Best Product Onboarding Software: 20 Tools
User Onboarding

Best Product Onboarding Software: 20 Tools

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    Home / User Onboarding / Best Product Onboarding Software: 20 Tools

    Whether you’re launching a new app, rolling out a feature update, or just looking to refine your existing processes, getting product onboarding right can make all the difference. 

    We’ll

    • Explore the best tools to streamline your onboarding process, 
    • Share tips for creating a smooth and engaging user journey, 
    • Highlight some real-world examples of onboarding done right. 

    So, grab a coffee, settle in, and let’s get started on making your product shine from the very first interaction!

    TL;DR

    • Product onboarding software helps new users learn and adopt your product smoothly. 
    • It reduces churn, speeds up user activation, and enhances the overall user experience with interactive tutorials, tooltips, and data-driven insights.
    • Choosing the right tool involves looking for functionality, ease of use, data analytics, scalability, support, and cost.
    • These are the most effective tools in 6 categories:some text
      • UserGuiding — a digital adoption platform that helps you create interactive onboarding experiences
      • Intercom — a customer communication platform that enables you to engage with customers through messaging, chat, and email
      • Mixpanel — an analytics tool that helps you track and analyze user behavior
      • Whatfix — a digital adoption platform that helps you create interactive guides and onboarding experiences
      • Confluence —a collaborative workspace platform by Atlassian that allows teams to create, share, and organize content, documentation, and projects in one place
      • Typeform — an online form-building platform that allows users to create interactive and engaging surveys, quizzes, and forms

    What is product onboarding software?

    Product onboarding software is a specialized tool designed to guide new users through the process of learning and adopting a product. 

    It aims to streamline the existing and new user experience, reduce churn, and accelerate time to value.  

    Most product onboarding software includes interactive tutorials, tooltips, and walkthroughs to increase relevance and effectiveness for their users.

    Additionally, it collects data-driven insights to optimize the onboarding process and reduce support burden.

    💡 Are you ready to invest in the most crucial part of a user journey aka onboarding? Check out our user onboarding checklist to create a seamless experience. It comes in Excel, PDF, PNG formats as well as a Notion template!

    Why use product onboarding software

    Improved User Experience

    • Provides clear and concise instructions, making it easier for new users to understand the product.
    • Offers interactive tutorials and walkthroughs to guide users through key features.
    • Tailors content based on user behavior and preferences, ensuring relevance and effectiveness.

    Increased User Engagement

    • Encourages exploration and experimentation by providing personalized recommendations.
    • Offers incentives or rewards for completing onboarding tasks.
    • Creates a sense of accomplishment and satisfaction as users progress through the onboarding process with onboarding checklists and progress bars.

    Increased Conversion Rates

    • Guides users through the sales funnel and helps them make informed purchase decisions.
    • Provides personalized offers like free trials, special discounts, or pricing to increase the likelihood of conversions.
    • Reduces friction in the checkout process to improve conversion rates.

    Reduced Churn

    • Helps users avoid common pitfalls and mistakes by providing guidance and support.
    • Ensures users understand the value proposition of the product and how it meets their needs with resource centers, chatbots, and knowledge base.
    • Creates a positive first impression that can influence long-term loyalty.

    Accelerated User Activation 

    • Guides users through essential steps to activate their accounts and start using the product.
    • Provides clear instructions and support for common user activation challenges like the initial set up phase and showing where key features are.
    • Ensures users have the necessary permissions and access to begin using the product effectively.

    💡After struggling with engaging users, Opinew started using UserGuiding to decrease churn. Here’s how they increased their user activation rate by 10% thanks to interactive guides and product onboarding checklists:

    Data-Driven Optimization

    • Tracks user interactions and collects analytics to identify areas for improvement.
    • Allows for continuous optimization of the onboarding process based on user feedback and performance metrics like customer satisfaction score.
    • Enables personalized experiences at scale by tailoring content based on user data.

    Reduced Support Burden

    💡Vieworks was able to reduce their support ticket volume by using UserGuiding’s interactive tours and product onboarding checklists. 

    See how CEO Chris Gale leveraged UserGuiding’s analytics feature to track user progress and assess their onboarding materials:

    20 Best Product Onboarding Tools

    To make things easier for you, we’ll look at the best 20 product onboarding tools and categorize them based on their use case. 

    Under each category, you’ll find a winner based on strengths, pricing, integrations, and must-have features like personalization.

    Ready to find the best fit for your business? Keep reading!

    1. Interactive Tours and Walkthroughs

    Take a look at these tools that can help you create guided tours and walkthroughs for your users:

    1. UserGuiding

    UserGuiding is a product adoption tool that helps you create meaningful onboarding experiences for your users. 

    It enables you to design interactive guides, tooltips, and checklists that assist users in navigating and understanding your product's features.

    One of UserGuiding’s standout strengths is the user-friendly no-code editor. This is great for extensive customization and robust analytics. 

    Also, UserGuiding is versatile enough for various use cases, whether you’re launching a new product or optimizing your onboarding process. 

    Plus, it integrates smoothly with popular CRM systems like Salesforce, analytics tools like Google Analytics, and communication platforms like Slack.

    Key Features

    UserGuiding has several key features that genuinely enhance user onboarding and engagement:

    1. Interactive Tours: You can create step-by-step guided tours that help users navigate your product's features in a friendly way.
    2. Tooltips and Hotspots: This feature lets you add helpful tooltips or highlight specific areas of your application, making it easier for users to understand what’s important.
    3. Checklists: You can design onboarding checklists that guide users through essential tasks, ensuring they don’t miss any important steps.
    4. Customization Options: Tailor the guides to reflect your brand’s look and feel, making the experience feel personal and cohesive.
    5. User Segmentation: Target specific user groups with personalized onboarding experiences based on their behavior, making the guidance more relevant.
    6. Analytics and Feedback: Track how users interact with your guides and gather feedback, allowing you to continually refine and improve the onboarding process.
    7. No Coding Required: Create and manage onboarding content easily, even if you don’t have a technical background.
    Pricing

    As for pricing, UserGuiding typically offers tiered plans based on the number of users and features, starting around $69 per month for small teams. 

    2. WalkMe

    WalkMe is a digital adoption platform designed to help organizations improve user engagement and onboarding for their software applications.

    It offers a variety of helpful features, including in-app guidance, interactive walkthroughs, and task automation.

    WalkMe’s strength lies in advanced digital adoption capabilities that work across multiple platforms, both web and mobile. 

    This makes it especially suitable for large-scale enterprises and complex software systems.

    Also, WalkMe seamlessly integrates with various enterprise systems like SAP and Oracle, as well as CRM tools and support platforms like Zendesk. 

    Key Features
    1. Onboarding Flows: You can create guided, step-by-step walkthroughs that help users understand how to navigate your software with confidence.
    2. Tooltips and Overlays: These provide helpful, contextual tips that highlight important features, making it easier for users to find their way.
    3. Analytics and Insights: WalkMe helps you track user interactions, which gives you valuable insights into how they engage with your software and where improvements might be needed.
    4. Mobile Support: You can extend your guidance to mobile applications so users can access help wherever they are.
    Pricing

    Pricing is customized based on the size of your organization and the features you need, so it's best to contact WalkMe directly for a personalized quote.

    3. Pendo

    Pendo is another product onboarding platform that provides in-app guides, tooltips, onboarding flows, and product analytics.

    It’s particularly useful for product management, developing user engagement strategies, and tracking feature adoption.

    Plus, Pendo integrates easily with CRM systems like Salesforce, as well as various marketing tools and analytics platforms, making it a versatile choice for your needs.

    Key Features
    1. In-App Guides: You can create interactive walkthroughs, tooltips, and announcements to help users navigate your application more easily.
    2. Retention Tools: Pendo helps you identify at-risk users through engagement analytics, so you can implement strategies that can improve retention and satisfaction.
    3. Roadmap Management: Visualize and share your product roadmap, so you can keep informing users about upcoming features they might look forward to.
    4. Analytics: Pendo helps you understand how people are interacting with your product and where they might need more support.
    Pricing

    Pricing is customized based on the features you need and your company's size, so be sure to contact Pendo for more details.

    4. Appcues

    Appcues is known for customizable onboarding flows, checklists, and modals. 

    One of its standout features is the no-code setup, which makes it accessible for teams of all sizes.

    With detailed targeting and personalization capabilities, Appcues helps create streamlined onboarding processes and tailored user experiences.

    It also integrates smoothly with tools like Segment, HubSpot, and Mixpanel, adding to its versatility for your team. 

    Key Features
    1. In-App Messaging: This feature allows you to send targeted messages, announcements, and tooltips directly within the app, providing relevant information at just the right moment.
    2. Templates and Customization: With pre-built templates and full customization options, you can tailor your onboarding experiences to reflect your brand’s unique style.
    3. User Segmentation: You can segment users based on their behavior or attributes, and deliver personalized onboarding experiences that truly resonate with them.
    4. A/B Testing: This feature allows you to experiment with different onboarding strategies to discover what works best for your users, enabling continuous improvement.
    Pricing

    Pricing starts at $249 per month for basic features, with higher tiers available for advanced features and more users. Contact Appcues for a custom quote.

    5. Intro.js

    Intro.js is a lightweight JavaScript library that allows you to create step-by-step product tours. It's easy to integrate into your web application and highly customizable, with minimal impact on page performance. 

    Intro.js is ideal for small to medium-sized applications, straightforward onboarding experiences, and open-source projects. 

    While it works with any web application, integrations can be more manual compared to other tools. 

    Key Features
    1. Lightweight Library: Intro.js is designed to be lightweight, ensuring it won’t slow down your application and providing a smooth experience for users.
    2. Progress Tracking: Keep track of where users are on the tour, allowing them to easily pick up where they left off if they need to exit.
    3. Support for Multiple Languages: You can create tours in various languages, making it easier to reach a diverse user base.
    4. Step-by-Step Guided Tours: You can easily create walkthroughs that guide users through your application, highlighting important features and actions to enhance their understanding.
    Pricing

    The basic version of Intro.js is open-source and free, but commercial licensing options are available for additional features and support.

    🥇Winner of this category is UserGuiding

    UserGuiding stands out for its intuitive no-code editor that makes it easy to create customizable interactive guides, its versatility for different onboarding needs, and its seamless integration with popular CRM and analytics tools.

    If you’re ready to take your product onboarding to the next level, see what UserGuiding can do for you in action! Start a free trial today.

    2. In-App Messaging and Tooltips

    These tools help with in-app messaging, tooltips, and contextual help:

    6. Intercom

    Intercom is a customer communication platform designed to facilitate real-time engagement between businesses and their users.

    It offers a range of tools to help companies manage customer support, onboarding, and marketing through channels like live chat, in-app messaging, and email.

    Key Features
    1. Live Chat: You can connect with users in real time through live chat, providing immediate support and answering questions as they arise.
    2. Automated Messaging: Set up automated messages and chatbots to help users get assistance quickly, guiding them based on their behavior and needs.
    3. Analytics and Reporting: You can track user interactions to gather insights into engagement metrics, helping you understand how users are interacting with your product and where you can improve.
    4. Integrations: Easily integrate with other tools and platforms to create a cohesive experience that fits seamlessly into your workflow.
    Pricing

    Pricing starts at $74 per seat per month, with prices increasing based on features and the number of users. Contact Intercom for a detailed quote.

    7. Chameleon

    Chameleon is a product engagement platform designed to enhance user onboarding and in-app experiences. 

    It helps you guide your users through the product in a way that feels supportive and intuitive. Here are some of its key features:

    Key Features
    1. User Onboarding: Chameleon makes it easier for new users to get acquainted with your product, helping them understand its features and how to use them effectively.
    2. In-App Messaging: You can send thoughtful, targeted messages or announcements to users based on their actions, fostering better communication and connection.
    3. Customization: The platform allows you to personalize onboarding elements to match your brand’s identity, creating a more cohesive experience.
    Pricing

    Pricing starts at $299 per month,with plans varying based on features and user volume. Contact Chameleon for more details.

    8. Drift 

    Drift is a conversational marketing and sales platform that focuses on improving customer engagement through real-time communication. 

    It primarily offers tools for live chat, chatbots, and email marketing, helping you connect with website visitors more effectively.  

    Key Features
    1. Live Chat: You can engage with visitors instantly through live chat, providing immediate support and information.
    2. Chatbots: Drift’s chatbots can handle common inquiries, qualify leads, and schedule meetings, allowing for 24/7 customer interaction.
    3. Conversational Marketing: The platform enables personalized conversations with users, guiding them through the buying process and enhancing lead generation.
    4. Integration: Drift integrates with various CRM and marketing tools, streamlining workflows and ensuring that conversations are captured and actionable.
    5. Analytics and Insights: It provides analytics to track engagement, lead conversion, and other important metrics, helping businesses refine their strategies.
    Pricing

    Pricing is customized for advanced features and larger teams. Contact Drift for specifics.

    9. Zendesk

    Zendesk is essentially a customer service and engagement platform that helps you manage customer interactions across multiple channels.

    It offers a variety of tools to manage support requests across multiple channels, like email, chat, social media, and phone. It makes it easier for your teams to connect with customers when they need help.

    Here are some key features:

    Key Features
    1. Ticketing System: Zendesk's ticketing system helps support teams keep track of customer inquiries, ensuring that each request is addressed thoughtfully and promptly.
    2. Live Chat: The platform allows for real-time conversations, enabling you to provide immediate assistance and create a more personal connection with customers.
    3. Help Center: With Zendesk, you can set up a self-service help center where customers can find answers to common questions at their convenience, empowering them to solve issues independently.
    4. Automation and Workflows: Zendesk includes automation tools that streamline routine tasks, helping support teams focus on what matters most: your customers.
    Pricing

    Pricing starts around $55 per agent per month, with variations based on features and the number of agents. Contact Zendesk for more details.

    🥇Winner of this category is Chameleon!

    Chameleon takes the top spot in this category for its friendly approach to enhancing user onboarding and in-app experiences, targeted messaging, and plenty of customization options that make users feel supported and at ease.

    3. Onboarding Analytics and Insights

    These tools are designed to help you track and analyze user onboarding processes effectively:

    10. Mixpanel 

    Mixpanel is an analytics platform that aims to help you understand your users better and improve engagement with your products. 

    It provides powerful tools to track user behavior, allowing your teams to make informed decisions based on real data. 

    Here are some of its key features:

    Key Features
    1. Event Tracking: Mixpanel lets you monitor specific actions users take within your application, giving you a clear picture of how they interact with various features.
    2. User Segmentation: The platform helps you segment users based on their behaviors or characteristics, enabling more targeted insights and marketing efforts.
    3. Funnel Analysis: With Mixpanel, you can visualize user journeys and identify where people drop off in the conversion process, which is crucial for optimizing your sales funnels.
    4. Retention Analysis: This feature allows you to track how well you’re keeping customers over time, helping you understand trends and improve customer loyalty.
    5. Cohort Analysis: Mixpanel enables you to group users by shared behaviors or characteristics, providing deeper insights into how different segments engage with your product.
    Pricing

    There's a free tier available with basic features, and paid plans start at around $28 per month. 

    You can contact Mixpanel for custom pricing based on your specific needs.

    11. Amplitude

    Photo from Onboarding Study

    Amplitude is a product analytics platform that helps you understand user behavior after they enter your product. 

    Unlike Google Analytics, which focuses on acquisition data, Amplitude tracks specific user interactions, or “events,” like playing a video or clicking buttons. 

    This insight reveals what engages users and helps them become valued customers. It also identifies roadblocks in the user journey, highlighting areas for improvement. 

    Check out some of its key features: 

    Key Features
    1. Behavioral Analytics: Amplitude tracks user actions in detail, giving you a clear view of how users engage with different features and workflows in your product.
    2. Cohort Analysis: The platform allows you to group users based on shared behaviors or characteristics, helping you see how different segments interact over time.
    3. Funnel Analysis: With Amplitude, you can visualize user journeys and identify where users drop off, enabling you to optimize your conversion funnels and improve retention.
    4. Retention Analysis: You can assess how well you’re keeping users engaged over time, providing insights that can help foster loyalty and long-term relationships.
    Pricing

    There's a free tier with basic features, and paid plans start at around $49 per month. Contact Amplitude for custom pricing.

    12. Heap 

    Heap is another product analytics platform that helps you automatically capture user interactions on their websites and apps. 

    It tracks every click, scroll, and form submission without the need for manual event tagging, making it easier to analyze user behavior.

    Here are some key features: 

    Key Features
    1. Automatic Data Capture: Heap captures all user interactions automatically, allowing you to analyze behavior without the hassle of setting up events manually.
    2. Event Creation: Users can create custom events on the fly, enabling quick analysis of specific actions or behaviors.
    3. User Segmentation: Heap allows you to segment users based on various criteria, helping you understand how different groups engage with your product.
    4. Funnel Analysis: You can visualize user journeys and conversion rates, identifying where users drop off in the process.
    5. Retention Analysis: Heap provides insights into user retention over time, helping you understand what keeps users coming back.
    Pricing

    There's a free tier for small teams, and you can contact Heap for a detailed quote.

    🥇Winner of this category is Mixpanel!

    Its user-friendly analytics features, like event tracking, user segmentation, and funnel analysis, help your team make informed decisions and boost engagement in a straightforward way.

    4. Onboarding Automation and Flows

    These are the tools designed to automate and streamline the onboarding process:

    13. Userlane

    Userlane is a user onboarding platform that helps you guide your users, making the onboarding experience smoother and more intuitive. 

    It enables companies to create interactive, step-by-step tutorials that walk users through key features and processes in real time.

    Check out some of its key features:

    Key Features
    1. In-App Guidance: Userlane provides on-screen prompts that help users navigate your application.
    2. Interactive Walkthroughs: You can create customized tutorials tailored to your product, making it easier for users to learn and adopt new functionalities.
    3. User Analytics: With Userlane, you can gain insights into how users engage with tutorials, ultimately helping your teams understand their learning journey.
    4. No Coding Required: Teams can create and modify guides without any coding skills, making them accessible to everyone in your organization.
    5. Multilingual Support: Userlane supports multiple languages, allowing you to cater to a diverse, global audience.
    Pricing

    Pricing is customized based on company size and needs. Contact Userlane for a detailed quote.

    14. Product Fruits

    Product Fruits is a user feedback and product management platform designed to help you collect, manage, and prioritize user feedback effectively. 

    It enables your teams to gain insights into customer needs and preferences, driving product adoption and feature prioritization. 

    Here are some key features:

    Key Features
    1. Feedback Collection: Product Fruits allows you to gather user feedback through surveys, polls, and in-app prompts, so you can capture insights directly from users.
    2. Feature Requests: Users can submit feature requests, and your teams can manage and prioritize these requests based on user demand and impact.
    3. Roadmap Management: The platform helps visualize and communicate product roadmaps, keeping stakeholders informed about upcoming features.
    4. User Insights: Your teams can analyze feedback trends and user sentiment, ultimately providing valuable insights.
    Pricing

    Pricing for Product Fruits is based on the number of users and features required, but more affordable options start at $79 per month.

    15. Whatfix

    Whatfix, a powerful digital adoption platform, offers guided walkthroughs, interactive training, and onboarding flows for users.

    Its main goal is to improve user onboarding and ensure that customers can effectively navigate and utilize software applications. 

    Here are some key features:

    Key Features
    1. In-App Guidance: Whatfix provides real-time, on-screen guidance to help users understand how to use features within an application, which reduces confusion and enhances usability.
    2. Interactive Walkthroughs: You can create step-by-step walkthroughs that guide users through specific processes, making it easier for them to learn new functionalities.
    3. Self-Service Support: Whatfix allows you to create self-service resources, such as FAQs and knowledge bases, so that users can find answers on their own.
    4. User Analytics: The platform offers insights into user engagement with the guides and walkthroughs, helping teams understand what works and where improvements can be made.
    Pricing

    Pricing is customized based on features and organizational size. Contact Whatfix for a tailored quote.

    🥇Winner of this category is Whatfix!

    Whatfix is the winner in this category because it combines in-app guidance, interactive walkthroughs, and self-service support, which makes it easy for users to navigate software.

    5. Onboarding Documentation and Knowledge Bases

    Check out these tools to create documentation and knowledge bases for user self-service:

    16. HelpScout

    HelpScout is a customer support platform designed to help you deliver personalized and efficient support to their customers.

    The highlight of the tool is, however, its knowledge base builder. You can easily create self-help articles and FAQs to assist your customers.

    Check out other key features:

    Key Features
    1. Shared Inbox: HelpScout provides a collaborative inbox that allows you to manage customer emails in one place, ensuring that no inquiries get lost and that responses are timely.
    2. Customer Management: The platform includes customer profiles that provide context on interactions, helping support agents understand customer history and needs better.
    3. Live Chat: HelpScout offers live chat functionality so you can engage with customers in real time.
    Pricing

    Pricing starts at $22 per user per month, with customizable plans to fit your team's needs.

    17. Document360

    Document360 is a knowledge base software designed to help you create, manage, and share documentation and resources efficiently. 

    It’s particularly useful for building internal knowledge bases, customer support documentation, and product manuals. 

    Here are some key features:

    Key Features
    1. Easy Content Creation: Document360 offers a user-friendly editor that allows you to create and format articles easily, ensuring documentation is clear and professional.
    2. Version Control: The platform provides version control, so you can track changes and updates to documents over time.
    3. Search Functionality: With Document360, users can quickly find relevant articles and resources, enhancing the overall user experience.
    4. Collaboration Tools: The software supports collaboration among team members, allowing multiple users to work on documentation simultaneously and leave comments for feedback.
    Pricing

    There's a free pricing tier for small teams and solo users, and paid plans start at $199 per project per month. 

    Custom pricing is available for larger teams and additional features, such as advanced analytics and integrations.

    18. Confluence 

    Confluence is a collaboration and knowledge management tool developed by Atlassian that helps you create, share, and organize their work in a centralized space. 

    It's widely used for documentation, project management, and team collaboration. 

    Here are some key features:

    Key Features
    1. Collaborative Editing: Confluence allows multiple users to work on documents simultaneously, making it easy to brainstorm, edit, and refine content in real time.
    2. Templates: The platform offers a variety of templates for different types of content, such as meeting notes, project plans, and documentation, helping you get started quickly.
    3. Integration with Other Tools: Confluence seamlessly integrates with other Atlassian products, like Jira, as well as third-party applications.
    4. Organized Spaces: Users can create distinct spaces for different teams or projects.
    5. Search Functionality: With Confluence, users can quickly find documents, pages, and other content within the platform.
    6. Permissions and Security: The tool offers granular permission settings, enabling teams to control who can view or edit specific content.
    Pricing

    Confluence offers a free tier for up to 10 users. Paid plans start at around $5 per user per month. 

    Pricing increases with additional features and larger teams.

    🥇Winner of this category is Confluence!

    We give Confluence the top spot in this category for its great collaboration features, like real-time editing, customizable templates, and easy integrations!

    6. User Feedback and Surveys

    These tools are focused on gathering user feedback to improve onboarding experiences:

    19. Typeform 

    Typeform is an online form and survey building platform that allows users to create interactive and engaging forms, quizzes, and surveys. 

    Its unique design focuses on user experience, making it easy for respondents to engage with the content.

    Check out some of its key features:

    Key Features
    1. User-Friendly Interface: Typeform’s intuitive drag-and-drop interface makes it simple to create forms without any coding knowledge.
    2. Interactive Design: The platform allows for one question at a time, creating a conversational flow that encourages higher response rates and engagement.
    3. Customizable Templates: Typeform offers a variety of templates that users can customize to fit their branding and specific needs.
    4. Logic Jumps: This feature enables users to create personalized experiences by directing respondents to different questions based on their previous answers.
    Pricing

    Paid plans start at just $25 per month, making it a great option especially for small-sized businesses.

    20. Survicate 

    Survicate is a customer feedback and survey tool that helps you gather insights from your users through various channels. 

    It allows you to create surveys, collect feedback, and analyze responses to improve customer experience and inform decision-making. 

    Here are some key features:

    Key Features
    1. Survey Creation: Survicate offers a user-friendly interface for creating customizable surveys, including pop-ups, emails, and website widgets.
    2. Targeting Options: You can target specific user segments based on behavior, demographics, or other criteria to ensure relevant feedback collection.
    3. Multiple Question Types: The platform supports various question formats, such as multiple choice, open-ended, and rating scales, allowing for diverse feedback collection.
    4. Real-Time Analytics: Survicate provides real-time insights and analytics to help you understand feedback trends and identify areas for improvement.
    5. Integrations: It integrates with various tools and platforms, including CRM systems and marketing automation tools, to streamline workflows and enhance data analysis.
    Pricing

    Pricing starts at $99 per month, with custom pricing available based on features and team size.

    🥇Winner of this category is Typeform!

    Typeform wins this category for its engaging platform that creates interactive forms and surveys with a conversational flow, making it easy to gather feedback with customizable templates and logic jumps.

    How to evaluate tools based on your specific requirements

    To effectively evaluate product onboarding tools based on your specific requirements, follow these steps:

    1. Define Your Goals and Objectives

    To create a successful onboarding experience, start by identifying the key metrics you'd like to improve, like user retention, engagement, or time to value. 

    It’s also a great idea to understand your target audience better by analyzing their unique needs and preferences. 

    This way, you can tailor the onboarding experience to fit them perfectly, making their journey more engaging and enjoyable!

    2. Assess Existing Onboarding Processes

    To enhance the onboarding experience, you should identify pain points by pinpointing areas where users struggle or tend to drop off. 

    Also, gathering feedback from both users and internal teams can provide valuable insights into their experiences. 

    This combined approach helps you understand challenges better and make informed improvements that support a smoother journey for everyone involved.

    3. Create a List of Requirements

    Start by outlining the essential features that are a must-have, such as personalized experiences, interactive tutorials, and data analytics. 

    Next, consider any desired features that could further enhance the experience, like gamification or social proof

    It’s also important to evaluate any technical constraints or integrations that may be required because it ensures your onboarding solution is not only effective but also feasible within your existing setup.

    4. Research and Shortlist Tools

    When you're on the hunt for the right onboarding tools, start by checking out reputable software review platforms for user feedback and ratings—it's a great way to gauge overall satisfaction! 

    Then, take a peek at vendor websites to explore their features, pricing, and customer support options. 

    Finally, don’t be shy about requesting demos from your top choices; seeing the tools in action can really help you make the best decision for your needs!

    5. Evaluate Tools Against Your Requirements

    Start by creating a comparison chart that lets you evaluate each option’s features side by side. It’s also a good idea to look into how customizable these tools are to make sure they fit your unique requirements. 

    Don’t forget to check their integration capabilities to ensure they work smoothly with your existing systems and tools. 

    Finally, take a close look at the cost of each tool and think about the potential return on investment. This way, you’ll find the perfect balance between value and functionality.

    6. Conduct Pilot Tests

    To ensure the effectiveness of your shortlisted tools, start by testing them with a small group of users to gather valuable feedback. 

    This approach allows you to see how well each tool performs in a real-world setting. 

    As you implement the tools, be sure to track key metrics to assess their effectiveness, helping you make informed decisions about which ones to fully adopt.

    7. Make an Informed Decision

    Be sure to think about your long-term goals to make sure it fits nicely with your overall product strategy. It’s also important to check out the vendor’s support and customer service to ensure they offer the resources you’ll need. 

    And if it comes down to it, don’t be afraid to negotiate pricing and terms with the vendor to get the best deal! 

    Key Takeaways

    Product onboarding tools simplify how new users learn and adopt your product, making the process smoother and more engaging.

    These tools offer interactive tutorials and personalized guidance, encouraging users to explore and get the most out of your product. 

    Effective onboarding reduces user frustration and support requests, leading to higher retention and satisfaction.

    Try UserGuiding for free to discover effective product onboarding features.

    Frequently Asked Questions

    What is product onboarding software?

    Product onboarding software is a specialized tool designed to guide new users through the process of learning and adopting a product. It aims to streamline the user experience, reduce churn, and accelerate time to value.

    Why is product onboarding important?

    Product onboarding improves user experience by making the product easier to understand and navigate. It also accelerates time to value by helping users quickly realize the benefits of the product and start using it effectively.

    What are the key features of product onboarding software?

    Key features of product onboarding software include interactive tutorials, tooltips, and walkthroughs. Personalization based on user behavior and preferences is also important. 

    Additionally, integration with existing systems like CRM, marketing automation, and analytics tools is essential.

    Can I use product onboarding software for existing users as well?

    Yes, product onboarding software can also be used to provide ongoing guidance and support to existing users. This can help them discover new features, learn about product updates, and get the most out of the product.

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