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This is every product manager’s nightmare – an onboarding failure that cripples customer retention. But your product doesn’t have to be that way! In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement.
According to product expert Dan Olsen , it’s because their “bucket” — the product itself — is leaky. Dan, a Stanford-trained engineer with experience guiding companies like Intuit, understands how to optimize your productmetrics for growth by focusing on retention and building a product users truly value.
Onboarding gamification is the key to transforming a dull process into an engaging one. When the process feels complicated, it becomes easy for a new user to lose interest before they experience the true value of your product. What is onboarding gamification? Launching a new product. Why use a gamified onboarding process?
Ever wonder why some products instantly click with users while others get abandoned faster than New Year’s resolutions? The secret often lies in those crucial first moments – your user onboarding. Well, when onboarding new users, that approach is about as effective as trying to fit everyone into the same pair of pants.
In-app messaging is a key component of a strong customer engagement strategy – one that reaches users at the right place, at the right time, and is consistent across platforms. Here, we take a deep dive on in-app messaging – defining exactly what it is and how to make it work best for your customers. What is in-app messaging?
By implementing in-productmessaging – the secret ingredient your customer engagement tech stack is missing. Reaching customers while they’re using your product or scrolling through your website is the most effective way to interact with them. Why in-product engagement is essential for business success.
Guest Post by: Marvin Mathew (Mentee, Session 11, The Product Mentor) [Paired with Mentor, Jordan Bergtraum]. Ruthless prioritization translates to product teams spending time building the right thing at the right time. Product: What are the key metrics that we’re tracking? Investment & Resources. Get Insights.
Guest Post by: Vivek Karna (Mentee, Session 11, The Product Mentor) [Paired with Mentor, John Masterson]. As I strive towards becoming a product leader, I wanted to understand the best practises in product management and in the process develop my own product philosophy. . Introduction. Understanding the Role Definition.
You see, although we work hard to make Userpilot the best product adoption tool on the market, we know it isnt the perfect fit for every business. Helping prospects find the right product is a win-win situation. Userpilots key features include: No-code Chrome extension for building in-app flows. Pendo The dashboard on Pendo.
Even the strongest customer testimonials won’t prevent churn if people don’t understand how to use your product. That’s why we built Product Tours to assist with the job of user onboarding within your product, alongside our best-in-class in-app messaging and knowledge base products.
Onboarding is a holistic, ongoing process sitting at the intersection of many different teams: product, sales, marketing, customer engagement and business operations. A customer’s onboarding may start with them visiting your website and choosing to purchase your product or service. In search of consistency.
There’s a saying that in the modern world, ‘data is the new oil’ For any savvy product manager, onboardingmetrics are some of the most valuable data you can get your hands on. Critically, user onboarding is not a ‘once and done’ activity. What is the user onboarding process?
Collect customer data to calculate complex formulas for tracking metrics, monitor customer health scores, and resolve support tickets while continuously trying to improve retention and expansion. Consider specific features : Your goals and improvement areas will determine the features you need.
A customer expansion strategy is a playbook for increasing the revenue from your existing customers, for example, by selling them additional products and services or encouraging them to upgrade to higher plans. This metric helps SaaS companies track the effectiveness of their expansion efforts. What metrics should you consider?
Customer onboarding is the process by which you welcome new customers and get them acquainted with your product. . It’s also the time when you can reduce any anxiety customers might have about your product and help educate them about how your product can best provide value. What does customer onboarding mean?
What is product experience? Product experience refers to the customer journey that takes place within the product itself, from a person’s first login to their last time using the application. It is a broader, more end-to-end view of user experience, which refers to specific interactions a person has within a product.
Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.
Talana is a company offering human resources solutions. It offers 8 products that help companies recruit staff, manage payroll and benefits, improve communications, and build workplace communities. The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go. Book a demo!
What user onboardingmetrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Track in-app feature usage to identify and remove friction points.
Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.
Researching customer onboarding strategies for your SaaS product? The article shares 17 tried-and-tested customer onboarding tactics that will help you build delightful user experiences and drive product growth. Create a welcome series of in-app and email messages to greet users and kick off onboarding.
Customer retention is vital for product success and business profitability. You will also learn how to build a retention strategy, what metrics to track, and 10 bulletproof retention tactics for SaaS companies. TL;DR Customer retention is the ability to keep your customers actively using their products.
Users now expect seamless experiences between web and mobile apps, personalized messaging, and real-time responsiveness. The answer is a single mobile customer engagement platform that combines onboarding, push notifications, and analytics to improve user engagement. Such context switching significantly reduces productivity.
According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.
Hello Product Talk readers, we’re excited to share the latest Product in Practice with you! For this story, we caught up with Sonja Martin , Product Manager at tails.com. As Hope Gurion discussed in a recent Product Talk post , product teams are often assigned business outcomes rather than product outcomes.
Incorporating these tools into your customer experience tech stack will drive more engagement, deliver high-quality customer feedback, and help inform your product roadmap. This in-app analytics tool helps companies make data-driven iterations to their apps and gain a better understanding of how product changes impact customer satisfaction.
That’s the average core feature activation rate across the companies we studied for our ProductMetrics Benchmark Report 2024. We also look at ways to improve the core feature activation rate for your SaaS product! We also look at ways to improve the core feature activation rate for your SaaS product!
4 Key steps to building a successful mobile app engagement strategy Building a successful user engagement strategy requires an in-depth understanding of your users and their goals with your product. Answering these questions will help you determine your North Star metric and the supporting metrics to track. within those stages.
The Pendo Mobile feature is good at what it intends to do: improve the mobile app experience. But is it really worth it for product management? Plus, when compared to Userpilots mobile features, it seems to provide less value for a higher cost. Great for feature tours and onboarding sequences. Resource center.
What is feature adoption? TL;DR Feature adoption happens when users use the feature regularly to solve their problems. Feature discovery is an initial stage of feature adoption when users learn about the feature. Feature discovery is an initial stage of feature adoption when users learn about the feature.
The customer onboarding process flow chart is a tool that’s essential for optimizing your activation and adoption efforts. TL;DR A customer onboarding process flow chart is a visual tool that outlines the key stages of customer onboarding , aiding SaaS teams in creating consistent and effective onboarding experiences.
How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use checklists and walkthroughs to guide users quickly to product value. Why do you need it in the first place?
Optimizing the user onboarding flow is always a key SaaS business goal. That being said, it can be difficult to improve the user’s experience if you don’t follow the onboarding flow best practices that this guide will go over! Self-service resources help users learn more without going through long product tours.
How do you increase customer adoption to grow your product ? In this article, we cover the benefits of increasing adoption and the metrics you should be tracking. TLDR; Customer adoption is the process of continuously learning how to use a product and exploring its full potential. It drives product growth.
These days, customers expect instant access to support, especially for products that are critical to their business operations. If people can buy your product in their native language, they should be able to receive support in their native language as well. Support leaders say robust tools, KPIs, and handoff practices are key.
While this is great for saving time and resources, it can restrict brands’ ability to gather useful feedback and develop meaningful relationships with customers to prolong their lifetime value. Step 1: Establish baseline metrics. It’s important to establish baseline success metrics so you can measure success accurately moving forward.
Have you ever abandoned a product due to poor customer onboarding? One where you have to teach yourself how to use the product? If your users aren’t activating or adopting your product, you likely don’t have a proper customer onboarding strategy, or it’s not doing what it should.
Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.
Understanding your users and their journey stages will help you create flows tailored to the various SaaS onboarding phases. This is essential because your customers aren’t all the same; their needs change as they progress through your product. Benefits of the SaaS user onboarding process: Improved retention. Welcome new users.
Having an effective SaaS onboarding strategy is essential to user success and, by extension, customer retention. If you don’t make your onboarding flow as streamlined as possible, you could struggle to retain customers in the long run. The product, sales, marketing, and CS teams all play a role in the onboarding concerto.
Is Pendo onboarding functionality any good? We look at the onboardingfeatures Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. What is Pendo Onboarding? What is it?
What are value metrics? We also examine a few examples of how companies use value metrics in their pricing strategy. TL;DR Value metrics are the features of a product that customers associate with its value and are happy to pay for. To identify your value metrics look at your product use cases.
Wondering what customer journey KPIs align with your business goals? Customer journey KPIs, alongside product analytics , help product teams understand if they’re meeting their goals. SEO ranking to monitor and improve product visibility on search engine results.
The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.
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