{"id":183038,"date":"2024-04-24T19:33:25","date_gmt":"2024-04-24T19:33:25","guid":{"rendered":"https:\/\/userpilot.com\/blog\/how-does-userpilot-implementation-work\/"},"modified":"2026-04-08T20:14:10","modified_gmt":"2026-04-08T20:14:10","slug":"how-does-userpilot-implementation-work","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/how-does-userpilot-implementation-work\/","title":{"rendered":"How Does Userpilot Implementation Work? A Step-By-Step Guide"},"content":{"rendered":"<p>How does <a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a> implementation work? Does it require technical expertise from the <a href=\"https:\/\/userpilot.com\/role\/product-management\" target=\"_blank\" rel=\"noopener noreferrer\">product team<\/a>?<\/p>\n<p>Read our step-by-step guide to find out how to install it on your app.<\/p>\n<h2>How does Userpilot implementation work (short summary)<\/h2>\n<ul>\n<li>Userpilot is a product growth platform that enables customers to create in-app experiences to <a href=\"https:\/\/userpilot.com\/blog\/increase-user-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\">drive user engagement<\/a>. It also offers <a href=\"https:\/\/userpilot.com\/blog\/introducing-userpilot-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">analytics <\/a>and feedback capabilities to enable teams to make <a href=\"https:\/\/userpilot.com\/blog\/data-driven-insights\/\" target=\"_blank\" rel=\"noopener noreferrer\">data-driven <\/a>product decisions.<\/li>\n<li>With Userpilot, you can create a layer of in-app experiences. They are superimposed on your product UI and provide contextual <a href=\"https:\/\/userpilot.com\/blog\/in-app-guidance-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">guidance <\/a>to end users based on their in-app <a href=\"https:\/\/userpilot.com\/blog\/user-behavioral-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">behavior <\/a>and use cases.<\/li>\n<li>The Userpilot implementation process consists of 4 steps:<\/li>\n<\/ul>\n<ol type=\"1\">\n<li>Create a new account or sign into your account with existing credentials.<\/li>\n<li>Install the browser extension from the Chrome extension store.<\/li>\n<li>Install the Userpilot code on your app using one of the 4 methods: add JS snippets to your app pages, install it from Segment or from Google Tag Manager, or use NPM to install it as a node module.<\/li>\n<li>Create your first in-app experience from the Chrome extension <a href=\"https:\/\/userpilot.com\/blog\/no-code-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">without any coding<\/a>.<\/li>\n<\/ol>\n<ul>\n<li>Want to find out more about <a href=\"https:\/\/userpilot.com\/blog\/userpilot-features\/\">Userpilot features or<\/a> the implementation process? <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Book the demo!<\/a><\/li>\n<\/ul>\n<h2 id=\"8ima7\">What is Userpilot?<\/h2>\n<p>Userpilot is a product growth platform. It caters to <a href=\"https:\/\/userpilot.com\/blog\/b2b-marketing-team-structure\/\" target=\"_blank\" rel=\"noopener noreferrer\">marketing<\/a>, customer success, design, and product teams at medium-sized and large SaaS B2B companies. Its clients include Raiffeisen, DHL, iFood, Zuora, and many more.<\/p>\n<p>It enables companies to create interactive in-app <a href=\"https:\/\/userpilot.com\/blog\/new-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">user onboarding <\/a>experiences to drive product and <a href=\"https:\/\/userpilot.com\/blog\/feature-adoption-101\/\" target=\"_blank\" rel=\"noopener noreferrer\">feature adoption<\/a>, track user behavior over time, and collect customer feedback seamlessly. There&#8217;s also a resource center functionality for on-demand <a href=\"https:\/\/userpilot.com\/blog\/self-service-software-model\/\" target=\"_blank\" rel=\"noopener noreferrer\">self-service<\/a> user support.<\/p>\n<h2 id=\"a61lp\">How does Userpilot work?<\/h2>\n<p>Imagine logging into a digital product for the first time and seeing nothing but a <a href=\"https:\/\/userpilot.com\/blog\/blank-slate-ui-design-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">blank screen<\/a>. Maybe just a drop-down menu at the top.<\/p>\n<p>How difficult would you find it to start using this app? Would you even try?<\/p>\n<p>Many people wouldn&#8217;t.<\/p>\n<p>Userpilot solves this problem. You can use it to build a layer with<a href=\"https:\/\/userpilot.com\/blog\/onboarding-ux-patterns\/\" target=\"_blank\" rel=\"noopener noreferrer\"> in-app patterns<\/a> onto your web UI and guide new users to <a href=\"https:\/\/userpilot.com\/blog\/user-activation-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation <\/a>and adoption.<\/p>\n<p>For instance, many teams start the process with a<a href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"> welcome screen <\/a>and survey. This is to greet users and <a href=\"https:\/\/userpilot.com\/blog\/needs-based-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segment them based on their use cases<\/a>.<\/p>\n<p>The survey responses trigger <a href=\"https:\/\/userpilot.com\/blog\/personalization-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalized <\/a>interactive walkthroughs and <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklists <\/a>which help users discover the relevant features and experience <a href=\"https:\/\/userpilot.com\/blog\/product-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">product value<\/a>. This is essential for users to adopt the product as a solution to their problems and become <a href=\"https:\/\/userpilot.com\/blog\/customer-loyalty\/\" target=\"_blank\" rel=\"noopener noreferrer\">loyal <\/a>customers.<\/p>\n<p>The <a href=\"https:\/\/userpilot.com\/blog\/in-app-survey-design-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app surveys<\/a> are also for feedback collection. You can use them to<a href=\"https:\/\/userpilot.com\/blog\/how-to-measure-customer-satisfaction\/\" target=\"_blank\" rel=\"noopener noreferrer\"> track customer satisfaction<\/a>, understand user needs, wants, and <a href=\"https:\/\/userpilot.com\/blog\/customer-pain-points\/\" target=\"_blank\" rel=\"noopener noreferrer\">pain points<\/a>, and gather <a href=\"https:\/\/userpilot.com\/blog\/customer-requests\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer requests<\/a>.<\/p>\n<p>Finally, Userpilot offers in-depth <a href=\"https:\/\/userpilot.com\/blog\/introducing-userpilot-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">analytics<\/a>. They allow you to analyze event data to gain valuable insights into user behavior at different stages in the <a href=\"https:\/\/userpilot.com\/blog\/user-journey-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">user journey<\/a>. It also supports <a href=\"https:\/\/userpilot.com\/blog\/userpilot-integrations\/\" target=\"_blank\" rel=\"noopener noreferrer\">integrations <\/a>with other analytics tools, like Google Analytics, for a comprehensive picture of <a href=\"https:\/\/userpilot.com\/blog\/customer-interactions-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer interactions <\/a>with your brand.<\/p>\n<p>The result? You can make <a href=\"https:\/\/userpilot.com\/blog\/data-driven-insights\/\" target=\"_blank\" rel=\"noopener noreferrer\">data-driven <\/a>product development decisions and identify opportunities for <a href=\"https:\/\/userpilot.com\/blog\/customer-experience-improvement\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer experience improvement<\/a>.<\/p>\n<p>The analytics also allow you to target end users with bespoke <a href=\"https:\/\/userpilot.com\/blog\/onboarding-flow-best-practices\" target=\"_blank\" rel=\"noopener noreferrer\">flows <\/a>based on their in-app behavior.<\/p>\n<p>Here&#8217;s the real kicker:<\/p>\n<p>Userpilot is a <a href=\"https:\/\/userpilot.com\/blog\/no-code-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">no-code solution<\/a>. So even non-technical team members can use all the features without help from developers or data scientists.<\/p>\n<h2 id=\"7prnp\">How to implement Userpilot?<\/h2>\n<p>The only part that requires a bit of technical expertise is Userpilot implementation. However, for such a powerful tool, it&#8217;s still very straightforward. Here&#8217;s our 4-step guide.<\/p>\n<h3 id=\"4eil4\">1. Create a new account or log in to an existing Userpilot account<\/h3>\n<p>Head to the Userpilot website and click on <a href=\"https:\/\/run.userpilot.io\/signup?__hstc=119483606.a268341ac407e57a67c7bb3af2b4e794.1696864658764.1713219341123.1713260373749.271&amp;__hssc=119483606.1.1713260373749&amp;__hsfp=3373723420\" target=\"_blank\" rel=\"noopener noreferrer\">Free Trial<\/a> in the menu.<\/p>\n<p>This takes you to the <a href=\"https:\/\/userpilot.com\/blog\/sign-up-page-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">sign-up page<\/a>, where you can create a new account. Provide your work email address, and first and second name, and choose a password.<\/p>\n<p>Already have an active account?<\/p>\n<p>On the main page, click on Login instead of Free Trial. Use your login details to sign in.<\/p>\n<p>For enterprise plan users, Userpilot offers single sign-on (SSO).<\/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\/2026\/02\/userpilot-signin-userpilot-implementation_f89dec508b446f1ef1e21cd877fc391a_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-signin-userpilot-implementation_f89dec508b446f1ef1e21cd877fc391a_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-signin-userpilot-implementation_f89dec508b446f1ef1e21cd877fc391a_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-signin-userpilot-implementation_f89dec508b446f1ef1e21cd877fc391a_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-signin-userpilot-implementation_f89dec508b446f1ef1e21cd877fc391a_800.png\" alt=\"Userpilot implementation, step 1: Sign into Userpilot\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot <\/a>implementation, step 1: Sign in to Userpilot.<\/figcaption><\/figure>\n<h3 id=\"f4cj8\">2. Install the Userpilot Chrome extension<\/h3>\n<p>To tag features, create events, or design in-app experiences in Userpilot, you need the Chrome extension. You can find it in the <a href=\"https:\/\/chromewebstore.google.com\/detail\/userpilot\/ecmjjdafjebhegfhjincbdhgfonpibfm\" target=\"_blank\" rel=\"noopener noreferrer\">Chrome Web Store<\/a>.<\/p>\n<p>Once you&#8217;re there, click Add to Chrome and confirm the operation.<\/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\/2026\/02\/userpilot-chrome-extension-userpilot-implementation_a01073c8f82b7b88f67a918946911db0_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-chrome-extension-userpilot-implementation_a01073c8f82b7b88f67a918946911db0_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-chrome-extension-userpilot-implementation_a01073c8f82b7b88f67a918946911db0_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-chrome-extension-userpilot-implementation_a01073c8f82b7b88f67a918946911db0_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-chrome-extension-userpilot-implementation_a01073c8f82b7b88f67a918946911db0_800.png\" alt=\"Userpilot implementation, step 2: Install the Userpilot Chrome extension\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot <\/a>implementation, step 2: Install the Userpilot Chrome extension.<\/figcaption><\/figure>\n<h3 id=\"aastp\">3. Install Userpilot on your app<\/h3>\n<p>The most technical part of implementation is the installation of Userpilot on your app.<\/p>\n<p>There are four methods to install Userpilot:<\/p>\n<h4 id=\"9gvk\"><strong>Javascript<\/strong><\/h4>\n<p>You add a JS snippet to each page of your app, before &lt;\/head&gt;.<\/p>\n<h4 id=\"dca96\"><strong>Segment<\/strong><\/h4>\n<p>Userpilot offers a <a href=\"https:\/\/docs.userpilot.com\/article\/168-segment-integration-user-guide\" target=\"_blank\" rel=\"noopener noreferrer\">Segment integration<\/a> that allows you to sync Segment data with Userpilot content. And install Userpilot from Segment.<\/p>\n<p>To do so, sign in to Segment and install it on your app.<\/p>\n<p>Next, create a source on Segment, and <strong>add your website URL<\/strong> (where you want to install the analytics.js).<\/p>\n<p>Finally, head over to <strong>Catalog <\/strong>and finish installing Userpilot as a destination.<\/p>\n<h4 id=\"91ats\"><strong>Google Tag Manager<\/strong><\/h4>\n<p>GTM is another <a href=\"https:\/\/userpilot.com\/blog\/userpilot-integrations\/\" target=\"_blank\" rel=\"noopener noreferrer\">integration<\/a> that enables easy Userpilot installation. To do so, you first install GTM code into your app &#8211; this process is fairly straightforward.<\/p>\n<h4 id=\"f9c3d\"><strong>NPM<\/strong><\/h4>\n<p>For applications running on Single Application frameworks, like Angular or React, you can use NPM (Node Package Manager) to install Userpilot as a node module.<\/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\/2026\/02\/userpilot-installation-userpilot-implementation_2e43120e455b0df6e0d94567e4d251c5_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-installation-userpilot-implementation_2e43120e455b0df6e0d94567e4d251c5_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-installation-userpilot-implementation_2e43120e455b0df6e0d94567e4d251c5_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-installation-userpilot-implementation_2e43120e455b0df6e0d94567e4d251c5_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/userpilot-installation-userpilot-implementation_2e43120e455b0df6e0d94567e4d251c5_800.png\" alt=\"Userpilot implementation, step 3: Install Userpilot using one of the methods\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot <\/a>implementation, step 3: Install Userpilot using one of the methods.<\/figcaption><\/figure>\n<p>If you get stuck at any stage of the installation process, get in touch with the support team, and they will sort you out in no time.<\/p>\n<h3 id=\"7l0rg\">4. Create your first in-app experience to boost user engagement<\/h3>\n<p>Once the installation is complete, you can create <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-improve-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive walkthroughs<\/a> and other in-app experiences to drive user adoption. You do it from the Chrome extension, the process is fairly <a href=\"https:\/\/userpilot.com\/blog\/intuitive-product-design\/\" target=\"_blank\" rel=\"noopener noreferrer\">intuitive<\/a>.<\/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\/2026\/02\/welcome-screen-userpilot-implementation_f548189dacba67302f5d84448f5e844f_800.png 1x, https:\/\/images.storychief.com\/account_6827\/welcome-screen-userpilot-implementation_f548189dacba67302f5d84448f5e844f_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/welcome-screen-userpilot-implementation_f548189dacba67302f5d84448f5e844f_800.png 1x, https:\/\/images.storychief.com\/account_6827\/welcome-screen-userpilot-implementation_f548189dacba67302f5d84448f5e844f_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/welcome-screen-userpilot-implementation_f548189dacba67302f5d84448f5e844f_800.png\" alt=\"Userpilot implementation, step 4: Create the first in-app experience\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot <\/a>implementation, step 4: Create the first in-app experience.<\/figcaption><\/figure>\n<h2 id=\"81b4f\">Conclusion<\/h2>\n<p>Userpilot implementation requires a little technical knowledge but the process is far from complex. Your developer can get it done swiftly using one of the 4 installation methods.<\/p>\n<p>Once this is done, all your team members can start creating onboarding experiences, tracking user behavior, and sending in-app surveys, no matter how little technical expertise they have.<\/p>\n<p>To find out more about Userpilot and its capabilities, <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">book the demo!<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Userpilot implementation requires a little technical knowledge but the process is far from complex. Your developer can get it done swiftly using one of the 4 installation methods. Once this is done, all your team members can start creating onboarding experiences, tracking user behavior and sending in-app surveys, no matter how little technical expertise they have.<\/p>\n","protected":false},"author":56,"featured_media":183040,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[214],"tags":[5140,795,49,404,316,6113],"class_list":["post-183038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-management","tag-in-app-behavior","tag-in-app-experience","tag-onboarding-experience","tag-product-team","tag-user-engagement","tag-userpilot-implementation"],"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 Does Userpilot Implementation Work? 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Read to find out how to install it on your app and start creating in-app experiences.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/userpilot.com\/blog\/how-does-userpilot-implementation-work\/\" \/>\n<meta property=\"og:site_name\" content=\"Thoughts about Product Adoption, User Onboarding and Good UX | Userpilot Blog\" \/>\n<meta property=\"article:published_time\" content=\"2024-04-24T19:33:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-08T20:14:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/04\/how-does-userpilot-implementation-worka-step-by-step-guide_feb99c162daa78cd0ffaea0b32f71464_2000.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1876\" \/>\n\t<meta property=\"og:image:height\" content=\"1228\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Saffa Faisal\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Saffa Faisal\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/userpilot.com\/blog\/how-does-userpilot-implementation-work\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/how-does-userpilot-implementation-work\/\"},\"author\":{\"name\":\"Saffa Faisal\",\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/5c50b3bd5418ac8167f909e10a6dc1da\"},\"headline\":\"How Does Userpilot Implementation Work? 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