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How Usetiful helps Clerbo with the initial customer onboarding

About YSoft Clerbo The employee experience begins the moment the candidate accepts your job offer. YSoft Clerbo  initiates new hires into the company and the company’s culture. With intuitive software, employees can be pre-boarded, onboarded and trained. Employees are now productive on their very first day. YSoft Clerbo is the future of work culture. Challenge: Provide interactive onboarding to new customers Clerbo team was looking for a user onboarding tool for their customers, with focus on interactive product tours in customer’s native language. Their customer support team wanted to reduce the number of questions received especially from new customers about “How to start using Clerbo”. With an increasing number of customers, it became ineffective to do long training for everyone.  Tomas Nespechal , Product manager at YSoft Clerbo described: “We recently finished the online documentation where existing customers may find answers to most of their questions. O ur current customers

Improve your onboarding experience based on user feedback

You have created new user onboarding experience for your product and you love it! Why should you change anything? The true question to ask is: Do your users love the experience? Collect feedback from users The most direct way to identify the best and worst parts of the onboarding experience is to simply ask users for feedback. With Usetiful you can incorporate a simple feedback directly within your tours. How to? When creating tour in the Visual Editor, click on "Edit step" Choose Collect Feedback from the advanced options Collected feedback will appear in the Reports section Based on this quick feedback you can identify which parts of the user onboarding need to be reviewed in order to provide a more pleasant experience. Activity-based feedback The user onboarding experience is often built as a series of atomic steps that user needs to complete. The completion rate of the individual steps can indicate a problem wit

Docsify & Usetiful - product tours for a single page application

Docsify is an advanced email tracker for Gmail. It helps salespeople to understand when recipients opened their messages, clicked links, and downloaded attachments, allowing them to work with the hottest prospects. More detailed statistics include information on how recipients engage with the content or how long do prospects spend on each page of PDF attachments. Docsify partnered with Usetiful to improve the onboarding experience for new users. Product tour guides users through the application and helps them to find their "aha!" moment more easily, resulting in improved conversions. Docsify is built as a single page application, making integration of a Digital Adoption Platform a challenge. Usetiful proved to be a good choice with the combination of flexible triggers and professional service. You can try Docsify with their new user onboarding experience yourself - sing up here: https://docsify.net/

Build your first Welcome Message

Why Welcome message? Welcome message has a great impact on how users perceive your application - you can set up a very friendly and human tone of conversation. On top of that - it is really easy to create one with Usetiful! Benefits: Introduce your product from human perspective and let users know you appreciate them Activate your users with call-to-action  Get your Usetiful ready for more complex opportunities Build the modal In the Overview menu, click on " Add tour " Tour name - Give your Welcome message a name so you can find it later Let's keep it simple - page targeting should remain "All pages", trigger should remain to "Launch automatically". You can change these settings anytime later. Click " Continue ". Usetiful creates the first example modal for you. Click inside of the modal and update the content! Pro tip: Include pictures or video! Buttons - your call to action Usetiful allows you to set up actio

Checklist as a part of your user onboarding

Single product tour is often enough to welcome and onboard your users. When dealing with more complex products it is good to remind ourselves that users are human - and we humans can absorb only certain amount of information at the same time.