Most SaaS companies know that new user onboarding is important, but hardly any of them really nail it.

Perhaps that’s because onboarding is a complex process, involving the education of each new user so that they’re satisfied on an individual level with the value they receive from your business.

Doing that at scale is far from simple.

So we’ve summarized all of our key learnings about new user onboarding in one place so you don’t have to re-invent the wheel.

Let’s get to it.


  • Onboarding is the process of educating your customers so that they get the most out of…

Best Online Engagement Tools

Why do you track online engagement for your SaaS app? Because it helps you understand how customers are interacting with your brand across all departments and stages of the user journey. To do that, you need the best engagement tools.

In this article, we discuss what engagement tools are and why you need them for your SaaS. In addition to that, we will analyze some of the best engagement platforms available.


  • Engagement tools are software applications that help to facilitate and encourage two-way interactions between your SaaS and its customers.
  • The right in-app engagement software will help you to increase…

Did you know that account expansion can drive significant growth for your SaaS business?

Yes, you’ve read that right. Instead of putting all your eggs into your acquisition basket, you can drive expansion revenue growth through upsells.

In this article, you’ll learn:

  • What account expansion is, why it matters, and how to calculate it.
  • How expansion and upselling are related to each other.
  • How sales, customer success, and marketing teams handle account expansion, and the role automation can play in it.

Let’s get right into it!


  • Account expansion refers to the revenue growth of existing accounts through upselling or cross-selling…

If you’re not someone with a background in web development, figuring out the right modal UI design for your SaaS can be quite a headache.

Sure, you want your modals to conform to your brand’s color scheme, but there are so many different ways that modals could be used that it’s hard to know where to start with the actual content.

If that problem sounds familiar, then this is the article for you.

We will share modal design best practices with you, based on hundreds of discussions with other SaaS companies.


It might seem ludicrous how many SaaS apps you can try for free these days. But it’s part of a new business model that previously sales-led companies are using to achieve rapid growth and higher customer satisfaction ratings at a lower customer acquisition cost. It’s called product-led growth.

The key is helping users realize the ongoing value of a product as quickly as possible. This is done by delaying the buying process-something that usually causes a lot of friction. Product-led growth helps users experience the product for free first and then upgrade to a paid plan.

And basic economics dictates…

SaaS products are masters at multitasking. A single CRM or email marketing app might serve startups and enterprises, UX designers and product managers, visual learners, and kinesthetic learners. No two users are the same, so why should their onboarding be. Persona-based onboarding dials into the needs of users and delivers a personalized user experience for each customer segment throughout the user journey. And this personalized approach works!

80% of consumers are more likely to do business with a company that offers a personalized user experience. Even better, 80% of companies report an uplift after implementing personalization.

A personalized approach takes…

What is a SaaS product with non/poor customer activation tools and rates? Practically nonexistent.

A successful SaaS product should be able to drive customers to the next stage in their journey so they fully experience all your product has to offer, stick with it, and even recommend it to others.

But to achieve said success, you have to first delight customers with solutions they seek. This is where a customer activation strategy helps. …

Aspiring product marketers — are you worried about nailing your product marketing manager job interview?

Whether this is your first product marketing job or if you’re moving to a new company, product marketing interviews can be intimidating. But if you know what to expect, you can prepare beforehand. Carefully read the job description and think about how your previous experience with marketing campaigns will make you an indispensable PM.

In today’s blog post we’ll give you tips on how to nail your product marketing interview.

First, I’ll take you through the key skills companies look for in a potential product…

Did you know that the World of Warcraft wiki is the second-largest Wiki on the internet next to Wikipedia? This is a testament to the level of engagement that you can get out of users who are enjoying what they do.

Work and fun don’t have to be mutually exclusive. In fact, productivity thrives in a gamified environment. Let’s dive deeper into a few gamification strategies that can help you optimize the user experience!


If you’re looking for a single metric to tell you whether your customers are staying or planning to leave, the customer health score is your answer, as it bridges the gap between your customer success team and customers. Your customer health score can offer valuable product growth insights to boost customer retention in the long run.

In this article, you’ll learn about:

  • What a customer health score is
  • Why it is important
  • How to calculate health scores
  • How to utilize and improve health scores

Let’s get started!


  • The customer health score is a metric used to understand the likelihood of…

Userpilot Team

Userpilot is a Product Growth Platform designed to help product teams improve product metrics through in-app experiences without code. Check out

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