Looking for the best user onboarding software? I can help!
Did you know that 55% of people admitted to returning a product simply because they didn’t understand how to use it?
This startling statistic is a wake-up call for any product team that hasn’t yet built a user onboarding process for their product, website, or app. The best onboarding experience will introduce consumers to your product, explore the user interface, and guide them through key features and shortcuts. But don’t worry: you don’t need to build this process from scratch.
User onboarding software can be used to create interactive video and/or text onboarding workflows to walk a new user through your product step-by-step. In this article, I take a look at some of the best user onboarding software solutions on the market. I’ll also go over what they do, what makes each one unique and cover some basic details like integrations and cost.
What do I look for when I select the best user onboarding system? Here’s a summary of my evaluation criteria:
- User Interface (UI): I look for user onboarding software that is easy to navigate with key features front and center.
- Usability: I’m seeking user onboarding tools that, well, have a great user onboarding experience! They should be easy to figure out, use, and troubleshoot.
- Integrations: I expect user onboarding systems to connect with apps already in your tech stack, like popular project management, communication, and collaboration tools.
- Value for Pricing: I look for pricing that is transparent, scalable, and sensible for the amount of features offered. Free trial or demo is a plus!
User Onboarding App Key Features
- Interactive guide: The system should walk users through the app's core features.
- Customer education: Enough training should be provided for anyone to get up to speed quickly.
- Knowledge base: Users must be able to find additional information easily when they need it.
- Onboarding flow: Good software follows a logical progression, introducing the core features first.
- Product adoption analytics: Admins need access to detailed reporting showing how the software is used.
- Customer stories: Analyzing customer journeys helps admins to better understand possible problem areas
- Beyond-app engagement: Better onboarding apps engage people through multiple channels to increase app usage.
- Data transparency: Users need to know what information you are collecting and why it is needed.
- Milestones: The best software motivates people by showing their progress towards onboarding milestones.
- Lean design: The onboarding process should run efficiently without hogging system resources
- Multi-language capability: A good onboarding process provides training in the user's preferred language.
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Overviews Of The 10 Best User Onboarding Software Solution
Here’s a brief description of each user onboarding platform to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface.
GuideCX is client onboarding software that turns the learning process into a series of tasks lists with status indicators for progress checking. Using the fundamentals of digital project management, GuideCX lets you build a customer onboarding workflow populated with learning materials that you set up yourself. You can white-label the system, so it’s all in line with your personal branding.
Key features include time tracking, resource management, a reporting/analytics engine, collaboration tools, and a client portal (no login required!). You also get a mobile app, flexible user permissions settings, private internal communications channels, automated dependency logic, end date forecasts, a timeline view, and storage/attachment capabilities.
GuideCX integrates natively with Salesforce, Hubspot, Gainsite, Slack, and Jira. You can unlock more integrations through Zapier, but this may require a paid plan.
GuideCX offers customized pricing upon request. They offer a free trial and a free demo.
Apty is customer onboarding and user adoption software for SaaS companies that houses intuitive walkthroughs designed to highlight your service’s best features for new clients. Apty has specifically positioned itself as a system that can propel free trial users into paying customers. They do this by helping you highlight tooltips and key features that your customers can’t live without.
With Apty, you can employ a straightforward interface and code-free editor to craft the perfect training/onboarding solution. You can design and implement on-screen guidance content dedicated to highlighting your must-have features. You can then track who is accessing your onboarding content as well as when, where, and how long. That way, you can continue to improve anywhere you see a bounce rate.
Apty is, by far, the best user onboarding software for SaaS companies looking to make the most out of freemium or free trial sign-ups.
Apty offers customized pricing upon request and a free trial for up to 45 days, where you can test out their workflows with full admin access.
Userpilot is cloud-based software that helps businesses improve product adoption and customer onboarding. Admins can segment users, based on certain attributes or in-app events. They can also create multilingual walkthroughs or add tips and hits to improve the client's overall experience.
The software gets new users up and running faster by offering a personalized user onboarding experience. Enterprises can add custom triggers or conditions and preview them across staging and production environments. To optimize performance, they can also perform A/B testing, set up milestones, and track engagement rates.
This tool integrates with platforms such as Google Analytics, Amplitude, Intercom, and Segment.
Userpilot costs from $249/user/month. A 14-day free trial is also available.
Pendo personalized in-app guides help you create better product experiences with in-app web and mobile communication. Out-of-the-box user onboarding tours, product walkthroughs, and in-app support help optimize the user experience.
The software includes a visual design studio for building targeted in-app guide campaigns across both desktop and mobile apps. You can deliver tooltips and best practice advice in-app, to increase user retention and reduce customer support inquiries.
Marketing teams can serve tailored messages to users, based on their behavior and segmentation. In addition, Pendo’s retroactive analytics help you determine when, where, and how to guide users to successful activation.
Pendo integrates with apps like Slack, Zendesk, Confluence, Salesforce, Fivetran, Intercom, Segment, HubSpot, and Drift. Integrations are limited to paid plans.
Pendo is free for up to 1000 monthly active users. You can contact them for paid plan pricing when you’re ready to expand.
WalkMe is a cloud-based interactive guidance platform that helps you manage customer experiences on your company website. Using automated tip balloons, the software drives customers to specific walkthroughs. You can play these automatically or allow the user to initiate them.
You can use segmentation to change the display based on a user's role, location, and language. You can also embed content into walkthroughs such as videos, articles, and more. Thanks to the analytics feature, you can track user interactions with the platform and modify the way they are guided through the site.
WalkMe integrates with Salesforce, AWS, Segment, Gainsight, Google Analytics, Heap, Slack, Google Workspace, LiveAgent, Intercom, Livechat, Zendesk, and other apps.
WalkMe costs from $2-3000/annually. It comes with a free demo.
Intercom is a sales, marketing, and support solution that helps businesses acquire, engage, and support customers. The software includes a bot-based algorithm, targeted emails, push and in-app messages, and an integrated helpdesk.
Intercom includes a product tour function designed to produce polished, engaging onboarding tutorials. Simple to use, this feature makes it possible for anyone to create an effective, engaging onboarding guide.
For more complex apps, custom bots can be built. These automatically capture new users' intent, then send them on the appropriate tour directly from the bot conversation.
Intercom integrates with Stripe, Instagram, WhatsApp, Google Analytics, Segment, Heap, Outlook, Slack, Salesforce, and hundreds of other options. You can also access their robust API for additional DIY connections.
Intercom costs from $74/month (billed annually) for small businesses and increases from there. You can try it for free for up to 14 days.
Chameleon is a product adoption platform that gives SaaS teams more control over configuration and customization. You can create onboarding flows that trigger in real-time, leverage user data, or only show experiences based on who users are and what they did.
The software allows you to target based on role, action taken, or survey response. Alternatively, it's possible to show experiences immediately when a user falls into a particular target audience.
Flows can be created and deployed without any technical knowledge, and no ongoing engineering is needed. The flow builder uses a Chrome extension to keep user payloads light.
Chameleon integrates with Segment, Heap, Mixpanel, Intercom, Amplitude, Slack, Salesforce, HubSpot, Stripe, Fullstory, Typeform, and other common product workflow apps.
Chameleon costs from $279/month and offers an “unlimited” free trial to test out all their features. You must purchase a subscription before it goes live, though.
Intro.js can be set up in just a few steps, with only two main files to install. It has no external dependencies, so it's never a drag on system resources.
Despite its simplicity, Intro.js can be used to build advanced tutorials. Every step of the process can be customized to meet specific requirements.
Using RESTful APIs, you can connect Intro.js to many tools you already use.
Intro.js starts at $9.99 (lifetime purchase) but also has a free, open-source version for personal and non-commercial sites.
Appcues delivers native-looking onboarding experiences designed to engage users, increase activations, and improve retention. Using the no-code builder, you can drag and drop images, change text, or adjust buttons.
Segmenting and targeting users by persona, plan tier, lifecycle stage, or account owner is easy. You can track the impact of each onboarding flow, to better guide and support users.
Appcues measures how flows impact key business metrics, so you can identify areas where improvements are needed. You can make adjustments and iterations to maximize the number of free-to-paid conversions.
Appcues integrates with Salesforce, Marketo, HubSpot, Zendesk, Slack, Intercom, Mailchimp, Heap, Mixpanel, Amplitude, Google Analytics, Segment, and others. Plus, a paid plan through Zapier can unlock even more integration options.
Appcues costs from $249/month (billed annually) and offers a free trial for up to 50 onboarding “flows” and 10 tracked events.
Hopscotch is a software platform for building interactive product tours that educate users about your product and guide them to becoming long-term customers. It ensures that a user's first experience in the app is positive, guides them to new features, or resurfaces existing features that have not been seen.
Using Hopscotch, you can show users a new tip each time they visit your app, notify them about new features, or inform them of scheduled app maintenance. They can click buttons and links or fill in form fields to progress through the guide.
Conditional logic allows you to segment in-app messaging based on individual user activity, while tooltips highlight essential features within the app. You can customize the look and feel to match your brand.
Hopscotch does not list integrations on their website.
Hopscotch costs from $99/month
The 10 Best User Onboarding Software Solution Summary
Offer a free trial and a free demo
|Pricing Upon Request||Visit Website|
|Pricing upon request||Visit Website|
14 Days Free Trial
|From $249/user/month||Visit Website|
Free version available
|From $7,000/year||Visit Website|
|From $2-3000/annually||Visit Website|
14 Days Free Trial
|From $74/month (billed annually)||Visit Website|
|From $279/month||Visit Website|
|From $9.99 (lifetime purchase)||Visit Website|
|From $249/month (billed annually)||Visit Website|
|From $99/month||Visit Website|
Other User Onboarding Options
Here are a few more that didn’t make the top list.
- Userlist - SaaS email automation that can be used for various product onboarding messages
- Customer.io - User onboarding centered around data-driven emails, push notifications, and SMS messages
- VidGrid - Enterprise video software that can be used for recording, sharing, and embedding product tutorials
- Helppier - Easy-to-build welcome messages and product tours with a quickstart template library
- Zumvie - Interactive product demos that don’t require a customer to log in anywhere before getting taking a test drive
- Inline Manual - Digital adoption platform for interactive walkthroughs, tooltips, surveys, and support articles
- Process Street - Process and workflow management that can be used for onboarding clients of professional service providers
What is a user onboarding tool?
A user onboarding tool is something that can guide new users through your product, typically using video or interactive web pages to show off features, processes, and shortcuts. User onboarding software can help build customer experiences that are more satisfying and intuitive for both company and customer.
Why employ user onboarding software?
Plenty of reasons! To name a few:
- 86% of consumers say that they are willing to pay more for a better customer experience
- 40% of users now prefer self-service tools over human guidance
- 60% of companies use between 4-6 tools for user onboarding (so you are not alone!)
Products and consumers are becoming more tech-oriented, and we need onboarding apps that can keep up with this demand.
You might also like: What Is Customer Onboarding? Tips And Best Practices
What do you think about this list?
That concludes my summary of the best customer onboarding software available today! Now it’s your turn: What’s your favorite user onboarding software? Have you tried any of the user onboarding tools on this list? Is there a customer success software you would add here? What benefits have you found in using a digital adoption platform? Sound off in the comments!
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