Userpilot for Onboarding Automation: Features, Pricing, and Review
Looking for an effective onboarding automation tool and wondering if Userpilot is the best option for your SaaS company?
With numerous Userpilot alternatives, it can be challenging to make a final decision.
In this article, we’ll delve into precisely that – helping you determine whether Userpilot is the ideal choice for your onboarding automation needs. We’ll explore its features, pricing, and offer a comprehensive review to aid in your decision-making process.
Let’s get started!
TL;DR
- There are many onboarding automation tools available, so you may be confused about which one to choose. Though the right tool will depend on your business goals and needs, here are the must-have features for any onboarding automation tool:
- Make sure the tool you choose isn’t limited to just product tours. Pick a tool that provides various UI patterns (modals, slideouts, banners, checklists, hotspots) to create beautiful welcome screens, and interactive walkthroughs to guide new customers and delight them from the very beginning.
- Look into getting decent segmentation capabilities based on in-app behavior and in-app experience engagement so you can trigger onboarding flows properly.
- An in-app help center is another feature that you should be looking for in an onboarding automation tool. With this, you can collect all your documentation files, tutorials, and videos in one place and offer on-demand support.
- Integration with 3rd party apps and tools so you can gain more insights and collect them in one place.
- User onboarding is a crucial part of the customer journey as it speeds up the adoption process and increases retention rates. 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.
- Here are some Userpilot features you can use when onboarding new users:
- No-code builder: 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.
- Native tooltips: Userpilot lets you create native tooltips that show up when users hover over an element or click on an information badge. Since these native tooltips attach to the element itself, they aren’t page-dependent and will show up on any screen where that element is visible.
- Funnel analytics: Userpilot’s advanced analytics lets you create funnel reports that track the onboarding journey. You can also add filters (like name, user ID, signup date, operating system, country, etc.) and monitor the total conversion rate from the first step of the funnel to the last.
- User segmentation: Userpilot lets you segment users based on the device they’re using, where they’re located, their engagement data, or which NPS rating they selected on the latest survey. You can then filter your analytics dashboards to see which segments struggle with onboarding.
- All in all, Userpilot is a good choice for onboarding automation when it comes to core features for onboarding automation such as user segmentation, onboarding checklist, self-service support, and user journey mapping.
- Ready to see Userpilot in action? Schedule a demo today to explore its powerful onboarding automation capabilities firsthand.
Looking for a solution for onboarding automation? Try Userpilot
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.
Must have features of onboarding automation tools
There are many onboarding automation tools available, so you may be confused about which one to choose.
Though the right tool will depend on your business goals and needs, here are the must-have features for any onboarding automation tool.
- Make sure the tool you choose isn’t limited to just product tours. Pick a tool that provides various UI patterns (modals, slideouts, banners, checklists, hotspots) to create beautiful welcome screens, and interactive walkthroughs to guide new customers and delight them from the very beginning.
- Look into getting decent segmentation capabilities based on in-app behavior and in-app experience engagement so you can trigger onboarding flows properly.
- An in-app help center is another feature that you should be looking for in an onboarding automation tool. With this, you can collect all your documentation files, tutorials, and videos in one place and offer on-demand support.
- Integration with 3rd party apps and tools so you can gain more insights and collect them in one place.
There you have it. These are the basic features that any solid onboarding automation tool should cover. Do your own research before buying a tool and make sure it’s aligned with your business goals.
Userpilot features for onboarding automation
User onboarding is a crucial part of the customer journey as it speeds up the adoption process and increases retention rates. 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.
Here are some Userpilot features you can use when onboarding new users:
- No-code builder: 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.
- Native tooltips: Userpilot lets you create native tooltips that show up when users hover over an element or click on an information badge. Since these native tooltips attach to the element itself, they aren’t page-dependent and will show up on any screen where that element is visible.
- Funnel analytics: Userpilot’s advanced analytics lets you create funnel reports that track the onboarding journey. You can also add filters (like name, user ID, signup date, operating system, country, etc.) and monitor the total conversion rate from the first step of the funnel to the last.
- User segmentation: Userpilot lets you segment users based on the device they’re using, where they’re located, their engagement data, or which NPS rating they selected on the latest survey. You can then filter your analytics dashboards to see which segments struggle with onboarding.
Userpilot’s 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’s onboarding checklist
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 time period to identify trends.
Userpilot’s self service support
Self-service support helps users solve problems themselves instead of having to reach out to a representative. Userpilot’s no-code resource center makes onboarding guides and product documentation easily accessible to users from within your product.
Here’s how you can use Userpilot to create a self-service customer experience:
- No-code builder: Userpilot’s no-code resource center lets you add modules without writing a single line of code. Module options include links, videos, flows, custom JavaScript functions, and checklists. You can also group modules into sections to help users navigate the resource center.
- Module segmentation: Userpilot’s segmentation settings let you hide or show specific modules within your resource center based on audience settings. This makes it possible to create modules for different user segments and hide resources that aren’t relevant to other users.
- Resource center analytics dashboard: The dedicated analytics dashboard helps you see how many unique visitors your resource center gets, how many modules have been clicked, and the overall click rate across your user base. This will make it easier to gauge resource center performance.
Userpilot’s user journey mapping
User journey mapping helps you visualize all the interactions between users and your product as they try to achieve a particular goal. Userpilot’s detailed user analytics and funnel/trend reports help you track customers as they progress through different stages of their journey.
Here are the Userpilot features you can use for user journey mapping:
- User analytics: The Users dashboard provides detailed analytics of your entire customer base. You’ll be able to sort by segment, company, or time period and add multiple filters to help you narrow results. You can also perform bulk actions and export user data in a CSV format.
- Funnel reports: These reports help you visualize the user journey map by showing which stage, page, or action most users get stuck on. You’ll also be able to view breakdowns so you can see how the user journey changes depending on which OS, browser, or device type a user is on.
- Trend reports: Userpilot’s trend reports offer behavioral insights such as how often users perform a specific action, the number of unique users who take that action, and where in the user journey these actions occur. You can also create custom metrics and build your own charts.
What are the pros and cons of Userpilot?
Userpilot’s 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 own 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 own 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’s 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.
What do users say about Userpilot?
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.
Of course, other users are also kind enough to share constructive criticism regarding specific features like event tracking filters:
“The filtration while analyzing specific events is a little confusing. Understanding of custom properties and data management configuration could have been more organised.”
Source: G2.
Userpilot’s 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, user feedback, and customization.
- Growth: The Growth plan starts at $499/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).
Conclusion
There you have it.
It should be easier now to make an informed decision whether Userpilot is your go-to option for onboarding automation. Ultimately, the best choice will depend on your product and current needs.
Book a Userpilot demo today to experience firsthand how it can enhance your user experience and drive product growth!
Looking for a solution for onboarding automation? Try Userpilot
