{"id":16348,"date":"2022-11-24T09:33:00","date_gmt":"2022-11-24T09:33:00","guid":{"rendered":"https:\/\/userpilot.com\/blog\/customer-education\/"},"modified":"2026-03-18T14:59:08","modified_gmt":"2026-03-18T14:59:08","slug":"customer-education","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/customer-education\/","title":{"rendered":"The Ultimate Guide to Customer Education in SaaS: Best Practices, Examples, and Tools"},"content":{"rendered":"<p>Have you ever wondered why SaaS companies are spending so much on <a href=\"https:\/\/userpilot.com\/solutions\/self-service\" target=\"_blank\" rel=\"noopener noreferrer\">self-service solutions<\/a> and customer education programs? Well, enabling customer success is just about one of the highest ROI activities you can do.<\/p><p>Launching a customer education program can streamline the customer journey, increase customer retention, and reduce the support costs for your product or service. In this article, we&#8217;re going to go over the benefits of customer education programs and the five steps you need to follow to launch one.<\/p><h2 id=\"fjl3f\"><strong>What is customer education?<\/strong><\/h2><p>Customer education refers to the process of providing your customers with the tools and resources they need to be successful with your product or service.<\/p><p>From initial contact to continued usage, it is meant to guide your customers through your product in a way that increases adoption, reduces friction, and strengthens retention.<\/p><h2 id=\"c989o\"><strong>Benefits of having a customer education program<\/strong><\/h2><p>An effective <a href=\"https:\/\/userpilot.com\/blog\/customer-education-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer education strategy<\/a> can speed up the <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-process\/\">customer onboarding process<\/a>, increase product adoption for your software, reduce the number of tickets your support team needs to deal with, and drive long-term <a href=\"https:\/\/userpilot.com\/blog\/account-expansion-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">account expansion<\/a>.<\/p><p>Let&#8217;s dive deeper into each of these four key benefits!<\/p><p><!-- Customer Education Lead Gen Quiz --><\/p><div id=\"customer-education-quiz-container\"><div id=\"quiz-progress-container\"><div id=\"quiz-progress-bar\"><\/div><\/div><div class=\"quiz-content\"><p><!-- Question 1 --><\/p><div id=\"question-1\" class=\"quiz-question active\"><h3>What&#8217;s the biggest challenge with your current customer education strategy?<\/h3><p>Understanding this helps tailor the right solution for your SaaS.<\/p><p><button class=\"quiz-answer\">Onboarding new users effectively<\/button><br \/><button class=\"quiz-answer\">Driving adoption of new features<\/button><br \/><button class=\"quiz-answer\">Reducing customer support tickets<\/button><br \/><button class=\"quiz-answer\">We don&#8217;t have a formal strategy yet<\/button><\/p><\/div><p><!-- Question 2 --><\/p><div id=\"question-2\" class=\"quiz-question\"><h3>How do you currently guide users inside your application?<\/h3><p>In-app guidance is a core part of a successful customer education program.<\/p><p><button class=\"quiz-answer\">Interactive walkthroughs and tooltips<\/button><br \/><button class=\"quiz-answer\">A help center or knowledge base<\/button><br \/><button class=\"quiz-answer\">Email campaigns and videos<\/button><br \/><button class=\"quiz-answer\">We rely on customer support<\/button><\/p><\/div><p><!-- Question 3 --><\/p><div id=\"question-3\" class=\"quiz-question\"><h3>Are you able to measure the impact of your customer education efforts?<\/h3><p>Connecting education to business goals like activation and retention is key.<\/p><p><button class=\"quiz-answer\">Yes, we track metrics closely<\/button><br \/><button class=\"quiz-answer\">Somewhat, but it&#8217;s not precise<\/button><br \/><button class=\"quiz-answer\">No, we lack the right tools<\/button><\/p><\/div><p><!-- Final CTA --><\/p><div id=\"final-cta\" class=\"quiz-question\"><h3>Ready to build a customer education program that drives results?<\/h3><p><a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a> helps you create in-app experiences that activate users, drive adoption, and reduce churn\u2014all without writing a line of code.<\/p><p><button id=\"demo-cta-btn\">Get a Demo<\/button><\/p><\/div><\/div><\/div><p><!-- Make sure to upload the quiz.js file to your media library and update the path below --><br \/><script defer src=\"https:\/\/userpilot.com\/blog\/wp-content\/uploads\/2022\/11\/customer-education.js\"><\/script><\/p><h3 id=\"9d85g\"><strong>Onboard customers more quickly and r<\/strong>educe time to value<\/h3><p>Creating content that teaches your users about the product or service they&#8217;re paying for reduces the time to value or &#8220;<a href=\"https:\/\/userpilot.com\/blog\/improve-user-activation\/\" target=\"_blank\" rel=\"noopener noreferrer\">user activation<\/a>.&#8221; Furthermore, establishing a <a href=\"https:\/\/userpilot.com\/blog\/self-serve-onboarding-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">self-serve onboarding environment<\/a> can also help users learn about the product at their own pace.<\/p><p>In fact, the <strong>Harvard Business Review<\/strong> found that <a href=\"https:\/\/hbr.org\/2017\/01\/kick-ass-customer-service\" target=\"_blank\" rel=\"nofollow noopener\">81% of customers try to solve problems themselves<\/a> <em>before<\/em> reaching out to a representative.<\/p><h3 id=\"4h72p\"><strong>Improved customer engagement and product adoption<\/strong><\/h3><p>Incorporating <a href=\"https:\/\/userpilot.com\/blog\/product-education\/\" target=\"_blank\" rel=\"noopener noreferrer\">product education<\/a> into your overarching customer education strategy will make it easier for your users to find the features that will benefit them the most. This, in turn, <a href=\"https:\/\/userpilot.com\/blog\/increasing-feature-engagement-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">increases the feature engagement<\/a> for your product.<\/p><h3 id=\"cea33\"><strong>Reduce support tickets and customer support costs<\/strong><\/h3><p>With SaaS tools getting increasingly complex, a one-page FAQs list on your website won&#8217;t cut it anymore. A full-blown <a href=\"https:\/\/userpilot.com\/blog\/saas-knowledge-base-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">SaaS knowledge base<\/a> is the best way to reduce support ticket volume since it makes information readily available to all users.<\/p><h3 id=\"qo9u\">Drive long-term retention and account expansion<\/h3><p>Since investing in customer education initiatives will increase customer satisfaction, it should come as no surprise that it&#8217;ll have a direct impact on your bottom line.<\/p><p>The higher customer retention rates mean you won&#8217;t have to worry about <a href=\"https:\/\/userpilot.com\/blog\/saas-churn-calculation\/\" target=\"_blank\" rel=\"noopener noreferrer\">user churn<\/a> and the fact that they&#8217;re getting more value out of your product or service also makes them more likely to upgrade their subscription \u2014 increasing <a href=\"https:\/\/userpilot.com\/blog\/expansion-mrr\/\" target=\"_blank\" rel=\"noopener noreferrer\">expansion revenue<\/a> in the process.<\/p><h2 id=\"8607u\">5 S<strong>teps to launch a successful customer education program<\/strong><\/h2><p>Now that you&#8217;re familiar with all the benefits that make customer education important, let&#8217;s go over the five actionable steps that you can use to create your own customer education program:<\/p><h3 id=\"6j0d3\"><strong>Step 1: Promote cross-team collaboration<\/strong><\/h3><p>The success of your customer education initiatives lives and dies with the team members who execute the strategy. As such, it&#8217;s essential to have cross-team collaboration whenever you&#8217;re pursuing a goal as important as customer success.<\/p><p>Collecting feedback from different teams in your company will help you identify customer pain points throughout every stage of the <a href=\"https:\/\/userpilot.com\/blog\/saas-sales-process-stages\/\" target=\"_blank\" rel=\"noopener noreferrer\">SaaS sales process<\/a>. The main teams you&#8217;ll need to incorporate into your <a href=\"https:\/\/userpilot.com\/blog\/customer-success-roles\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer success<\/a> initiative include:<\/p><ul><li>Customer success team<\/li><li>Sales team<\/li><li>Customer support team<\/li><li>UX design team<\/li><\/ul><p>Once you&#8217;ve gathered feedback from all these teams, you can identify which areas of the customer journey need the most improvement (e.g. the onboarding process). Addressing the issues across all departments ensures that your customer education program will improve both <a href=\"https:\/\/userpilot.com\/blog\/customer-success-vs-customer-support\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer success and customer support<\/a>.<\/p><h3 id=\"a3kns\"><strong>Step 2: Define your main user personas and their jobs to be done<\/strong><\/h3><p>There are many types of user personas and which ones you end up targeting will depend on what your product does as well as what your customer education goals are. Regardless of which personas you&#8217;re aiming for, creating a <a href=\"https:\/\/userpilot.com\/blog\/user-persona-survey-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">user persona survey<\/a> is the best way to start.<\/p><p>Only after stringently narrowing down your <a href=\"https:\/\/userpilot.com\/blog\/user-persona-template-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">primary user personas<\/a> can you start to create customer education content that&#8217;s actually in line with the problems your customers are facing.<\/p><p>For example, knowing that a specific persona is struggling to export data could prompt you to create a <a href=\"https:\/\/userpilot.com\/blog\/microvideos-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">microvideo tutorial<\/a> for that use case.<\/p><figure id=\"attachment_572868\" aria-describedby=\"caption-attachment-572868\" style=\"width: 800px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-572868 size-full\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/user-persona-end-user-behavior-monitoring_72de82c9a95989ca97346d9dd21a9fcb_800.jpg\" alt=\"user persona example\" width=\"800\" height=\"513\" srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/user-persona-end-user-behavior-monitoring_72de82c9a95989ca97346d9dd21a9fcb_800.jpg 800w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/user-persona-end-user-behavior-monitoring_72de82c9a95989ca97346d9dd21a9fcb_800-450x289.jpg 450w, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/user-persona-end-user-behavior-monitoring_72de82c9a95989ca97346d9dd21a9fcb_800-768x492.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><figcaption id=\"caption-attachment-572868\" class=\"wp-caption-text\">User persona template.<\/figcaption><\/figure><h3 id=\"cmuuj\"><strong>Step 3: Perform an audit and identify opportunities<\/strong><\/h3><p>Performing an audit to identify customer education opportunities <em>before <\/em>you launch these initiatives can help in two ways:<\/p><ol type=\"1\"><li>You&#8217;ll be able to identify existing content that can be repurposed to educate customers<\/li><li>You&#8217;ll get a better idea of how your customers feel about the software after their purchase<\/li><\/ol><p>The best way to get a grasp of this <em>post-purchase reception<\/em> is by looking at recurring themes in support tickets as well as customer reviews (both negative and positive). If possible, try to speak with customers directly as well.<\/p><h3 id=\"88dv\">Step 4: Segment users and e<strong>ngage them with relevant educational content<\/strong><\/h3><p>Now that you&#8217;ve created user personas, spoken to customers, and coordinated with multiple internal teams it&#8217;s time to <a href=\"https:\/\/userpilot.com\/blog\/product-user-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segment your users<\/a> into different categories.<\/p><p>This will make customer education easier since you don&#8217;t have to address all personas simultaneously whenever you release new customer education content.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-user-segmentation-customer-education_c77ab58709d5a79c427c26ed6eb85cfd_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-user-segmentation-customer-education_c77ab58709d5a79c427c26ed6eb85cfd_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-user-segmentation-customer-education_c77ab58709d5a79c427c26ed6eb85cfd_800.png\" alt=\"userpilot-user-segmentation-customer-education\" \/><\/picture><figcaption>Advanced segmentation conditions.<\/figcaption><\/figure><p><a href=\"https:\/\/userpilot.com\/blog\/saas-behavioral-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">Behavioral segmentation<\/a> is one of the most popular approaches for <a href=\"https:\/\/userpilot.com\/blog\/macro-and-micro-segmentation-b2b\/\" target=\"_blank\" rel=\"noopener noreferrer\">B2B use cases<\/a>. For example, there may be a group of users that tried a key feature once but never used it again in the future.<\/p><p>You could put all these users into a single behavioral segment and try to retarget them in the future with the hope that they begin using the previously-ignored feature.<\/p><p>Creating an interactive walkthrough or tutorial video on how to use the feature they struggled with may be exactly what they need to start using that function of your product regularly.<\/p><h3 id=\"e6q0h\"><strong>Step 5: Measure the results and improve<\/strong><\/h3><p>With the customer education program up and running, it&#8217;s essential that you periodically check in on how it&#8217;s performing. Checking in on how the program is impacting the KPIs you&#8217;ve set on a quarterly or annual basis will tell you if customer education is making a difference.<\/p><p>These KPIs may be retention metrics like churn rate or more growth-oriented data like the increase in revenue through upsells. Don&#8217;t forget to look at broad customer satisfaction metrics as well like <a href=\"https:\/\/userpilot.com\/blog\/nps-saas-complete-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">NPS scores<\/a> and <a href=\"https:\/\/userpilot.com\/blog\/customer-satisfaction-survey-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">CSAT survey<\/a> results.<\/p><p>You should also strive to <a href=\"https:\/\/userpilot.com\/blog\/customer-feedback-collection\/\" target=\"_blank\" rel=\"noopener noreferrer\">collect feedback<\/a> on the customer education resources you publish through <a href=\"https:\/\/userpilot.com\/blog\/build-in-app-surveys-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app surveys<\/a>. These insights will help you improve on existing resources and identify gaps that need to be filled with new educational content.<\/p><p><a href=\"https:\/\/userpilot.com\/blog\/mobile-surveys\/\" target=\"_blank\" rel=\"noopener\">Mobile surveys<\/a> are also a quick way to measure customer satisfaction, gather real-time feedback, and boost engagement.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-feedback-survey-customer-education_7fd023056482322a6113d4e1a2c77889_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-feedback-survey-customer-education_7fd023056482322a6113d4e1a2c77889_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-feedback-survey-customer-education_7fd023056482322a6113d4e1a2c77889_800.png\" alt=\"collect feedback on your customer education content\" \/><\/picture><figcaption>Creating a survey.<\/figcaption><\/figure><h2 id=\"1ht3m\">Customer education best practices for driving loyalty and retention<\/h2><p>If you want to increase loyalty and retention amongst both new and existing customers, here are <strong>seven best practices<\/strong> that can make your customer education program more effective:<\/p><h3 id=\"aoasq\">Guide users to the activation point with a checklist<\/h3><p>Having an <a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding checklist<\/a> in your app will push users towards the most important features early on to <a href=\"https:\/\/userpilot.com\/blog\/increase-product-stickiness-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">make your product more sticky<\/a>. It also shortens the <a href=\"https:\/\/userpilot.com\/blog\/time-to-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">time-to-value (TTV)<\/a> since onboarding checklists reduce the lag between signing up and <a href=\"https:\/\/userpilot.com\/blog\/improve-feature-discovery-product-adoption\/\" target=\"_blank\" rel=\"noopener noreferrer\">discovering core features<\/a>.<\/p><p>Last but certainly not least, checklists also give users a visual way to track their progress and stay motivated throughout the onboarding process. Without a checklist or progress bar, users will have no way of knowing how far along the onboarding process they currently are.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-checklist-customer-education_5d6d6697dcc1f7635acf02877e39deb4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-checklist-customer-education_5d6d6697dcc1f7635acf02877e39deb4_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-checklist-customer-education_5d6d6697dcc1f7635acf02877e39deb4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-checklist-customer-education_5d6d6697dcc1f7635acf02877e39deb4_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-checklist-customer-education_5d6d6697dcc1f7635acf02877e39deb4_800.png\" alt=\"onboarding checklist for customer education\" \/><\/picture><figcaption>Onboarding checklist.<\/figcaption><\/figure><h3 id=\"931bm\">Educate users on specific features with tooltips<\/h3><p>Whenever a user interacts with a feature for the first time (e.g. by hovering over it with their mouse or clicking on the element) you can use <a href=\"https:\/\/userpilot.com\/blog\/tooltip-ui-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">tooltips<\/a> to teach them how to get value out of it.<\/p><p>A simple text snippet explaining how to use the feature and what benefit it brings can be extremely effective at promoting repeated usage.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-tooltip-customer-education_949bdccb4f4bc8f4915d6b966b39b56e_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-tooltip-customer-education_949bdccb4f4bc8f4915d6b966b39b56e_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-tooltip-customer-education_949bdccb4f4bc8f4915d6b966b39b56e_800.png\" alt=\"userpilot-tooltip-customer-education\" \/><\/picture><figcaption>Tooltip creation.<\/figcaption><\/figure><h3 id=\"7afso\">Use an interactive walkthrough to shorten the learning curve<\/h3><p>You can <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-improve-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">use interactive walkthroughs <\/a>so users are able to learn by doing and familiarize themselves with the product at their own pace. <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Interactive walkthroughs<\/a> can also reduce friction and serve as a passive customer education initiative.<\/p><p>Here\u2019s an example of an interactive walkthrough from Rocketbots.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Rocketbots-interactive-walkthrough-customer-education_fde63ddc88948a449b45232693aff659.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Rocketbots-interactive-walkthrough-customer-education_fde63ddc88948a449b45232693aff659.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Rocketbots-interactive-walkthrough-customer-education_fde63ddc88948a449b45232693aff659.gif\" alt=\"Rocketbots educates customers with interactive walkthroughs\" \/><\/picture><figcaption>Rocketbots&#8217; interactive walkthrough.<\/figcaption><\/figure><h3 id=\"9og2f\">Offer continuous customer education with an in-app resource center<\/h3><p>There are <a href=\"https:\/\/userpilot.com\/blog\/knowledge-base-benefits\/\" target=\"_blank\" rel=\"noopener noreferrer\">many benefits to having a knowledge base<\/a> but one of the best force multipliers you can use is having your customer training resources inside the app itself.<\/p><p>In-app resource centers are more effective than external <a href=\"https:\/\/userpilot.com\/blog\/knowledge-base\/\" target=\"_blank\" rel=\"noopener noreferrer\">knowledge bases<\/a> since the resources will be more accessible to your users.<\/p><p>Make sure to structure your knowledge base properly as well to help users navigate around it and find the resources they&#8217;re looking for. Grouping resources into modules will make the customer training process and other self-support objectives a lot easier on both ends.<\/p><p>A few examples of resources that can be used for your customer education initiative include:<\/p><ul><li>Tutorial articles<\/li><li>Instructional videos<\/li><li>Case studies<\/li><li>Webinar recordings<\/li><li>FAQ answers<\/li><\/ul><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Userpilot-resource-center-for-customer-education_f04401a9a89d89f53cc4b0459857152f_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Userpilot-resource-center-for-customer-education_f04401a9a89d89f53cc4b0459857152f_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Userpilot-resource-center-for-customer-education_f04401a9a89d89f53cc4b0459857152f_800.png\" alt=\"Userpilot's knowledge base for customer education\" \/><\/picture><figcaption>In-app resource center example.<\/figcaption><\/figure><h3 id=\"4fshl\">Use in-app video tutorials for better engagement<\/h3><p>An effective customer education program never relies on text alone. Video is often a faster and more engaging way to deliver information to your users. <a href=\"https:\/\/userpilot.com\/blog\/video-tutorials\/\" target=\"_blank\" rel=\"noopener noreferrer\">Video tutorials<\/a> can also be more entertaining than written resources which makes the learning process feel more fun.<\/p><p>Learning how to use features through video also makes it easier for users to do the steps themselves without needing to hop between browser tabs. This makes it ideal for step-by-step tutorial formats.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/in-app-video-guide-customer-education_30ae1c20ef7134597cd80074846da4c8_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/in-app-video-guide-customer-education_30ae1c20ef7134597cd80074846da4c8_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/in-app-video-guide-customer-education_30ae1c20ef7134597cd80074846da4c8_800.png\" alt=\"in-app video tutorials for customer education\" \/><\/picture><\/figure><h3 id=\"f0l80\">Localize the training materials for a better user experience<\/h3><p>If your customer education initiative isn&#8217;t localized then you could be alienating large swathes of your user base with the resources you publish.<\/p><p>Employing <a href=\"https:\/\/userpilot.com\/blog\/saas-localization\/\" target=\"_blank\" rel=\"noopener noreferrer\">product localization<\/a> best practices in your customer training program will ensure that the cultural and linguistic differences amongst your users will be taken into account throughout the entire customer lifecycle.<\/p><p>Fortunately, there&#8217;s plenty of specialized software out there that&#8217;s capable of automatically translating resources into a user&#8217;s local language. Here&#8217;s an example of what product localization looks like in practice.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/SaaS-localization-customer-education_3dd1eda1b497d535b1fdc1282ff32900_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/SaaS-localization-customer-education_3dd1eda1b497d535b1fdc1282ff32900_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/SaaS-localization-customer-education_3dd1eda1b497d535b1fdc1282ff32900_800.png\" alt=\"SaaS-localization-customer-education\" \/><\/picture><figcaption>Localizing product and in-app guidance.<\/figcaption><\/figure><h3 id=\"fctqu\">Gamify the learning experience to motivate users<\/h3><p>If you&#8217;re already utilizing <a href=\"https:\/\/userpilot.com\/blog\/gamification-strategies-saas-2021\/\" target=\"_blank\" rel=\"noopener noreferrer\">gamification strategies<\/a> for your marketing efforts, why not take it a step further and use the same methods to incentivize customer education?<\/p><p>Offering badges for completing tutorial modules, going through in-person training, or reaching <a href=\"https:\/\/userpilot.com\/blog\/customer-success-journey-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">product milestones<\/a> will keep your users motivated throughout every step of the process.<\/p><p>You can also implement a point system that offers users monetary rewards like discounts on their next renewal, cashback on their previous billing cycle, or a one-month free trial for one of the more expensive plans on your <a href=\"https:\/\/userpilot.com\/blog\/saas-pricing-models\/\" target=\"_blank\" rel=\"noopener noreferrer\">SaaS pricing page<\/a>.<\/p><p>Here\u2019s a great example of gamified incentives from ClickUp.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/clickup-gamification-customer-education_ab7794527b356cccb19458200900920e_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/clickup-gamification-customer-education_ab7794527b356cccb19458200900920e_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/clickup-gamification-customer-education_ab7794527b356cccb19458200900920e_800.png\" alt=\"clickup-gamifiaction-customer-education\" \/><\/picture><\/figure><h2 id=\"2bctc\"><strong>Great customer education program examples from SaaS companies<\/strong><\/h2><p>If your customer education team isn&#8217;t quite sure where to start, looking at examples of successful programs that <em>already exist<\/em> could be a great way to draw inspiration. This section will look at examples from:<\/p><ul><li>HubSpot<\/li><li>Kommunicate<\/li><li>Ahrefs<\/li><\/ul><h3 id=\"a3k9q\">HubSpot\u2019s certification program<\/h3><p>HubSpot&#8217;s training platform, known as HubSpot Academy, has plenty of courses both on various marketing strategies and dedicated modules that help you master their software products.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/HubSpot-certification-courses_d7ed54df85820ff86cba5eb08140377c_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/HubSpot-certification-courses_d7ed54df85820ff86cba5eb08140377c_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/HubSpot-certification-courses_d7ed54df85820ff86cba5eb08140377c_800.png\" alt=\"HubSpot certification courses\" \/><\/picture><\/figure><p>Whenever users complete a course in HubSpot Academy, they&#8217;re rewarded with a badge and digital certificate. This has the dual benefit of providing a sense of accomplishment while also increasing their career prospects in the future.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/HubSpot-certification-badges_bd34ed1141ef4a7c874884ba01f11908_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/HubSpot-certification-badges_bd34ed1141ef4a7c874884ba01f11908_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/HubSpot-certification-badges_bd34ed1141ef4a7c874884ba01f11908_800.png\" alt=\"HubSpot certification badges\" \/><\/picture><\/figure><h3 id=\"5o9q\">Kommunicate\u2019s in-app customer education program<\/h3><p>Kommunicate uses an <a href=\"https:\/\/userpilot.com\/blog\/end-user-training-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app user training<\/a> approach to teach new customers the basics of using their software.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-in-app-user-training_bf7612692a4c524bb0f93ef877091ff8_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-in-app-user-training_bf7612692a4c524bb0f93ef877091ff8_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-in-app-user-training_bf7612692a4c524bb0f93ef877091ff8_800.png\" alt=\"Kommunicate in-app user training\" \/><\/picture><\/figure><p>They have also implemented an onboarding checklist so users have a sense of direction in terms of what their next step is.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-onboarding-checklist_f7111141faf18f0f4dcb3ce39c4d4320_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-onboarding-checklist_f7111141faf18f0f4dcb3ce39c4d4320_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-onboarding-checklist_f7111141faf18f0f4dcb3ce39c4d4320_800.png\" alt=\"Kommunicate onboarding checklist\" \/><\/picture><\/figure><p>And, finally, you&#8217;ll find plenty of contextual tooltips around the Kommunicate UI when you hover over specific elements. This provides helpful information at the moment when users need it most.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-contextual-UI-tooltip_bae6398db397c1f7e62e87db4e415e34.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-contextual-UI-tooltip_bae6398db397c1f7e62e87db4e415e34.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Kommunicate-contextual-UI-tooltip_bae6398db397c1f7e62e87db4e415e34.gif\" alt=\"Kommunicate contextual UI tooltip\" \/><\/picture><\/figure><h3 id=\"f9lru\">Ahrefs video academy<\/h3><p>Ahrefs&#8217; Sam Oh has multiple courses in Ahrefs Academy that help customers learn about the various features the tool offers, dives deep into SEO, and covers specific strategies like link building.<\/p><p>Their latest course (Ahrefs&#8217; Certification Course) is currently in beta but already includes over seven hours&#8217; worth of training videos. The incentive of becoming an Ahrefs-certified SEO consultant draws in plenty of students that are likely to become paid users in the future.<\/p><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Ahrefs-video-academy-customer-education_054b29cf960783bb1c45fa6d6a5bdd5f_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Ahrefs-video-academy-customer-education_054b29cf960783bb1c45fa6d6a5bdd5f_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Ahrefs-video-academy-customer-education_054b29cf960783bb1c45fa6d6a5bdd5f_800.png 1x, https:\/\/images.storychief.com\/account_6827\/Ahrefs-video-academy-customer-education_054b29cf960783bb1c45fa6d6a5bdd5f_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/Ahrefs-video-academy-customer-education_054b29cf960783bb1c45fa6d6a5bdd5f_800.png\" alt=\"Ahrefs-video-academy-customer-education\" \/><\/picture><\/figure><figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><\/figure><h2 id=\"dcgn5\">Conclusion<\/h2><p>As you can see, prioritizing user education throughout the entire customer lifecycle is undoubtedly worth it in the long run. The time and resources it&#8217;ll cost to invest in customer education are far outweighed by the benefits an effective program can have on your revenue.<\/p><p>If you&#8217;re ready to start prioritizing customer education and in-app guidance, it&#8217;s time to <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">get your free Userpilot demo today<\/a>!<\/p>","protected":false},"excerpt":{"rendered":"<p>Wondering if customer education is worth investing in for your SaaS business? Learn about the benefits and best practices in our ultimate guide!<\/p>\n","protected":false},"author":19,"featured_media":16349,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[6195],"tags":[96,977,210,869,363,893,705,217,339,481,245,908],"class_list":["post-16348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-career","tag-app-onboarding","tag-boost-retention","tag-customer-education","tag-customer-journey","tag-customer-success","tag-drive-engagement","tag-in-app-tutorial","tag-in-app-guidance","tag-product-tour","tag-self-service-support","tag-user-retention","tag-video-tutorials"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The Ultimate Guide to Customer Education in SaaS: Best Practices, Examples, and Tools<\/title>\n<meta name=\"description\" content=\"Wondering if customer education is worth investing in for your SaaS? 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