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7 user onboarding tools to increase customer activation, reduce churn
It’s exciting to see a lead convert into a user, but that doesn’t mean you’ve crossed the finish line just yet. If you don't get them to their ‘aha moment’ fast enough, you may see your new customer drop off just as quickly as they signed up. That’s where user onboarding tools can help.
But user onboarding software is not one-size-fits-all, and for these tools to be effective, you first have to determine your goals and whether they relate more to onboarding support or product experience (PX) insights.
Last updated11 Oct 2022
This article gives you a list of the seven best user onboarding tools, each with unique use cases, to help you give your users the best possible onboarding experience. Find exactly the right tool to get your customers to value quicker—meaning delighted users and less churn.
See firsthand how your users experience onboarding
Use Hotjar to gain key insights into your users’ behavior and learn how you can make their onboarding experience better
7 best user onboarding software + tools for SaaS businesses
You need a selection of tools to help you onboard users, but the solution that’s right for you depends on what you’re trying to achieve. Do you need deeper product experience insights? Are you looking for help with email automation or video onboarding? Or do you want to perform A/B testing on your user onboarding flows?
Different types of customer onboarding software give you:
No-code user onboarding flows to help you map out a frictionless onboarding process
Product experience insights to get a better understanding of how your users experience their onboarding
Tooltips and tours to make it easier for users to learn about your product and adopt new features
Onboarding analytics to get a closer look at where exactly in the onboarding process users tend to experience friction and drop off
Customer support to give your users extra guidance when they need it
Video onboarding to provide visuals that help explain more complicated or advanced features to users
Email automation to automate onboarding email flows and get the right information to your users at the right time
A/B testing to experiment on different aspects of your onboarding flow so you can optimize the process
Take a look at our recommendations for each of these types of user onboarding software tools so you can find the solution that fits your specific needs.
1. Appcues for no-code user onboarding
Appcues lets you create product tours, user onboarding checklists, and seamless onboarding flows without the need for in-depth coding knowledge or experience. You can also segment and target different user personas, so you know each user is getting exactly the experience they need.
Imagine one user segment drops off at a more complex step in your onboarding process because it’s not relevant to them. Appcues lets you identify your product's friction point and customize the onboarding process for this customer segment, eliminating irrelevant information and leading them to value quicker.
Use the Appcues analytics features to measure how quickly users reach their ‘aha moment’ and where they may be dropping off to optimize onboarding flows for each type of user.
Appcues’ features include:
An easy-to-use, no-code onboarding flow builder
2. Hotjar for PX insights and user feedback
Hotjar (hi there👋) is a product experience insights tool that helps you truly optimize your user onboarding flow with quantitative and qualitative data that shows you how your users interact with your product as they’re getting to know it. Get important insights on Hotjar's Dashboard, which presents website metrics like page views alongside insights from session recordings and user feedback.
Use Recordings to get a firsthand view of the way your users move through your onboarding flow. Identify if there’s a moment they tend to get stuck at, or if there are parts of the process that most users skip.
Take a look at the way Hotjar Recordings helped one user make things easier for his customers and minimize friction:
While this particular user runs an ecommerce business, the same could certainly be true for optimizing a SaaS onboarding process. Session recordings help you uncover whether your onboarding process has too many steps, or if one of its steps is too complicated.
And to understand what your users really think of your onboarding process, use a Hotjar Feedback widget to get their real-time opinions about your product and how easy (or difficult) it is to use. It’s an excellent way to understand what your users like and don’t like about your product and onboarding flow.
Hotjar’s features include:
On-page contextual feedback
Integrations that allow for A/B testing and deeper analytics
3. Userflow for tooltips, tours, and onboarding analytics
Tooltips are valuable nuggets of information that guide users through onboarding, not unlike hints in a scavenger hunt. Userflow helps you create these helpful tooltips and comprehensive tours.
The software makes it easy to design intuitive user onboarding flows, implement a user onboarding checklist to track task completion, create in-app product guides, and include feature highlights to drive adoption. But one of Userflow's strongest points is its analytics capabilities.
When it comes to analytics, Userflow shines, providing a visual representation of completion rates over time that can be used to refine the onboarding procedure. In addition to being able to select which events to record, you have access to version histories and no-code event tracking.
Let’s say your users keep dropping off during onboarding, but you don’t know when or why. Userflow’s analytics help you pinpoint which step in your onboarding process causes the most friction and user frustration so you can improve it.
Userflow’s features include:
Guides and product tours
Insights and statistics
Individual user tracking
4. Zendesk for customer support
No matter how many resources you give them, it’s inevitable that, at some point, some of your users will reach a fork in the road: seek and receive guidance, or drop off and stop using your product. Make sure your users take the first path by providing them with strong customer support. Enter: Zendesk.
Zendesk helps you guide users through their onboarding with convenient chat support. AI bots save your team time while still giving your users the option to speak with one of your representatives if they need to. Zendesk also lets you build a help center and community forum, so users can get immediate answers to their onboarding questions.
So, if a user gets stuck during the onboarding process and doesn't know how to use one of your key features, they can turn to your help center. If they don’t find their answer there, Zendesk lets them reach out and quickly find the help they need.
Zendesk’s features include:
Messaging across various channels
24/7 chatbot support
Help center and community forum
A centralized workspace
5. Wistia for video onboarding
One of the principle guidelines of storytelling is ‘Show, don’t tell’. Wistia helps you guide your users through their onboarding process by showing them exactly how your product can improve their lives.
Video tutorials can be a key element of your user onboarding process, and they help create trust with users by putting a face to your business and product. Wistia lets you create and edit videos to demonstrate your product in action and get your users to their ‘aha moment’ quicker.
Say you have a somewhat complicated feature that many users ignore during the onboarding stage and fail to adopt—use a video to better explain this feature and walk your users through it, in turn increasing feature adoption and customer engagement.
Wistia lets you see where your users pause, rewind, and fast forward in your videos, so you can create content that’s even more valuable to their onboarding experience.
Wistia’s features include:
Seamless video creation and editing
Video engagement tools
6. Userlist for email automation
Userlist is an email automation tool designed specifically for SaaS brands, which makes it an excellent solution for your user onboarding needs.
Not only individual users, but entire corporate teams, can be onboarded with Userlist, which is a significant advantage not offered by any other service in its class…You are able to monitor user activity, divide users into groups, send emails and in-app notifications based on user behavior, and do much more with Userlist.
Userlist lets you harness data about customer behavior to create onboarding campaigns that give your users the information they need—just when they need it. You can also customize messages and deactivate irrelevant messages, meaning your users won’t be bothered by messages they don’t want to see.
Userlist lets you segment your users for optimized onboarding. Let’s say you have a variety of user profiles: individual users, small companies, and large organizations. Create different company segments, and see the progress of each of your users on a centralized dashboard.
Userlist’s features include:
7. Optimizely for A/B testing
If you want to know what’s working (and what isn’t) in your user onboarding flow, use Optimizely to carry out A/B testing and get actionable quantitative insights to improve your onboarding experience.
For example, if you can’t decide whether a certain tooltip in your user onboarding is helpful, set up a test to run multiple experiments on the same page—one version with the tooltip, one without, and one with an alternative tooltip. This lets you see which users are more likely to continue their onboarding and which are more prone to drop off, depending on the different versions of that page.
Optimizely also lets you run A/B testing when you roll out new features, so you can discover if the way you present these updates is helpful or confusing to users.
Optimizely’s features include:
Pro tip: use Hotjar with Optimizely for data-guided decision making. This integration allows you to dig deeper into the user experience with session recordings and feedback, helping you further understand the results of your split testing.
Get your users to value quicker with the right user onboarding tools
Creating a user onboarding flow is easier with a powerful toolkit: when you get help from user onboarding software, you can build a process that brings your customers to value fast.
So, when you create a user onboarding flow, identify your goals and user pain points, and use software solutions to get your users to move smoothly through the onboarding process and activate quicker.
See firsthand how your users experience onboarding
Use Hotjar to gain key insights into your users’ behavior and learn how you can make their onboarding experience better.