Much like an overpour of white wine at a fancy restaurant, or a healthy slice of Red Velvet cake on a Sunday, people love a good onboarding. According to Wyzowl, 63% of users now look into a company’s customer onboarding program before buying a product. User onboarding is a game-changer between whether someone hangs around with your product or not and can be the start of something glorious.
The most intuitive tools still need a scalable and personalized customer onboarding process. Users expect to log in to a tool and be shown around. They understand that there will be a learning curve, but if that curve is too steep, all motivation goes out the window—as the BJ Fogg model dictates.
We want people to learn our products, without realizing they’ve studied at all, and reach that pivotal “aha moment” as quickly as possible. Simply put, if people find value quickly, they’ll hang around for the long haul.
We’ve collected 15 of the most intuitive, well-designed, and advanced user-onboarding tools on the market to help do that. We want a user’s first product experience in onboarding to be as smooth as that extra sip of wine and as sweet as that well-deserved slice of cake.
🤔 New to user onboarding? Check out our article on What is User Onboarding? We’ll see you back here in ten.
Here’s a breakdown of the onboarding tools we’ll cover in this article—from implementation to reporting, user onboarding is everywhere:
If you’ve already got your user onboarding tools down and your reporting tools lined up, we’ll save you the scroll. Jump straight over to our user onboarding inspiration section.
Pre-signup user onboarding tools #
Onboarding doesn’t have to start when someone logs onto your tool or platform. You can get someone “platform-ready” before they’ve even invested in your product. How? By trialing user onboarding tactics using personalization on your website.
Integrate data from your tech stack, build custom pages depending on audiences, and get personal with how you speak to potential customers.
Whether you’re addressing business types like startups or enterprises, industry niches like e-commerce, or even addressing someone by their name, you can trial users on different personas until you find a fit that educates and converts.
In-app user onboarding tools #
For all you product heads out there that need to onboard someone within your platform, we’ve got you. In-app messaging for user onboarding needs to be as joyful as your product itself. It sets someone up for success and helps to quell that lurking churn rate snapping at your ankles. Here’s how you can do it well.
We both know Chameleon was bound to pop-up sooner or later. So, here we are, front and center for in-app user onboarding. Chameleon helps to drive your product success by guiding in-product engagement in a way that’s useful for the user and your business.
Chameleon breaks down into four products:
Launchers: Customizable widgets you can use as tiny bitesize snippets of information that deepen user engagement and feature discovery.
Microsurveys: Build contextual, continuous feedback loops that give you valuable data on your onboarding flows and product engagement while not interrupting your user’s day.
Tooltips: Tiny but powerful in-app messages—when a user needs more information, serve it on a plate there and then, so they can learn as they go. Away with the instruction manual, we say, away with you!
Tours: Give someone the full experience when bringing them into your product world, use banners, modals, hotspots, and more to provide easy-running product tours and ensure new customers know their way around.
Take a look at how other businesses are utilizing Chameleon for their own user onboarding efforts here.
We offer a 14-day free trial for you to start experimenting with Chameleon Experiences, then, depending on your monthly users, business growth stage, and requirements, there are a few different price plans. Our paid packages start at $279 per month.
Do It Yourself (DIY) #
DIY is one way many people consider managing in-app user onboarding. It’s certainly an option if you have the resources. But, in an effort to build this out yourself, it’s easy to lose track of why you’re here in the first place.
What we’ll do is leave this here; the build vs. buy calculator, so you can do the math yourself and figure out if the DIY option is feasible and worth your time.
Omni-channel user onboarding tools #
A multi-channel experience is just one of the user onboarding best practices every SaaS brand should be looking to implement. Yet, not all of us are set up for it as well as we’d like. If you need to onboard users outside of your SaaS platform, don’t worry—we’ve got you covered. Well, these tools have, but we’ll welcome any thanks.
ActiveCampaign is the Swiss Roll of user onboarding tools. It takes your email marketing, marketing automation, CRM, and support platforms under one roof, rolls them all together, and creates the sweetest of recipes for user onboarding that’s inclusive and aware of the content you users are receiving.
Depending on the number of contacts you have will depend on the plan you need. ActiveCampaign pricing starts at $9 per month and runs through to $229 per month, with varying features and plans available in between.
Yes, we’ve got Zoom, we’ve got Skype, we’ve got Google Hangouts, but what do these require? Usually a download, usually that little rotating loading circle that ticks away as you roll your eyes. Demio eradicates all of that and offers a user-onboarding webinar experience entirely in a web browser. You can run recurring customer success webinars, one-on-one sessions with confused users, or host on-demand webinars where you can engage with users in real-time and help solve their problems—taking the heavy lifting out of user onboarding.
There’s a 14-day free trial for all readers that are a try before you buy type. However, if you know this is the product you need already, it starts at $34 a month and varies in price depending on how many people you want to host in your virtual meeting room.
Who told you pop-ups are dead? We need to have words. Pop-ups are very much alive, kicking, and better yet, lifting your customer’s experience. Sleeknote allows you to not only create popups your customers want to see but the popups they didn’t know they needed.
Use Sleeknote to create popups to collect email addresses, guide and connect with your visitors, and increase product sales and adoption.
On-Demand Webinar: Product-Led Growth 101 🚀How can you use PLG to drive acquisition on autopilot? Become an expert in this 60-minute webinar.
Sleeknote offers you a 7-day free trial to play around with creating pop-ups that dreams are made of. Depending on the number of monthly web sessions you have, there are optional billing plans starting at $49 per month—if you select the annual billing option, which saves you 20% on your yearly costs.
Video started coming first a while back. 96% of marketers said that video was essential to their marketing strategy in 2020. The team at Loom learned from video’s repetitive win and host video onboarding software that can be shared anywhere via a link.
If you haven’t tried this user onboarding tool, we highly recommend it. Whether you’re onboarding one person, or multiple, you can record a video and screen share and add that personal touch to your user onboarding experience or customer support. Plus, when you drop the link in certain places, like Gmail, for example, it embeds like it was meant to be there.
How Mixpanel uses Loom and Chameleon in their onboarding process. Loom is embedded within a Chameleon modal—the social proof highlights the content of the video and a friendly face makes onboarding feel less automated.
This user onboarding software has exceptionally reasonable pricing. Their free starter pack is not limited to a time frame and enables you to host 25 creators and create up to 100 videos of 5-minutes.
Their business plans start at $8 per month, per creator. There’s no recording limit with this plan; you can add your branding, CTAs, access engagement insights, and more. Go video, go!
Customer success user onboarding tools #
Your customer’s success is your success. When they win, you win. When they celebrate with cake, you get cake too. We all know the importance of our customers succeeding, but it can be tricky getting them there. These customer success user onboarding tools are here to help you create a holistic customer-centric experience.
You’ve most probably heard of Zendesk at some point in your professional career, the cheesecake of the SaaS world—everyone’s had a slice. Coined the “Champion of customer service,” Zendesk can be used in two ways: to boost sales and to support your current customers. For the sake of this listicle, we’re looking at support.
Support and onboard your customers with live chat and integrated voice services for 1-1 case, and provide a more interactive experience for customers. Or, choose to guide your customers through a knowledge base and offer smart self-service solutions to their pains.
Prices for Zendesk tools vary pretty massively depending on your team size and individual business needs. Their essential plan starts from $5 per agent per month. Pricing runs right through to their Support Suite Enterprise plan at $149 per agent, per month. Take your pick.
The customer education platform that gets customers excited to use your product. Skilljar is your user-friendly resource hub that can bring a gamification element to educating your users.
Host an entirely on-brand portal and have users take learning into their own hands, in their own time. Used by the likes of Slack, LinkedIn, and Asana—Skilljar allows you to build an entire educational hub without actually having to code anything.
There’s no set plan or pricing structure with this tool. If you want to know how much it’ll cost, you’ll have to make a request—and then you’re already partly invested in the process 😉
Tools for analyzing and optimizing your user onboarding #
The world of user onboarding tools is one, and it’s own. Despite some of these businesses we’ve mentioned above creating incredible products to help us onboard our customers, there’s undoubtedly a lack in the market for data feedback.
So, here we are, offering you this cake too. Come take a slice.
Powerful user experience analytics as your sole source of truth, enabling you to build on informed data decisions. You’ll understand and improve conversions, identify & prioritize points of friction, increase collaboration, and debug faster.
FullStory offers a 14-day free trial, and after this, you can choose between a Business or Enterprise plan. Get a demo, talk to sales—and get the full story.
Hotjar, you are our Apple Strudel on a Winter’s day. Reliable, simple, and incredibly satisfying.
Hotjar serves you the numbers for how people interact in your onboarding tool or website. HotJar takes things a step further and shows their actions too. Using a collection of heatmaps, screen recordings, surveys, and incoming feedback, you’ll determine if your user onboarding experience is as intuitive or learnable as you initially thought it was.
Plans for 500 sessions a day start at $99 per month and range up to 4,000 sessions a day, priced at $389 per month. Thank you, Hotjar; your pricing is as reliable and straightforward as your product. We salute your transparency. Now, where’s that strudel?
Dashboards have never looked so beautiful. Yes, we are crushing and not ashamed of it one bit. Mixpanel provides insightful, engaging, and enjoyable user behavior dashboards on your user onboarding experience. Answer just about any query you have and build out dashboards and workflows to get answers you can act on.
Mixpanel offers one of the most generous free plans we’ve seen among B2B SaaS tools in a while. Its free plan includes up to 100k monthly tracked users. While its growth plan starts on as little as $17 per month, it’s not an enormous lift for what could be a game-changer in your onboarding strategy and insights.
Understand your users and improve their in-product experience. Amplitude will give you the user behavior data you need to increase lifetime value and product retention—when integrated with your onboarding tool. PayPal was able to 11x the number of product intelligence tests; they ran per quarter using Amplitude. Imagine what you can get done with this speed among your toolkit.
The Amplitude free plan gives you access to 10 million actions per month and a limited set of analytics on those actions. If you like what you get and crave more, then they have Growth and Enterprise plans that offer behavioral reports, perspective analytics, advanced data governance, and much more.
Over 20,000 businesses are already using this customer data platform. Collect user analytics from any user onboarding app using simple analytics APIs. You’ll be able to align teams on how users are onboarding to your platform while remaining conscious of their data privacy.
In the end, you’ll get a single view of the customer and generate ideas as to how you can engage them better in the onboarding process.
Segment’s free plan gives you 1,000 visitors per month, two sources, and 300+ integrations (including Chameleon). Their team plan, at $120 per month, includes 10k visitors and unlimited sources. More, you say? Grab a demo with them and get a custom price plan for your needs.
Last on our list is from our friends at Maze. Maze focuses on rapid prototyping with authentic audiences. Why do you need them for your user onboarding? Before you launch that knowledge hub or engaging video tutorial, you can use various design tests like 5-second tests, card sorting, preference testings, and more to see if your theory is correct.
Save time further down the line and identify product flows early—jumping ahead a few points on our user onboarding checklist. With Maze, you’ll be able to deliver user experiences that are a hit from day one—optimizing now, rather than later.
Maze has a free plan that you can explore, and their pricing plan sits at $42 per month or team plans at $25 per seat per month when billed annually. If you need something bigger, then they’re all ears.
User onboarding inspiration #
If you came here looking for inspiration on creating a killer user onboarding process, you’ve also come to the right place. We’re just the gift that keeps on giving. Here are some of our favorite user onboardings out there.
How The Motley Fool reduces churn with Tours #
The Motley Fool team needed to create an omnichannel onboarding experience for its members to increase activation and account setup rates. By launching a Chameleon product tour alongside email updates, they were able to decrease their churn rate by 9% over 45 days. Their Tour greets members at the entrance and shows them around in a friction-free manner. Read the full success story here.
How Loom onboard their users with... Loom! #
Loom uses its own tool to help onboarding and customer success. We’re fans of the video, and if you’ve got a customer success team that is comfortable in front of the camera, then this is a great way to onboard someone to your tool or help them when they’re having problems.
Keep ticketed request video answers generic so you’re able to send someone a seemingly personal response to their issue—building relationships while enabling customer success.
How Airtable gamify user onboarding #
It’s an oldie, but a goldie. We’re huge fans of the simplicity and fun-factor behind Airtable’s user onboarding tour—bold and clean with a strong value prep.
It asks users the right questions that will get them to value as quickly as possible. Once you've completed the short survey, you land in your custom-made workspace with Airtable templates ready for you to take for a whirl. A product tour like this pushes user engagement from step one.
If these onboarding experiences have got you craving more, then there are plenty more examples to indulge in right here.
Wrapping it all up
Hopefully, this user onboarding tools listicle has topped any other you may have stumbled across and delivered tools you need, alongside inspiration you didn’t know you needed.
Happy researching, onboarding, and growing. Now, go treat yourself to that slice of cake—you deserve it.