{"id":16480,"date":"2025-06-30T01:14:10","date_gmt":"2025-06-30T01:14:10","guid":{"rendered":"https:\/\/userpilot.com\/blog\/onboarding-tour\/"},"modified":"2026-03-08T13:09:48","modified_gmt":"2026-03-08T13:09:48","slug":"onboarding-tour","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/onboarding-tour\/","title":{"rendered":"How to Create an Effective Onboarding Tour with Userpilot"},"content":{"rendered":"<p data-block-id=\"ba74\">Most product tours suck. The onboarding tour is either too long, too generic, or so linear that it treats every user the same, no matter their role, goals, or experience.<\/p>\n<p data-block-id=\"efkk0\">The result? Users click through a few tooltips and drop off before they see any real value.<\/p>\n<p data-block-id=\"c0el2\">The good news? With the right approach (and the right <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding software<\/a>), you can build a product tour that adapts to your users.<\/p>\n<p data-block-id=\"b8aa4\">In this article, I\u2019ll walk you through how to build better product tours with Userpilot.<\/p>\n<h2 id=\"3mdnc\" data-block-id=\"3mdnc\">A step-by-step guide to building your product tour<\/h2>\n<p data-block-id=\"eufgg\">In this section, we\u2019re diving into the top four steps you\u2019ll need to take to make your user onboarding process effective!<\/p>\n<h3 id=\"f9erp\" data-block-id=\"f9erp\">Greet new users with welcome screens and collect important user data<\/h3>\n<p data-block-id=\"7tou\">Since your audience is visiting your product tour for the first time, they\u2019ll ideally want to know more about your product and how you can help them. A <a href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome screen<\/a>, in this instance, is a super effective way to acquaint yourself with them.<\/p>\n<p data-block-id=\"72nb9\">Alternatively, if you wish to know your customers better (e.g., their roles, pain points, or product use cases), you can use <a href=\"https:\/\/userpilot.com\/blog\/welcome-survey\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome surveys<\/a> to gather user data. For example, here\u2019s how our customer, <a href=\"https:\/\/userpilot.com\/blog\/unolo-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Unolo<\/a>, uses welcome surveys to familiarize itself with its audience:<\/p>\n<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\/2025\/10\/welcome-survey-userpilot_8f2403f6daaf91fdb84be6e178ed9a71_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/welcome-survey-userpilot_8f2403f6daaf91fdb84be6e178ed9a71_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/welcome-survey-userpilot_8f2403f6daaf91fdb84be6e178ed9a71_800.png\" alt=\"A welcome survey created with Userpilot, code-free!\" \/><\/picture><figcaption>A welcome survey created with <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>, code-free!<\/figcaption><\/figure>\n<figure class=\"embed strchf-type-embed regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">How Unolo Reduced Churn by Up to 1% With Userpilot NPS Surveys<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Unolo implemented Userpilot to streamline feedback collection and reduce user churn. Was it successful? Read to find out!<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/09\/how-unolo-reduced-customer-churn-by-up-to-1-with-userpilot-nps-survey-2_b2c62e2cfb1495e1182eafd71298d25b_2000.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/figure>\n<p data-block-id=\"1ghtk\">For both use cases (welcome screens and welcome surveys), Userpilot is here to help. To attest to our capabilities, here\u2019s what one of our customers had to say:<\/p>\n<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\/2025\/10\/userpilot-survey-testimonial_10532597e270dc7be432b007cdce7552_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-survey-testimonial_10532597e270dc7be432b007cdce7552_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-survey-testimonial_10532597e270dc7be432b007cdce7552_800.jpg\" alt=\"G2 Userpilot testimonial for in-app surveys\" \/><\/picture><figcaption>Survey testimonial sourced from G2.<\/figcaption><\/figure>\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(58.93617021276596% + 41px); height: 0; width: 100%;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\" title=\"Experience Userpilot for User Onboarding\" src=\"https:\/\/sw11.userpilot.com\/DTTewl3dbjXoCMMg8gGY?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n<h3 id=\"52qq\" data-block-id=\"52qq\">Segment users based on their jobs to be done<\/h3>\n<p data-block-id=\"d8rjh\">Based on the data collected with the welcome survey, break customers with similar <a href=\"https:\/\/userpilot.com\/blog\/jobs-to-be-done-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">jobs to be done<\/a> into <a href=\"https:\/\/userpilot.com\/blog\/needs-based-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">user segments<\/a>.<\/p>\n<p data-block-id=\"8800j\">Then, you will be able to trigger a personalized <a href=\"https:\/\/userpilot.com\/blog\/new-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding<\/a> process that is relevant to each user persona. This will ensure your flow and conversations are contextual and relevant to the right user.<\/p>\n<p data-block-id=\"cg3v9\">With the advanced segmentation tool in <a href=\"https:\/\/userpilot.com\/solutions\/customer-retention-software\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>, you can segment users into various categories based on their engagement, their feedback response, or company type.<\/p>\n<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\/2025\/10\/userpilot-audience-flow-settings-1_21a153d06732e8035d9fe71b31dc21cc_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-audience-flow-settings-1_21a153d06732e8035d9fe71b31dc21cc_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-audience-flow-settings-1_21a153d06732e8035d9fe71b31dc21cc_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-audience-flow-settings-1_21a153d06732e8035d9fe71b31dc21cc_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-audience-flow-settings-1_21a153d06732e8035d9fe71b31dc21cc_800.jpg\" alt=\"audience segmentation to build onboarding tour in Userpilot\" \/><\/picture><figcaption>Audience segment and triggering options in <a href=\"http:\/\/G2 Userpilot testimonial for in-app surveys\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<p data-block-id=\"1v9dq\">We also offer a flexible triggering option, which allows you to create actions when a specific event has occurred. (You also further customize this by setting triggers for only a <a href=\"https:\/\/userpilot.com\/blog\/user-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segment of your audience<\/a>.) For example, if some users have not completed the initial onboarding, you can set a trigger to remind them.<\/p>\n<h3 id=\"c97q7\" data-block-id=\"c97q7\">Offer personalized onboarding tours for each user segment<\/h3>\n<p data-block-id=\"m14l\">With the user persona you\u2019ve built from the above steps, it becomes easy to <a href=\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize the onboarding experience<\/a> in a way that helps new users obtain value from your product based on their unique needs. I believe it\u2019s also a good way of meeting user expectations for signing up for your tool.<\/p>\n<p data-block-id=\"ddjjr\">For instance, if you use a project management tool or a product tour software, a product manager will have a different <a href=\"https:\/\/userpilot.com\/blog\/onboarding-user-flow-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding flow<\/a> from a marketing manager.<\/p>\n<h4 id=\"d50m7\" data-block-id=\"d50m7\">Use checklists to engage each user persona with relevant key features<\/h4>\n<p data-block-id=\"146qg\">To optimize the onboarding flows you\u2019ve created, use checklists with progress bars to capture user attention and make the process clear and detailed.<\/p>\n<p data-block-id=\"15amh\"><a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">Onboarding checklists<\/a> drive users to the activation point and highlight the most critical features users need to solve their pain points. The most important thing is to keep them short and straight to the point.<\/p>\n<p data-block-id=\"93tcc\">Something we always advocate at Userpilot is to create onboarding content alongside your <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/#why-should-you-build-user-onboarding-checklists\" target=\"_blank\" rel=\"noopener noreferrer\">checklists<\/a>. For example, if your checklist mentions \u201cDo XYZ,\u201d you can give users contextual guidance through tooltips or videos on how to do XYZ.<\/p>\n<p data-block-id=\"cdod4\">As a reference point, you can look at one of our clients, <a href=\"https:\/\/userpilot.com\/blog\/attention-insight-userpilot-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Attention Insight<\/a>. The company triggers guidance for each checklist task, walking users through the process so they can complete each action without friction.<\/p>\n<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\/2025\/10\/attention-insights-flow-example_3553dd2aa8e1ae7bd85258429ca92f1c.gif 1x, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/attention-insights-flow-example_3553dd2aa8e1ae7bd85258429ca92f1c.gif 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/attention-insights-flow-example_3553dd2aa8e1ae7bd85258429ca92f1c.gif 1x, https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/attention-insights-flow-example_3553dd2aa8e1ae7bd85258429ca92f1c.gif 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/attention-insights-flow-example_3553dd2aa8e1ae7bd85258429ca92f1c.gif\" alt=\"Attention Insight onboarding\" \/><\/picture><figcaption>Triggering actions for each checklist task.<\/figcaption><\/figure>\n<figure class=\"embed strchf-type-embed regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">+47% User Activation Rate with Userpilot: Attention Insight Case Study<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Attention Insight improved their new user activation rates by over 47% with Userpilot&#8217;s onboarding flows. See what they&#8217;ve built to achieve this spectacular result!<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/07\/Attention-Insight-Improved-User-Activation-by-47-with-Userpilots-Interactive-Walkthroughs.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/figure>\n<h4 id=\"dkmgb\" data-block-id=\"dkmgb\">Drive feature discovery and adoption with interactive walkthroughs<\/h4>\n<p data-block-id=\"20kln\">Use <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-improve-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive walkthroughs<\/a> to guide users step by step to engage with a feature for the first time. The checklist prompts them to take action and discover relevant product functionalities for them, while the walkthrough shortens the learning path by removing friction and increasing adoption.<\/p>\n<p data-block-id=\"3p6qj\">The result? Users get to the <a href=\"https:\/\/userpilot.com\/blog\/improve-user-activation\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation stage<\/a>, where they experience product value.<\/p>\n<p data-block-id=\"csthf\">It\u2019s my personal belief that <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthrough-vs-product-tour\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive walkthroughs<\/a> are better than <a href=\"https:\/\/userpilot.com\/blog\/everybody-hates-product-tours\/\" target=\"_blank\" rel=\"noopener noreferrer\">linear product tours<\/a>, simply because the former compels users to take action themselves. (Instead of just sitting idly on the other end of the screen!)<\/p>\n<p data-block-id=\"a0hik\">This is why our team enables branched onboarding in Userpilot, meaning users can follow different onboarding paths depending on their role, goal, or use cases.<\/p>\n<p data-block-id=\"1q2tj\">This, in turn, allows you to make your onboarding experience engaging and truly interactive.<\/p>\n<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\/2025\/10\/branched-interactive-walkthrough-userpilot_6ebe5b4c5f11bcd86a4bae7b61f8e726_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/branched-interactive-walkthrough-userpilot_6ebe5b4c5f11bcd86a4bae7b61f8e726_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/branched-interactive-walkthrough-userpilot_6ebe5b4c5f11bcd86a4bae7b61f8e726_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/branched-interactive-walkthrough-userpilot_6ebe5b4c5f11bcd86a4bae7b61f8e726_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/branched-interactive-walkthrough-userpilot_6ebe5b4c5f11bcd86a4bae7b61f8e726_800.jpg\" alt=\"Branched onboarding on Userpilot\" \/><\/picture><figcaption>Interactive onboarding with <a href=\"http:\/\/G2 Userpilot testimonial for in-app surveys\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"eev96\" data-block-id=\"eev96\">Collect user feedback regarding their onboarding experience and improve<\/h3>\n<p data-block-id=\"f4q4p\">Follow up with customers after onboarding, and understand whether the tour helped them unlock the value they signed up for.<\/p>\n<p data-block-id=\"4a7ga\">In Userpilot, it\u2019s super easy to <a href=\"https:\/\/userpilot.com\/blog\/in-app-surveys\/#userpilot-the-best-inapp-survey-tool-for-collecting-valuable-insights\" target=\"_blank\" rel=\"noopener noreferrer\">set up survey<\/a> triggers during key moments or user interactions to collect feedback. Currently, we offer 14 survey templates for different use cases. Every one of them has customization capabilities, so you can personalize them according to your will.<\/p>\n<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\/2025\/10\/userpilot-survey_f9fd38396543e1dc9997c5c105c8ec9f_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-survey_f9fd38396543e1dc9997c5c105c8ec9f_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-survey_f9fd38396543e1dc9997c5c105c8ec9f_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-survey_f9fd38396543e1dc9997c5c105c8ec9f_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-survey_f9fd38396543e1dc9997c5c105c8ec9f_800.jpg\" alt=\"In-app survey feedback\" \/><\/picture><figcaption><a href=\"http:\/\/G2 Userpilot testimonial for in-app surveys\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>\u2019s in-app surveys to collect user feedback like feature requests, user sentiment, etc.<\/figcaption><\/figure>\n<p data-block-id=\"egs9p\">You can also localize your in-app surveys, get analytics, and create segment-specific triggers to ensure your questions are relevant to the user.<\/p>\n<h2 id=\"7nrg\" data-block-id=\"7nrg\">Effective strategies for creating onboarding tours<\/h2>\n<p data-block-id=\"eqcqm\">To increase your chances of creating an effective user onboarding experience, here are some strategies you should implement:<\/p>\n<h3 id=\"7663d\" data-block-id=\"7663d\">Replace linear onboarding tours with interactive walkthroughs<\/h3>\n<p data-block-id=\"c8d30\">I personally think <a href=\"https:\/\/userpilot.com\/blog\/everybody-hates-product-tours\/\" target=\"_blank\" rel=\"noopener noreferrer\">long and generalized product tours<\/a> for onboarding users need to go. Users find them boring and abandon them in the middle.<\/p>\n<p data-block-id=\"58lhq\">Instead of an 11-step user onboarding process that confuses and overwhelms users with too much unnecessary info, create a product walkthrough that responds to the in-app behavior of the user in real-time.<\/p>\n<h3 id=\"a0tuk\" data-block-id=\"a0tuk\">Combine product walkthroughs in a resource center users can access on demand<\/h3>\n<p data-block-id=\"82hb5\">Sometimes, users may accidentally exit the product tour, or simply may not need to go through it at the moment. Or they simply may feel the need to come back to it and experience it later.<\/p>\n<p data-block-id=\"13g6h\">Whatever the case may be, create an easily accessible and searchable <a href=\"https:\/\/userpilot.com\/blog\/help-center-software\/\" target=\"_blank\" rel=\"noopener noreferrer\">resource center<\/a> where users understand how to use the tool effectively and can access those tours when they want to.<\/p>\n<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\/2025\/10\/userpilot-resource-center_41a6d953b0049c30f3604a38d8ba43b1_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-resource-center_41a6d953b0049c30f3604a38d8ba43b1_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-resource-center_41a6d953b0049c30f3604a38d8ba43b1_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-resource-center_41a6d953b0049c30f3604a38d8ba43b1_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-resource-center_41a6d953b0049c30f3604a38d8ba43b1_800.jpg\" alt=\"In-app resource center\" \/><\/picture><figcaption><a href=\"http:\/\/G2 Userpilot testimonial for in-app surveys\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> enables you to create an in-app resource center and embed your product tour in it.<\/figcaption><\/figure>\n<p data-block-id=\"dmlpi\">We\u2019ve built Userpilot\u2019s resource center with one goal in mind: To enhance the tour experience in the best way possible.<\/p>\n<p data-block-id=\"c51oh\">This is why you can:<\/p>\n<ul>\n<li>Include GIFs, videos, in-app flows, checklists, interactive walkthroughs, and other types of content in the <a href=\"https:\/\/userpilot.com\/blog\/userpilot-resource-center\/\" target=\"_blank\" rel=\"noopener noreferrer\">resource center<\/a>.<\/li>\n<li>Use JavaScript to create custom interactions (e.g., you can create a chat widget).<\/li>\n<li>Filter, categorize, and localize content to make it easier for users to navigate your site.<\/li>\n<\/ul>\n<h3 id=\"emff0\" data-block-id=\"emff0\">Trigger in-app experiences contextually<\/h3>\n<p data-block-id=\"625ov\">Declutter your product\u2019s UI, one experience at a time, for the right user. Prioritize and make sure you don\u2019t overwhelm users by including too much, too soon. Your onboarding tour should direct users to take one action at a time.<\/p>\n<p data-block-id=\"b17od\">A personal recommendation I\u2019ll make: <em>Always use customer data to refine your onboarding process<\/em>.<\/p>\n<p data-block-id=\"3oqqe\">This applies not only to the initial <a href=\"https:\/\/userpilot.com\/product\/product-engagement\/user-onboarding-guides\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding session<\/a> (when you introduce new users to your product). Rather, I\u2019d recommend using this data whenever you introduce them to new features and product updates, or do any other similar activities.<\/p>\n<p data-block-id=\"66h97\">You can easily collect customer data by leveraging Userpilot\u2019s welcome surveys, reports (which detail how users interact with your product), <a href=\"https:\/\/userpilot.com\/product\/session-recording\/\" target=\"_blank\" rel=\"noopener noreferrer\">session replays<\/a>, autocapture, in-app polls, etc.<\/p>\n<p data-block-id=\"71e2k\">Once this data is with you, you can use it to create personalized tour triggers. In Userpilot, the process can look something like this:<\/p>\n<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\/2025\/10\/event-trigger-for-flow-userpilot_b141732f46b71c3eb5f6774866de1407_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/event-trigger-for-flow-userpilot_b141732f46b71c3eb5f6774866de1407_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/event-trigger-for-flow-userpilot_b141732f46b71c3eb5f6774866de1407_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/event-trigger-for-flow-userpilot_b141732f46b71c3eb5f6774866de1407_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/event-trigger-for-flow-userpilot_b141732f46b71c3eb5f6774866de1407_800.jpg\" alt=\"Triggers in Userpilot\" \/><\/picture><figcaption>Creating event triggers in <a href=\"http:\/\/G2 Userpilot testimonial for in-app surveys\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<p data-block-id=\"1mf3j\">For instance, I could set up a tour about our analytics dashboard to only show for users who\u2019ve been with us for 2+ weeks but haven\u2019t clicked on \u201cReports\u201d yet, catching exactly who needs that nudge.<\/p>\n<h3 id=\"191ok\" data-block-id=\"191ok\">Apply gamification to your product tours to improve user engagement<\/h3>\n<p data-block-id=\"2lfjc\">A neat trick I love is engaging users by adding fun onboarding ux elements to your onboarding experience.<\/p>\n<p data-block-id=\"1uj89\"><a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-gamification\/\" target=\"_blank\" rel=\"noopener noreferrer\">Gamification<\/a> can be in the form of celebratory modals when they complete a key action, badges, certificates, and other fun in-app experiences. This motivates users to further explore your product.<\/p>\n<p data-block-id=\"6jnu\">For reference, we can look at <a href=\"https:\/\/userpilot.com\/blog\/groupize-gamification-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">how Groupzie gamifies<\/a> their onboarding process. The company built \u201cG.G.,\u201d an interactive assistant, with the help of Userpilot. G.G. assisted Groupzie customers through onboarding tours, interactive elements, step-by-step checklists, live chat, and more.<\/p>\n<p>This <a href=\"https:\/\/userpilot.com\/blog\/onboarding-gamification\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding gamification<\/a> idea helped them reduce support tickets, and they were only directed queries that G.G. couldn\u2019t solve.<\/p>\n<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\/2025\/10\/image-2_669abd4c76c4962d37b1c7c0765a0b60_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image-2_669abd4c76c4962d37b1c7c0765a0b60_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image-2_669abd4c76c4962d37b1c7c0765a0b60_800.jpg\" alt=\"Virtual assistant built with Userpilot\" \/><\/picture><figcaption>G.G., a virtual assistant, created for Groupzie with Userpilot.<\/figcaption><\/figure>\n<figure class=\"embed strchf-type-embed regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">[CASE STUDY] How Groupize Gamified Their New User Onboarding With Userpilot<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Discover how Groupize gamified their user onboarding experience with Userpilot without coding, leading to fewer support requests and an industry award!<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/06\/How-Groupize-Gamified-Their-New-User-Onboarding-With-Userpilot.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/figure>\n<h3 id=\"d2n6v\" data-block-id=\"d2n6v\">Include in-app video tutorials in your onboarding tours<\/h3>\n<p data-block-id=\"7thju\"><a href=\"https:\/\/userpilot.com\/blog\/video-tutorials\/\" target=\"_blank\" rel=\"noopener noreferrer\">Videos<\/a> are great for explaining complex things in a simple way. They are also more engaging, make it easy to replicate things, and shorten the <a href=\"https:\/\/userpilot.com\/blog\/time-to-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">time to value<\/a>. Therefore, I believe it\u2019d be beneficial to include them in your onboarding tour.<\/p>\n<p data-block-id=\"cs201\">You can embed them into various UI patterns mentioned in this article, like modals or tooltips. You can even use <a href=\"https:\/\/userpilot.com\/blog\/ai-in-customer-service\/\" target=\"_blank\" rel=\"noopener noreferrer\">AI-powered<\/a> video tools like <a href=\"https:\/\/docs.userpilot.com\/article\/244-embeded-options-overview\" target=\"_blank\" rel=\"noopener noreferrer\">Synthesia<\/a> to automatically generate video user guides by just typing in text.<\/p>\n<p data-block-id=\"d2i1d\">If you\u2019re looking to add video tutorials in a Userpilot onboarding workflow, you\u2019ll be happy to know it\u2019s super easy to do so; you can both embed or upload videos directly.<\/p>\n<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\/2025\/10\/block-types-in-userpilot_613878f1a8d93b02db95dc9bf91a9a04_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/block-types-in-userpilot_613878f1a8d93b02db95dc9bf91a9a04_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/block-types-in-userpilot_613878f1a8d93b02db95dc9bf91a9a04_800.jpg\" alt=\"Adding blocks in Userpilot\" \/><\/picture><figcaption>Adding in-app tutorials in <a href=\"http:\/\/G2 Userpilot testimonial for in-app surveys\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"1kh8\" data-block-id=\"1kh8\">A\/B test different versions of your onboarding flow<\/h3>\n<p data-block-id=\"d0sd5\">To do this, first, create multiple tours with different UI patterns and content types.<\/p>\n<p data-block-id=\"5tdq5\">Then offer those tours to different user segments. After which, you can compare how they achieve the goals you set and identify the tour that results in a higher completion rate.<\/p>\n<p data-block-id=\"f7u58\">Currently, we offer three types of <a href=\"https:\/\/userpilot.com\/blog\/ab-testing-product-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">A\/B tests<\/a>:<\/p>\n<ul>\n<li><strong>Controlled:<\/strong> Compares one variation of change against the existing version.<\/li>\n<li><strong>Head-to-Head:<\/strong> Compares two variations.<\/li>\n<li><strong>Controlled Multivariate:<\/strong> Compares multiple variations.<\/li>\n<\/ul>\n<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\/2025\/10\/userpilot-a-b-testing-in-app-message_9e9473347f6420f14989b53190e3ff14_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-a-b-testing-in-app-message_9e9473347f6420f14989b53190e3ff14_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-a-b-testing-in-app-message_9e9473347f6420f14989b53190e3ff14_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-a-b-testing-in-app-message_9e9473347f6420f14989b53190e3ff14_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-a-b-testing-in-app-message_9e9473347f6420f14989b53190e3ff14_800.jpg\" alt=\"3 types of A\/B tests in Userpilot\" \/><\/picture><figcaption>A\/B tests in Userpilot.<\/figcaption><\/figure>\n<p data-block-id=\"58hjg\">When <a href=\"https:\/\/userpilot.com\/blog\/smoobu-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Smoobu<\/a> used Userpilot\u2019s A\/B testing capabilities (they tested two variations of their onboarding tour), it helped them deliver 17% more conversions.<\/p>\n<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\/2025\/10\/ab-testing-onboarding-workflow-userpilot_08482d43829a8c2e11a7a62efb35e599_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/ab-testing-onboarding-workflow-userpilot_08482d43829a8c2e11a7a62efb35e599_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/ab-testing-onboarding-workflow-userpilot_08482d43829a8c2e11a7a62efb35e599_800.png\" alt=\"A\/B test results for Smoobu on Userpilot.\" \/><\/picture><figcaption>A\/B test results for Smoobu on <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<figure class=\"embed strchf-type-embed regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">Unlocking 17% More Conversions: Smoobu\u2019s Success With Userpilot<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Smoobu boosted conversions by 17% with Userpilot\u2019s in-app guidance and A\/B testing features. Read on to know how they optimized their growth!<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/04\/Unlocking-17-More-Conversions-Smoobus-Success-With-Userpilot.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/figure>\n<p><!-- Interactive Onboarding Tour Lead Gen --><\/p>\n<div id=\"userpilot-lead-gen-container\">\n<div id=\"up-progress-container\">\n<div id=\"up-progress-bar\"><\/div>\n<\/div>\n<p><!-- Stage 1: Main Goal --><\/p>\n<div id=\"stage-1\" class=\"up-lead-gen-stage\">\n<h3>What&#8217;s your main goal with an onboarding tour?<\/h3>\n<div class=\"up-options-container\"><button class=\"up-option-btn\">Increase user activation<\/button><br \/>\n<button class=\"up-option-btn\">Improve feature adoption<\/button><br \/>\n<button class=\"up-option-btn\">Reduce support tickets<\/button><\/div>\n<\/div>\n<p><!-- Stage 2: Biggest Challenge --><\/p>\n<div id=\"stage-2\" class=\"up-lead-gen-stage up-hidden\">\n<h3>What&#8217;s your biggest onboarding tour challenge?<\/h3>\n<div class=\"up-options-container\"><button class=\"up-option-btn\">It&#8217;s hard to build without developers<\/button><br \/>\n<button class=\"up-option-btn\">Our current tours are not engaging<\/button><br \/>\n<button class=\"up-option-btn\">We can&#8217;t personalize it for different users<\/button><\/div>\n<\/div>\n<p><!-- Stage 3: Company Size --><\/p>\n<div id=\"stage-3\" class=\"up-lead-gen-stage up-hidden\">\n<h3>How many employees are at your company?<\/h3>\n<div class=\"up-options-container\"><button class=\"up-option-btn\">1-50<\/button><br \/>\n<button class=\"up-option-btn\">51-200<\/button><br \/>\n<button class=\"up-option-btn\">201+<\/button><\/div>\n<\/div>\n<p><!-- Stage 4: Final CTA --><\/p>\n<div id=\"stage-4\" class=\"up-lead-gen-stage up-hidden\">\n<h3>You&#8217;re ready for a better onboarding tour.<\/h3>\n<p>Userpilot helps you build personalized, interactive onboarding tours without writing a line of code. See how it works.<\/p>\n<p><a id=\"up-final-cta\" href=\"https:\/\/userpilot.com\/userpilot-demo\/\">Get a Demo<\/a><\/p>\n<\/div>\n<\/div>\n<p><!-- Link to the JavaScript file --><br \/>\n<script src=\"https:\/\/userpilot.com\/blog\/wp-content\/uploads\/2025\/06\/onboarding-tour.js\"><\/script><\/p>\n<h2 id=\"31qpe\" data-block-id=\"31qpe\">How do you measure the success of your user onboarding process?<\/h2>\n<p data-block-id=\"fekrl\">You\u2019ve done the hard work and put everything you need in place. But how do you know if it\u2019s been a success or not?<\/p>\n<p data-block-id=\"517s2\">So, here are some of the <a href=\"https:\/\/userpilot.com\/blog\/saas-onboarding-kpis\/\" target=\"_blank\" rel=\"noopener noreferrer\">SaaS onboarding KPIs<\/a> I recommend tracking:<\/p>\n<ul>\n<li><strong>Activation Rate:<\/strong> This highlights the percentage of users taking action to get value from your product.<\/li>\n<li><strong>Trial to Paid Conversion Rate:<\/strong> You use this metric to show how many of your trial users are turning into paying customers. Knowing this helps you forecast your revenue.<\/li>\n<li><strong>Feature Engagement:<\/strong> For evaluating how well users engage with your different product features.<\/li>\n<li><strong>Customer Onboarding Completion Rate:<\/strong> This is one of the most important indicators of the success of your <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding process<\/a>. It gives you an estimate of how long it takes users to complete their onboarding.<\/li>\n<li><strong>Customer Satisfaction Score: <\/strong>This tells you how well users fared during product tours. You can make use of a <a href=\"https:\/\/userpilot.com\/blog\/customer-satisfaction-survey-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer satisfaction survey<\/a> to get the data about this.<\/li>\n<\/ul>\n<p data-block-id=\"3r35v\">If your next question is \u201cHow to access such KPIs in Userpilot?\u201d Well, you\u2019d be happy to know Userpilot allows you to track multiple onboarding metrics (e.g., completion, step-by-step breakdown, average time to complete, etc.) through its analytics feature.<\/p>\n<p data-block-id=\"1r75l\">You can also filter results based on different categories (e.g., segments, companies, and time periods).<\/p>\n<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\/2025\/10\/flow-analytics-userpilot-1_ed1f898f74a0820e321dbc7f04a04cde_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/flow-analytics-userpilot-1_ed1f898f74a0820e321dbc7f04a04cde_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/flow-analytics-userpilot-1_ed1f898f74a0820e321dbc7f04a04cde_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/flow-analytics-userpilot-1_ed1f898f74a0820e321dbc7f04a04cde_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/flow-analytics-userpilot-1_ed1f898f74a0820e321dbc7f04a04cde_800.jpg\" alt=\"Performance analytics on Userpilot\" \/><\/picture><figcaption>Performance analytics on <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<p data-block-id=\"66ju6\">You can also run reports for different queries (e.g., <a href=\"https:\/\/userpilot.com\/blog\/user-path-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">paths<\/a>, funnels, trends, and retention). This will help you identify how many end users completed the product tour, where they got stuck, etc. Same as before, you can filter your results here, too.<\/p>\n<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\/2025\/10\/power-user-analysis_6f0ab371c96dff14394b27ed0cd98730_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/power-user-analysis_6f0ab371c96dff14394b27ed0cd98730_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/power-user-analysis_6f0ab371c96dff14394b27ed0cd98730_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/power-user-analysis_6f0ab371c96dff14394b27ed0cd98730_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/power-user-analysis_6f0ab371c96dff14394b27ed0cd98730_800.jpg\" alt=\"Userpilot's reporting feature\" \/><\/picture><figcaption>Reports in Userpilot.<\/figcaption><\/figure>\n<p data-block-id=\"a8un6\">Lastly, another way you can track user journeys and identify their behaviors is by using <a href=\"https:\/\/userpilot.com\/blog\/what-is-session-replay\/\" target=\"_blank\" rel=\"noopener noreferrer\">session replays<\/a> in Userpilot. This will track activities like page views, mouse movements, scroll depth, keystrokes, etc.<\/p>\n<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\/2025\/10\/collab-session-rec-userpilot_41c29bfdbc09ae554f567cfe681ae2f6_800.png 1x, https:\/\/images.storychief.com\/account_6827\/collab-session-rec-userpilot_41c29bfdbc09ae554f567cfe681ae2f6_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/collab-session-rec-userpilot_41c29bfdbc09ae554f567cfe681ae2f6_800.png 1x, https:\/\/images.storychief.com\/account_6827\/collab-session-rec-userpilot_41c29bfdbc09ae554f567cfe681ae2f6_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/collab-session-rec-userpilot_41c29bfdbc09ae554f567cfe681ae2f6_800.png\" alt=\"Session replay feature (Userpilot)\" \/><\/picture><figcaption>Session replay in <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h2 id=\"7sbjd\" data-block-id=\"7sbjd\">Inspiring user onboarding examples from SaaS companies<\/h2>\n<p data-block-id=\"1rhir\">To show you what user onboarding done right looks like, we\u2019ve highlighted two of our favorite SaaS <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-improve-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding examples<\/a>. Check it out.<\/p>\n<h3 id=\"4iitq\" data-block-id=\"4iitq\">Kommunicate\u2019s interactive onboarding experience<\/h3>\n<p data-block-id=\"8j4sn\">As a chat-based customer support tool suite, <a href=\"https:\/\/userpilot.com\/blog\/kommunicate-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Kommunicate<\/a> prioritizes feature adoption during its onboarding process. Here\u2019s how they do it:<\/p>\n<ul>\n<li><strong>Early wins:<\/strong> The core functionality of Kommunicate is its chatbot integration, and they make this an important part of their product tours. By ensuring new users add the integration button to their site, they unlock activation and feel a sense of accomplishment early in their onboarding journey.<\/li>\n<li><strong>Gradual engagement:<\/strong> They go on to slowly point users to explore the different product features, especially those paying customers. In 5-7 steps during onboarding, they deliver upfront value with core features loaded with benefits that their customers enjoy the most. This, in turn, boosts both their feature adoption rate and conversion rate.<\/li>\n<li><strong>Engaging interface:<\/strong> They make use of the right <a href=\"https:\/\/userpilot.com\/blog\/onboarding-ui-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">UI design<\/a> elements to make onboarding seamless and engaging for their users.<\/li>\n<\/ul>\n<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\/2025\/10\/kommunicates-interactive-walkthrough-onboarding-tour_62cea86a4c72bfd8b1c6b5686dced5bd.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/kommunicates-interactive-walkthrough-onboarding-tour_62cea86a4c72bfd8b1c6b5686dced5bd.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/kommunicates-interactive-walkthrough-onboarding-tour_62cea86a4c72bfd8b1c6b5686dced5bd.gif\" alt=\"Kommunicate's onboarding workflow\" \/><\/picture><figcaption>Source: Kommunicate.<\/figcaption><\/figure>\n<h3 id=\"93r53\" data-block-id=\"93r53\">Impala\u2019s in-app guidance with embedded videos<\/h3>\n<p data-block-id=\"ep5u7\">Faced with the challenge of creating a simple yet effective custom onboarding process, <a href=\"https:\/\/userpilot.com\/blog\/impala-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Impala<\/a> turned to Userpilot to create product tours. Here\u2019s what worked well for them:<\/p>\n<ul>\n<li><strong>Personalizing flows:<\/strong> Impala created different product tours for different users; their initial tour was for fundraisers. They created an interactive walkthrough and used different UI patterns (tooltips, modals, etc.) to prompt users to take action.<\/li>\n<li><strong>Gap identification:<\/strong> They used Userpilot\u2019s custom dashboards and reports to track users who completed the tour vs. those who didn\u2019t. Impala then retargeted the latter customers. They also used these reports to analyze customer behavior and find which steps\/paths they take.<\/li>\n<li><strong>In-app resource center:<\/strong> Impala deployed an on-demand resource center to help customers at friction points. They integrated with HubSpot and used different content formats to support this resource center.<\/li>\n<\/ul>\n<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\/2025\/10\/impala-onboarding-tour_bf477de87b6f4d6b3ce01c417292a3bf.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/impala-onboarding-tour_bf477de87b6f4d6b3ce01c417292a3bf.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/impala-onboarding-tour_bf477de87b6f4d6b3ce01c417292a3bf.gif\" alt=\"Impala's onboarding workflow\" \/><\/picture><figcaption>Impala\u2019s product tour.<\/figcaption><\/figure>\n<h2 id=\"3up4v\" data-block-id=\"3up4v\">Best tools for building an interactive onboarding tour<\/h2>\n<p data-block-id=\"ag62\">There are plenty of tools out there that promise to help you build onboarding tours, but not all of them are built for the same use case (or team size). Here are a few worth knowing:<\/p>\n<ul>\n<li><strong>UserGuiding:<\/strong> A solid, affordable digital adoption platform for early-stage startups or small teams. It covers the basics well and is priced accessibly for companies just starting out.<br \/>\n\ud83d\udcb0 <em>Starts at around $174\/month.<\/em><\/li>\n<li><strong>WalkMe:<\/strong> Designed for large enterprises, especially for employee onboarding on internal tools or complex platforms. It\u2019s powerful, but also heavy and more suited to IT-led teams.<br \/>\n\ud83d\udcb0 <em>Pricing is custom and on the higher end.<\/em><\/li>\n<li><strong>Userpilot:<\/strong> This is what we built for companies that want to create personalized, scalable onboarding experiences across both web and mobile apps.<br \/>\n\ud83d\udcb0 <em>Starts at $299\/month.<\/em><\/li>\n<\/ul>\n<p data-block-id=\"2okna\">Now, if you\u2019re serious about building onboarding tours that actually <em>drive adoption<\/em> and scale with your product, let me walk you through what Userpilot can do.<\/p>\n<ul>\n<li><strong>Multiple UI patterns:<\/strong> To make your product tours engaging, you can use different UI patterns on different apps. For example, on web apps, you can leverage modals, slideouts, tooltips, and driven actions. On mobile apps, you can use slideouts and carousels.<\/li>\n<\/ul>\n<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\/2025\/10\/userpilot-onboarding-builder_763069759265fc4590c87f48023e6cdc_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-onboarding-builder_763069759265fc4590c87f48023e6cdc_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-onboarding-builder_763069759265fc4590c87f48023e6cdc_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-onboarding-builder_763069759265fc4590c87f48023e6cdc_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-onboarding-builder_763069759265fc4590c87f48023e6cdc_800.jpg\" alt=\"UI patterns in Userpilot\" \/><\/picture><figcaption>UI patterns in <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<ul>\n<li><strong>Segmentation and triggering:<\/strong> You can create <a href=\"https:\/\/docs.userpilot.com\/article\/283-triggering-and-targeting-flows\" target=\"_blank\" rel=\"noopener noreferrer\">event or page-specific triggers<\/a> to drive actions. For example, if a customer visits your reporting page, you can show them a tooltip on how to access reports. You can also segment your audience, so only the right users are targeted.<\/li>\n<li><strong>No-code A\/B testing:<\/strong> Userpilot allows three types of A\/B tests, which allow you to optimize your onboarding tour content. The best part? You can also specify goals, zoom in on your test audience, and set a deadline at your own pace.<\/li>\n<li><strong>Native flow analytics:<\/strong> Through this feature, you can find how many users started your onboarding process vs. how many completed it or dismissed it, alongside the average completion time. You can also filter replies based on user segments and timelines.<\/li>\n<li><strong>Reporting features:<\/strong> We provide <a href=\"https:\/\/docs.userpilot.com\/category\/277-analysis\" target=\"_blank\" rel=\"noopener noreferrer\">comprehensive reporting<\/a> on different aspects of our product tour (e.g., funnels, paths, trends, session replays, autocapture, activity metrics, etc.). This, in turn, allows you to scale and optimize your performance.<\/li>\n<\/ul>\n<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\/2025\/10\/product-usage-dashboard-userpilot_9f4dea1440bc94d1074012fd5870e62d_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/product-usage-dashboard-userpilot_9f4dea1440bc94d1074012fd5870e62d_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/product-usage-dashboard-userpilot_9f4dea1440bc94d1074012fd5870e62d_800.png\" alt=\"Product usage analytics in Userpilot\" \/><\/picture><figcaption>Product performance dashboard on <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h2 id=\"f46ps\" data-block-id=\"f46ps\">Enhance user experience with Userpilot\u2019s onboarding tour!<\/h2>\n<p data-block-id=\"7pop0\">There\u2019s no one-size-fits-all onboarding tour. What works for one user might completely miss the mark for another. And that\u2019s exactly why generic, linear tours fall flat.<\/p>\n<p data-block-id=\"c6rof\">Onboarding today needs to be interactive, personalized, and backed by data, with built-in A\/B testing, flexible segmentation, and real-time feedback to guide every decision.<\/p>\n<p data-block-id=\"8a7c\">That\u2019s the kind of onboarding we believe in, and the kind we\u2019ve built Userpilot to deliver. If that sounds like what you need, <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">book a demo<\/a> today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Let\u2019s face it: an onboarding tour is a key to unlocking your product&#8217;s sustainable growth. Not only can it make or mar the first impression users have about your product, but it\u2019s also the first channel for obtaining real-time product feedback for your product teams.<\/p>\n","protected":false},"author":64,"featured_media":279260,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[48],"tags":[306,49,291,6979,339,50,275],"class_list":["post-16480","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-customer-onboarding","tag-onboarding-experience","tag-onboarding-software","tag-onboarding-tour","tag-product-tour","tag-user-onboarding","tag-user-onboarding-software"],"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>How to Create Onboarding Tours with Userpilot<\/title>\n<meta name=\"description\" content=\"A good onboarding tour drives users to the activation point quickly and helps users experience value. Learn how to design an onboarding experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/userpilot.com\/blog\/onboarding-tour\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create Onboarding Tours with Userpilot\" \/>\n<meta property=\"og:description\" content=\"A good onboarding tour drives users to the activation point quickly and helps users experience value. 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