As you might know, Usetiful now integrates with Zapier. That is great news for teams that want to use webhooks or build complex automation workflows incorporating third-party apps.
Using Zapier to connect user onboarding software like Usetiful with other applications opens up a new world of possibilities. However, Zapier is not for everyone. One of the drawbacks of the popular no-code tool is that it's pretty expensive.
So, what are the other options for teams that want the benefits of workflow automation and third-party app integration? One option is a cost-effective no-code tool called Make.
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| Image by wayhomestudio on Freepik |
What is Make?
Make is a visual no-code tool that allows you to build workflow automation. If you're familiar with Zapier, you'll know the drill. Instead of writing code, you can use a drag-and-drop interface to connect two apps so an event in one triggers an action in another.
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| Make website |
So, for example, if a prospect fills out their details in Google Forms, you can use Make to send that information to your CRM automatically. Similarly, if you add a prospect in your CRM, you could automate Make to schedule emails to a salesperson, encouraging them to reach out.
Make integrates with thousands of apps. It's an intuitive and versatile way to explore and experiment with making your workflows as efficient as possible.
But how can you employ it with user onboarding software like Usetiful to benefit your business? Let's find out.
User onboarding use cases
The main reason user onboarding tools like Usetiful have become so popular in recent years is that they significantly affect the bottom line. Customer acquisition costs are so high that once you have your user's attention, you need to impress them quickly to drive activation and retention.
Onboarding automation best practices dictate that you reduce friction and find a way to make your product's value super clear to new users from the first interaction. Usetiful has got your back in that regard. Using a combination of product tours, tooltips, and checklists, allows you to take control of the buyer's journey and implement a personalized pathway toward adoption.
Collecting and analyzing feedback is one of the best ways to perfect your user onboarding flows. When your users interact with your product, they generate endless data points. Finding a way to mine this information to learn and improve is crucial.
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| Collect user feedback from Usetiful and send users' responses to CRM with Make integration. |
By combining Usetiful and Make, you can monitor the user onboarding process and send data to your preferred analytics tools. These programs can analyze user behavior and identify areas where friction occurs.
Because Usetiful offers a wide range of user onboarding tools and experiences, you can generate granular data to power onboarding metrics. This process will help you understand your product and your customer and help you create more effective user onboarding workflows.
Finding the perfect onboarding path is a never-ending process. Combining Usetiful and Make lets you populate your analytics tools and find the hidden patterns that determine the success of your product.
Sales and marketing use case
Sales and marketing are some of the biggest beneficiaries of automation. Time is precious within these disciplines. Cutting out mundane, repetitive duties can free your workers to focus on what they do best: selling products!
Sales demo automation is a powerful way to increase conversions around the clock. A lot of teams would love to unlock the benefits of demo automation. However, they don't know where to start. Thankfully, Make + Usetiful can provide the answer.
Imagine this scenario. You have a killer product. You know that once your prospects understand your app, they'll see what you see. This situation is what product tours were invented to solve.
You can use Usetiful to build a product tour that shows off all the features of your app. By adding text overlays, tooltips, and checklists, you can bring your product alive and show its capabilities.
Then, after the user has completed a milestone, like finishing the sales demo or reaching their Aha moment, Make can send a message to your CRM. From there, your salespeople have a red-hot lead to follow up. It all starts with a compelling sales demo.
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| Capture leads from Usetiful and send data to CRM with Make workflow automation. |
Employee onboarding use cases
Employee retention is a massive concern in the modern workplace. A shortage of skilled workers has hit company growth. Holding on to top talent is a must.
Good employee onboarding is a significant factor in user retention. One of the big causal factors in holding on to staff is ensuring they know how to use their work tools. This need is also a considerable concern in digital adoption.
We made Usetiful because we wanted to empower users to get the most from digital technology. Our user onboarding software offers users a variety of tools, like smart tips, product tours, and checklists, to help new hires engage with your app and other 3rd party software.
When paired with Make, you can enhance the process in several different ways. For example, learning to use complex software is overwhelming for many users. The old days of info dumping a manual or PDF on your new hires and hoping they take it all in are over. Instead, leading teams employ user onboarding tools like checklists to break down the process.
Checklists let you structure your user onboarding into bite-sized chunks. You can include all the features and functions relevant to your new hire's job.
However, even when you set all this up, you can run into problems due to an information gap. Namely, how do you know when your user has completed their onboarding? Or perhaps more importantly, how can you know that your employees get as much support as possible?
By connecting Usetiful with Make, you can send employee onboarding progress to different members of your team across the channels of your choosing. Your management, IT support, and HR teams can all monitor employee onboarding reports when staff is struggling to get the most from your tools. This process allows them to make timely interventions and provide crucial support that increases trust, loyalty, and time to value (TTV).
Final thoughts
While Zapier is the most well-known tool in the workflow automation space, it's not the only app in town. Make is a credible alternative with similar functions and an appealing low monthly cost.
If you want to boost your sales, user onboarding, and employee onboarding, Make and Usetiful make a perfect match.
The use cases we've included above are just examples of what you can achieve with Make and Usetiful. The whole point of these is that they are accessible to everyone. Visual no-code tools mean that creative people can build applications without coding knowledge.
The only limits are your imagination. So get out there and experiment and unlock the power of automated workflows.