Nowadays, companies, especially in SaaS, have a very short time to prove their product’s worth to users, before they find another product that does it better. Yes, it’s a competitive world out there. But there’s one crucial aspect that can change all of this – onboarding. By effectively teaching users how to use your product from the get-go, they’ll see value in what you’re offering as fast as possible – and ultimately stay. 

Luckily, there are tons of user onboarding software that can help optimize your onboarding process for you. It easily walks them through your product and teaches them how to use the key features until they realize they can’t live without it.

86% of people say that they’d more likely stay loyal to a business that invests in onboarding content. So, clearly, onboarding is a serious make-or-break for your SaaS. But what exactly is user onboarding software? And why should you use it?

By the end of this article, you’ll be a pro at everything user onboarding, including: 

  • What is User Onboarding Software?
  • Why use User Onboarding Software?
  • What are the Most Important traits/tools for Onboarding?
  • Top 6 User Onboarding Software for 2023
  • Top Onboarding Metrics to Track
  • Choose the Best User Onboarding Software

Ready? Let’s go! 

What is User Onboarding Software?

User onboarding software is a set of tools designed to guide users through your product and introduce what it can do for them as quickly as possible. A good user software onboarding will make them understand the intricacies of your SaaS the first time they use it, simplifying their journey, and clearing any initial confusion that may occur. Showing them the value of your product as soon as possible will help reduce their Time To Value (TTV) and product adaptation.

Onboarding is super important in relation to customer satisfaction, decreasing your churn rate, and overall customer retention – if a new customer likes the experience the first time, they’re more likely to keep using your product long term (and spread the word).  

Why use User Onboarding Software?

When launching a product, marketing strategies play a huge part in the success of a SaaS. But it’s incredibly important for users to understand from the get-go that what you’re offering is exactly what they’ve been looking for. After all, 77% of them will stop using an app after just 3 days of downloading, so time is ticking for you to show them what your product is made of. It sounds scary, but don’t worry, it’s all worth it. After all, having a good onboarding experience thanks to user software will help you achieve the following benefits:

Now that you’re convinced that your SaaS needs good onboarding software, let’s unpack what are the most important traits it needs to have. 

What are the Most Important traits/tools for Onboarding?

You’ve finally decided to use onboarding software. But what features do your customers need to get the most out of your product? It’s super important to think about the hurdles they’re going to face, so you can work ahead of them. Here are some great tools that help: 

  • In-App messaging tools. Help them set everything up without leaving your product to access the information they need. 
  • Email automation. Send email sequences for first-time users and welcome them to your SaaS. Keep it short and sweet.
  • Knowledge Base tools. Create training materials and keep them centralized on your online base, so your users can access that documentation and instructions online when they need to. 
  • Video. Invest in super easy and clear-to-follow tutorial videos, which are a great self-service resource for your users to teach themselves how your SaaS works. 
  • Product Analytics. Track your data such as user behavior and the effectiveness of your features with a product analytics integration. 
  • Customer segmentation: Adjusting your onboarding to specific groups of customers is a great way to personalize their customer experience and ensure they’re making the most of your product according to their needs. 

Now that you understand how user onboarding software works and what are the most important traits you need, let’s see which software is the best for 2023! 

Top 6 User Onboarding Software for 2023

Many software products can help you with your onboarding process. Here are our top picks for 2023:

1. FROGED

FROGED will make your life easier by onboarding customers faster, increasing signup conversions, and educating users about your product – and it does all of it in one platform.

The FROGED platform provides a customer onboarding experience that guides, engages, and retains users all in one. Through a combination of product flows, omnichannel conversations, and in-app messaging, you’re able to onboard them with features based on their behavior within your product. 

Not only that, but it also creates retargeting programs and A/B testing that ensures you are engaging users based on their preferences. Ultimately, it lets you personalize the onboarding experience with behavioral-based campaigns and communication that increases your product engagement.

Some of FROGED’s top features include: 

  • In-app messaging 
  • Product Flows
  • Behavioral segmentation
  • A/B testing 
  • Self-service customer experience 

Check out pricing here. 

Sign up now

2. WalkMe

WalkMe is a digital adoption platform that gives you an overview of how your customers use your SaaS and their journeys. They use data to cater to your customers based on their experiences using your product. They offer workflows, automation, tooltips, and more. 

Top features: 

  • Management dashboards
  • Workflows analytics
  • AI-based data entry diagnostics
  • KPI management

Check out pricing here.

3. Userpilot

Userpilot allows you to personalize the user’s experience throughout your app, and gather all that incredible data to tailor their experience. You can set up tours and tutorials, and also personalized onboarding flows.

Top features: 

  • Tailored experiences
  • Personalized UI with hints and tips
  •  Success and goal tracking 
  • Activation with checklists 

Check out pricing here.

4. Userflow

Userflow allows you to build customized in-app tours, checklists, and surveys. This helps you convert more customers and increase retention.  

Top features: 

  • Highly customized and dynamic flows
  • Simple integration 
  • Step-based flows 
  • Tracking tasks with checklists 
  • Personalized Resource Center

Check out pricing here.

5. Chameleon

Chameleon is an adaptation product platform that allows you to control, configure, and customize your product for the best user experience. It helps you with design, integrations, targeting, analytics, and more. 

Top features: 

  • Product checklists
  • A/B testing
  • Product analytics
  • Templates

Check out pricing here.

6. Pendo

Pendo is a product experience tool that will help you increase the adoption of your product and accelerate the TTV of your SaaS. It also reduces confusion for stuck users and helps reduce churn with many features. 

Top features: 

  • Analytics and event tracking 
  • In-App Guides and in-App Support
  • Customer segmentation 
  • Product feedback 

Check out pricing here. 

Choose the Best User Onboarding Software

Using a SaaS for the first time can be daunting, and customers are more likely to immediately stop using your product if they never learn how it works. That’s why user onboarding software is so important – with easy walk-throughs, checklists, step-by-step plans, workflows, tour guides and videos, analytics, and more, user onboarding software guides your customers through your product and teaches them how to use it to its full potential. As a result, you can see a drastic improvement in your TTV, retention, and customer satisfaction – onboarding software is a no-brainer!

Ready to get your SaaS to the next level? Book a demo with FROGED and start accelerating your product’s value with all-in-one user onboarding software.