State of SaaS
Onboarding 2022 Report
Every year, Team Userpilot manually reviews the onboarding flows of over 100 SaaS applications.
For this edition we focused exclusively on B2B companies in the MarTech Industry for the most comparable benchmarks.
Why should you read this report?
- To learn best practices & trends in SaaS onboarding at a glance
- To see what your competitors are doing đ
- To back your product decisions up with industry data & get internal buy-in from your execs
State of B2B MarTech SaaS
Source: Fairmarkit
The Importance of
User Onboarding
The âset it, and forget itâ attitude can backfire:
- User onboarding has a direct impact on user activation.
- If your users donât activate, they wonât experience the value from your product and will churn within the first few weeks of signing up. This will directly affect your trial-to-paid conversion rate.
- To back your product decisions up with industry data & get internal buy-in from your execs
- Hence, user activation is the metric that has the highest correlation with revenue growth
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Free Trial vs. Freemium vs. Demo
Of the MarTech SaaS companies we investigated, most had a freemium model and very few of companies
in the study didnât offer their prospects a âtaste of the productâ.
- Free Trial 43%
- Freemium 50%
- No freemium, no trial, demo only 7%
Insights
More and more companies are aware of Product Led Growth and use their product as the acquisition channel.
Play Video
Frictionless Signup Flow
Thereâs friction, and then there is friction.
Sometimes, adding some extra friction to deter the people who wouldnât be the right fit for your software can be a good thing read more about how to design your sign up flow here.
But unintended friction translates into bleeding prospects during the signup flow. Even the most determined ICP will choose a product that gives them the same functionality at the same price if it means jumping through less hoops.
In the State of SaaS Onboarding 2022 report, we defined âfrictionless signupâ as asking the user for just the name + email, and not requiring email confirmation before accessing the dashboard.
Insights
Quick tips for reducing friction in your sign up flow:
- Avoid asking the user to confirm their email address before getting to see the dashboard.
- If you need to confirm your userâs identity or email address, do it after they get to interact with your product, e.g. when users are creating an email campaign, ask them after they have built their first campaign, and before they hit the âsendâ button.
- Same with asking your users additional questions in the signup flow - ask only the ones you immediately need to use to personalize your new user onboarding flow.
- Use Single Sign-On (SSO) to make the signup process easier for your new users.
Play Video
Welcoming Your Users
The way you greet your users can set expectations for whatâs coming up next in their onboarding and how they can get the most of your product.
How many MarTech SaaS products have welcome screens in 2022?
Insights
You can add fun GIFs, personalized touches with {first-name} tags, butâŠ
Using the welcome screen to segment your new users by the goals they want to achieve can be game-changing. You will get them to accomplish their Job-To-Be-Done faster, reduce their time-to value, and generally help them activate much sooner than if you drag them on a one size fits all 20-step-long product tour.
Itâs a win-win - your users will get value faster, and you will retain and convert more trial users.
You can do this by asking your new users 1-2 questions about what they want to accomplish, or adding buttons that would allow them to âchoose their own journeyâ:
Play Video
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Microsurveys in the Welcome Flow
Microsurveys in your welcome flow can significantly reduce time to value and increase trial-to-paid conversion rates.
No wonder 76% of MarTech SaaS companies used some form of microsurveys.
Insights
Here are some best practices of using videos in your welcome flows:
- Use only short (< 1-2 minute clips)
- Donât use video tutorials as a replacement for interactive walkthroughs that take users through the required actions first-hand - only use video to enhance them.
- Use video whenever it makes more sense to show rather than tell.
Onboarding Guides, Product Tours and Interactive Walkthroughs
Expecting that your users will âsomehow figure it outâ after first logging into your product is the modern equivalent of âbuild it, and they will comeâ.
Of course some will figure it out. But what about those who wonât?
To improve your new usersâ activation rate, you need to show them how to perform the key actions (key activation points) they need to experience the value of your product.
There are two main ways to do it: linear product tours, and interactive walkthroughs.
If you want to learn more about product tours vs. interactive walkthroughs – watch the video below:
Play Video
Product tours point out the elements and steps users need to take in a series of tooltips or modals on the userâs screen. The user can usually quickly click through or dismiss tours easily. The downside of traditional, linear product tours is that they front-load all the information and increase the userâs time to value.
Interactive walkthroughs on the other hand, take users step by step to perform the key activation points, at their own pace. Sequences of the onboarding process show only after the users have successfully completed the previous steps.
Interactive Walkthroughs vs Product Tours
- Interactive Walkthroughs 47%
- Product Tours 38%
- Nothing 15%
Onboarding Optimizations
- Checklists and
Progress Bars
Last but not least – there are certain small optimizations you can implement to make your onboarding even more effective.
For example, adding an onboarding checklist, ideally with a few items already âticked offâ.
Play Video
Final thoughts
Youâre now updated on some of the latest trends in user onboarding in SaaS! We hope you were able to take away some inspiration for how you can improve your user activation, first-month retention, trial-to-paid conversion, and other product metrics.
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G2 Market Leader 2022
Userpilot is an incredible, user-friendly software that allows us to create unforgettable experiences for our clients! From basic to complex experiences, we have been able to do them all with ease!
I would highly recommend this software to anyone who wants to provide their clients or users with the best product tour experience. The possibilities of what you can create are endless!
@UserpilotTeam We chose Userpilot because it offered the most bang for your buck. With the help of Userpilot’s driven actions, we created a seamless experience directly engrained with SciNote, which provides our users the ability to master it quickly and most importantly easily. But what we really love is the attention and support we receive from them. Their team strives to help us succeed in educating our users and are always there for us if we hit any snags on the road.
Matjaz Muhic
@Scinote
@Scinote
@UserpilotTeam Easy to use. Requires very minimal dev work to add new experiences. Empowers me as a product manager to do more without needing others to implement. Love the in app experience builder, WYSIWYG on steroids. We use it for contextual product education, NPS surveys, onboarding /activation walkthroughs, upgrade experiences, etc.
Emma Yee
@Osano
@Osano
@UserpilotTeam Within minutes of signing up, we knew we found the right tool. Itâs super intuitive, powerful and most importantly, the support is 10/10. Weâre continuously ideating, validating and implementing our onboarding experiences with Userpilot without bothering the development team and that saves us a lot of time.
Fahad Iqbal
@Fliplet
@Fliplet
@UserpilotTeam It’s a very intuitive and fun to use platform. Provided all the tools that We needed to improve our users adoption. We’ve had great feedback from our costumers. We were able to make a very significant leap in the adoption of the new functionalities with the customers, making a process that was slow and boring, into something fun and fast to implement.
Miguel EspĂrito Santo
@GoContact
@GoContact
