Onboard new users and prevent churn
Guide new users to their first value moment faster with a structured, multi-touch onboarding flow.
Step-by-step implementation
Welcome Tour
Greet new users, communicate your product's core value, and direct them to the next onboarding step. Keep it to 2–4 cards maximum. Include a short video or GIF to set expectations, and add a clear CTA like "Get Started." Trigger this once per new user based on signup date.
Feature Tours
Help users quickly familiarize themselves with key sections or features. Limit each tour to 5–7 steps and use element highlighting to draw attention to the right areas. Include visual media and gather feedback at the end with an adoption meter widget.
Onboarding Checklist
Accelerate onboarding by giving users a structured list of 3–4 critical actions. Link checklist items to tours, videos, or articles. Provide instant completion feedback so users feel momentum building as they progress.
Contextual Tooltips
Unlike tours that are seen once, tooltips are permanent learning tools. Place them inside specific sections as info or help symbols. Use flashing beacons to promote features. Keep them visible for all users so guidance is always available.
In-App Help Center
Create a central, permanent access point for support content. Include knowledge base articles, replayable tours, feedback forms, and even a demo booking option. This becomes the go-to resource for users who want to self-serve.
Knowledge Base
Build a single repository for all educational content, organized by topic with search functionality. Make it accessible from tooltips, the help center, and checklists. Use a visual editor to create and maintain articles without engineering.
Announcements
Deliver timely information while users are actively using your product. Use modal pop-ups for important news, banners for regular updates, and a newsfeed for ongoing communications. Keep text short, include visuals, and add CTAs linking to relevant tours or articles.
Feedback Surveys
Interact with new users during their trial to gather actionable feedback. Ask about platform usefulness, onboarding clarity, and challenges they face. Trigger surveys for users 10+ days into their trial. Use responses to identify at-risk users and offer retention incentives.
Expected outcomes
Faster activation
Users reach their first value moment in days, not weeks.
Lower churn
Structured onboarding prevents users from dropping off before experiencing value.
Reduced support load
Self-service guidance means fewer tickets and faster resolution.
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Explore other use cases
Introduce new or underused features
Ensure every feature launch reaches the right users at the right time — with announcements, guided tours, tooltips, and automated follow-ups.
Reduce support ticket volume
Cut support costs and improve user satisfaction by providing contextual help, a searchable knowledge base, and AI-powered self-service directly inside your product.
Improve trial-to-paid conversion
Increase conversion rates by ensuring trial users experience your product's core value quickly and consistently through targeted in-product guidance.