns you’d like to use, and then editing the content/settings to suit your use case. You can also use templates to create modals, slideouts, tooltips, and driven actions and drive user engagement.

Userpilot lets you create welcome screens that survey users on what their primary use cases, roles, needs, etc., are. You can create different walkthroughs depending on their responses to ensure that there’s a personalized experience for all.

The audience settings on Userpilot flows help you trigger or hide walkthroughs from specific users and segments. This makes it possible to create interactive walkthroughs that target a particular segment or trigger a flow when certain conditions are met.

String a few of these together, and pretty quickly you’ll have a comprehensive interactive product tour, with different components triggering as a user takes key actions.

Tooltips

Tooltips are the most straightforward way to offer contextual information to users without interrupting their workflows. Userpilot lets you create tooltips as part of your in-app flows, attach standalone tooltips to individual features, and leverage the power of AI to streamline the process.

Here are the ways you can use Userpilot to create tooltips:

• Tooltip flows: Tooltips are one of the UI elements you can utilize when creating in-app flows. You’ll be able to edit the size, placement, and behavior of your tooltip as needed. You could also toggle the option to continue or dismiss the flow if a tooltip’s element can’t be located.

• Native tooltips: Userpilot spotlights let you create native tooltips that expand when users click on an element or hover over a feature. Since these tooltips are attached to the features rather than specific pages, they’ll show up anywhere that the element is present.

• AI assistance: Userpilot’s AI-powered capabilities help you create better tooltips in less time. You could use the writing assistant to create, shorten, or extend the content of tooltips and leverage automated localization to translate your flow’s tooltips to any of the 32 languages available.

Modals

Modal UX design is a difficult task even for experienced designers, as you want to capture the user’s full attention without annoying them.

Userpilot’s modals can be made using templates, have advanced blocks added to them, and be translated into 32 different languages through AI. Here’s an overview of Userpilot’s modal design capabilities:

• Templates: There are six different modal templates to choose from but you can also create a new design from scratch. After making changes or building your own design, you can click on the bookmark icon to save this template for future use and add it to the template gallery.

• Blocks: Userpilot lets you add blocks that contain buttons, text, emojis, images, videos, input forms, or custom JavaScript functions to make your modals as engaging as possible. You’ll also be able to edit or delete any existing blocks from the template you’ve chosen.

• Localization: Userpilot’s AI-powered localization engine comes pre-loaded with 32 languages that you can use to automatically translate your modals. You also can add languages manually by uploading a CSV to expand the translation options for your modals.

Onboarding checklists

Onboarding checklists help new users learn about a product and reduce their time-to-value (TTV). Userpilot checklists can be created using the no-code builder, used to trigger specific actions, and tracked using the analytics dashboard to gauge overall engagement.

Here’s how you can use Userpilot to create an advanced onboarding checklist:

• No-code builder: Userpilot’s checklist creator lets you edit the content of checklists, add tasks, style icons, and configure the triggers for when your checklist should appear. You’ll also be able to choose from five widget icons (or upload your own) and recolor the widget to match your UI.

• Smart tasks: Checklist tasks can be set to trigger specific actions upon being completed, such as redirecting a user to a different page, launching an in-app flow, or running a custom JavaScript function. You can also set the conditions for when a task and action will be marked as complete.

• Checklist analytics: The Checklists dashboard shows you all relevant metrics. These include the number of live checklists you have, how many views they’ve gotten, and how many have been completed. You can also sort these analytics by segment or period to identify trends.

Resource center

In-app resource centers help users find answers to their questions without needing to leave your product. Userpilot’s resource centers leverage advanced segmentation to target specific customers or use cases, have detailed analytics, and can be built using the no-code editor.

Here’s a closer look at Userpilot’s resource center editor:

• No-code editor: Userpilot lets you build in-app resource centers without needing to write any code. You can add modules like internal/external links, tutorial videos, in-app flows, custom JavaScript functions, and checklists — or group multiple modules into a single section.

• Targeted modules: Userpilot’s module segmentation features let you show/hide specific resources depending on which segment a user is in. This helps you personalize your in-app resource center and only show the resources that are most relevant to a particular user.

• Analytics dashboard: Userpilot’s resource center analytics can show you key metrics like the total number of visitors, how many modules have been clicked, and changes in the click rate to help you gauge performance. You can also sort data by a specific period if needed.

User segmentation

User segmentation is essential for creating a personalized and contextual onboarding experience. Userpilot can segment users based on demographics, product usage data, NPS scores, and more. You can then trigger flows or filter analytics based on segments.

Here’s an overview of Userpilot’s customer segmentation capabilities:

• Segment conditions: Userpilot lets you form segments by adding different conditions like user data, company data, features and events, etc. You can then use these segments as analytics filters or flow triggers later on.

• Analytics filters: Userpilot’s product analytics and user insights dashboards can be filtered to only display data from specific segments (or companies). This will help you extract insights from certain cohorts and compare how adoption or activation varies from one segment to the next.

• Flow triggers: Userpilot’s audience settings let you trigger flows for specific segments or target users that meet certain conditions. You can combine this with page-specific or event-occurrence triggers to show relevant flows to the right users at the most contextual moments.
• External data: Userpilot integrates with tools like Amplitude, Google Analytics, Mixpanel, and Segment using a one-way integration. This means you can use the data inside Userpilot to build advanced segmentation and trigger contextual experiences. For more advanced use cases, the two-way integration with Hubspot lets you send and receive data, unlocking a full set of use cases.

Userpilot features: Feedback

User feedback is an essential part of listening to the Voice of the Customer (VoC) and making product development or marketing decisions that best suit your customer base. Userpilot has a no-code survey builder, 14 templates to choose from, and advanced analytics for extracting insights.

Here are the Userpilot features you can use to collect customer feedback and analyze it:

Surveys

In-app surveys are an effective way to collect direct feedback from users without being at the whim of their email inboxes. Userpilot’s built-in functionality lets you create surveys, translate them, and track granular survey analytics that offers additional user insights.

Here are the Userpilot features you can use when building in-app surveys:

• Survey templates: Userpilot’s no-code survey builder has 14 templates to choose from. These include NPS, CSAT, and CES surveys among others for collecting quantitative and qualitative feedback from users. You can add a series of questions to gather valuable insights.

• Survey localization: Userpilot’s AI localization feature lets you translate surveys in a matter of minutes. All you need to do is add the desired locale and leave the rest to Userpilot. You can also make manual tweaks to translations if needed.

NPS surveys

The Net Promoter Score (NPS) is a reliable measure of how satisfied customers are and how likely they are to recommend your product to others. Userpilot lets you build NPS surveys, analyze response data, and target specific user groups to gather actionable insights.

Here are the Userpilot features you can use when sending NPS surveys:

• No-code builder: The survey builder lets you edit the content of your NPS surveys, style the widget to your liking, restrict surveys to specific pages/paths, and use AI-powered localization to change the language of your survey.

• Analytics dashboard: Userpilot’s dedicated NPS dashboard shows you all the key data gathered from your surveys. These include how many views your NPS surveys have gotten, the number of responses, the overall response rate, and how the score has been trending over time.
• Audience targeting: Userpilot’s audience targeting features let you choose which users to include in NPS surveys. You could set this to all users, select only me if you’re still in the testing stage, target a particular segment, or set conditions that must be met for a survey to appear.

Survey Analytics

Survey analytics are an essential part of extracting actionable insights from user feedback. Userpilot’s advanced analytics capabilities extend to any surveys you build with it. You’ll be able to see granular analytics for surveys, sort by audience or period, and view NPS data separately.

Here’s an overview of the Userpilot features you can use during survey data analysis:

• Granular analytics: Each survey you create has its analytics tab where you’ll be able to see which percentage of respondents chose a particular option, view the most popular choices, and review qualitative responses of users. You can also sort by segment, company, or period.

• NPS dashboard: The dedicated NPS dashboard compiles survey responses to show you all relevant Net Promoter Score data in one place. This includes total views, NPS score, total responses, overall response rate, the number of qualitative responses, and how NPS is trending over time.

• User responses: Userpilot lets you review the responses of each user so you can see how sentiment differs on a customer-to-customer basis. This makes it easier to schedule follow-up interviews or implement suggestions made by users with the highest lifetime value (LTV).

Userpilot features: Analytics

User analytics lets you track and analyze the behavior of users within your product. Userpilot lets you filter through customers from a unified dashboard, extract insights from specific segments or periods, and create custom segments for all users who meet certain conditions.

Here’s an overview of Userpilot’s analytics features:

Analytics dashboards

These dashboards enable you to keep track of your key product performance and user behavior metrics at a glance, without any technical setup required.

Funnel analysis

Tracking user funnels is essential to getting a deeper understanding of the customer journey and reducing friction points. Userpilot helps you track user funnels by creating funnel reports, reviewing saved reports in bulk, and seeing key metrics like the average time it takes to complete a funnel.

Here’s how you can use Userpilot to generate funnel charts:

• Funnels: Userpilot’s funnel reports can show you the percentage of users that progress from one stage to another. Stages could consist of pages, actions, or other activation points. You can also set a specific order which these steps need to be completed or adjust the period.

• Reports: The saved reports area of your Userpilot account lets you view, edit, duplicate, delete, or export (as a CSV file) all the analytics reports that you (or your teammates) have generated. You can also filter results by the teammate who created the report or the type of report.
• Duration: The granular funnel analytics can offer more insights into each stage of a particular user funnel, such as how long it took the majority of your users to complete it from start to finish. You can filter by period and set minimum/maximum parameters to remove outliers.

Cohort analysis

User retention is critical for the success of digital products, it’s linked to the product’s ability to consistently deliver value to the users and is a key measure of business health. It is also essential in the process of achieving a product-market fit and retaining constant growth.

For starters, Userpilot allows you to collect accurate data on user behavior inside web apps without any coding.

Thanks to its Chrome extension, you can easily tag features and create custom events to track with a few clicks and view the results in our Features & events dashboard.

Once you have the data, you can use it to build the cohort analysis table.

Userpilot allows you to:

• Create cohorts on the user and company level.
• Choose the start and return events defining retention in your product, like ‘Signed in’ and ‘Invited teammate’.
• Filter the events by events, user, and company properties.
• Choose the interval by which you view the data (days, weeks, months) and date range (e.g. last 2 weeks, or last 180 days).

Clicking on each cell reveals data on specific users that were retained.

You can also visualize the average retention as a line graph, both linear and cumulative.

Paths analysis

Paths are a form of user behavior analysis that allows you to understand how users navigate through your product by tracking their sequence of actions before or after a target event. This
sequence is represented as steps on a path with each action grouped and represented with its respective percentage of total actions and the number of users who performed it. User behavior
diverges with each step, resulting in more actions with a smaller share of the total. The most common actions are sorted at the top of each step to simplify interpretation.

Path analysis is useful for understanding common user behavior patterns, gauging user interactions with UI, monitoring if users follow recommended workflows, and identifying points of
drop-offs and areas for improvement. It is also useful when considering the deprecation of a page or feature by revealing current user access points. The data from paths can help you understand where users land and exit your application, identify which parts of the application are being used, and pinpoint areas of user confusion or difficulties in discovering new features.

Event tracking and feature tagging

Tracking and analyzing event data gives you a better understanding of user behavior so you can capitalize on opportunities to improve the in-app experience.

Here are the ways you can use Userpilot as an event-tracking tool:

• Event tracking: The Userpilot flow builder lets you track custom events by tagging individual features (Feature Tag), by API (called Tracked Events), or by setting them up using a combination of feature tags and tracked events (Custom Events).

• Feature tags: Userpilot’s no-code feature tagger lets you track important features/elements based on different interaction types (clicks, hovers, and text inputs). You can then display the engagement and performance of different features through heatmaps.

A/B testing and multivariate testing

A/B testing is a crucial step in optimizing your flows and identifying the changes that provide the best response from your users. Userpilot’s native split-testing features let you confine experiments to a single page, track the downstream impact on goals, and customize any settings along the way.

Here are the Userpilot’s A/B testing features you can use to build experiments and analyze results:

• Page Targeting: The page targeting settings let you specify the domain and page that a particular A/B test should be triggered on. You can also add conditional triggers for experiments that should appear on any page where the criteria are met.
• Different types of experiments: You can run the classic A/B test using a control group, a multivariate test that tests two flows against each other for the same audience, or an advanced experiment in which you can set the conditions.
• Experiment goal: Track if the experiment was a success you can also connect it to an action goal to track impact.
• Experiment Settings: Userpilot lets you customize experiment settings to target specific audiences, adjust frequency, and decide when the experiment should be concluded. For instance, you could set a fixed number of days or continue the experiment until it gets results.

Userpilot features: Integrations

Userpilot offers a range of integrations with popular apps, enabling seamless data communication between Userpilot and other tools in your tech stack. These integrations facilitate the conversion and transmission of Userpilot flows and associated data to formats compatible with various products and services.

Here’s a summary:

• Data Sent to Other Apps: Userpilot sends various types of data to other integrated apps, including user flow data, checklist engagement data, and NPS survey data.
• Integration Types: Userpilot supports both native integrations and custom integrations via webhooks.
• Native Integrations: Userpilot offers one-click integrations with popular tools such as Segment, Amplitude, Google Analytics, Google Tag Manager, Heap, Intercom, Kissmetrics, and Mixpanel.
• Two-way Integrations: Hubspot is currently the only two-way integration with Userpilot, allowing bidirectional data exchange.
• Enabling Integrations: Integrating with Userpilot is straightforward, typically requiring a few clicks within the Userpilot dashboard.
• Webhooks: For custom integrations, Userpilot offers webhooks to enable real-time data transmission between Userpilot and other apps.
• Support and Documentation: Userpilot provides comprehensive support for enabling and troubleshooting integrations, including in-app chat support and detailed documentation.

In summary, Userpilot’s integrations streamline data exchange between Userpilot and other tools, enhancing user experiences, productivity, analytics, and optimization capabilities.

How customers use Userpilot to meet their goals

So far, we’ve walked through a comprehensive overview of the range of capabilities Userpilot offers. But as Albert Einstein famously said:

“The only source of knowledge is experience.”

The best way of learning how to apply these lessons yourself is to look at how customers are using some of these capabilities themselves. In this section of the blog, we’ll explore a few case studies to bring these features to life.

Customer success teams drive growth with contextual in-app guidance

Getcraft is a creative marketplace, aiming to connect freelance creatives with people looking for their services in South-East Asia. They utilized Userpilot to help drive impressive growth – all without a heavy reliance on coders.

Contextually launched, in-app guidance built with Userpilot had a huge impact, more than doubling the activation rate.

Some of the onboarding elements they included were:

• Welcome screen highlighting the main features of the app.
• Interactive walkthrough and tooltip.
• Checklist of steps in the onboarding progress.
• Hotspots highlight some of the more complex elements of the app (i.e. settings for updating the user profile).

Product marketing managers drive user retention with interactive tips and guides

One of the most important metrics for a savvy product manager to track is retention. Why? If you can’t keep paying customers, your SaaS has very little chance of survival.

Troi used Userpilot to create a bespoke guided tour, saving thousands of dollars of development effort and simplifying the job of the customer success team.

Importantly, it vastly improved the onboarding experience for end customers – a surefire way of ratcheting up retention rates.

Product managers drive adoption with new feature announcements and product usage analytics

New feature adoption is one of the trickiest parts of the product management process to get right.

Kontentino – a social media management tool for collaboration, content approval, and scheduling – saw a massive 10% boost in user activation in the first month of installing Userpilot.

Not only did Userpilot enhance the onboarding experience, but it enabled them to direct users’ attention toward specific activation points and encourage them to adopt primary features (for Kontentino, linking accounts, and scheduling posts).

Userpilot pricing

Userpilot’s transparent pricing ranges from $249/month on the entry-level end to an Enterprise tier for larger companies.

Furthermore, Userpilot’s entry-level plan includes access to all UI patterns and should include everything that most mid-market SaaS businesses need to get started.

Userpilot has three paid plans to choose from:

• Starter: The entry-level Starter plan starts at $249/month and includes features like segmentation, product analytics, reporting, user engagement, NPS feedback, and customization.
• Growth: The Growth plan starts at $749/month and includes features like resource centers, advanced event-based triggers, unlimited feature tagging, AI-powered content localization, EU hosting options, and a dedicated customer success manager.
• Enterprise: The Enterprise plan uses custom pricing and includes all the features from Starter + Growth plus custom roles/permissions, access to premium integrations, priority support, custom contract, SLA, SAML SSO, activity logs, security audit, and compliance (SOC 2/GDPR).

Userpilot reviews

Most users laud Userpilot for its versatile feature set, ease of use, and responsive support team:

I recently had the pleasure of using Userpilot, and I must say it exceeded all my expectations. As a product manager, I’m always on the lookout for tools that can enhance user onboarding and improve overall user experience. Userpilot not only delivered on these fronts but also went above and beyond with its impressive new features, unparalleled ease of use, and truly exceptional customer support.

What truly sets Userpilot apart is its outstanding customer support. Throughout my journey with Userpilot, the support team has been responsive, knowledgeable, and genuinely dedicated to helping me succeed. Whenever I had a question or encountered an issue, their support team was always there to assist promptly, going above and beyond to ensure my concerns were addressed effectively.

Source: G2.

Conclusion

That concludes our comprehensive overview of Userpilot. Hopefully, you now have a much better sense of:

• What the tool is
• The powerful range of capabilities it offers
• Specific examples you might use them
• Pros, cons, pricing, and other options

That’ll leave you extremely well-equipped to make the right decision about whether Userpilot is the right tool for you.

If you want to get started with building incredible onboarding experiences, why not get a Userpilot Demo – and see how you can start driving impressive growth today?

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