Userpilot Integrations: How Userpilot Gets Along with Your Tech Stack

Userpilot Integrations: How Userpilot Gets Along with Your Tech Stack

Documentation guides can be tricky so here’s an article on everything you need to know about Userpilot integrations and how you can build better user experiences by sending data from Userpilot to your other apps.

We cover how our one-click integrations work, how to set them up, and which apps Userpilot integrates with. Also, what integrations Userpilot is currently working on and what you should expect in the future.

If you’re looking for the technical documentation on Userpilot integrations, go here.

TL;DR

  • Integrations are links between Userpilot and other tools in your stack.
  • This link allows you to convert and send Userpilot flows and their associated data to a format compatible with other products and services.
  • Common use cases: get more in-depth analytics across all your tools, give teams access to the same data, target end-users based on data received from Userpilot, monitor trial to paid conversion rate in your analytics tools
  • Userpilot sends the following data to other apps: user flow data, checklists engagement data, NPS survey data
  • Enable Userpilot integrations in one click directly from your dashboard with: Segment, Amplitude, Google Analytics, Google Tag Manager, Heap, Intercom, Kissmetrics, Mixpanel
  • Coming soon: two-way integrations with Mixpanel, Amplitude, and Heap
  • Coming soon: Hubspot and Userpilot integration, Slack and Userpilot integration, Zapier and Userpilot integration
  • Need help with enabling an integration? Open the Help Widget and chat with us directly from your Userpilot Dashboard (log in here)
  • Don’t have an account with Userpilot? Get a demo and see how Userpilot could be a great addition to your product adoption tool stack.

An overview of Userpilot integrations

Userpilot integrates with other popular apps in your tool stack, allowing you to have all the information you need on hand right when you need it so you can focus on flows and not switching and fumbling between apps and devices or documenting data in excel sheets that get messy and lost.

With our Userpilot integrations, we are simply facilitating links between our product and other apps (ones you most likely use daily!). Such links allow you to convert and send Userpilot flows data to become compatible with other products and services in your own tech stack.

Userpilot integrations overview

Simply put, integration is how everything (e.g., apps, products, APIs, devices) connect, allowing you and your team to be more efficient, productive, and agile.

How enabling integrations with Userpilot can help

In short, when your tools communicate it’s easier for you to see the big picture and understand the health of your business. Here are a few reasons why integrating Userpilot with other tools in your stack can help:

Better user experience

Multiple teams mean multiple tools. Which translates into multiple sets of data. You don’t want to confuse (or even worse, frustrate!) your customers by asking them for feedback on a feature they haven’t used yet.

Integrating data through links between your apps assures user data visibly across teams. For example:

  • UX teams can understand friction points and improve the product experience
  • customer success teams see product usage data in their CRM and can better identify upselling opportunities
  • have all the data in one analytics tool for all your team to access in one place ( achievable with Segment integration)

Productivity

Having two different sets of data in two different tools doesn’t help you make informed decisions when it comes to engaging users and optimizing metrics.

Don’t waste your team’s time manually entering data and re-doing work that could have been automated.

Userpilot allows for 1-click integration with popular tools in your stack so user data from Userpilot is automatically visible in your analytics tools, for example.

Deeper analytics

Analyze data based on your end-users data info and assess how users from different sources are engaging with your in-app flows and when events are triggered.

Goal tracking data in Userpilot

You can also make charts to monitor flows over time and spot various trends. (Like which users convert from a free trial to a paid account).

Sending this data to your analytics tools or your CRM can help your customer success team proactively reach out to inactive users.

Optimization

Target end-users based on their data status such as sending follow-up emails and sending shootouts based on their NPS score. In the end, you can do everything with one tool (such as sending emails to your users in-app).

Making sure your tools properly integrate will help you optimize your processes and scale easier.

What data is Userpilot sending to other apps you integrate with?

Userpilot integrations are a one-way integration type.

Meaning, Userpilot sends data triggered by events to the tools you’ve chosen to connect with so you can find everything in one (or fewer) places.

Events are interactions between the end-user/customers and Userpilot content. Here’s a breakdown of what kind of event data Userpilot sends to other apps in your stack.

User flows data

Userpilot flows are experiences you set for engagement, triggered in real-time that show up while a user is using your product.

Flows consist of a series of steps designed to onboard, guide, engage, and educate your users.

For example, are you trying to turn your customers’ attention to a certain feature they haven’t taken advantage of yet? Or are you trying to explain a workflow that they are struggling with?

Those are flows, and they include checklists, modals, tooltips, and combinations of these UI patterns.

Here is how flows and their event data is triggered in Userpilot

  • Userpilot Flow (started): a trigger when a user starts a flow
  • Userpilot Flow (step): a trigger when a user completes a step in a flow
  • Userpilot Flow (dismissed): a trigger when a user dismisses a flow
  • Userpilot Flow (completed): a trigger when a user completes a flow

Checklists

As mentioned, a checklist is considered a Userpilot flow.

Checklists are a super popular way of helping your users stay on task on their journey to activation, triggering events along the way. For example, a great onboarding checklist guides your users through key features of your product and helps them get value from the apps right away.

If data in your analytics tools show a low customer engagement score and/or a specific user segment hasn’t engaged with your product’s core features, checklists will help drive engagement and with the help of Userpilot integrations, you can track progress directly inside your analytics tools.

Checklists from the customers’ view

These events are sent when the user engages with checklists

  • Userpilot Checklist (started): sent when a user starts a checklist
  • Userpilot Checklist (task completed): sent when a user completes a task
  • Userpilot Checklist (completed): sent when a user completes a checklist
  • Userpilot Checklist (dismissed): sent when a user dismisses a checklist

NPS events

Net Promoter Score (NPS) is a customer loyalty and satisfaction metric derived from asking how likely your customers are to recommend your product to others. The scale runs as below.

NPS survey data in Userpilot

The events triggered and sent from NPS surveys

  • Userpilot NPS (ask later): a trigger for when a user snoozes the survey
  • Userpilot NPS (score): a trigger for when a user submits a score
  • Userpilot NPS (feedback): a trigger for when a user provides feedback

How to enable integrations in Userpilot

As we mentioned early, building integrations between apps can take weeks of custom work when led by your engineering team if you don’t have streamlined third-party integrations already set in place for the apps you use.

Spare your engineering team precious time—enabling integrations powered by Userpilot is simple.

You can get fully up and running without having to load any custom scripts. Check out the steps below to find out how to get started.

Userpilot integrations step #1

Go to the account integrations page available in the Configure menu of your Userpilot’s dashboard. Activate or deactivate integrations with a click of a button!

Userpilot integrations setup

Userpilot integrations step #2

Head to the integrations page in your Userpilot settings, and click on one of the available options such as Google Analytics or Kissmetrics.

Apps powered by Userpilot integrations

When you choose and click on an app, such as Amplitude, for example, you will see the following message:

Userpilot integrations enablement

Click “Enable” to activate the integration.

Userpilot integrations step #3

Once your integration is live, you should see a success message in the top right corner as so:

Successfully enabled Userpilot integrations

And voila! Getting your apps synced up is as easy as that.

Need help with your Userpilot integration? No problem!

Userpilot integrations should work out of the box. But in the unlikely event that you are struggling to enable integrations, our team is on standby, ready to help.

There are two main ways to get help:

Option 1: Click on the “Need help?” widget (shown below) to open the in-app resource center chat with our team.

Our built-in Resource Center will pop up and you only need to click the Chat with Us option. (by the way, you can build one inside your app too, using Userpilot!)

Userpilot help center

Option 2: Read our in-depth knowledge base documentation articles to find out more technical details about Userpilot integrations.

One-click Userpilot integrations with other tools

Userpilot offers direct integrations with the following apps:

To get started, be sure you have a Userpilot account and an account for the tool you want to connect with. Then make sure the JavaScript scripts are fully installed across your pages.

Only with your accounts fully locked and loaded can you actually start integrating them!

Suggest an app Userpilot should integrate with

If you don’t see the app you’re looking for, feel free to send us your feedback and let us know!

Once you’ve clicked on “Suggest an integration”, a small input box will popup right inside the app.

Add the product’s name and as many details as you’d like and shoot them over to us! This will go directly to our team so we can review your suggestions and work toward making Userpilot integrations as useful and streamlined as possible for you.

Suggest Userpilot integrations to us!

Once you’ve clicked on “Suggest an integration”, a small input box will popup right inside the app. Add the product’s name and as many details as you’d like and shoot them over to us!

This will go directly to our team so we can review your suggestions and work toward making Userpilot integrations as useful and streamlined as possible for you.

What apps would you like to see?

Intercom and Userpilot integration

Intercom is a Live Chat messenger SaaS tool that also serves us customer-loving bots, apps, product tours, and more. It helps you boost customer satisfaction with self-serve and proactive support on the fly.

That means, the second a user has a question or a concern, they can easily get in touch with you using Intercom’s chat for example.

Intercom dashboard

Even further, Intercom lets you send automated onboarding tips email sequences which can reduce the odds of users getting stuck at a certain stage before completing all your in-app experiences

For example, have you considered trying a “Come back” email sequence?

With Userpilot data sent through Intercom integration, you know which users are inactive and can get in touch via email before they churn and give your Userpilot experiences a second chance to get them to their activation point.

As mentioned, take advantage of the 1-click integration between Intercom and Userpilot. Simply visit the Account integrations page and hit the Intercom integration box when you see it.

Google Analytics and Userpilot integration

Google Analytics (GA) is the creme de la crop for reporting and analyzing your site’s web traffic and lets you measure how users interact with each page of your website content.

So what’s the best use case between Google Analytics and Userpilot integrations?

  • Use GA to track metrics for the mobile version of your app while using Userpilot to track the web app.
  • Find out how users that came from a certain advertising campaign are engaging with your experiences.
  • See how different acquisition channels affect overall user interactions.
Google Analytics powered by Userpilot

Once you’ve gotten started with one-click integration, Userpilot will detect the GA product library and automatically start sending Userpilot experiences data to your GA account (on pages where the GA script is present and working).

Amplitude and Userpilot integration

Amplitude helps your business not only see but also predict which combination of features and actions translates to better business outcomes.

When integrated with just one click, you can deeply analyze each Userpilot experience in terms of performance and impact.

For example, you can:

  • Segment your end-users based on their behaviors and engagement.
  • Readjust your flows based on how churned customers were interacting with your experiences.
  • Measure your experiences’ impact based on increasing new user retention.

Mixpanel and Userpilot integration

Mixpanel is an advanced analytics platform that was designed to help companies and organizations of every size monitor and analyze customer actions.

It measures each step taken by customers who enter your app and shows you everything they are doing in it.

Mixpanel helps you go above and beyond by showing you which features are popular, who your power users are, and the behaviors tied to long-term retention.

If your product has a mobile version, integrate with Mixpanel with just one click and gather retention and segmentation data–then compare it with the web app analytics from Userpilot.

Mixpanels can help you identify which steps users get stuck on so you know which areas to improve upon with Userpilot in-app experiences.

Mixpanel overview powered by Userpilot

Userpilot and Heap integration

Heap is a digital insights platform that helps you easily see valuable insights that are hidden in your user data so you can optimize user journeys.

The platform helps your business remove money-wasting bottlenecks and enjoy a single comprehensive view of your customers.

Heap dashboard powered by Userpilot

When you can capture all user interactions on this customer engagement platform, you’ll be able to understand your users better. You can integrate both mobile and web sessions into Heap and tie everything to a single user.

You can also analyze a user based on their customer data: age, email address, payment plan, and total revenue, among others.

Heap is a fantastic product analytics tool. It’s easy to set up, and even easier to start gaining valuable insights into your users’ behavior. That’s why it deserves a place on our list of the best customer engagement software.

When Userpilot is powered by Heap, the software automatically collects, organizes, analyzes, and connects customer data, so you can create more valuable experiences with Userpilot’s in-app marketing.

Userpilot and Segment integration

You’re going to want a Userpilot and Segment integration! That’s because Segment is the platform that helps you collect, unify, and connect your customer data.

To use Segment as a data source, Segment directly integrates with Userpilot on their platform, so make sure it’s synced to Userpilot before you get started.

To be clear, that means you need to already have a Segment and a Userpilot account up and running.

To use Segment as a data destination, enable Segment with a single click on Userpilot, then Userpilot events will automatically be synced to your Segment account.

After that, you can track user actions like logging in, opening emails, or checkouts. The Segment event viewer shows you what impact your Userpilot in-app flows are having.

Segment events overview powered by Userpilot

Google Tag Manager and Userpilot integration

While Google Analytics uses tags to help it collect user data, Tag Manager makes it easier for you to create and implement these tags.

So, Google Tag Manager is a free tool that provides an interface for creating and tracking all the tags your site needs and is a good alternative for those who want to track events.

It can show you how much revenue a visitor generated, for example.

With such valuable information, you can make the right changes to your in-app marketing to continually boost LTV over time.

Upcoming integrations in Userpilot

Two-way integration allows information to be sent back and forth between two apps-sort of like they’re talking to each other on walkie-talkies (rather than one just texting the other information).

Currently, Userpilot only sends data to your analytics tools when you enable an integration.

Two-way integration support will be added for Mixpanel, Amplitude, and Heap.

HubSpot and Userpilot integration

Hubspot is an ever-popular CRM platform that has tools and integrations you need for inbound and outbound marketing, sales, content management, and more.

As robust as Hubspot is, it means it can help align your team around the same data for more streamlined decision-making. Having access to all the data can also help you create better segments, better flows, and target users based on multiple attributes.

Zapier

Speaking of integration, that’s kind of Zapier’s thing. Zapier is a tool that helps you automate repetitive tasks between two or more apps without code. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action.

With Userpilot powered by Zapier, you can easily integrate with any additional app not listed in this post today. That means an infinite amount of apps become available to you with just one click and a “zap,” the term Zapier likes to use. Less work for your engineers, more productivity for your team.

Slack

Slack is a communication tool that offers real-time messaging. In the world of remote work, it’s become incredibly popular for keeping team communication alive, with messages that are accessible and searchable. We call this an “online collaboration tool” which helps facilitate a more coordinated workflow through file sharing, task assignments, and project collaboration.

With Slack’s ability to send automated notifications, you can now get a notification inside Slack when a Userpilot user hits a certain milestone. Then you can do a little celebration dance, no?

One-click third-party integrations to the rescue

We hope this article clarified all the detail on the apps Userpilot integrates with, how to set up these integrations, and what to expect to be available soon.

Just head to the integrations page in your Userpilot settings, and click on one of the available options we discussed here today to get started.

If you’re already using Segment, Amplitude, or other tools Userpilot integrates with, but aren’t using Userpilot yet, you might be missing out. Get a Userpilot demo and see how you can drive product adoption in-app.

previous post next post

Leave a comment