What is User Onboarding Software?

Introduction

User onboarding software helps you to improve user activation with a robust onboarding experience. Your product is typically utilized in various methods, whether it’s different use cases, or diverse ways of accomplishing the same objectives. A user onboarding solution permits you to adjust the onboarding experience based on the persona of the user to enhance engagement. You can deliver a personalized and dynamic experience, and let the user determine their journey without restricting them to a single path.

User onboarding software also enables you to assist users as they utilize and navigate your product. Provide relevant and needed help at the right time. The platform allows you to trigger tips and hints based on in-app events and user behavior, so you can engage the user at the appropriate time.

A new signup’s first experience with your product can lead to activation or churn. With onboarding software, you can make users take positive actions so they learn the value of your product and are motivated to leveraging it. The system offers robust event-triggered features to help with the onboarding.

Features of User Onboarding Software

Product Tours

You can create product tours to guide users through the onboarding process and helped them experience how your product can be useful to them. These tours can be presented as tooltips, or as simple overlays or arrows. Make the product tour concise, short, relatable, and digestible. Craft it with attractive copy to make it a great onboarding tool.

Welcome Messages

Use welcome messages to greet new users and guide them to action. The messages should be clearly visible, warm, and non-invasive, and guide users to a feature or workflow that provides value.

Hotspots

Hotspots are a familiar feature in SaaS applications and provide contextual assistance in an unobtrusive way. They are typically not as invasive as popups or tooltips, and can be created with various animation intensities based on their importance. Users have the option of ignoring hotspots if they wish to do things by themselves or already know how the product functions.

Progress Bars

Progress bars indicate advancement of the user towards completing the onboarding journey. They provide users the impetus to go ahead and finish the onboarding experience so they can learn all about the product and its utility.

Benefits of User Onboarding Software

Decreases Customer Support Expenses

Customer service agents typically need to respond to the same query multiple times regarding product use. This work takes a big part of their time. User onboarding software provides plenty of helpful tips to consumers about how they can utilize it, which aids to significantly lower support costs. You can prepare reusable onboarding flows to minimize the expenses.

Boosts Product Adoption

SaaS solutions introduce new functions frequently to generate more value and meet new client needs. User onboarding software offers interactive guides for new functionalities to speed the adaptation process of users. Further, product tours can create more opportunities for upselling and upgrading your customers’ current packages.

Increases Retention

You need to make your customers pay their SaaS subscription regularly to make profits. Provide value to them by creating a helpful onboarding process that makes your customers experts at using your product. This can help to improve product usage and retention rate.

Improves Conversion Rate

It is important for SaaS companies to convert visitors and users who may make the purchasing decision in the initial few minutes. Therefore, you need to guide them properly during these vital moments. User onboarding solutions enable you to easily boost your conversion rates. By providing a helpful product tour, you can guide your visitors and prospects to conversion.

Enhances Customer Engagement

People invest in SaaS products to solve complex challenges in their work. User onboarding software can make your product simpler to utilize for your customers so they can perform their tasks quickly and easily. The platform helps to showcase your product’s real value to your consumers. By improving the onboarding and learning experience, the system boosts customer engagement and retention.