User Onboarding Platform - Best Tools for Small Business

Explore top user onboarding platforms for small businesses to enhance first impressions and ensure smooth software adoption.
Published on: May 14, 2024
Last updated: May 23, 2024

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If you’re running a small business, you know that first impressions can make all the difference. In fact, it’s so important that 1 out of 2 customers will take their business elsewhere if their needs aren’t met, or if their product isn’t easy to use.

When it comes to software, how quickly and effectively your new users get up to speed can really set the tone for the entire experience. That’s exactly why a solid user onboarding process is so important. Along with showing them how to use the product, they should feel empowered and ready to dive in from day one.

The question is, how do you ensure a smooth and engaging onboarding process? This is where user onboarding platforms step in. These tools are designed to simplify the introduction of new users to your software, not only making it intuitive but also enjoyable. So, let’s explore the best user onboarding tools for small businesses, and which ones may be right for you.

What is a User Onboarding Platform?

To start, it’s important to understand what exactly a user onboarding platform is. Imagine you’re introducing someone to your favorite board game. You’d want to explain the rules clearly, show them how to play and make sure they like it, right? A user onboarding platform does something similar for your software. It’s a tool designed to help new users learn how to navigate and use your software effectively.

For small businesses, where resources are often limited and first impressions are important, having an efficient onboarding process can be a game-changer. These platforms automate the initial introductions and tutorials, allowing new users to understand the core functionalities of your software without manual intervention from your team. This not only saves time, but also standardizes the learning experience.

7 Best User Onboarding Software

A user onboarding platform is a fantastic way to maximize limited resources and enhance user retention. When choosing a user onboarding platform, consider what makes the most sense for your business size, industry and specific user needs.

Fullview

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Guide users directly in your product with Fullview's embedded screen control.

Fullview is a standout software for customer success managers and onboarding teams, offering a seamless way to welcome new users. With its ability to initiate instant in-app screen share and screen control calls, your team can offer new users real-time guidance directly within your software — almost as if you were in the room with them! This direct interaction not only helps new users get comfortable quickly, but also deepens their understanding of your platform’s value from the start.

This hands-on approach facilitates faster product adoption and significantly reduces the likelihood of user churn. By incorporating Fullview into your onboarding strategy, you’re ensuring that every new user not only learns the ropes efficiently, but also feels fully supported through their journey with your software.

Appcues

appcues

Appcues makes it simple to create and implement onboarding flows without needing any coding skills. Its intuitive design tools mean you can build personalized user experiences that drive adoption and retention.

Userpilot

Userpilot excels at providing behavior-triggered onboarding experiences. This software helps tailor onboarding flows based on how individual users interact with your application, making the learning curve less steep.

Pendo

Pendo offers incredible analytics alongside its onboarding capabilities, allowing you to gather insights on user behavior while guiding them through the initial stages of using your application. This data-driven approach ensures that every onboarding sequence is optimized for engagement.

WalkMe

WalkMe is well-known for its interactive guides that direct users through complex processes step-by-step. Whether it’s completing a setup or exploring advanced features, WalkMe makes sure its users never feel lost.

Chameleon

Chameleon helps create targeted onboarding tours that react to user actions. It’s great for designing adaptive onboarding paths that evolve based on user needs and preferences.

FullStory

FullStory focuses on understanding user interaction deeply through session replays and robust analytics. This insight allows you to fine-tune your onboarding process based on actual user experiences.

Steps of User Onboarding Process

A well-structured user onboarding process can significantly impact the success of your product. Here is a typical journey a user might go through:

User registration

The journey begins with user registration, which should be as intuitive as possible. Minimizing the number of steps and required information can prevent users from abandoning the process.

Sign up to Fullview

Signing up for Fullview opens up a world of interactive onboarding possibilities for your team. Fullview’s cobrowsing feature is particularly beneficial, allowing customer success managers and onboarding teams to engage with new users directly within your app. By instantly sharing screens and taking control when needed, your team can provide a truly hands-on walkthrough of your platform.

This immediate, real-time assistance not only makes the onboarding process smoother, but also enhances user understanding and comfort with the software. Implementing Fullview can lead to quicker product mastery among users and notably decrease the chances of early user drop-off.

Console logs

Console logs are more than just technical records; they're the key to unlocking a smoother onboarding experience. When using a tool like Fullview, customer success managers can dig into these logs to spot any hiccups—like errors or bugs—that users might run into. This isn't just about fixing issues; it’s about understanding what's happening on the user side.

By catching these glitches early and passing the insights to the product team, we can iron out any wrinkles, reduce user frustration, and enhance the overall experience. It’s all about making sure that getting started with your software feels as smooth and hassle-free as possible, keeping users happy and engaged.

Session replays

Think of session replays as your eyes and ears during a user’s onboarding experience. These tools allow customer success and onboarding teams to record and review exactly how new customers engage with your software. Watching these replays helps to capture the user's perspective, revealing areas where they might hesitate or get stuck. This direct observation is critical for identifying parts of the process that need refining.

By adjusting the onboarding experience based on actual user interactions, you ensure smoother transitions for future users and improve overall satisfaction. It’s a proactive way to enhance user engagement right from the start, making sure every interaction with your software is as intuitive as possible.

Interactive walkthroughs

Interactive walkthroughs guide new users through a software’s features, enhancing their learning experience. Unlike platforms like Appcues, Pendo, and WalkMe, which offer automated product tours, Fullview provides personalized, one-on-one walkthroughs.

This approach ensures real-time, individualized support directly from a person, addressing specific questions and challenges that users might face. By focusing on personalized interactions, Fullview significantly enhances user satisfaction and ensures users feel confident and supported from their very first interaction with the software.

Follow-up and engagement

After the initial onboarding, ongoing engagement is key. Regular check-ins and updates can keep users interested and encourage them to explore deeper functionalities of your product.

Related questions

What are the stages of user onboarding?

User onboarding typically involves stages such as:

  • Initial welcome
  • Account setup
  • Core feature introduction
  • Ongoing support
  • Advanced feature integration

Each stage is designed to build upon the last, gradually bringing users to full proficiency.

What is onboarding in UX?

Onboarding in user experience (UX) refers to the methods and processes used to improve a new user’s success with a product. This can involve tutorials, help articles, and other forms of support that aim to eliminate any confusion and barriers to usage.

Conclusion

Choosing the right user onboarding platform is crucial for small businesses aiming to increase efficiency and improve user retention rates. By implementing a tool that fits well with your product and audience, you ensure that every user starts off on the right foot. With the platforms discussed above, you can equip your users with the knowledge and skills they need to succeed, paving the way for satisfaction and long-term engagement.

Sources used:

Sources accessed on: 4/30/2024

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