How to Plan, Build, and Test Product Walkthroughs That Work

Our guide to successful product walkthroughs that boost retention and engagement

Benjamin Brandall
13 minute read

Learning software in the early days meant reading dense documentation or having someone stand over your shoulder giving instructions. Neither option was ideal…

lisa software documentation user manual

Forcing users through a lot of friction, without supporting them with interactive product explanations, risks them failing; over two thirds of apps are used once and never again!

One of the most effective ways we've found to improve retention and adoption are product walkthroughs.

What is a product walkthrough?

Product walkthroughs are interactive and dynamic product experiences that help users understand the value, taxonomy, and functionality of a product.

This could be a modal, followed by some hotspots, or simply a series of tooltips highlighting parts of the UI.

It’s difficult to avoid seeing product walkthroughs when you sign up for a new SaaS tool, website or social network! Here’s an example of a lightbox used to help users focus on the most important part of this page:

product walkthrough in Hotjar

Hotjar is a product analytics company and uses a product walkthrough to showcase the key step to get to their aha moment

A product walkthrough should help a user discover core value with an aha moment such that they are motivated to continue down their path of trying / using the product.

This could be such that a new user understands how to complete setup, or to showcase new functionality to drive feature adoption across existing users. Walkthroughs don’t have to be a one-time only deal that shows up at the start of the experience; they can be leveraged again and again to cement key info or workflows within your users.

Good walkthroughs do this by explaining the bare necessities. For a video conferencing tool like GoToMeeting, that’s stuff like how to mute your mic, leave a meeting, and invite attendees.

gotomeeting's product walkhthrough tooltips

It's important to keep product walkthroughs short, as GoToMeeting does with their sequence of four tooltips

For Slack, it’s an explainer on taxonomy and the difference between public and private channels.

slack's tooltip product walkthrough

Great product walkthroughs stand out; Slack uses bright and bold colors to help users engage them. Don't be apologetic about these walkthroughs; make them valuable to users and then be confident about showcasing them!

Now we’ve briefly defined what a product walkthrough is, let’s look at why they’re important.

Why you need to build walkthroughs into your product

As hinted above, product walkthroughs have different benefits for different users. Broadly speaking, the goal of product walkthroughs is to:

  • Retain new users and reduce friction by explaining concepts, taxonomy, and the UI
  • Improve feature adoption across existing users by highlighting functionality they may have missed or misunderstood

Ultimately, by keeping new users and nurturing existing ones, you get the same outcome. Better retention.

retention shown with and without user onboarding

Improving retention in the early phase of a user's engagement with a product can lead to compounding benefits.

Whichever kind of walkthrough you’re building, there’s no denying that a user retention strategy is business critical. That’s because most software loses new users quickly, partially because of poor onboarding.

A hypothetical example:

  • Let’s say that you get 1000 sign-ups each month.
  • A drop-off of 80% after one session is pretty typical.
  • This leaves 200 users that log in more than once.
  • By the end of the month, just 4% of users from the cohort are left, so 40 people that didn’t churn out.

It sounds grim, but to make a big impact to this number, you only need to make a small change in retention rate. By retaining an extra 1% of users, you up revenue by 20%.

That explains why retention is consistently proven to be a big driver of revenue.

retention, churn and revenue chart

Plus, it costs 6-7x less to retain an existing customer than it does to acquire a new one.

When created with defined user segments and a focus on each segment’s goals, product walkthroughs have been seen substantial decreases in churn; a holy grail in software success.

We ran an A/B test and saw churn decrease by 10% for users that were shown Chameleon tours

- Ellie Wilkinson, Manager, Customer Success at Moz

However, achieving these results requires great design of walkthroughs and ongoing iteration. Here are some of the key lessons on how to succeed:

Planning and building your product walkthroughs

chameleon product tour example

A schematic example of a product walkthrough you can build; it can include users taking key actions inside your product.

A good walkthrough is single-purpose, contextual, and relevant to the user seeing it.

That’s why it’s so helpful to think of in-product guidance the same way you would think of a marketing campaign.

When a marketer builds a new landing page, they make sure the page has a clear audience, context, and purpose – there aren’t 10 different CTAs and money being spent blasting the page out to bad-fit leads.

Traditional online marketing has become a codified field of study with obvious best practices that most marketers follow. Product marketing, however, is newer and less clear-cut.

When a product marketer builds a walkthrough to help engage, retain and convert users, the exact same principles apply.

To build a new product walkthrough, you need to think about three things:

  1. THE GOAL: Using Magic Numbers and Aha Moments to set the target for the walkthrough
  2. The CONTENT: the text, images and interactivity of the walkthrough
  3. The TARGETING: which segment of users will see the walkthrough

Let’s break those down.

1. THE GOAL

Before you begin, you should have a clear sense of the purpose. In many cases it's the 'Magic Number' -- a key leading indicator that strongly correlates with successful / retained users. Getting more users to this is your ultimate goal in driving product success.

Slack found that they lost 90% of people who signed up through their marketing site but retained 93% of users whose teams sent more than 2,000 messages.

Early on, Facebook knew that users who added 7 friends in 10 days were the most likely to retain, so its product team focused on getting as many users to that point as possible, and talked internally about little else until it was done. LinkedIn also found that the speed at which users made connections was the biggest factor in retention.

In fact, according to Richard Price, Magic Numbers often center around three categories of metric:

  1. Network density: number of accounts followed on Twitter, or team members invited to a Trello board.
  2. Content added: files added to Dropbox, or tasks created in Asana.
  3. Visit frequency: signed in 5 times in one week.

However users don't care about the Magic Number; it's often meaningless for their user experience. They care about the Aha Moment -- the point at which someone internalizes the value your product provides.

There can be many (major and minor) Aha Moments along any user journey, and these can vary by product, user, market and more. Here's a quick guide on how to discover them:

The answer to improving retention is getting users to their moment Aha Moment as fast as possible, along their journey towards the ultimate aim of the Magic Number.

With that in mind, let's look at how to uncover these so you can build effective walkthroughs...


Finding the Magic Number using Analytics Software

If your product is mature enough to have significant customer data, analytics tools can help analyze which action (or combination of actions) is most closely correlated with a user becoming a long-term customer.

Finding the Magic Number with Amplitude Compass data

Amplitude is a product analytics platform that can be used to track in-app events, store rich user profiles, and display how events are tied to early retention.

In the example above, product data shows that users who played a song or joined the community are the most likely to still be around two weeks later.

Taking it a step further, data from APIs like Clearbit can be used to enrich user data to include fields on industry, company size, and other criteria you can use to create segments of users. With this information, you can focus on the behaviour flows of the most successful users and build walkthroughs that encourage other users to take the same actions.

As we’ll look at later, metrics on the performance of product walkthroughs can be fed into analytics platforms using Chameleon's integrations with Heap and Amplitude, where you can get a birds-eye view of how both your product marketing and app engagements impact retention.

Finding the Aha Moment using User Testing

To discover the Aha Moment, you have to observe your users; their action and reactions. You have to understand the "why": why they did what they did, and the "how: how they felt taking these actions. This will help you quickly understand what you need to address with your product walkthrough.

The best way to do this is with user testing and interviews and other direct interaction.


“it can be very valuable to have lots of co-developers random-walking through the design space near your product. Consider the way a puddle of water finds a drain, or better yet how ants find food: exploration essentially by diffusion. Given enough eyeballs, all bugs are shallow.” – Eric S. Raymond, The Cathedral and The Bazaar (1997)


These words – describing how dedicated beta users can surface issues with a product faster than any of the team who built it – also apply to finding your product’s key retention drivers or things that keep users from becoming successful.

Early on in Chameleon’s growth, the founding team saw those benefits of having regular product-focused check-ins with customers by engaging with a core community on Slack to help improve features and discover how to make other users just as successful.

Abother way to get user testing on-demand is to use a platform like UserTesting.com. For insight on the behaviour that leads to retention through your product’s onboarding flow or on a specific feature, you can deploy tests with task-based focuses, to defined audience segments.

UserTesting.com landing page

The key benefits of using a dedicated testing platform.

Outside of a formal service, you can collect product experience feedback from your team, friends and family, and local meetups.

User testing meetups online

There are often many offline testing groups such as these.

The goal of analyzing data and user feedback is to formulate a specific hypothesis. It may also mean that you find multiple different user personas or use cases, and these may require targeted and customized product walkthroughs.

For example, Trello asks users for their main use case before showing them the relevant first time user experience.

Trello welcome modal

Trello's welcome modal shapes users' product walkthrough by asking them to define their key use case.

Trello's empty state and product walkthrough

Depending on the use case Trello shows a sample board and encourages users to interact with it to learn.

With that information, you can design a walkthrough that leads users to take the right action. Read our guide to product walkthroughs, complete with best practices and examples.


2. THE CONTENT

With product marketing tools like Chameleon, you can deploy interactive product walkthroughs without writing code. This means you can point to elements on the screen, or direct the user to specific pages, rather than giving instructions in text or having a user follow along to a video.

Canva product tour

An example of a tootlip that can be built with Chameleon without writing any code.

As well as highlighting UI elements, it’s possible to trigger product or feature walkthrough based on a user’s activity – e.g., when they click a button, log in for the third time, or message support.

As you consider the content, think about the Aha Moment, and reflect on what is preventing all users reaching it. The reasons might be one or a combination of the following:

Reasons why users fail
  • Users being completely unware of a feature
  • Users missing the perceived value to them
  • Users not taking a key step to succeed
  • Users considering this to be someone else's job
  • Users over-estimating the work required to succeed
  • Users encountering something they consider an error
  • Users not understanding terminology

Your content should directly address this to provide users the armoury and motivation to continue along the path until they reach the Aha Moment, and eventually the Magic Number.

Malcolm Knowles’ principles of learning state that adults learn best through experience, when the knowledge is immediately applicable, and when users know why they’re learning something. This makes in-product walkthroughs that directly relate to the interface – and explain the benefits of using a feature – better tools for educating users than email or static help documentation.

You can make product walkthroughs available on-demand with the Chameleon self-serve widget.

3. THE TARGETING

Contexual UX performs most effectively, and we know from experience personalized content resonates more than cookie-cutter copy. While a generic product walkthrough might perform reasonably well for most users, a highly-targeted walkthrough will be. better.

You can start with targeting the most common user persona or journey and then build variations of the walkthrough for other cases. Leveraging user data from your product analytics, CRM, or Chameleon itself, you can deliver walkthroughs to specific segments of users.

For example, users that are:

  • Stuck with a feature
  • Brand new
  • Not using a new feature after X days
  • Showing signs of churn

chameleon audience segmentation

Chameleon provides smart default audiences and allows you to create a custom audience based on user data to target your product walkthroughs.

Targeting can help improve the relevancy of your walkthroughs, and avoid desensitizing users by overloading them with information.

You can also personalize the content with merge tags, e.g. addressing a user by their name, or referencing their company name. This makes the product walkthrough more appealing and engaging.

Inspiration and best practices for building product walkthroughs

There’s no one-size-fits-all answer to how to build a product walkthrough – it’ll vary depending on all of the factors mentioned above. Since it’s unique to each product, we offer consultations and recommendations when you request a demo.

We have also put together a big library of examples here, which features tooltips, tours, and onboarding experiences.

product marketing examples gallery

Like many aspects of software, the best starting point is a rough prototype that you improve upon iteratively. Check out our tips for building user onboarding, and go through our crash course, the Best Practices Academy.

With testing and analytics, you can optimize engagement with the walkthrough and user success afterwards. Let’s take a look next at a few effective methods for running tests on a prototype walkthrough.

Testing your product walkthroughs, from beta to beyond

Just as you’d want to use user data and test feedback to inform your walkthrough’s content, you’ll want to run tests on the walkthrough after it’s been built, checking everything from spelling to persuasiveness.

Staging a tour for internal testing

The quickest way to get feedback on your product walkthroughs is to get people from your team and organization – sales, marketing, support, and any other teams you can get to give the walkthrough a try themselves.

You can deploy your tour to a staging server, or make it accessible only via a secret link if you build it with Chameleon. This is great for sharing with select customers or your team, but you can also select the Team Members segment to show the tour only to those users.

To make this worth your company's time, it's best to make tests objective and easy to provide feedback on. To capture structured feedback, you could try a questionnaire through a form tool like Typeform.

Serial testing tours

Comparing two walkthroughs, or a walkthrough vs. no walkthrough, is most accurately done with A/B testing. But it's not always possible to get statistically significant data, especially if you're after fast results or have a small user base.

Serial testing solves this problem at the cost of accuracy. Simply measure your metrics with and without a walkthrough, or walkthrough A for one month followed by walkthrough B.

After you get your rough benchmarks, you can begin to iterate on smaller walkthrough elements like microcopy, colors, sequence, etc, with A/B tests.

A/B testing tours

An A/B test on a product walkthrough involves deploying two separate versions of the walkthrough to two distinct sets of users, so that neither set of user sees both.

A/B testing gives you the most reliable idea of which walkthrough is performing the best because all other user conditions are the same apart from the walkthrough; any difference in metrics between group A and group B can be accurately attritubed to the walkthrough.

You can A/B test your product walkthroughs with Chameleon and send tour performance data to wherever you usually store customer analytics, or monitor individual tour performance through the Chameleon dashboard.

chameleon analytics

Let us help you build the perfect walkthrough

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