Top 40 User Onboarding Tools for SaaS Businesses
Do you find it difficult to activate new users with your user onboarding tools?
It’s probably because you are using the wrong tools.
Of course, there are many factors of success in user onboarding.
Nevertheless, you need tools that will help you increase your chances of success.
In this list, you’ll find the top 40 user onboarding tools for your SaaS business.
Without any further ado, let’s dive right into the tools!
Tool #1: Loom
If you don’t have the time or the staff to be able to conduct in person training or training workshops, video onboarding can be the next best thing.
Loom allows you to record yourself, the screen or both.
This onboarding tool can make the process easier and quicker by allowing you users to watch a short video rather than read an entire manual.
Website: Loom
Best For: User onboarding videos
Tool #2: Appcues
Educate your new customers by guiding them through the user onboarding flow using prompts and cues.
Appcues is code-less making it very user friendly.
Personalised messages create a great customer journey from the start.
Website: Appcues
Best For: App prompts through onboarding
Tool #3: Intercom
Intercom allows businesses to communicate with their customers on their website, inside web, and mobile applications, as well as by email.
Intercom lets you set up in app messages to guide users along the onboarding process and even allows you to send targeted emails based upon actions the user made or a progress point they may have stopped at.
Website: Intercom
Best For: In app prompts and targeted emails
Tool #4: FullStory
Fullstory goes beyond traditional website analytics and allows you to search through different data points from your customers experience.
Pixel perfect playback allows you to see exactly how users interact with your platform but FullStory goes beyond that with analytics, click maps and more.
Website: FullStory
Best For: Pixel Session Replay
Tool #5: Autosend
Autosend allows you to send trigger based emails, sms, and push messages to web and mobile app users.
Autosend is a simple all-in-one tool that helps you automate messages for your users as they hit milestones within your website or application.
Website: Autosend
Best For: Triggered messages
Tool #6: ActiveCampaign
ActiveCampaign offers email marketing, marketing automation, sales automation plus CRM.
ActiveCampaign also allows app messaging directly on your software.
Take your time back with the sales and marketing automation.
Use their simple workflow to take of the tasks no one has time for.
Website: ActiveCampaign
Best For: Marketing Automation
Tool #7: WalkMe
With technology rapidly evolving each day it can be hard to keep up.
This is where WalkMe comes in.
WalkMe aims to take the burden away from the user by making systems adapt to them instead of the other way around.
Gain insights into your users journey and create change with data driven decisions.
Website: WalkMe
Best For: Businesses struggling to adopt digital software
Tool #8: Hopscotch
Hopscotch makes it super simple for developers to add product tours to their platforms.
Create tours over multiple pages of your website or application and customize your language to support customers anywhere in the world.
This tool is a great innovation for user engagement.
Website: Hopscotch
Best For: Product Tours
Tool #9: Nickelled
Improve your onboarding experience while decreasing the time it takes by showing users the most important processes they need to know through Nickelled’s walkthrough guides.
Help navigate users through critical events in your app without plugins or javascripts.
Make sure your users see the value in your platform from day one.
Website: Nickelled
Best For: Walkthrough Guides
Tool #10: Tour My App
Tour My App is another code less in-app guide.
These days users don’t want to take the time to read a long manual and even watch a video.
The easiest and most efficient way to engage your users is through in-app guided tours.
Tour My App lets you create fully interactive tours while completely customising them.
You also get metrics on your tours to see how effective they are.
Website: Tour My App
Best For: In-App Guides
Tool #11: Wistia
Wistia is a business platform for video hosting.
It allows you to create a more personal user experience for your customers by creating a play-by-play video of your app in action.
These videos can help bring personalization to your brand, making it easier for customers to connect with you, and can also help break down complicated processes.
Their soapbox feature makes it so simple to create a video. All you need is yourself, a webcam and a Google Chrome extension!
Website: Wistia
Best For: video tutorials
Tool #12: Inline Manual
Through the onboarding process, Inline Manual lets you create tailored tutorials for first time users and allows you to reinforce your goals through guided actions.
Beyond that it allows you to set up customer support articles inside your app and send support emails related to areas your users are struggling with within your app.
Website: Inline Manual
Best For: Walkthrough guides
Tool #13: LeanPlum
The campaign composer feature inside LeanPlum allows you to create and send messaging campaigns across mobile and web channels, helping you drive engagement and increase revenue.
Access customer onboarding analytics to see the optimal time to send your messages and set a frequency cap to reduce unsubscribes due to over messaging.
Website: LeanPlum
Best For: Messaging Campaigns
Tool #14: Auth0
Getting users into your app and engaging with it is the ultimate goal.
Achieve this quickly without losing the security of your application by using AuthO.
AuthO implements single sign on capabilities including social media through Google, Facebook, and Twitter.
AuthO offers 100+ pre built rules for you to use or you can completely customise it by writing your own code.
Website: AuthO
Best For: Single Sign On (SSO)
Tool #15: Customer.io
Customer.io allows you to segment your audience based on real-time events and then send tailored messages to different audiences, through targeted emails, push notifications and sms.
Instead of scheduling email messages to customers at the same scheduled time, let customers receive the message on their own time depending on actions they’ve taken inside your webpage or application.
Website: Customer.io
Best For: Trigger based emails
Tool #16: Mailchimp
Mailchimp’s awesome templates, handy automation, and a powerful analytics tool really make them stand out in the email marketing industry.
There’s no monkeying around with their software.
The easy to use design tool allows anyone to design a message like a pro and the best news is that you get access to all of this for free!
Website: Mailchimp
Best For: Email marketing
Tool #17: Close.io
Technology and the use of machine learning software is the way of the future but some people still believe in the power of a good human interaction.
This is exactly what Close.io believes.
They offer a personalised email sent from an actual human, no automated messages here, and even a phone call with the first 5 minutes of your customer signing up.
Calling can be a pain point nowadays but Close.io takes all the work out of it with their automated calling and predictive dialing.
Website: Close.io
Best For: CRM with sales automation
Tool #18: Optimizely
Every consumer will interact with your platform differently and that is why A/B testing is so important.
Optimizely lets you test, learn and deploy winning product experiences every time.
Eliminate the guesswork, test your ideas and know exactly what is working with your users and what isn’t.
Website: Optimizely
Best For: A/B Testing
Tool #19: WhatFix
WhatFix allows you to create interactive walkthroughs inside your application.
Give your users the power during their customer journey by delivering a personalised journey in real time.
This platform is great because it’s very secure, GDPR compliant and delivers help to your users in many different formats to ensure you are reaching every customer in their preferred method.
Website: WhatFix
Best For: In-app guides
Tool #20: Zapier
Zapier is a tool that allows you to connect different apps, automate workflows and spend less time in repetitive tasks that take too much time.
If you want a better user onboarding for your customers, you should definitely check what Zapier can do for you.
Website: Zapier
Best For: Automate workflows
Tool #21: Segment
Take control of your customer data with the help of Segment.
By integrating with over 100 different apps, Segment allows you to centralise all of your customer data and is reportedly easier to use than Amplitude, Kissmetrics and Mixpanel.
Website: Segment
Best For: Collecting and Analyzing Customer Data
Tool #22: Apptimize
Test different versions of your app using Apptimize. Apptimize takes pride in coming from mobile roots and specialises in the mobile platform.
Besides that, they also help you feel confident about new feature releases by allowing you to gradually roll out new features to select users and roll them back if needed.
Apptimize doesn’t stop at mobile though, explore these features across platforms.
Website: Apptimize
Best For: A/B Testing
Tool #23: Funnelytics
Website: Funnelytics
Best For: Funnel Visualization
Tool #24: Amplitude
Amplitude lets you gain deep insights on your consumers behavior.
Track an unlimited number of in app events and run experiments to create the best customer experience and achieve long term retention.
Website: Amplitude
Best For: Product Analytics
Tool #25: Mixpanel
Easily analyse your users behavior across several platforms, run tests to a higher conversion rate and use personal messages to increase retention.
Mixpanel gives you the information you need to make business changing decisions.
Website: Mixpanel
Best For: Product Analytics and User Surveys
Tool #26: Tutorialize
Although they aren’t currently taking new registrations, check back soon to take advantage of their services.
Tutorialize is completely customisable, through CSS or the HTML directly, to easily guide users through your site or application.
For those less technically savvy, you can also engage with these features through a Google Chrome extension.
Website: Tutorialize
Best For: On-page Tutorials
Tool #27: TalentLMS
Let your LMS look and feel how you always wanted with TalentLMS’s custom features.
Save time with their easy to use platform and eLearning courses that can be built in minutes.
It also constantly offers you support through complete integrated software and it is always free!
Those two things alone make TalentLMS a system to look into.
Website: Talentlms
Best For: Cloud Based Learning Management System
Tool #28: Userpilot
Create the best customer experience by triggering in-app actions at exactly the right time during each unique customer journey with Userpilots’ code free software.
Pave the exact path to those revenue returning moments.
Effectively onboard each user seamlessly by removing the forced actions in preset app or site walkthroughs but still highlight the most important features through pre-defined checklists.
Website: Userpilot
Best For: In-app Triggered Actions
Tool #29: Hotjar
Easily track not only what pages users are visiting on your site but what area of each page through intricate heatmaps.
Try it free and uncover valuable insights to implement meaningful optimizations to your website or application.
Conversion funnels allow you to guide users down a pre-set checklist that leads them to the most beneficial actions and an increase in revenue.
Website: Hotjar
Best For: Heatmaps
Tool #30: Autopilot
Automate repetitive tasks through Autopilot’s creative visual software.
Establish personal relationships with every customer by creating unique personalised messages.
Along with marketing automation, Autopilot also offers email and content marketing, lead management as well as product integration.
Website: Autopilothq
Best For: Marketing Autopilot Software
Tool #31: Gainsight
Gainsight combines insights from multiple sources to help gain a deeper understanding of what each client needs and provides data to help proactively deliver the best user experience.
Gainsight also keeps your touchpoints unified for your customers so all your client-facing departments can be on the same page when dealing with the on-boarding process.
Website: Gainsight
Best For: Customer Analytics
Tool #32: Totango
Onboarding is one of the most important parts of any client experience.
Totango steps in and analyzes which trial users are active and engaged with the programmes, which leads to higher conversion rates, a better overall onboarding experience and an overall increase in revenue.
Website: Totango
Best For: Customer Retention Software
Tool #33: Inspectlet
Google Analytics offer great analytical insights but go beyond with qualitative insights from Inspectlet.
They record video of every user action that lets you see every mouse movement, scroll, click, and keypress on your site.
Once you can understand your user’s patterns, you can increase your overall conversion rate by pinpointing why they are leaving a page.
Track your audience with different filters and get a whole new understanding of the visitors to your website.
Website: Inspectlet
Best For: User Action Playback
Tool #34: UsabilityHub
Improve the overall UX of your apps and websites by testing and researching your platform through Usabilityhub.
UsabilityHub helps improve your website functionality by offering a comprehensive set of tools that helps uncover design issues early.
They also help identify the effectiveness of the links on your website, optimize messaging on landing pages, and gather information from users through forms to ensure quality control.
Website: Usabilityhub
Best For: User Testing Platform
Tool #35: UserTesting
UserTesting is a dynamic tool that allows you to record each customer session and how they are interacting with your app.
You can track what they do, but also hear them think aloud as they walk through their user onboarding journey.
UserTesting combines multiple reporting techniques to provide a clearer insight to your customers which then leads to a better customer experience.
Website: UserTesting
Best For: User Testing
Tool #36: Qualtrics
Qualtrics is a simple to use web-based survey tool that conducts survey research, evaluations, and other data collection methods.
They have numerous questions and survey templates to choose from, built-in dynamic reporting tools, and an easy to use interface to make forms that people want to interact with.
Website: Qualtrics
Best For: Customer Experience Management
Tool #37: Qualaroo
Qualaroo automates user research and gathers quality user feedback with personal targeting and sentiment analysis.
Automated surveys don’t do the trick anymore, you have to reach out to your users individually at the right time with the right questions.
You can segment your customers however you like, schedule exactly when you want questions to pop up, and get clients hot takes at each step of the onboarding process.
You can also incorporate Qualaroo with your favorite tools like Salesforce, MailChimp, Google Analytics and more.
Website: Qualaroo
Best For: User surveys
Tool #38: Typeform
Engage your audience with Typeforms’ easy to use forms and surveys that create an interactive experience for your clients.
Their conversational format stops one sided communication and helps you get more honest responses from customers, all without having to add code to your website.
Choose from multiple beautiful designs and create an easy to use, mobile-friendly form for your website.
The forms can also anticipate different question types as you start typing them out making for a simple setup.
Website: Typeform
Best For: User Forms & Surveys
Tool #39: Drift
In-site or in-app chat software are innovating how businesses connect with potential leads in real-time by allowing you to connect directly with customers when they are interested in a product.
Drift cuts down the time between when the client expresses interest and the business converting the sale, overall improving the communication between business and client.
Website: Drift
Best For: Chat software
Tool #40: Clearbit
Clearbit is a data provider that offers a variety of different products, APIs and solutions to help with all stages of business. Increase sales and reduce fraud by gathering more demographic information from your customers journey. Gain more than email addresses during the onboarding process.
Website: Clearbit
Best For: Analyzing Customer Data
Now It’s Your Turn
So there you have it.
You now know what are the top user onboarding tools for your SaaS business.
Before I leave you, I need to tell you one last thing:
Tools are important but in order for them to be effective, a great product is needed.
What this means, is that to move the needle you need a truly amazing product.
Then, and only then, your user onboarding tools will be effective.
Now it’s your turn:
Which of these tools are you going to use first? Is it Loom or maybe Appcues?
Either way, let me know by leaving a comment below!
Originally published at https://www.growthsandwich.com on June 24, 2019.
