{"id":8223,"date":"2025-06-26T01:14:57","date_gmt":"2025-06-26T01:14:57","guid":{"rendered":"https:\/\/userpilot.com\/blog\/saas-product-walkthrough\/"},"modified":"2026-03-03T17:25:14","modified_gmt":"2026-03-03T17:25:14","slug":"saas-product-walkthrough","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/saas-product-walkthrough\/","title":{"rendered":"5 Best SaaS Product Walkthrough Examples + How to Build One"},"content":{"rendered":"<div class=\"block block-paragraph\" data-block=\"true\" data-editor=\"cfr0u\" data-offset-key=\"a9c7o-0-0\">\n<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"a9c7o-0-0\">\n<div class=\"block block-paragraph\" data-block=\"true\" data-editor=\"cfr0u\" data-offset-key=\"a9c7o-0-0\">\n<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"a9c7o-0-0\">\n<p data-pm-slice=\"1 3 []\">According to <a class=\"editor__link\" href=\"https:\/\/www.abbyy.com\/resources\/report\/customer-onboarding-drivers-and-pain-points\/\" target=\"_blank\" rel=\"noreferrer noopener\">ABBYY\u2019s State of Automation Report<\/a>, 9 in 10 companies experience up to 40% abandonment during onboarding. That\u2019s a massive leak in the customer journey, and one that a detailed product walkthrough is designed to fix.<\/p>\n<p><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">Proper in-app guidance<\/a> helps users discover value faster and stay more engaged with your product.<\/p>\n<p>So, how do you begin? Whether you&#8217;re new to walkthroughs or just looking for inspiration, <span class=\"ng-star-inserted\">I&#8217;ve<\/span><span class=\"ng-star-inserted\"> got you covered in this guide<\/span>.<\/p>\n<p>We\u2019ll explore:<\/p>\n<ul>\n<li>The differences between product walkthroughs and product tours.<\/li>\n<li>The best points in the user journey to trigger walkthroughs.<\/li>\n<li>Steps to build effective walkthroughs (with real-world examples).<\/li>\n<\/ul>\n<h2><strong>What is a product walkthrough?<\/strong><\/h2>\n<p>A product walkthrough is an interactive experience that helps users navigate the key steps needed to complete tasks within a product.<\/p>\n<p>When done right, walkthroughs empower <a href=\"https:\/\/userpilot.com\/blog\/product-team-structure\/\" target=\"_blank\" rel=\"noopener noreferrer\">product teams<\/a>, <a href=\"https:\/\/userpilot.com\/blog\/saas-customer-success-guide\/\">customer success managers<\/a>, and even sales teams to reduce friction and help users succeed faster.<\/p>\n<h2><strong>Product walkthroughs vs product tours: What&#8217;s the difference?<\/strong><\/h2>\n<p>Walkthroughs and product tours are both user onboarding strategies designed to introduce users to a <a href=\"https:\/\/userpilot.com\/blog\/digital-product-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>digital product<\/u><\/a>. However, they differ in purpose, execution, and length.<\/p>\n<p><strong>Purpose: <\/strong>A product walkthrough is primarily focused on guiding users through specific features or functionalities of a product. It aims to provide a <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/step-by-step-guides\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>step-by-step explanation<\/u><\/a> of how to use the product effectively.<\/p>\n<p><em>Product tours<\/em>, on the other hand, are broader in scope and focus on providing users with just an overview of the entire product.<\/p>\n<p><strong>Execution: <\/strong><span class=\"ng-star-inserted\">I<\/span><span class=\"ng-star-inserted\"> like to think of a walkthrough as an &#8216;interactive product tour&#8217;.<\/span>\u00a0It requires user input, like clicking a button, filling a form, or navigating to a feature, before progressing to the next step.<\/p>\n<p>By contrast, product tours are linear and passive, often only needing the user to click \u201cNext\u201d to continue.<\/p>\n<p><strong>Length: <\/strong>Product walkthroughs tend to be shorter than product tours. This makes them more targeted and versatile: perfect for onboarding users to specific features, introducing a new dashboard, or guiding someone through your <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/in-app-resource-center\/\" target=\"_blank\" rel=\"noreferrer noopener\">resource center<\/a>.<\/p>\n<p><!-- Main container for the SaaS product walkthrough quiz --><\/p>\n<div id=\"walkthrough-quiz-container\"><!-- Progress Bar --><\/p>\n<div class=\"progress-container\">\n<div id=\"progressBar\" class=\"progress-bar\"><\/div>\n<\/div>\n<p><!-- Quiz Questions Container --><\/p>\n<div id=\"quiz-questions\"><!-- Question 1 --><\/p>\n<div class=\"quiz-question active\" data-question=\"1\">\n<h3>What&#8217;s your biggest challenge with your current SaaS product walkthrough?<\/h3>\n<ul class=\"quiz-options\">\n<li data-next=\"2\">Users are dropping off and not finishing it.<\/li>\n<li data-next=\"2\">It&#8217;s hard to build and maintain without developers.<\/li>\n<li data-next=\"3\">It doesn&#8217;t feel personalized to the user&#8217;s needs.<\/li>\n<li data-next=\"3\">We don&#8217;t have one yet!<\/li>\n<\/ul>\n<\/div>\n<p><!-- Question 2 --><\/p>\n<div class=\"quiz-question\" data-question=\"2\">\n<h3>How do you currently measure the success of your user onboarding?<\/h3>\n<ul class=\"quiz-options\">\n<li data-next=\"4\">We track activation rates and time-to-value.<\/li>\n<li data-next=\"4\">We look at user feedback and support tickets.<\/li>\n<li data-next=\"4\">We&#8217;re not really measuring it effectively right now.<\/li>\n<li data-next=\"4\">A mix of analytics and qualitative feedback.<\/li>\n<\/ul>\n<\/div>\n<p><!-- Question 3 --><\/p>\n<div class=\"quiz-question\" data-question=\"3\">\n<h3>What is the primary goal for your ideal SaaS product walkthrough?<\/h3>\n<ul class=\"quiz-options\">\n<li data-next=\"4\">Increase new user activation.<\/li>\n<li data-next=\"4\">Drive adoption of specific features.<\/li>\n<li data-next=\"4\">Reduce the number of support questions.<\/li>\n<li data-next=\"4\">Improve free-trial-to-paid conversion rates.<\/li>\n<\/ul>\n<\/div>\n<p><!-- Final Step\/CTA --><\/p>\n<div class=\"quiz-question\" data-question=\"4\">\n<h3>You&#8217;re ready for a better SaaS product walkthrough.<\/h3>\n<p class=\"quiz-final-text\">Stop letting users get lost. Build interactive, no-code product walkthroughs that boost activation and drive adoption. See how Userpilot can transform your user onboarding.<\/p>\n<p><a class=\"quiz-cta-btn\" href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_self\">Get a Demo<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- Link to the JavaScript file you will upload to your media library --><br \/>\n<!-- Make sure to update the src path to the correct URL of the uploaded file --><br \/>\n<script defer src=\"https:\/\/userpilot.com\/blog\/wp-content\/uploads\/2025\/06\/SaaS-product-walkthrough.js\"><\/script><\/p>\n<h2><strong>Benefits of using a product walkthrough<\/strong><\/h2>\n<p>Walkthroughs reduce repetitive questions, empower users to self-serve, and lighten the workload for your support team.<\/p>\n<p><span class=\"ng-star-inserted\">Let me<\/span><span class=\"ng-star-inserted\">\u00a0break down the key benefits.<\/span><\/p>\n<h3><strong>Improve user onboarding and reduce time to value<\/strong><\/h3>\n<p>New users come to your product with expectations informed by marketing messages or what their colleagues told them about you. A clear and intuitive <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-flow\/\">user onboarding flow is<\/a> your opportunity to meet and surpass those expectations, and product walkthroughs help us do just that.<\/p>\n<p>Pairing walkthroughs with other <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>onboarding strategies<\/u><\/a> like checklists, welcome modals, or onboarding tooltips can accelerate user activation. Together, these elements shorten the time to value by guiding users toward key actions and helping them experience success early on.<\/p>\n<h3><strong>Reduce friction and help users adopt new features faster<\/strong><\/h3>\n<p><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/product-updates-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Product updates<\/u><\/a> and new releases are often met with resistance from users accustomed to the existing interface. Walkthroughs can ease this transition.<\/p>\n<p>Interactive walkthroughs introduce new features, explain the benefits, and show users how to incorporate them into their workflows. This reduces hesitation and makes them more likely to explore and adapt to your new releases.<\/p>\n<h3><strong>Higher customer retention and lifetime value<\/strong><\/h3>\n<p>Users who understand and use your product are more satisfied and engaged, which helps <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/reduce-churn-rate\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>reduce churn<\/u><\/a>.<\/p>\n<p>As engagement continues and they become more proficient with your tool, they\u2019re also more likely to explore advanced features and even <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/word-of-mouth-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>spread positive word-of-mouth about your product<\/u><\/a>.<\/p>\n<p>This increased engagement, account expansion, and free word-of-mouth all contribute to a more robust user base and better <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/calculate-lifetime-value-saas\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>lifetime value<\/u><\/a>.<\/p>\n<h2><strong>5 Best product walkthrough examples from SaaS<\/strong><\/h2>\n<p>Ready for some inspiration? I\u2019ve compiled five examples of SaaS companies that are killing it with intuitive product walkthroughs:<\/p>\n<h3><strong>Respond.io<\/strong><strong> (Formerly Rocketbots)<\/strong><\/h3>\n<p><a href=\"http:\/\/Respond.io\" target=\"_blank\" rel=\"noopener noreferrer\">Respond.io<\/a> is an AI-powered messaging platform that lets companies connect multiple inboxes and manage them from one place.<\/p>\n<p>Its user onboarding flow begins with a quick <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/greeting-message-for-new-customers\/\" target=\"_blank\" rel=\"noreferrer noopener\">greeting message<\/a> and a two-minute video that explains the platform\u2019s core features:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image-18_3683c45fcb7bc8cbc6a5d833c6d80355_2000.jpg\" alt=\"respond.io-welcome-screen\" \/>Video welcome message to engage users early. Source: <a href=\"http:\/\/Respond.io\" target=\"_blank\" rel=\"noopener noreferrer\"><u>Respond.io<\/u><\/a>.<\/p>\n<p>The video ends with a CTA inviting new users to complete an onboarding checklist. Notice how the checklist has a <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/progress-bar-ui-ux-saas\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>progress bar<\/u><\/a> that starts at 0% and gets filled with each task. This introduces gamification and motivates users to complete the flow.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image-19_a634d18c6873ec40f1d4cbf4c4ca7df4_2000.jpg\" alt=\"Onboarding-checklist-and-progress-bar\" \/>Onboarding checklist with four key activation-driven actions.<\/p>\n<p>Clicking each task further reveals the sub-steps and clear instructions for executing them. Here\u2019s an example:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image-20_0c660264317ea99f9505cc03211518d6_2000.png\" alt=\"Clear-onboarding-instructions-respond.io\" \/>Onboarding instructions with a clear CTA.<\/p>\n<h3><strong>Asana<\/strong><\/h3>\n<p>Asana is a project management tool that helps teams organize, track, and manage work. Its <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/onboarding-user-flow-examples\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>onboarding flow<\/u><\/a> is one of the simplest we\u2019ve seen.<\/p>\n<p>The first step in the process is to guide users in creating tasks. For a project management tool, that&#8217;s a major use case, so it makes sense to see why it comes first in the onboarding sequence.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image-18_a9555e90b010a25a6217a43d38e0bc11_2000.png\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/create-task-asana-creation-product-walkthrough_31a0112c0d7e301672712b487dc7bf70.jpg\" \/>Slide through for more details. Source: <a class=\"editor__link\" href=\"https:\/\/asana.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Asana<\/u><\/a>.<\/p>\n<p>Asana uses hotspots to draw attention to key features. <span class=\"ng-star-inserted\">In\u00a0<\/span><span class=\"ng-star-inserted\">my<\/span><span class=\"ng-star-inserted\"> opinion, i<\/span>nstead of assuming users will see where &#8220;due date&#8221; was written, they use a hotspot to ensure they don&#8217;t miss it. Accompanying the hotspot is a small text explaining what happens after the user sets a due date.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/asana-due-date-hotspot_f6e2e071e2f23e3330a8b10224a58654.gif\" alt=\"Asana-due-date-hotspot\" \/>Using a hotspot to guide users.<\/p>\n<p>Lastly, Asana proactively created video tutorials and help articles with product screenshots for users who will still need extra help. Using a <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/what-are-tooltips\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>tooltip<\/u><\/a>, they show users how to access the tutorials on demand.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/asana2-tooltip-product-walkthrough_d5a608a692f63d94ff5ca280f9276076_2000.png\" alt=\"asana2-tooltip-product-walkthrough\" \/>Asana&#8217;s tooltip.<\/p>\n<h3><strong>Demio<\/strong><\/h3>\n<p>I like this example because it\u2019s a great case study of how to combine tours and walkthroughs to engage both prospective customers and new users.<\/p>\n<p>Demio\u2019s customers are primarily interested in <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/leverage-webinars-engagement-todd-parmley\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>hosting high-performing webinars<\/u><\/a>. To show prospects that the tool is worth it, the company has an interactive demo on its website that walks prospects through its core features.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image_25d6ee765ed67f322f84d7914d224a43_2000.png\" \/><a href=\"https:\/\/userpilot.com\/blog\/interactive-product-demo\/\">Interactive product demo<\/a> embedded on <a class=\"editor__link\" href=\"https:\/\/www.demio.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Demio\u2019s homepage<\/u><\/a>.<\/p>\n<p>After the demo, visitors who sign up for a free trial will receive step-by-step guidance on how to host a webinar. This part is interactive and encourages users to learn by doing.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image-20_5d20bd1eaf863895b0be206d24d93952_2000.png\" \/>Demio uses a simulated webinar to provide a hands-on guide on how to host events and use other platform features like event and demo analytics.<\/p>\n<h3><strong>Kommunicate<\/strong><\/h3>\n<p><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/kommunicate-case-study\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Kommunicate<\/u><\/a> is a customer support tool that helps companies boost their support without hiring additional human agents.<\/p>\n<p>Since chatbot-driven customer service is the core use case, Kommunicate skips unnecessary onboarding steps and goes straight to the point: the first task in the <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>onboarding checklist<\/u><\/a> is a guided walkthrough to help users create an instant bot for their business.<\/p>\n<p>This approach hits on the reduced time to value benefit I mentioned earlier. After successfully creating their chatbot and seeing how easy it was, the user will be extra motivated to complete the onboarding process, explore other features, and adopt the platform.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/screenshot-2025-06-19-073818_e95ad0a8121a22c2f07902a890874a97_2000.png\" alt=\"Kommunicate-product-walkthrough-examples\" \/><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/kommunicate-case-study\/#fixing-feature-adoption-with-onboarding\" target=\"_blank\" rel=\"noreferrer noopener\"><u>This simple strategy helped Kommunicate improve adoption by 4% within just a short while of creating the walkthrough<\/u><\/a>.<\/p>\n<p>Kommunicate uses a <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/progressive-disclosure-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>progressive disclosure<\/u><\/a> strategy that provides contextual guidance by introducing one feature at a time, only when the user needs it:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/kommunicate-guided-tours_20f2c57cf9fbd37f9069a5f67981b293.gif\" alt=\"Kommunicate-guided-tours\" \/>Simplified guidance to eliminate friction in the onboarding process.<\/p>\n<h3><strong>Salesflare<\/strong><\/h3>\n<p>Salesflare is a CRM tool designed for SMBs. The platform has an interesting onboarding sequence that begins with a warm <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>welcome page<\/u><\/a>.<\/p>\n<p>Its walkthrough lets users decide whether they want to be guided or not. Adding something like this to your product can be effective, as some users might want to explore things at their own pace.<\/p>\n<p>Moreover, notice how clean the <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/feedback-ui\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>user interface<\/u><\/a> is. There isn&#8217;t unnecessary information that will leave users confused or feeling overwhelmed.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image_d50c97b9ce5e63851f2ed93b7e9615ab_2000.png\" alt=\"salesflare-welcome-screen-product-walkthrough-examples\" \/>Salesflare&#8217;s welcome page. Source: <a class=\"editor__link\" href=\"https:\/\/salesflare.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Salesflare<\/u><\/a>.<\/p>\n<p>Salesflare mainly uses tooltips and modals for its walkthrough.<\/p>\n<p>In the example below, the text lets users know that the platform is intelligent enough to detect important contacts. Users are then shown a few contacts and given the option to accept or reject them.<\/p>\n<p>Again, this is an interactive walkthrough. You can&#8217;t move forward without completing the steps.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image_2e01ba0ddac0bd22a34abd6947bf04a2_2000.png\" alt=\"salesflare2-second-product-walkthrough-example\" \/>Salesflare using concise explanations to help users understand the platform.<\/p>\n<p>Here is another tooltip Salesflare uses to explain what the tool does and encourage users to take action.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image_a28440af36f547b15b0d2ff0ae6cd160_2000.png\" alt=\"salesflare3-opportunities-tab\" \/>Salesflare&#8217;s &#8220;opportunities&#8221; feature.<\/p>\n<p>The onboarding experience continues after the initial flows: A sidebar appears, asking users to complete 11 additional tasks and unlock up to 30 trial days, instead of just 7.<\/p>\n<p>Each task is designed to deepen user understanding of the platform, which helps drive higher <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/adoption-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>adoption rates<\/u><\/a>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image_c36306420d485cf1b59b1086c2733996_2000.png\" alt=\"salesflare-Incentivized-onboarding\" \/>Saleflare combines incentivized onboarding with an interactive product walkthrough to increase engagement.<\/p>\n<h2><strong>How to create product walkthroughs<\/strong><\/h2>\n<p>You\u2019ve seen how powerful walkthroughs can be. <span class=\"ng-star-inserted\">Now\u00a0<\/span><span class=\"ng-star-inserted\">I&#8217;m<\/span><span class=\"ng-star-inserted\"> going to break down exactly how\u00a0<\/span>SaaS businesses can create walkthroughs that reduce time to value and drive retention.<\/p>\n<h3><strong>1. Use product analytics to identify potential use cases for a product walkthrough<\/strong><\/h3>\n<p><span class=\"ng-star-inserted\">I recommend beginning<\/span><span class=\"ng-star-inserted\">\u00a0by leveraging product analytics to gain insights into user behavior.<\/span><\/p>\n<p>There are different ways to analyze user activity, but <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/funnel-analysis\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>funnel analysis<\/u><\/a> is especially useful when deciding where to place walkthroughs. It helps you visualize how users move through your product and where they drop off, so you can identify high-friction moments worth supporting with in-app guidance.<\/p>\n<p><strong>Userpilot makes this easy.<\/strong> With our funnel analysis feature, you can <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/userpilot-event-tracking\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>track custom events<\/u><\/a> and see <em>exactly<\/em> where users stall. You can also filter by unique users, event order, and time constraints to refine your insights.<\/p>\n<p>For example, in the report below, you can see that while over 2,200 users completed the first step, only 855 made it to the second, and just 161 reached the third. Such a huge drop suggests that placing a walkthrough after Step 1 or Step 2 could significantly <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/user-activation-for-saas\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>improve activation<\/u><\/a>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/funnel-analysis-userpilot-1_dedfa82e5f976c3fe9867f4dba7d38d6_2000.jpg\" alt=\"funnel-analysis-Userpilot\" \/>Track user activity with <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Userpilot<\/u><\/a>.<\/p>\n<h3><strong>2. Define a specific goal for your product walkthrough<\/strong><\/h3>\n<p>Clearly define the purpose of your walkthrough. Is it to improve activation, reduce time to value, promote a feature, or drive a specific action?<\/p>\n<p>Once your goal is clear, identify the <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/product-metrics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>key metrics<\/u><\/a> you\u2019ll use to measure success. Document these early because they\u2019ll guide your walkthrough design and post-launch analysis.<\/p>\n<p>For example, if your goal is to <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/feature-adoption-101\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>drive adoption of a new feature<\/u><\/a>, you might track:<\/p>\n<ul>\n<li>The number of users who interact with that feature after completing the walkthrough.<\/li>\n<li><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-completion-rate-benchmarks\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Task completion rates<\/u><\/a> for any key actions within the flow.<\/li>\n<li>Follow-up engagement metrics like feature usage frequency or time spent.<\/li>\n<\/ul>\n<h3><strong>3. Use a tool to build and launch your product walkthrough<\/strong><\/h3>\n<p><span class=\"ng-star-inserted\">While your dev team could custom-code a walkthrough,\u00a0<\/span><span class=\"ng-star-inserted\">I&#8217;ve<\/span><span class=\"ng-star-inserted\">\u00a0found it&#8217;s often a time-consuming and resource-heavy process.<\/span><\/p>\n<p>A more efficient alternative is to use a no-code tool like <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Userpilot<\/u><\/a>.<\/p>\n<p>With Userpilot, you can:<\/p>\n<ul>\n<li>Target flows to specific <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/customer-segmentation\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>user segments<\/u><\/a> and pages.<\/li>\n<li>Trigger walkthroughs based on custom user actions.<\/li>\n<li>Access performance analytics to evaluate how users engage with each step.<\/li>\n<\/ul>\n<p>This makes it easy to <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/user-behaviour-analytics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>optimize your walkthroughs based on real user behavior<\/u><\/a>, saving your team time while improving user experience.<\/p>\n<p>Here\u2019s what the walkthrough flow dashboard looks like inside Userpilot:<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/image-18_0f7bf40349810b8b84d40414ca3be90b_2000.jpg\" alt=\"\" \/>Create interactive walkthroughs code-free with <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Userpilot<\/u><\/a>.<\/p>\n<h3><strong>4. A\/B test different product walkthroughs to drive better results<\/strong><\/h3>\n<p>Create multiple versions of your product walkthrough to find out what resonates best with your users. You can <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/ab-testing-product-management\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>A\/B test<\/u><\/a> variations in:<\/p>\n<ul>\n<li>UI elements (e.g., tooltips vs modals).<\/li>\n<li>Timing (when the walkthrough appears).<\/li>\n<li>Visuals (layout and color schemes).<\/li>\n<li><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/in-app-messaging\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>In-app messaging<\/u><\/a> (tone and copy).<\/li>\n<\/ul>\n<p><strong>Userpilot\u2019s built-in A\/B testing <\/strong>lets you compare how different walkthroughs impact core metrics like user adoption, engagement, or conversions. Once you\u2019ve identified the winning version, you can easily roll it out to the right user segment in one click.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/a-b-testing-saas-product-managementpng-2_4c17fa9308c7e939ed7088aeb3e4b776_2000.jpg\" alt=\"a_b-testing_saas-product-management\" \/>Creating A\/B tests with <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Userpilot<\/u><\/a>.<\/p>\n<h2><strong>When to use a product walkthrough<\/strong><\/h2>\n<p>Product walkthroughs can be used at <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/create-user-journey-map\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>various stages of the user journey<\/u><\/a>, but I&#8217;ll explore where they are most effective.<\/p>\n<h3><strong>Guide new users after they sign up for your product<\/strong><\/h3>\n<p><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/how-to-onboard-new-users\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>New users<\/u><\/a> are often eager to get started, but they may feel overwhelmed if your product\u2019s interface and features are unfamiliar.<\/p>\n<p>A product walkthrough can ease that anxiety by offering clear, step-by-step guidance that gives users the confidence to take their first meaningful actions. This creates a positive <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/first-time-user-experience-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>first impression<\/u><\/a> and drives continuous engagement.<\/p>\n<p>Impala experienced this first-hand. The company saw a <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/impala-case-study\/#results-100-increase-in-user-activation\" target=\"_blank\" rel=\"noreferrer noopener\"><u>100% boost in activations after using Userpilot to build personalized walkthroughs and a self-serve resource center<\/u><\/a>.<\/p>\n<blockquote><p>\u201cWe went with Userpilot because I really liked the builder functionality on the platform. It was really easy to use and easy to pick up. I also really liked the resource center, definitely a big push for us over some of the other tools. And then the price point we found was very usable and flexible.\u201d \u2013 Sierra Szkrybalo, Partnerships and Customer Success Associate at Impala<\/p><\/blockquote>\n<h3><strong>Drive new feature discovery and adoption<\/strong><\/h3>\n<p>Interactive walkthroughs are also useful when you launch <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/new-feature-announcements\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>new updates<\/u><\/a> and notice that most users aren&#8217;t engaging enough.<\/p>\n<p>For example, imagine you rolled out a new <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/what-is-session-replay\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>session replay<\/u><\/a> feature for your analytics tool. Despite the release announcement, adoption remains low because users aren\u2019t aware of the feature or don\u2019t know how it fits into their workflow.<\/p>\n<p>To fix this, you could create an in-app message asking users to try out the feature. Then, deploy a walkthrough to spotlight the new functionality and guide users through how to activate and use it effectively.<\/p>\n<p>This targeted approach helps increase feature adoption and boost general user engagement.<\/p>\n<h3><strong>Prompt upsells and increase expansion revenue<\/strong><\/h3>\n<p>For SaaS companies, driving <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/expansion-mrr\/\" target=\"_blank\" rel=\"noopener noreferrer\"><u>expansion revenue<\/u><\/a> from advanced users is a key growth strategy. Product walkthroughs play a powerful role here\u2014not just for product teams, but also for sales and marketing teams looking to surface the right upgrade opportunities at the right time.<\/p>\n<p>How do you do it? Use product analytics to identify when users are most likely to convert, then build an interactive flow that highlights the benefits of upgrading and prompts users to take action.<\/p>\n<p><a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/pitt\/how-ai-took-looms-activation-rates-to-new-heights\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Loom<\/u><\/a> is a good example. When introducing its new AI feature, the company used a modal to quickly explain its benefits and pricing, then invite users to upgrade.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2026\/02\/loom-ai-modal-announcement-2000png_78be502e42970e8f7927868b7aa09d6f_2000.jpg\" \/>Loom&#8217;s upgrade modal.<\/p>\n<p>Once users click to upgrade, Loom leads them through a guided flow with <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/blog\/contextual-help\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>contextual tips<\/u><\/a> and supporting info that helps clarify the upgrade process. While not a traditional walkthrough, this experience removes friction and makes the transition smooth.<\/p>\n<p>When building your own upgrade experience, consider following up with a post-upgrade walkthrough that shows users how to get the most out of the advanced features.<\/p>\n<h2><strong>Ship walkthroughs that stick<\/strong><\/h2>\n<p>SaaS users crave intuitive experiences and won&#8217;t stick around for long if they perceive your product as too difficult to use.<\/p>\n<p>Interactive walkthroughs address this issue by simplifying the learning curve, delivering &#8216;Aha!&#8217; moments early, and creating moments of delight that keep users motivated.<\/p>\n<p>But shipping SaaS walkthroughs that stick isn\u2019t a one-time task; it\u2019s a continuous process. Regularly track user behavior to uncover friction and drop-off points, then consider where a walkthrough can smooth the path. When unsure, use A\/B or multivariate testing to see what works best for your users.<\/p>\n<p>Ready to begin? <a class=\"editor__link\" href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Book a demo<\/a> with our team to see how our platform can help you track in-app behavior, spotlight key features, and deliver a product walkthrough that drives real results.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Let us show you how to build product walkthroughs that increase both activation and retention. It&#8217;s much easier than you think!<\/p>\n","protected":false},"author":67,"featured_media":278861,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[289,290,48],"tags":[338,603,169,381,339,294,602,311,532,50,51],"class_list":["post-8223","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-saas","category-updated","category-user-onboarding-category","tag-interactive-tour","tag-interactive-walkthrough","tag-interactive-walkthroughs","tag-product-onboarding","tag-product-tour","tag-product-walkthrough","tag-product-walkthrough-saas","tag-saas-onboarding","tag-saas-walkthrough","tag-user-onboarding","tag-user-onboarding-experience"],"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 Build An Amazing SaaS Product Walkthrough (with Examples)<\/title>\n<meta name=\"description\" content=\"Let us show you how to build product walkthroughs that increase both activation and retention. 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