Asset Connect educates new customers with Usetiful onboarding experiences

Asset Connect is an online platform for energy asset monitoring and management. Customers can connect their electricity generating assets, such as wind, solar or hydroelectric power plants, without having to buy additional hardware. Asset Connect presents energy production reports in a powerful dashboard, and Usetiful onboarding tours are used to guide new users to connect their assets, create and view reports and more.

The Product tours are organized into a User Onboarding Checklist.

Asset Connect uses the learn-by-doing approach to educating new customers. In some of their tours there are no “next” or “previous'' buttons for users to navigate through tour steps. Instead, users are nudged towards completing actions by themselves, and this way learning the possibilities of the platform.

The Product Tour seamlessly integrates into the user experience. Tour content flexibly adapts as the user progresses into the product, recommending the next steps, but leaving users to explore the platform on their own. With this design principle, guided onboarding feels like an integral part of the product.

Having a great user onboarding experience is crucial to increase feature discovery and user adoption. Even more so in the case of online dashboards, such as Asset Connect.

If you are looking for an efficient way to educate and retain users, onboarding tours and user onboarding checklists are the best choice to help new users in a delightful, easy to implement and measurable way.

Salesforce In-App Guidance: What You Need to Know

Salesforce is a cloud-based customer relationship management (CRM) tool. It's packed with features and functions that allow businesses to handle customer success and product management, predict sales revenues, nurture leads, and increase productivity. However, all these varied and excellent applications come at a cost. One commonly-cited issue with Salesforce is its steep learning curve. A difficult-to-learn app can be a real issue when you need to train new users. The CRM software giant recognized this some time ago. As a result, they released a tool called In-App Guidance as part of their Lightning Experience upgrade. The idea behind In-App Guidance is that it helps train and onboard new users with on-screen prompts and interactive walkthroughs. Let's explore more. Image by drobotdean on Freepik What is Salesforce In-App Guidance? Salesforce has been around for a long time. It's well-established as the most popular sales and CRM tool. A few years ago, they int...

Select Element on Your Page

To associate tour steps (pointers) with specific elements on your site, you need to hook to the selectors of elements. Selectors are used to "find" the HTML elements on your site. It is not difficult to find out the selector of a specific page element. The easiest way is to use our Chrome extension . Usetiful for Chrome extension (Recommended) 1. We recommend you to first install the extension - it enables you to preview product tours directly on your page without embedding the code. When on the page, it allows you to get the element selector on just one click. 2. Inside the tour editor, the " Element" field require you to enter the selector of the HTML element on your site. Click on the "Select element" action on the right side of the field. The following dialog will appear if the Usetiful browser extension is enabled. 3. Enter the address of your web page and click "Open page" 4. To select the...

How DAP Can Help Your Sales and Marketing Teams

These are trying times for the overall business community. The rise in interest rates has slowed economic activity, with subsequent budget cuts targeting sales and marketing departments in particular. You've probably already heard how digital adoption platforms (DAPs) like Usetiful can boost sales and marketing for your product. But what about using the software to help your sales and marketing employees? In this article, we'll show how you can use a digital adoption solution like Usetiful to drive better outcomes for not just your product and your users but also your employees. Image by our-team on Freepik Sales reps and time to productivity (TTP) If you're familiar with digital adoption tools like Usetiful, you'll already understand concepts like time to value (TTV). In short, it's a metric that measures how long it takes a user to get value from your product. Another way you can look at this is how long it takes someone to engage with your product and gain a ...

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