{"id":1896,"date":"2019-01-29T14:02:42","date_gmt":"2019-01-29T14:02:42","guid":{"rendered":"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/"},"modified":"2026-04-03T08:38:20","modified_gmt":"2026-04-03T08:38:20","slug":"personalize-user-onboarding-experience","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/","title":{"rendered":"Personalized Onboarding: 10 Ways to Set Your Users Up For Success"},"content":{"rendered":"<p>One way to ensure customers stick to your product is to provide personalized onboarding experiences.<\/p>\n<p>When users can see that your tool was made just for them, it motivates them to continue engaging and unlock the full potential of your product.<\/p>\n<p>How do you go about it?<\/p>\n<h2 id=\"ae54i\"><strong>What is personalized onboarding?<\/strong><\/h2>\n<p>Personalized onboarding involves understanding users and tailoring the onboarding experience to their individual needs and goals.<\/p>\n<p>It&#8217;s like having a welcome guide <a href=\"https:\/\/userpilot.com\/blog\/personalized-onboarding-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">written just for you<\/a>, highlighting the things that matter most to you and guiding you through the process in a way that&#8217;s most helpful and convenient <em>for you<\/em>.<\/p>\n<h2 id=\"28mah\"><strong>Why should you implement a personalized onboarding process?<\/strong><\/h2>\n<p>Everyone knows it\u2019s comparatively easier to implement a one-size-fits-all <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\">user onboarding<\/a> process than to spend time and resources creating personalized experiences.<\/p>\n<p>But is onboarding personalization worth it?<\/p>\n<p>Here are four reasons the answer is a solid <strong>yes:<\/strong><\/p>\n<ul>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/time-to-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">Shorten the time to value (TTV)<\/a><\/strong>: By showing users features most relevant to their use case and experience, you cut to the chase and shorten the time to value. The trial user wouldn\u2019t need to spend time mindlessly going through onboarding flows before they realize your tool can solve their problems.<\/li>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/drive-product-adoption\/\" target=\"_blank\" rel=\"noopener noreferrer\">Increase product adoption<\/a><\/strong>: Through personalized onboarding, users embark on learning paths specifically designed for their roles or preferences. This targeted approach simplifies the learning curve and encourages users to explore and adopt more features. The result is a higher level of product adoption across a diverse user base.<\/li>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/user-retention\/\" target=\"_blank\" rel=\"noopener noreferrer\">Improve customer retention<\/a><\/strong>: Day-one churn is real, and most of it results from bad onboarding. Imagine you\u2019re a seasoned designer looking to explore low-fidelity wireframing tools that will make your work easier. You find one and sign up. The onboarding pushes pre-made templates as the primary way to start wireframing, whereas you need a tool that gives you the freedom to sketch unique layouts and ideas. Feeling restricted by cookie-cutter templates, you may abandon the tool because you assume it doesn\u2019t have what you need. However, if they had collected your data upfront and tailored the onboarding process to your experience level and needs, you\u2019d have been more likely to stick for longer.<\/li>\n<li><strong>Create stronger customer-company relationships<\/strong>: By tailoring communication, addressing specific needs, and offering relevant assistance, you demonstrate a commitment to the success and <a href=\"https:\/\/userpilot.com\/blog\/improve-customer-satisfaction\/\" target=\"_blank\" rel=\"noopener noreferrer\">satisfaction<\/a> of each customer. This personalized approach lays the foundation for enduring and positive customer-company relationships.<\/li>\n<\/ul>\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<h2 id=\"4f1fh\"><strong>10 ways to create a personalized onboarding experience<\/strong><\/h2>\n<p>This section breaks down strategies for creating a personalized onboarding experience and reaping its benefits:<\/p>\n<h3 id=\"442mt\"><strong>1. Segment new users according to their JTBDs<\/strong><\/h3>\n<p>Identifying the &#8220;jobs&#8221; or tasks users want to accomplish with your product makes it easy to create tailored user onboarding experiences to meet these needs.<\/p>\n<p>How to do it?<\/p>\n<p>Create a welcome survey asking users about their roles, experience levels, use cases, and other relevant questions. Then, segment them with a tool like <a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a> and trigger a personalized onboarding flow to help them complete their jobs-to-be-done.<\/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\/new-user-segmentation-personalized-onboarding_701f0d56384f2bc125635a6016bb05a9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/new-user-segmentation-personalized-onboarding_701f0d56384f2bc125635a6016bb05a9_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/new-user-segmentation-personalized-onboarding_701f0d56384f2bc125635a6016bb05a9_800.png 1x, https:\/\/images.storychief.com\/account_6827\/new-user-segmentation-personalized-onboarding_701f0d56384f2bc125635a6016bb05a9_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/new-user-segmentation-personalized-onboarding_701f0d56384f2bc125635a6016bb05a9_800.png\" alt=\"new-user-segmentation-personalized-onboarding\" \/><\/picture><figcaption>Segment users and trigger tailored onboarding experiences.<\/figcaption><\/figure>\n<h3 id=\"7t1r9\"><strong>2. Send personalized onboarding emails to new users<\/strong><\/h3>\n<p>Most SaaS companies have <a href=\"https:\/\/userpilot.com\/blog\/email-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding email sequences<\/a>. Done well, that&#8217;s a good strategy to drive early engagement. However, generic emails won&#8217;t do much. From addressing users by their names to sending relevant onboarding materials based on the actions the user performs in-app, ensure your content is tailored to the user&#8217;s use case.<\/p>\n<p>Take advantage of Userpilot&#8217;s segmentation feature to group your audience into different user segments based on the data you have on them.<\/p>\n<p>If you use Hubspot, you can even make it better. By <a href=\"https:\/\/userpilot.com\/blog\/userpilot-hubspot-integration\/\" target=\"_blank\" rel=\"noopener noreferrer\">integrating Userpilot with Hubspot<\/a>, you can create a more granular segmentation and get personalized.<\/p>\n<p>For example, you can segment users based on Hubspot&#8217;s contact or company properties and speak directly to their needs and preferences.<\/p>\n<p>Have at least one actionable CTA in your emails that redirects users to your app.<\/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\/asana-personalized-onboarding_93a8a073a5c3f1ceee3ddf6233d24036_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/asana-personalized-onboarding_93a8a073a5c3f1ceee3ddf6233d24036_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/asana-personalized-onboarding_93a8a073a5c3f1ceee3ddf6233d24036_800.jpg\" alt=\"asana-personalized-onboarding\" \/><\/picture><figcaption>Asana&#8217;s welcome email.<\/figcaption><\/figure>\n<h3 id=\"46pf8\"><strong>3. Use a checklist to display relevant onboarding tasks<\/strong><\/h3>\n<p>Tailor the <a href=\"https:\/\/userpilot.com\/blog\/new-client-onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklist<\/a> to highlight tasks aligned with users&#8217; goals and boost onboarding completion.<\/p>\n<p>Aside from the personalization here, checklists are generally effective because they trigger the Zeigarnik effect\u2014a psychological phenomenon where people tend to remember uncompleted or interrupted tasks better than completed tasks.<\/p>\n<p>Users are motivated to tick off every item on the list because they can see what&#8217;s completed and the number of tasks left.<\/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\/onboarding-checklist-personalized-onboarding_3edf00e4ad8590d36d86bf64bd1e62a4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/onboarding-checklist-personalized-onboarding_3edf00e4ad8590d36d86bf64bd1e62a4_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/onboarding-checklist-personalized-onboarding_3edf00e4ad8590d36d86bf64bd1e62a4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/onboarding-checklist-personalized-onboarding_3edf00e4ad8590d36d86bf64bd1e62a4_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/onboarding-checklist-personalized-onboarding_3edf00e4ad8590d36d86bf64bd1e62a4_800.png\" alt=\"onboarding-checklist-personalized-onboarding\" \/><\/picture><figcaption>Create checklists as part of your strategy for onboarding personalization.<\/figcaption><\/figure>\n<h3 id=\"5jjk\"><strong>4. Trigger an interactive product walkthrough in-app<\/strong><\/h3>\n<p>As effective as walkthroughs are, generic ones can be overwhelming and frustrating. Your new user has no business going over secondary or tertiary features during the initial user onboarding process. They can explore these parts of your tool later.<\/p>\n<p>Onboard users by prompting personalized walkthroughs relevant to each segment&#8217;s use case. You can pair your walkthroughs with checklists for better effect\u2014have the checklist to guide users, then trigger an <a href=\"https:\/\/userpilot.com\/blog\/app-walkthrough\/\" target=\"_blank\" rel=\"noopener noreferrer\">interactive walkthrough<\/a> for each key task the user wants to perform.<\/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\/interactive-walkthroughs-personalized-onboarding_6a7392a0c240ef1b27ae38f7237f8952_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/interactive-walkthroughs-personalized-onboarding_6a7392a0c240ef1b27ae38f7237f8952_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/interactive-walkthroughs-personalized-onboarding_6a7392a0c240ef1b27ae38f7237f8952_800.png\" alt=\"interactive-walkthroughs-personalized-onboarding\" \/><\/picture><figcaption>Interactive walkthrough example from Kommunicate.<\/figcaption><\/figure>\n<h3 id=\"bm2cl\"><strong>5. Help users get the most out of your product with demos<\/strong><\/h3>\n<p>Invite users to book a demo with a product specialist.<\/p>\n<p>A demo call allows users to learn the tool live, ask questions, and get immediate responses. The product specialist can also counter any objection the user might have. In the end, this personalized interaction will increase user motivation and interest in your product.<\/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\/book-product-demo-userpilot-personalized-onboarding_a82b3422846ef92d5000c43d12ae901a_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/book-product-demo-userpilot-personalized-onboarding_a82b3422846ef92d5000c43d12ae901a_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/book-product-demo-userpilot-personalized-onboarding_a82b3422846ef92d5000c43d12ae901a_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/book-product-demo-userpilot-personalized-onboarding_a82b3422846ef92d5000c43d12ae901a_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/book-product-demo-userpilot-personalized-onboarding_a82b3422846ef92d5000c43d12ae901a_800.jpg\" alt=\"book-product-demo-userpilot-personalized-onboarding\" \/><\/picture><\/figure>\n<h3 id=\"2ruj3\"><strong>6. Track feature usage to identify complementary features<\/strong><\/h3>\n<p>You&#8217;ve identified your user needs and JTDBs and segmented them into different groups. It&#8217;s time to go deeper.<\/p>\n<p>For each segment, <a href=\"https:\/\/userpilot.com\/blog\/click-tracking-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">track<\/a> their engagement levels and observe what core features they use regularly. Based on that information, identify complementary features to help them achieve their goals better and faster.<\/p>\n<p>For example, imagine you have a PM tool and new users actively use your core feature to add tasks and assign deadlines.<\/p>\n<p>You could recommend templates and automation tools they can use to streamline repetitive tasks and save time. This will help users achieve better team organization and efficiency, boosting their confidence in your product.<\/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\/feature-events-reports-userpilot-personalized-onboarding_d37d31d71601be590c7593f0c1dc2961_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/feature-events-reports-userpilot-personalized-onboarding_d37d31d71601be590c7593f0c1dc2961_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/feature-events-reports-userpilot-personalized-onboarding_d37d31d71601be590c7593f0c1dc2961_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/feature-events-reports-userpilot-personalized-onboarding_d37d31d71601be590c7593f0c1dc2961_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/feature-events-reports-userpilot-personalized-onboarding_d37d31d71601be590c7593f0c1dc2961_800.jpg\" alt=\"feature-events-reports-userpilot-personalized-onboarding\" \/><\/picture><figcaption>Track features and events with ease.<\/figcaption><\/figure>\n<h3 id=\"6vju5\"><strong>7. Drive value with webinars<\/strong><\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/leverage-webinars-engagement-todd-parmley\/\" target=\"_blank\" rel=\"noopener noreferrer\">Host regular webinars<\/a> to help current and new users derive more value from your product.<\/p>\n<p>Ensure the webinars are engaging and super educative to have users looking forward to more. You can even invite some of your power users occasionally. They&#8217;ll come to discuss how they used your product to achieve certain goals and how new customers can do the same.<\/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\/webinars-personalized-onboarding_0d386461e2fb7e0eabf2c372e73b3b9e_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/webinars-personalized-onboarding_0d386461e2fb7e0eabf2c372e73b3b9e_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/webinars-personalized-onboarding_0d386461e2fb7e0eabf2c372e73b3b9e_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/webinars-personalized-onboarding_0d386461e2fb7e0eabf2c372e73b3b9e_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/webinars-personalized-onboarding_0d386461e2fb7e0eabf2c372e73b3b9e_800.jpg\" alt=\"webinars-personalized-onboarding\" \/><\/picture><\/figure>\n<h3 id=\"80g6g\"><strong>8. Offer self-service support with a resource center<\/strong><\/h3>\n<p>Create an easy-to-access <a href=\"https:\/\/userpilot.com\/blog\/in-app-resource-center\/\" target=\"_blank\" rel=\"noopener noreferrer\">resource center<\/a> for new and existing users. This will allow them to troubleshoot issues and learn the product on their own\u2014think of it as extended, on-demand onboarding.<\/p>\n<p>Enrich your resource center with short video tutorials, FAQs, help articles, case studies, and other relevant resources you have. It&#8217;s also important that you include a link to your live chat or email for when users need to speak with you.<\/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-personalized-onboarding_455df3236b88027ad1aab1e18e7dedad_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-resource-center-personalized-onboarding_455df3236b88027ad1aab1e18e7dedad_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-resource-center-personalized-onboarding_455df3236b88027ad1aab1e18e7dedad_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-resource-center-personalized-onboarding_455df3236b88027ad1aab1e18e7dedad_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-resource-center-personalized-onboarding_455df3236b88027ad1aab1e18e7dedad_800.png\" alt=\"userpilot-resource-center-personalized-onboarding\" \/><\/picture><\/figure>\n<h3 id=\"85s1\"><strong>9. Collect customer feedback to improve overall customer satisfaction<\/strong><\/h3>\n<p>Actively solicit feedback through surveys strategically triggered at different points in the user onboarding journey.<\/p>\n<p>Your goal with these <a href=\"https:\/\/userpilot.com\/blog\/user-feedback-survey-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">feedback surveys<\/a> is to gather insights on pain points, confusion, and suggestions for improvement. Analyze the responses by user segments to understand specific needs and address them systematically.<\/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\/survey-personalized-onboarding_239c31093fc71f5dee31fd2339e4d941_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-personalized-onboarding_239c31093fc71f5dee31fd2339e4d941_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-personalized-onboarding_239c31093fc71f5dee31fd2339e4d941_800.jpg\" alt=\"survey-personalized-onboarding\" \/><\/picture><figcaption>Collect user feedback at scale.<\/figcaption><\/figure>\n<h3 id=\"5s7st\"><strong>10. Replicate happy paths for new customers<\/strong><\/h3>\n<p>Conduct <a href=\"https:\/\/userpilot.com\/blog\/user-path-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">path analysis<\/a> to identify the different paths users take to accomplish a specific task.<\/p>\n<p>Do this for each user segment and identify the most successful journeys where users achieve their goals and express high satisfaction.<\/p>\n<p>Analyze the steps they took and the features they used. Leverage this data to replicate these &#8220;<a href=\"https:\/\/userpilot.com\/blog\/happy-path-ux\/\" target=\"_blank\" rel=\"noopener noreferrer\">happy paths<\/a>&#8221; for new users, increasing their chances of success and boosting overall satisfaction.<\/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\/path-analysis-personalized-onboarding_d6658d1fd4cdabc574c1255744ba063b_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/path-analysis-personalized-onboarding_d6658d1fd4cdabc574c1255744ba063b_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/path-analysis-personalized-onboarding_d6658d1fd4cdabc574c1255744ba063b_800.jpg\" alt=\"path-analysis-personalized-onboarding\" \/><\/picture><figcaption>Conduct path analysis and discover other ways to track user engagement.<\/figcaption><\/figure>\n<h2 id=\"2tgmn\"><strong>Examples of personalized user onboarding experiences from SaaS companies<\/strong><\/h2>\n<p>Next, we&#8217;ll go over <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">examples<\/a> from some popular SaaS companies. You&#8217;ll see how they personalized their onboarding flow, what makes it effective, and how you can implement the same for your company.<\/p>\n<h3 id=\"fv1lg\"><strong>Toggl&#8217;s welcome email to onboard new users<\/strong><\/h3>\n<p>Toggl&#8217;s welcome<a href=\"https:\/\/userpilot.com\/blog\/data-driven-email-marketing\/\" target=\"_blank\" rel=\"noopener noreferrer\"> email<\/a> subtly boasts of its 5+ million users to show the new customer some social proof\u2014<em>&#8220;it must work if that number of people are using it.&#8221;<\/em><\/p>\n<p>Next, the email features a prominent and the most important CTA just after the second paragraph. Redirecting users back to your platform is essential because some of them\u2014especially uninvested freemium users\u2014will sign up and forget about your tool for days.<\/p>\n<p>Toggle ends the email listing secondary steps for a successful onboarding experience.<\/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\/toggl-email-example-personalized-onboarding_1b3a7dd3b01d7f18cc9a90c54f12e397_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/toggl-email-example-personalized-onboarding_1b3a7dd3b01d7f18cc9a90c54f12e397_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/toggl-email-example-personalized-onboarding_1b3a7dd3b01d7f18cc9a90c54f12e397_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/toggl-email-example-personalized-onboarding_1b3a7dd3b01d7f18cc9a90c54f12e397_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/toggl-email-example-personalized-onboarding_1b3a7dd3b01d7f18cc9a90c54f12e397_800.jpg\" alt=\"toggl-email-example-personalized-onboarding\" \/><\/picture><figcaption>Toggl&#8217;s welcome email.<\/figcaption><\/figure>\n<h3 id=\"cts0h\"><strong>Canva&#8217;s welcome survey for creating personalized user experiences<\/strong><\/h3>\n<p>Canva personalizes user experience based on its six use cases:<\/p>\n<ul>\n<li>Teacher<\/li>\n<li>Large company<\/li>\n<li>Personal<\/li>\n<li>Non-profit or Charity<\/li>\n<li>Small Business<\/li>\n<li>Student<\/li>\n<\/ul>\n<p>Adding subtitles to briefly explain what each user group will use the platform to achieve helps new users choose the category that best suits them.<\/p>\n<p>After choosing a use case, users are shown features and templates most relevant to their use case, reducing <a href=\"https:\/\/userpilot.com\/blog\/time-to-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">TTV<\/a> and boosting adoption.<\/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\/canva-onboarding-example-personalized-onboarding_7e073a1d8ad514d1ecdb9d8af4885902_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/canva-onboarding-example-personalized-onboarding_7e073a1d8ad514d1ecdb9d8af4885902_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-onboarding-example-personalized-onboarding_7e073a1d8ad514d1ecdb9d8af4885902_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/canva-onboarding-example-personalized-onboarding_7e073a1d8ad514d1ecdb9d8af4885902_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/canva-onboarding-example-personalized-onboarding_7e073a1d8ad514d1ecdb9d8af4885902_800.jpg\" alt=\"canva-onboarding-example-personalized-onboarding\" \/><\/picture><figcaption>Canva&#8217;s welcome survey.<\/figcaption><\/figure>\n<h3 id=\"2v1qq\"><strong>Slack&#8217;s in-app walkthrough to get users activated<\/strong><\/h3>\n<p>Slack provides a step-by-step <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">product walkthrough<\/a> that guides new users through key features.<\/p>\n<p>The walkthrough blurs out the screen to help users focus. It uses short text in simple language anyone can understand.<\/p>\n<p>Users also have the option to skip or end the walkthrough if they so desire. Adding this option is vital as some users might already be familiar with your tool or choose to learn it later.<\/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\/slack-walkthrough-example-personalized-onboarding_4ad557b91f22304a9a5bc7a3132c8dcd_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/slack-walkthrough-example-personalized-onboarding_4ad557b91f22304a9a5bc7a3132c8dcd_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/slack-walkthrough-example-personalized-onboarding_4ad557b91f22304a9a5bc7a3132c8dcd_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/slack-walkthrough-example-personalized-onboarding_4ad557b91f22304a9a5bc7a3132c8dcd_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/slack-walkthrough-example-personalized-onboarding_4ad557b91f22304a9a5bc7a3132c8dcd_800.jpg\" alt=\"slack-walkthrough-example-personalized-onboarding\" \/><\/picture><figcaption>Slack&#8217;s onboarding flow.<\/figcaption><\/figure>\n<h3 id=\"4bat8\"><strong>Attention Insight&#8217;s onboarding checklist to guide users<\/strong><\/h3>\n<p>As mentioned earlier, checklists help users feel accomplished as they cross off different tasks.<\/p>\n<p><a href=\"https:\/\/userpilot.com\/blog\/attention-insight-userpilot-case-study\/\" target=\"_blank\" rel=\"noopener noreferrer\">Attention Insight<\/a> understood this and took advantage of it. Notice three key things about the checklist:<\/p>\n<ul>\n<li><strong>Color<\/strong>: The color matched the look and feel of the platform. This is important. Don&#8217;t use colors that appear alienated from your brand colors.<\/li>\n<li><strong>Number of tasks<\/strong>: The checklist had six tasks. Keeping it short ensures users don&#8217;t get overwhelmed. Having an onboarding checklist with 15 tasks will scare any new user.<\/li>\n<li><strong>Progress bar<\/strong>: This adds some sort of gamification to the process and keeps users engaged.<\/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\/attention-insight-checklist-example-personalized-onboarding_5652bdd05cdfa5eb823c96ed1698571f_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/attention-insight-checklist-example-personalized-onboarding_5652bdd05cdfa5eb823c96ed1698571f_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/attention-insight-checklist-example-personalized-onboarding_5652bdd05cdfa5eb823c96ed1698571f_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/attention-insight-checklist-example-personalized-onboarding_5652bdd05cdfa5eb823c96ed1698571f_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/attention-insight-checklist-example-personalized-onboarding_5652bdd05cdfa5eb823c96ed1698571f_800.jpg\" alt=\"attention-insight-checklist-example-personalized-onboarding\" \/><\/picture><figcaption>Example of an effective onboarding checklist.<\/figcaption><\/figure>\n<h3 id=\"bm04s\"><strong>Loom&#8217;s upsell message for account expansion<\/strong><\/h3>\n<p>This is a good example of paying attention to user activity and suggesting ways to provide additional value.<\/p>\n<p>After a user hits the usage limit, they&#8217;d see a modal explaining they can upgrade to a plan more suited to their needs.<\/p>\n<p>While this <a href=\"https:\/\/userpilot.com\/blog\/upsell-opportunities-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">account expansion strategy<\/a> is good, ensure it\u2019s used contextually. Randomly asking users to upgrade won&#8217;t have the same effect as triggering the message right when they need the upgrade.<\/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\/loom-personalized-onboarding_5bd29b51d372ec3da49ebb4916984b42_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/loom-personalized-onboarding_5bd29b51d372ec3da49ebb4916984b42_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/loom-personalized-onboarding_5bd29b51d372ec3da49ebb4916984b42_800.jpg\" alt=\"loom-personalized-onboarding\" \/><\/picture><figcaption>Loom&#8217;s upsell prompt.<\/figcaption><\/figure>\n<h3 id=\"u1sl\"><strong>Trello&#8217;s message for rewarding users<\/strong><\/h3>\n<p>It&#8217;s not every day you see companies <a href=\"https:\/\/userpilot.com\/blog\/how-to-wow-a-customer\/\" target=\"_blank\" rel=\"noopener noreferrer\">rewarding customers<\/a> for being a part of their user base.<\/p>\n<p>When they crossed 10 million users, Trello decided to celebrate customer continued support by giving out a free month of Trello Gold to all interested users\u2014all you had to do was share your Trello experience on Twitter.<\/p>\n<p>This approach had dual benefits: it made users feel valued and helped users on a lower plan experience what the Gold plan entailed. A few users wouldn&#8217;t want to downgrade after seeing how the higher tier solved their problems better.<\/p>\n<p>Implement this strategy with your loyal customers. Think of rewards they&#8217;ll find valuable and will make them want to keep engaging with your tool.<\/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\/trello-email-example-personalized-onboarding_3d0feb2cc534c24c19ac7b245db38a42_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/trello-email-example-personalized-onboarding_3d0feb2cc534c24c19ac7b245db38a42_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/trello-email-example-personalized-onboarding_3d0feb2cc534c24c19ac7b245db38a42_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/trello-email-example-personalized-onboarding_3d0feb2cc534c24c19ac7b245db38a42_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/trello-email-example-personalized-onboarding_3d0feb2cc534c24c19ac7b245db38a42_800.jpg\" alt=\"trello-email-example-personalized-onboarding\" \/><\/picture><figcaption>Trello rewarding customers for staying with them.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Wondering how to provide personalized onboarding and win new users over? This article shows you 10 practical steps and examples from SaaS companies.<\/p>\n","protected":false},"author":51,"featured_media":158255,"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":[306,614,49,5841,173,89,64,50],"class_list":["post-1896","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-customer-onboarding","tag-improve-retention","tag-onboarding-experience","tag-personalized-customer-onboarding","tag-personalized-onboarding","tag-personalized-user-onboarding","tag-product-adoption","tag-user-onboarding"],"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>Personalized Onboarding: 10 Ways to Set Your Users Up For Success<\/title>\n<meta name=\"description\" content=\"Wondering how to provide personalized onboarding and win new users over? We show you practical steps and examples from SaaS companies.\" \/>\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\/personalize-user-onboarding-experience\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Personalized Onboarding: 10 Ways to Set Your Users Up For Success\" \/>\n<meta property=\"og:description\" content=\"Wondering how to provide personalized onboarding and win new users over? We show you practical steps and examples from SaaS companies.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/\" \/>\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=\"2019-01-29T14:02:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-03T08:38:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2019\/01\/personalized-onboarding-10-ways-to-set-your-users-up-for-success_82f1768fa61e4f17d94b461bb0e03ae1_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=\"Sophie Grigoryan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sophie Grigoryan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/\"},\"author\":{\"name\":\"Sophie Grigoryan\",\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/de37c23746f7aa52492f6c97b1f222cf\"},\"headline\":\"Personalized Onboarding: 10 Ways to Set Your Users Up For Success\",\"datePublished\":\"2019-01-29T14:02:42+00:00\",\"dateModified\":\"2026-04-03T08:38:20+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/\"},\"wordCount\":1949,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2019\/01\/personalized-onboarding-10-ways-to-set-your-users-up-for-success_82f1768fa61e4f17d94b461bb0e03ae1_2000.png\",\"keywords\":[\"customer onboarding\",\"improve retention\",\"Onboarding Experience\",\"personalized customer onboarding\",\"personalized onboarding\",\"personalized user onboarding\",\"product adoption\",\"User Onboarding\"],\"articleSection\":[\"User Onboarding\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/\",\"url\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/\",\"name\":\"Personalized Onboarding: 10 Ways to Set Your Users Up For Success\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/personalize-user-onboarding-experience\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2019\/01\/personalized-onboarding-10-ways-to-set-your-users-up-for-success_82f1768fa61e4f17d94b461bb0e03ae1_2000.png\",\"datePublished\":\"2019-01-29T14:02:42+00:00\",\"dateModified\":\"2026-04-03T08:38:20+00:00\",\"author\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/de37c23746f7aa52492f6c97b1f222cf\"},\"description\":\"Wondering how to provide personalized onboarding and win new users over? 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