Productivity

Plandisc improves both Retention and New Feature Adoption with UserGuiding

Founded

2014

Market

Computer Software

Employees

11-50

With UserGuiding since

2019

Plandisc is a planning solution that provides you with a digital, circular planning tool to give you an overview over the entire year at a glance.

It is used for various purposes by companies, students, and people who just want to get their year together.

The main thing that differentiates Plandisc from a classic calendar is that it consists of multiple rings surrounding each other, instead of rows and columns. This allows the user to get an overview of the year.

It is also a perfect tool for synching teams.

Each person can manage their own calendar in a separate ring and this way everyone stays up to date on what’s happening, who is busy, who is not, is there any overlaps, etc.

Plandisc has many other functionalities and features that helps you organize your time. Check out their site for the details.

How do you make a new user stay?

Products such as Plandisc gets hundreds, maybe even thousands of new signups everyday.

After positioning yourself on the market and doing the right marketing, new users pour in. Then it all comes down to keeping those users.

One way to retaining users is to make them quickly get the grasp of your product’s value: what it does, how it does it, and how they can use it.

This way, fewer users will quit on your product early as they understand your product and this can be achieved by offering them a great user onboarding experience that leaves no questions unanswered.

So if Plandisc doesn’t get its customers to stick around by better onboarding them and use all the different features of their product, their metrics such as retention

rate and revenue go down.

And speaking of different features:

It shouldn’t be hard to get users to adopt a feature

This is another point where Plandisc struggled.

They’ve added and keep adding new features that will make their product more valuable.

And developing features isn’t that difficult.

It’s making people use it that becomes a headache.

“We continuously develop new functionalities according to the feedback we get from the users. Often it is hard to make the other users see the value of them and make them utilize it.”

Gaétan Verbeke – Marketing Manager, Plandisc

Announcing new features off-product with email updates and through social media parts is effective, what’s more effective is telling users that there is a new feature inside the product. In-app messages such as tooltips and hotspots come in handy in this situation.

Plandisc needed a solution that could solve these problems; help them improve retention by educating users on their product, and improving the adoption of new features.

They’ve found UserGuiding

As they were searching for a solution that would help them create onboarding flows and introduce new features, they’ve found UserGuiding.

They have created various product tours that showed users how their product functioned, and they were satisfied. As the Marketing Manager of Plandisc Gaétan Verbeke puts it:

“UserGuiding helps us with the onboarding of new users. We believe that the understanding of our tool improves the retention rate of our customers and UserGuiding is a good tool for this.”

Gaétan Verbeke – Marketing Manager, Plandisc

Here are a few screenshots from their new user onboarding:

Here’s another step:

And another step:

It wasn’t only the product tour that they’ve created.

To introduce new features, and draw attention to certain parts of the product they have been creating Hotspots with UserGuiding.

Here’s how Verbeke summarizes their experience with the Hotspot feature:

“For new feature adoption, we use the hotspot. We catch the attention of the user with a blinking hotspot on the button related to the functionality. When they hover over it, they have the option to start a guide. UserGuiding helps us to show the value of this feature, and makes the user adopt these new functionalities in an interactive and intuitive way.”

Here’s one of their flashy hotspots that informs user on sharing the Plandisc they’ve created:

They’ve also created a simple user onboarding checklist with a number of guides in it that helps the user excel in their knowledge of Plandisc:

Visible and instant growth with UserGuiding

After they’ve started using UserGuiding, they experienced improvements in certain metrics.

First off, their users were onboarded better, so their retention gradually improved slowly in the following months.

However, they instantly saw the benefit of UserGuiding with the hotspots they created.

There was a 15% increase in the usage of a certain feature in just one week after introducing the hotspot.


If you are looking to increase your retention rates by improving your user onboarding or introducing new features effectively to get the maximum engagement, UserGuiding is the right tool for you.

With UserGuiding, you can create interactive product walkthroughs, onboarding checklists, hotspots, feature highlights, NPS surveys, and interactive help centers easily.

Also, whenever there is a new feature or an update, you can change your onboarding elements with just a few clicks.

And no coding or technical knowledge is required.

You can improve user onboarding with UserGuiding as well.

Summary

  • Plandisc wanted to improve their retention rates, as well as the adoption of their newly developed features.
  • They needed to onboard and engage users in a better way, so the users could be activated much earlier in the user journey.
  • They’ve used UserGuiding’s in-app UX elements such as product tours, tooltips, and hotspots to create a stellar user experience with the perfect onboarding.

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