\n<\/span>\u2705 With paths and funnels, they uncovered inefficiencies in user navigation that have driven UX improvements across the whole application and boosted its ease of use.
\n<\/span>\u2705 Switching from generic surveys to behavior-triggered feedback improved feedback quality and resulted in an over 70% response rate.
\n<\/span>\u2705 The product marketing team can set up onboarding and feature walkthrough without writing a single line of code.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
![\"Liv-ex](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/03\/Liv-ex-Userpilot.png\")
Challenges: Limited data visibility, insufficient feedback, and high developer dependency<\/span><\/h2>\nLiv-ex\u2019s product team wanted to ensure that their trading exchange meets current standards and that members can easily navigate across the platform. This dro<\/span>ve them to search for a user analytics and engagement tool that can help with the following challenges:<\/p>\n\n- Limited visibility into user behavior:<\/b> Before Userpilot, the Liv-ex team struggled to understand how users navigated their complex platform. While they had basic click logging and Power BI dashboards for reporting, they lacked the tools to easily analyze user behavior and use the insights to guide their work.<\/span><\/li>\n
- Lack of efficient product marketing toolset:<\/b> The product marketing team needed a no-code solution to deliver onboarding tours and feature announcements without relying on developers.<\/span><\/li>\n
- Hard-to-action user feedback: <\/b>Liv-ex has been running surveys within their product, but their previous provider lacked advanced segmentation and targeting. They could only show the surveys to all users or a random subset. This blanket approach resulted in lower-quality feedback since not all users were equally engaged with the measured features.<\/span><\/li>\n<\/ul>\n
Solutions: Easy product analytics, targeted engagement, and behavior-triggered feedback<\/span><\/h2>\nWhen evaluating the providers, Fred Haselton, Product Ma<\/span>nager at Liv-ex, prioritized two jobs:<\/span><\/p>\n“We were looking for a way to deliver customer enablement material seamlessly using no-code solutions, as well as being able to analyze usage patterns and flows. Our goal has been to improve product adoption and user engagement, and to get actionable data to improve the product.”<\/span><\/i><\/p><\/blockquote>\nUserpilot turned out to be the only platform excelling in both aspects without breaking the bank.<\/span><\/p>\nFred was also impressed by Userpilot’s ease of setup. <\/span>“The ability to set up a suite without months of planning and setting up”<\/span><\/i> was a decisive factor. The clean analytics interface and no-code event tracking meant the product team could move quickly and independently.<\/span><\/p>\nAnalytics for understanding user workflows with no-code event tracking<\/span><\/h3>\nLiv-ex implemented Userpilot’s analytics suite<\/a> to track how users move through the app. The paths and funnels<\/strong> features (correlated on custom dashboards) became essential tools for understanding user journeys and identifying friction points.<\/span><\/p>\n\u201cBeing able to set up dashboards quickly to track new feature adoption is incredibly helpful. After a minimal amount of setup, I can get in there, understand what’s being underutilized, and where we’re seeing great engagement. Thanks to trends and funnels, I can also get immediate insight into whether we need to improve a feature or increase adoption via member enablement and product marketing.\u201d<\/span><\/i><\/p><\/blockquote>\nThe platform’s no-code event tracking<\/strong> allowed Fred to label most events himself using the visual labeler, with minimal developer involvement.<\/span><\/p>\n\u201c90 to 95% of event labeling was done by me in a pretty short time for a pretty large website.\u201d<\/span><\/i><\/p><\/blockquote>\nIn-app engagement for better user onboarding and new feature announcements<\/span><\/h3>\nThe product marketing team now uses Userpilot to create onboarding flows, banners, and spotlights<\/strong> that reduce reliance on email communication and account management resources.<\/span><\/p>\n![\"Liv-ex](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/03\/Liv-ex-modal.png\")
A modal Liv-ex built with Userpilot that introduces functionalities of a page.<\/figcaption><\/figure>\n\u201cWe\u2019re able to create tools and journeys to help people at the start of their journey, and reduce the need for our account management team to spend a huge amount of time onboarding.\u201d<\/span><\/i><\/p><\/blockquote>\nFor new feature releases, contextual banners and spotlights allow the team to highlight updates directly within the product, reducing the amount of sent emails and saving development time.<\/span><\/p>\n![\"\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/03\/Liv-ex-tooltip-2.png\")
<\/p>\n![\"Liv-ex](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/03\/Liv-ex-tooltip-1.png\")
Liv-ex tooltips showcasing how to use product features.<\/figcaption><\/figure>\nBehavior-triggered surveys to collect the right feedback from the right users<\/span><\/h3>\nThe shift from blanket surveys to behavior-triggered feedback<\/a> transformed the quality of insights Liv-ex receives. Fred\u2019s team now sends surveys<\/strong> prompted by specific user actions after new releases. This ensures responses come from users actively engaging with relevant features.<\/span><\/p>\nSession replays for decision validation<\/span><\/h3>\n
- \n
- Limited visibility into user behavior:<\/b> Before Userpilot, the Liv-ex team struggled to understand how users navigated their complex platform. While they had basic click logging and Power BI dashboards for reporting, they lacked the tools to easily analyze user behavior and use the insights to guide their work.<\/span><\/li>\n
- Lack of efficient product marketing toolset:<\/b> The product marketing team needed a no-code solution to deliver onboarding tours and feature announcements without relying on developers.<\/span><\/li>\n
- Hard-to-action user feedback: <\/b>Liv-ex has been running surveys within their product, but their previous provider lacked advanced segmentation and targeting. They could only show the surveys to all users or a random subset. This blanket approach resulted in lower-quality feedback since not all users were equally engaged with the measured features.<\/span><\/li>\n<\/ul>\n
Solutions: Easy product analytics, targeted engagement, and behavior-triggered feedback<\/span><\/h2>\n
When evaluating the providers, Fred Haselton, Product Ma<\/span>nager at Liv-ex, prioritized two jobs:<\/span><\/p>\n
“We were looking for a way to deliver customer enablement material seamlessly using no-code solutions, as well as being able to analyze usage patterns and flows. Our goal has been to improve product adoption and user engagement, and to get actionable data to improve the product.”<\/span><\/i><\/p><\/blockquote>\n
Userpilot turned out to be the only platform excelling in both aspects without breaking the bank.<\/span><\/p>\n
Fred was also impressed by Userpilot’s ease of setup. <\/span>“The ability to set up a suite without months of planning and setting up”<\/span><\/i> was a decisive factor. The clean analytics interface and no-code event tracking meant the product team could move quickly and independently.<\/span><\/p>\n
Analytics for understanding user workflows with no-code event tracking<\/span><\/h3>\n
Liv-ex implemented Userpilot’s analytics suite<\/a> to track how users move through the app. The paths and funnels<\/strong> features (correlated on custom dashboards) became essential tools for understanding user journeys and identifying friction points.<\/span><\/p>\n
\u201cBeing able to set up dashboards quickly to track new feature adoption is incredibly helpful. After a minimal amount of setup, I can get in there, understand what’s being underutilized, and where we’re seeing great engagement. Thanks to trends and funnels, I can also get immediate insight into whether we need to improve a feature or increase adoption via member enablement and product marketing.\u201d<\/span><\/i><\/p><\/blockquote>\n
The platform’s no-code event tracking<\/strong> allowed Fred to label most events himself using the visual labeler, with minimal developer involvement.<\/span><\/p>\n
\u201c90 to 95% of event labeling was done by me in a pretty short time for a pretty large website.\u201d<\/span><\/i><\/p><\/blockquote>\n
In-app engagement for better user onboarding and new feature announcements<\/span><\/h3>\n
The product marketing team now uses Userpilot to create onboarding flows, banners, and spotlights<\/strong> that reduce reliance on email communication and account management resources.<\/span><\/p>\n
A modal Liv-ex built with Userpilot that introduces functionalities of a page.<\/figcaption><\/figure>\n \u201cWe\u2019re able to create tools and journeys to help people at the start of their journey, and reduce the need for our account management team to spend a huge amount of time onboarding.\u201d<\/span><\/i><\/p><\/blockquote>\n
For new feature releases, contextual banners and spotlights allow the team to highlight updates directly within the product, reducing the amount of sent emails and saving development time.<\/span><\/p>\n
<\/p>\nLiv-ex tooltips showcasing how to use product features.<\/figcaption><\/figure>\n Behavior-triggered surveys to collect the right feedback from the right users<\/span><\/h3>\n
The shift from blanket surveys to behavior-triggered feedback<\/a> transformed the quality of insights Liv-ex receives. Fred\u2019s team now sends surveys<\/strong> prompted by specific user actions after new releases. This ensures responses come from users actively engaging with relevant features.<\/span><\/p>\n
Session replays for decision validation<\/span><\/h3>\n
- Lack of efficient product marketing toolset:<\/b> The product marketing team needed a no-code solution to deliver onboarding tours and feature announcements without relying on developers.<\/span><\/li>\n