DM*test Adaptive user onboarding

You’re a B2B SaaS company with a web app, onboarding high volumes of new users and supporting a large base of existing ones. Some users need more help to succeed, but your team can’t offer 1:1 support and your in-app guidance isn’t personalized enough to fill the gap.

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You don’t convert users because they don’t reach value fast enough. And you churn users because there’s no ongoing, contextual guidance to keep them engaged and motivated. You also leave revenue on the table by not proactively showing users what to try next and by missing feedback to improve product and retention.

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I want to show new users how to get started in my app

Start with checklist to show users exactly what to do next and guide them to activation faster

-> Onboarding checklist

• Users can see which steps they need to take to get onboarded, for example reading an article first, then watching a video, then going through a product tour, etc.
• They can clearly see a progress bar showing where they are and know they are on the right track.
• You can have multiple checklists using segmentation for different types of users.
• You can even embed the checklist directly into your app.

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I want to show users how to use features and motivate them to use my app more extensively

Use product tours to guide users step by step to the right place in the app and teach them how the feature works.

-> Product tours

• In the editor, you can define the content of the cards, their sequence, logic, and visual design.
• Using Custom Events you can trigger Tour based on specific conditions.
• Segment tours for different users.
• Save time by letting Elvin AI generate product tours based on your instructions.
• Take it to the next level and ask Elvin AI to help you describe your app (Annotations) so it can automatically generate guides for users who ask in the chat inside your app (yes, Elvin can also sit in your in app chat).
• Enable Vision: top tier AI onboarding that provides voice navigation, can read the screen, and uses advanced AI techniques (this is best in class, but it is not cheap).