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Mastering User Onboarding: Strategic Checklist Tactics for SaaS Success

  Great user onboarding experiences are the culmination of a few well-thought-out strategies. User onboarding checklists are essential to that approach because they provide an engaging and structured way for users to begin their journey with your SaaS product.  But how can you build a user onboarding checklist that really connects with your users and drives product adoption, customer satisfaction, and retention?  Read on to find out. What are user onboarding checklists? Before we share our user onboarding best practices and tips , it’s worth defining the meaning and purpose of user onboarding checklists for anyone who is unfamiliar with the topic. User onboarding checklists are tools that help guide users through their initial interactions with your product. Typically, they consist of a set of tasks or actions the user should take to familiarize themselves with the product and some of its features.  Checklists appear in apps in different formats, such as: Pop-Ups. Sidebars. Progress ba

Essential Guide for Creating a SaaS Product Tour

  A great SaaS product tour increases time to value (TTV), feature adoption, and user retention. Do them well, and they feel totally seamless and natural, allowing your users to learn while exploring your product.  A bad product tour, on the other hand, can lead to confusion and frustration for your users. Worse still, it can fail to communicate your product’s value and end up harming user adoption, retention, and loyalty. In this article, we’ll show you how to drive product adoption with a SaaS product tour.  Key principles of an impactful product tour Image by freepik Before we dive into product tour best practices, it’s important to establish the key principles of any product tour. Keep these in mind as you plan out your product tour. #1. Simplicity Simplicity is at the forefront of any good product tour. Trying to cram everything that’s great about your product into one onboarding moment is a recipe for disaster. It’s best to keep things as streamlined and simple as possible. Don’t