The rise of no-code onboarding tools has empowered non-technical users to create engaging and personalized onboarding experiences. But how can you get started? In this article, we’ll dive deep into what no-code onboarding involves and why it’s crucial for businesses today. We’ll explore a four-step process for building your onboarding flow, introduce you to the top five tools, and share case studies that illustrate these tools in action.
What is No-Code Onboarding?
No-code user onboarding software enables businesses to build, deploy, and iterate the onboarding process swiftly without sacrificing quality. With these tools, you can:
- Build onboarding flows faster
- Analyze onboarding experiences
- Improve cross-functional collaboration
Build Onboarding Flows Faster
Instead of spending hours coding, no-code software allows you to build your onboarding flow in minutes using a drag-and-drop builder or a template. For example, if you want to build an interactive walkthrough for users, all you need to do is select, edit, and order built-in UI elements, such as tooltips and driven actions. Userpilot’s no-code builder provides a selection of UI elements. You can then preview the flow to see how it looks, without needing a staging area. Once satisfied, you can personalize the flow, making it visible to specific users who meet your desired criteria.
Analyze Onboarding Experiences
Most no-code onboarding tools possess analytics functionalities. Some tools, for example, enable you to analyze user engagement to identify drop-off points, track completion and activation rates, and view engagement with specific elements. Others include A/B testing capabilities to enable you to compare the performance of different flows. For instance, you might compare how changes in the onboarding flow impact a desired user action, such as getting new users to invite their teammates.
Then, there are tools like Userpilot that add even deeper analytics features, such as session replay. You can review user sessions to identify problem areas and share them with other users or teams for cross-team insights.
Improve Cross-Functional Collaboration
No-code tools foster a more collaborative and efficient environment by bridging the gap between technical and non-technical teams. As a result, developers can focus on more impactful tasks, while product managers directly build, edit, and iterate flows, reducing confusion and shortening the time between ideation and deployment. Similarly, customer success managers can directly suggest or even implement minor adjustments to the onboarding process based on the customer feedback they receive, without needing to wait for developers.
How to Build a User Onboarding Journey: A Quick Breakdown
Building a user onboarding process using no-code software is simple. Follow these four main steps:
- Define your goals and target user: When is onboarding complete? How can you ensure it “activates” users? When would you consider it a success? How about your users? What personas can you expect, and what are their JTBDs?
- Design the onboarding process: Using your preferred user onboarding software, design customized workflows to take new users in each segment to their “Aha! Moment.” Be sure to configure your triggers and define your audience.
- Integrate and automate: Automate feedback collection during the onboarding process, integrate a knowledge base, simplify the sign-up process, add checklists, connect a CRM, etc.
- Test and iterate: Conduct A/B tests to see which version of your onboarding flows performs best. Measure key metrics like activation and completion rates, product adoption, and time to value. Based on your analysis and feedback, continue to improve your onboarding process.
Top No-Code User Onboarding Software
Here are some of the leading no-code platforms for creating user onboarding experiences, each with its strengths and ideal use cases:
Userpilot: Best No-Code Onboarding Solution for Web and Mobile
Userpilot is an all-in-one onboarding software with a no-code builder. It’s the best option for SaaS teams who want to build personalized and flexible in-app experiences for both web-based and mobile apps. Starting at $299/month, Userpilot offers features like:
- Extensive UI patterns: Including tooltips, modals, slideouts, carousels, banners, onboarding checklists, and push notifications.
- Product analytics: Built-in analytics for tracking user behavior, feature adoption, and other KPIs. It also offers A/B testing and session replays.
- Advanced segmentation: Create granular user segments based on attributes, behavior, and events.
- Others: In-app resource center, in-app surveys (NPS, CSAT, etc.), onboarding content localization, and more.
Userflow: Best for Teams Requiring Advanced Customization
Userflow is a no-code solution for building interactive in-app user experiences. It prides itself on its intuitive drag-and-drop builder and strong customization options. Like Userpilot, it operates an MAU-based pricing structure, starting at $300/month. Its key features include:
- Intuitive flow builder: Easy-to-use drag-and-drop interface for creating multi-step flows.
- In-app surveys: Collect NPS and other feedback directly within your application.
- Process automation: Trigger flows based on user attributes, events, and URL conditions.
Kompassify: Best for a Simple Onboarding Process
Kompassify is an affordable and easy-to-use no-code user onboarding software. It primarily focuses on product tours and basic in-app guidance. Known for its competitive pricing plans, its pricing begins at $45/month for 5,000 MAUs. Its key features include:
- No-code tours: Create step-by-step guides, walkthroughs, and checklists without writing any code.
- Onboarding analytics: Basic analytics features that provide valuable insights into tour performance.
- Basic targeting: Display tours based on URL keywords or simple user attributes.
UserGuiding: Best for Quick Deployment and Ease of Use
UserGuiding is a comprehensive no-code digital adoption platform with features spanning user onboarding, feedback collection, and self-service support. It operates an MAU-based pricing model, with prices starting at $249/month, and features like:
- No-code elements: Create step-by-step guides with modals, tooltips, checklists, and hotspots.
- Segmentation & Analytics: Target specific user groups and track the performance of your onboarding flow.
