Use Case

With a well-functioning user onboarding experience, users get to understand how your product can help them to solve the business challenges that they are having.

As it's great to see users complete initial key actions to start getting value from your platform, it is also essential to guide them to more advanced parts of your product that have proven themselves effective in product adoption.

Giving small nudges to those users who have reached this critical point of their lifecycle without interrupting their experience helps them understand what's more to achieve with your platform.

Since many applications become better when an entire team uses them, getting users to invite their coworkers can be a success. This guide will focus on creating a 2-step walkthrough that nudges users to invite their colleagues into UserGuiding if they have empty seats in their account. We'll cover:

  • Creating the Guides

  • Targeting the correct users

  • Testing the experience

  • What metrics will this impact?

The final look of your Guide will look similar to the example we created below:

Creating the Guide

Let's begin by creating the actual content.

1-) Launch the Chrome Extension to Create a New Guide

  • Navigate to the platform page where you'd want your walkthrough to start and open the Chrome Extension.

  • Then, click + Guide, enter Guide's info, add a new step and select the "Side Notification" template under the Modal section.

Pro tip: You can personalize the nudge by including the user's first name in this step's text component.

  • Option 1: You can end the Guide here by taking users to the page where they can edit their team when the "Invite Teammate" CTA is clicked.

  • Option 2: Alternatively, depending on the complexity of your UI or your users' tech-savviness, you may trigger another Guide that'll start on the Team page and highlight the "Add Team Member" button on your UI when clicking on the "Invite Teammate" CTA.

    • Using your Chrome Extension, create a second Guide, enter the Guide's info, add a new step, and select "Click Element" under the Tooltip templates this time.

    • Relocate the Tooltip to highlight the "+ New Team Member" and add a short & simple explanation to this step.

Note: You may refer to this article to learn more about creating Guides that span across different URLs.

2-) Adding & editing the CTA

  • Remove the requisite button, which ends the Guide on the Side Notification template by default. Depending on the use case that you select, add two custom buttons that:

Option 1:

  • Links your users to their Team page.

  • Ends the Guide.

Option 2:

  • Links your users to their Team page and triggers the second one-step Tooltip.

  • Ends the Guide.

3-) Triggering your Guide conditionally

You can control for which user segment and under which conditions your modal triggers. You can also select the page(s) where it would appear.

You can also set an appearance frequency for your prompt. For example, it could trigger only once when a user from the selected segment arrives at the target page. This is applicable to a modal that nudges users to add a new team member.

Pro tip: If you opt to go with Option 2, do not forget to turn the auto-trigger off for the one-step Tooltip Guide.

4-) Customize

UserGuiding gives you the ability to customize the walkthrough fully.

  • You can personalize the upgrade prompt by including the user's first name.

  • Visuals drive users' attention and can give a visual sense related to the content.

  • You can also fully customize the look & feel of the Guides with Customized Themes.

  • If you have a Theme you're ready to use, make sure this walkthrough is using it.

Targeting the correct users

For this specific use case, we recommend you segment your users based on their team member limit and actual team member count. You can achieve this by sending user properties to UserGuiding.

Once you decide on the segment, don't forget to set it to the content you've created.

Testing the experience

Setting the audience to Only Me will limit the content displayed for you and your colleagues.

You can navigate to a page where the support content should display, test it to see what it will look like, and publish it when you're ready.


What metrics will this impact?

Increased product adoption rates by getting more users from the same organization engaged with your product.

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