Userpilot vs Whatfix: Which is Better for User Analysis?

Is Userpilot or Whatfix the best tool for user analytics? And is there a better software that would better fit your needs?

With so many alternatives on review sites, it’s a bit tricky to choose one.

You need to consider your priorities and what functionality you’ll need from the tool to get the job done. Then there’s also the price that needs to match your budget. Right?

In this post, we’ll discuss exactly that – what the perfect tool for performing user analysis should deliver and which will be the best choice for your company’s needs.

Let’s dive in!

TL;DR

• Let’s explore how Userpilot and Whatfix compare when it comes to performing user analysis.
  • 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.
  • Whatfix’s analytics capabilities are fairly limited compared to competitors. Many Whatfix customers have complained about analytics being too shallow, inflexible, and difficult to use. These native shortcomings are further exacerbated by the lack of third-party integration with Mixpanel, Heap, Kissmetrics, and Segment.
• Userpilot can’t be used to onboard employees to internal software but it does have a few notable advantages over Whatfix:
  • Userpilot has a diverse array of UI patterns and native features that make its no-code flows the most effective form of in-app guidance. You can use modals, banners, tooltips, hotspots, and other patterns to create advanced in-app flows.
  • Userpilot’s advanced analytics capabilities allow you to generate various reports. These reports can show you data trends, help you conduct funnel analysis, highlight the paths your users take, and display retention data for different cohorts.
  • While Whatfix does offer surveys, Userpilot surveys are more flexible and come with 14 templates to choose from. You’ll also be able to run NPS surveys that send all data to the NPS dashboard and automatically show you how scores (or related metrics) change over time.
• Get a Userpilot demo and drive your product growth code-free.

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What is user analysis?

User analytics is the process of capturing and analyzing user behavior within your product. This helps to understand how different segments act in-app, identify friction and drop-off points, and make data-driven decisions.

Must have features for user analytics tools

Choosing the right user analytics tool is important for understanding your customers’ behavior and optimizing their journey. Here’s what you should look for:

• Event tracking: The chosen tool should come with the ability to set up events for monitoring in-app behavior. It should be capable of tracking both client and server-side events so you can have a better understanding of how users interact with your product.
• Analytics dashboards: These include no-code reports and dashboards that you can easily build to draw meaningful insights from collected data. It’s also highly recommended that these dashboards have advanced segmentation filters so you can filter data for a better understanding of specific user groups.
• Surveys: In addition to behavioral data, it’s also necessary that the chosen tool is capable of collecting and analyzing feedback. Such direct data from customers can help you understand customer expectations and work on improving your product.

Userpilot for user 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 time periods, and create custom segments for all users who meet certain conditions. Here’s an overview of Userpilot’s analytics features:

• Users dashboard: Userpilot’s users dashboard gives you an overview of all user data in one place. You’ll be able to filter by segments, which companies users are from, or when they were last seen active. You can also export data in bulk as a CSV or perform actions on individual users.

• User and company profiles: Here you can view data related to a certain user/company to gain insights into their behavior i.e. Top events, Top pages, Sessions, Sentiment – user’s feedback (NPS & Survey), etc. With such granular insights, you can go one step further with your personalization efforts.

User profile with top event data.

• Audience insights: Much like the overview dashboard, the Insights section lets you filter metrics by segment, company, and time period. You’ll be able to choose between a daily, weekly, or monthly view and then compare data between the current and previous time periods.

• Conditional segmentation: Practical use cases for user analytics include creating segments for all users that meet certain conditions. For instance, you could reach out to companies in a certain country when creating a new flow or target customers who have tried certain features.

• Saved reports: With Userpilot, you can create funnels, trends, retention tables, and path reports. The saved reports dashboard lets you view, edit, duplicate, or delete any trend and funnel reports you’ve created. You’ll also be able to sort by report type, filter by the teammate who created the report, or export in bulk if you need a CSV of your user analytics.

• Dashboards: Once you log in to Userpilot, you will see a collection of dashboards that collects all your key product metrics like product usage, user activation, feature engagement, etc. These dashboards are automatically available without you having to set anything up.

Types of analytics dashboards available in Userpilot currently.

In-app events in Userpilot

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.

• Data integrations: Userpilot has native integrations with popular analytics tools like Amplitude, Mixpanel, Google Analytics, and more. This makes it possible to sync your event data across multiple tools within your tech stack.

In-app surveys in Userpilot

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 offer 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 translation: 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.

• Advanced analytics: Userpilot has detailed analytics that shows what percentage of users chose a specific option, summarizes the most popular choices, and lets you browse through open-ended responses to extract insights from qualitative feedback.

Whatfix for user analytics

User analytics are essential for tracking onboarding, adoption, and retention — while keeping an eye on behavioral patterns that emerge as customers interact with your product. Whatfix’s analytics capabilities are fairly limited compared to competitors:

• Journey Analysis: Get a holistic view of how people are interacting with a product. This shows you friction points, areas to improve upon, and other insights that can help streamline the journey for future users.
• Event Tracking: Easily monitor activity for core actions that customers or employees perform within a software application. You’ll be able to track clicks, hovers, page views, and other user behavior without writing a single line of code.
• Limitations: Many Whatfix customers have complained about analytics being too shallow, inflexible, and difficult to use. These native shortcomings are further exacerbated by the lack of third-party integration with Mixpanel, Heap, Kissmetrics, and Segment.

In-app events in Whatfix

Whatfix uses a hybrid event-tracking approach — which means that you’ll need a combination of no-code tools and developer-assisted event monitoring to get the most out of the platform. Here’s an overview of Whatfix’s event-tracking system:

• Contextual Data: The hybrid approach to event tracking helps product managers gather event data, behavioral data, and other metrics that may not be accessible with 100% no-code analytics platforms.
• Pre-Built Tracking: Because Whatfix’s event-tracking infrastructure doesn’t depend on engineers, it’s possible to extract data and monitor events without spending engineering resources on building a fully custom event-tracking system.
• Stable Monitoring: Whatfix’s event-tracking processes work on an algorithmic — rather than UI — level. This means that changes to the interface won’t break any event-tracking systems that were tracking product data before the UI/UX update.

In-app surveys in Whatfix

In-app surveys are the most efficient way to collect customer feedback because they let you capture user feedback at the exact moment that people are using your product. Whatfix lets you run NPS surveys, survey mobile users, and gather feedback from the self-help widgets.

• NPS Surveys: Whatfix’s NPS surveys can include multiple choice and open-ended questions alongside the usual 1-10 rating scale. Sadly, you’ll need to upgrade to a Premium subscription if you want to edit, reorder, or delete any of these questions.
• Mobile Surveys: Whatfix Mobile lets you gather feedback from users on mobile devices so you can acquire insights into the mobile experience. Whatfix’s mobile surveys could appear as full-screen popups, show up in the middle of the screen, or slide out from the bottom.
• Self-Help Widget: The self-help widget (which is always visible on the right side of a user’s screen) is primarily used to access documentation or resources from within a product. However, it also has feedback collection forms so you can ask users how helpful your content is.

Pros and cons of Userpilot

While Userpilot’s versatile feature set and relatively affordable entry-level plan make it an attractive option for most SaaS companies, there are bound to be certain scenarios where it simply isn’t the right tool for the job.

Here are a few scenarios where you should look for a different tool other than Userpilot:

• Tight budgets: Userpilot is the best option for mid-market SaaS companies who want to get the most bang for their buck with plans including unlimited feature usage, fully interactive walkthroughs, advanced analytics, integrations, and a wide array of feedback collection mechanisms — all starting at $249/month. However, early-stage startups with sub-$100 budgets may want to look into options like Intercom, UserGuiding, and Product Fruits.
• Employee onboarding: Userpilot’s Chrome extension and no-code flow builder only works with your product, meaning it can’t be used to onboard employees to third-party apps. For onboarding internal teams, WalkMe is a viable solution that you should consider.
• Mobile apps: Userpilot is only compatible with responsive web apps as a narrow focus is essential to providing the best functionality needed to onboard users. As such, those looking to onboard users to mobile apps should check out platforms like Appcues and Pendo.

Pros of Userpilot

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.

Cons of Userpilot

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.

Pros and cons of Whatfix

Whatfix is priced lower than its closest competitor (WalkMe) while letting you onboard both customers and employees to software applications. That said, there are a few clear scenarios where you might want to look for alternative solutions:

• If you’re the type of customer who wants to “try before they buy”, then Whatfix isn’t going to be the right fit. The trial request form on their website is buggy, you’ll need to wait a month to hear back on your request, and you might end up with a demo instead of a trial.
• Many customers have complained about the subpar support that Whatfix offers. There are multiple reviews on websites like G2 citing slow resolution times, high success manager turnover, and an overall lack of technical assistance from the Whatfix team.
• Despite claiming to be built for enterprise organizations, Whatfix’s analytics capabilities leave much to be desired. If you’re looking for advanced analytics capabilities, then find alternatives like WalkMe, Userpilot, or Appcues.

Pros of Whatfix

Whatfix may not be as popular or widely adopted as competitors like WalkMe but it does have its fair share of benefits:

• Pricing: While Whatfix does not publish the exact cost of its plans publicly, numerous reports from customers suggest an average entry point of $1,000/month. This is significantly cheaper than its closest competitor, WalkMe, which reportedly starts at closer to $10,000/month.
• Automation: Whatfix Flows helps you automate repetitive tasks to save time. The Whatfix Flows dashboard also lets you analyze your existing flows and then use them to create entirely new automation in a single click.
• Integrations: Whatfix’s third-party integration options make it easy to incorporate the solution into the rest of your tech stack. It integrates with Salesforce, Amplitude, Google Analytics, Slack, and more — providing a good selection of the top CRM, analytics, and communication tools.

Cons of Whatfix

Whatfix offers a more affordable employee onboarding solution than its closest competitors but is limited by its lackluster analytics and support — along with its high-friction trial signup process for prospective customers.

Here are the key drawbacks of using Whatfix:

• Whatfix is quite lacking in the analytics department — both in comparison to direct competitors like WalkMe as well as other onboarding solutions like Userpilot, Appcues, or Pendo. If detailed user data matters to you, you’ll want to consider alternatives.
• Technical assistance (or the lack thereof) is arguably one of Whatfix’s largest weaknesses. While all plans promise to give you a customer success manager, most Whatfix users complain about the subpar support they provide.
• While Whatfix has a trial request page on its website, this form is buggy and inconsistent. You can reach out to support to request a trial directly but resolution times can be upwards of a month — and, in the end, you may even be redirected to a demo call instead of a trial account.

Userpilot vs Whatfix: Which one fits your budget?

Understanding the cost implications is paramount when selecting the right solution for user analysis, so here’s a detailed pricing comparison of Userpilot and Whatfix.

Pricing of Userpilot

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).

Pricing of Whatfix

Whatfix doesn’t have public pricing listed on its website. It also charges separately for its product analytics solution, but we won’t be going over those plans since we’re focusing on the digital adoption platform.

Here’s an overview of the three plans available for Whatfix web:

• Standard: This includes core features like in-app guidance, contextual guidance, a multi-media knowledge base, and content aggregation capabilities. It also includes access to pre-built surveys and up to two integrations.
• Premium: This includes additional features such as automatic content localization, automated flow testing, unlimited integrations, and single sign-on (SSO). You’ll also be able to build custom surveys while on the Premium plan.
• Pro: This includes the features from previous plans as well as enterprise-exclusive options such as self-hosting. This plan is targeted towards customer-facing applications with a million or more users.

Userpilot vs Whatfix – Why Userpilot might be a better choice?

Userpilot can’t be used to onboard employees to internal software but it does have a few notable advantages over Whatfix:

• Userpilot has a diverse array of UI patterns and native features that make its no-code flows the most effective form of in-app guidance. You can use modals, banners, tooltips, hotspots, and other patterns to create advanced in-app flows.
• Userpilot’s advanced analytics capabilities allow you to generate various reports. These reports can show you data trends, help you conduct funnel analysis, highlight the paths your users take, and display retention data for different cohorts.
• While Whatfix does offer surveys, Userpilot surveys are more flexible and come with 14 templates to choose from. You’ll also be able to run NPS surveys that send all data to the NPS dashboard and automatically show you how scores (or related metrics) change over time.

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.

Conclusion

This is the end of our thorough comparison between Userpilot and Whatfix. You should be able to make a confident decision by now. If you’re looking for a solid tool for user analytics that promises great value for money, give Userpilot a go. Book a demo today.

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