Much like an overpour of white wine at a fancy restaurant, or a healthy slice of Red Velvet cake on a Sunday, people love a good onboarding experience. According to Wyzowl, 63% of users now look into a company’s user onboarding process before buying a product. User onboarding is a game-changer between whether someone hangs around with your product or not and can be the start of something glorious.
The most intuitive tools still need a scalable and personalized customer onboarding process. Users expect to log in to a tool and be shown around. They understand that there will be a learning curve, but if that curve is too steep, all motivation goes out the window—as the BJ Fogg model dictates.
We want people to learn about our products, without realizing they’ve studied at all, and reach that pivotal “aha!” moment as quickly as possible. Simply put, if people find value quickly, they’ll hang around for the long haul.
We’ve collected 23 of the most intuitive, well-designed, and advanced user onboarding tools on the market to help do that. We want a user’s first product experience in onboarding to be as smooth as that extra sip of wine and as sweet as that well-deserved slice of cake.
🤔 New to user onboarding? Check out our article on What is User Onboarding? We’ll see you back here in ten.
If you’ve already got your user onboarding tools down and your reporting tools lined up, we’ll save you the scroll. Jump straight over to our user onboarding inspiration section.
Product adoption starts with successful user onboarding experiences; users expect a learning curve and will stay motivated if they're shown around the product.
Onboarding tools go beyond just building the onboarding flow; onboarding tools can vary from helping you choose the right onboarding strategy to measuring your ROI (see the full list).
User onboarding is a rinse-and-repeat process; onboarding tools will help you constantly improve your onboarding process.
For the best results, integrate different tools to get a holistic view of user behaviors and quickly identify areas for improvement.
User Onboarding Handbook: Craft Exceptional FlowsIt's your go-to guide to user onboarding – backed by behavioral science and packed with tips, tools, and tactics you can use to level up your onboarding game. We'll send the eBook straight to your inbox.
23 tools for your multi-channel onboarding tech stack #
Onboarding doesn’t have to start when new users sign up for your product or logs onto your platform. You can get your prospective users “product-ready” before they’ve even interacted with your product for the first time. How? By using personalization on your website and a tool that helps you trial different onboarding tactics.
Proof: Pre-sign up onboarding #
With Proof, you can integrate data from your tech stack, build custom pages depending on audiences, and get personal with how you speak to potential customers.
Whether you’re addressing business types like startups or enterprises, industry niches like e-commerce, or even addressing someone by their name, you can trial users on different personas until you find a fit that educates and converts to start the onboarding process.
The basic plan starts at $29 per month and rolls through to their platinum plan at $299 per month. If you want more than 300k unique visitors, it’s best to contact the Proof team directly.
Chameleon: In-app user onboarding #
We both know Chameleon was bound to pop up sooner or later. Chameleon is one of the best user onboarding tools in the market if you want to boost user adoption. With Chameleon, you can improve user onboarding by guiding users in a way that’s timely, contextual, and relevant to them.
For all of you product people out there who need to onboard users within your platform and you're looking for the right onboarding tool to help, we’ve got you.
Remember, in-app messaging within a user onboarding flow needs to be as joyful as your product itself. It sets someone up for success and helps to quell that lurking churn rate snapping at your ankles. Here’s how you can do it well.
Chameleon breaks down into four products:
Tours lets you quickly build onboarding experiences
Tooltips creates in-app messages to guide or unblock users
Launchers are highly customizable widgets that let users easily access information and resources.
Microsurveys can build contextual surveys for continuous product feedback loops
Here's our Co-Fonder and CEO, Pulkit Agrawal, to help you understand why your product is the most engaging channel, especially if you're focusing on Product-Led Growth (PLG).
We offer a 14-day free trial for you to start experimenting with Chameleon Experiences, then, depending on your monthly users, business growth stage, and requirements, there are a few different price plans. Our paid packages start at $279 per month.
Intro.js: User onboarding for the tech-savvy #
If you're a small team and you've got nimble dev resources that can whip something up on the fly, Intro.js might be the option for you.
You can use Intro.js all for free if you have an open-source non-commercial project. For commercial use, you only need to pay a fee once for lifetime usage, ranging from $9.99 for a single project, to $299.99 for unlimited projects. Our suggestion is that try using it for free, and then if you find value in it, pay for the license for your project.
ActiveCampaign: Omni-channel user onboarding #
A multi-channel experience is just one of the user onboarding best practices every SaaS brand should be looking to implement. Yet, not all of us are set up for it as well as we’d like. If you need to onboard users outside of your SaaS platform, don’t worry—we’ve got you covered. Well, these versatile onboarding tools have, but we’ll welcome any thanks.
ActiveCampaign is the Swiss Roll of user onboarding tools. It takes your email marketing, marketing automation, CRM, and support platforms under one roof, rolls them all together, and creates the sweetest of recipes for user onboarding that’s inclusive and aware of the content your users are receiving.
Depending on the number of contacts you have, you can find the plan you need. ActiveCampaign pricing starts at $9 per month and runs through to $229 per month, with varying features and plans available in between.
Demio: Video webinar onboarding #
Video onboarding tools can be tricky. Yes, we’ve got Zoom, we’ve got Skype, we’ve got Google Hangouts, but what do these require? Usually a download, and sometimes that little loading circle that doesn't seem to stop rotating, making your work impossible to complete.
Demio eradicates all of that and offers a user onboarding webinar experience entirely in a web browser. You can run recurring customer success webinars, one-on-one sessions with confused users, or host on-demand webinars where you can engage with users in real-time and help solve their problems. This tool is taking the heavy lifting out of user onboarding.
There’s a 14-day free trial. However, if you know this is the product you need already, it starts at $34 a month and varies in price depending on how many people you want to host in your virtual meeting room.
Wistia: Videos for your user onboarding flow #
Wistia is a video marketing platform that lets you create and distribute video quickly. This is particularly useful for user onboarding, since with Wistia you can easily host a video and embed it anywhere you want.
For instance, if you want an instructional video to pop up instead of doing it by text, with Wistia you can do that easily. Wistia also offers you an easy to use video editing tool to further customize your video to fit your brand and add call to actions.
Lastly, they also provide video analytics for helping you discover where users are engaged or dropping out.
Wistia has a free plan that starts with 10 videos, 1 user, and basic analytics. It’s more than enough to see whether there will be enough value for you to invest more into the tool.
The plan goes up to Plus, at $19 a month and Pro at $79 a month, each upgrade allowing you to host more videos and have more users, as well as other features such as lead capture forms and video heatmaps.
For those who are looking for something more heavy duty, there’s also the Advanced plan that starts at $319 a month.
Freshpaint: Hybrid data collection #
Use Freshpaint to better understand your users’ behavior. It collects, organizes, and archives behavioral data automatically, so you can easily access historical data even if you didn’t set the tracking up front. You can then integrate and unify customer data across all your analytics and marketing tools.
Freshpaint works as a two-way street; when you integrate it with other tools like Chameleon, it works both as a data source and a data destination. It can send user data (properties and events) to Chameleon to target specific users with highly personalized experiences, as well as host product data from Chameleon and send it to other tools.
If you're a fan of freemium products, Freshpaint offers a free plan that gives you access to some of its key product features, but it's limited to up to 1,000 monthly users. The Business plan is customized to your user volume, but you will need to contact them for pricing.
Braze: Customer-centric interactions #
As a customer engagement platform, Braze enables you to shape customer-centric interactions and drive growth. You can use it to build dynamic audiences, deploy customer journeys, and create personalized flows – all that with a drag-and-drop interface.
The platform works on three levels: listening, understanding, and acting. Brands can ingest data and listen to customers across multiple digital touchpoints, gain context around customer preferences and behaviors to make messages more relevant, and immediately test and act on insights.
Braze's pricing is not published on their website. Nor does it say if a freemium version or a free trial is available. You'll have to talk to sales in order to find out.
Customer.io: Automated messaging flows #
Customer.io offers you flexibility with cross-channel messaging campaigns. You can automatically trigger one-time emails, welcome sequences, or drip campaigns based on the user behavior.
For example, you can integrate with Chameleon and coordinate email campaigns with product tours. Show users what they need, when they need it, and increase your onboarding, engagement, and adoption rates.
With Customer.io you can use webhooks (events and properties) to target product experiences based on what users did or who they are and to personalize content. It can also leverage your product usage data as conditions to send automated emails, SMS, push notifications etc.
The Basic Plan starts at $150 a month and includes everything you need to start sending messages to up to 12,000 profiles (you can experiment with a free trial for 14 days before committing). If you need more hands-on support, the Premium plan includes a 90-day Onboarding program. What better way to be inspired to create awesome user onboarding than by going through it yourself?
Zendesk: Customer success user onboarding tool #
Your customer’s success is your success. When they win, you win. When they celebrate with cake, you get cake too. We all know the importance of customers satisfaction, but it can be tricky getting them there. These customer success user onboarding tools are here to help you create a holistic customer-centric experience.
You’ve most probably heard of Zendesk at some point in your professional career. It's like the Cheesecake of the SaaS world—everyone’s had a slice.
Coined the “Champion of customer service,” Zendesk can be used in two ways: to boost sales and to support your current customers. For the sake of the Zendesk as an onboarding tool, we’re looking at support.
Support and onboard your customers with live chat and integrated voice services for 1-1 case, and provide a more interactive experience for customers. Or, choose to guide your customers through a knowledge base and offer smart self-service solutions to their pains.
Prices for Zendesk tools vary pretty massively depending on your team size and individual business needs. Their essential plan starts from $5 per agent per month. Pricing runs right through to their Support Suite Enterprise plan at $149 per agent, per month. Take your pick.
Skilljar: Gamified user onboarding process #
The customer education platform that gets customers excited to use your product, Skilljar is your user-friendly resource hub that can bring a gamification element to user onboarding and product education.
Host an entirely on-brand portal and have users take learning into their own hands, in their own time. Used by the likes of Slack, LinkedIn, and Asana—Skilljar allows you to build an entire educational hub without actually having to code anything.
There’s no set plan or pricing structure with this tool. If you want to know how much it’ll cost, you’ll have to make a request—and then you’re already partly invested in the process 😉
FullStory: User onboarding experience analytics #
Despite some of the user onboarding tools we’ve mentioned above creating incredible products to help you onboard your customers, there’s undoubtedly a lack in the market for feedback tools that look at how users interact with your product.
FullStory offers powerful user experience analytics as your sole source of truth, enabling you to build on informed data decisions. You’ll understand and improve conversions, identify and prioritize points of friction, increase collaboration, and debug faster.
FullStory integrates with most user onboarding tools out there (Chameleon is one of them 😉), enriching your tech stack and allowing you to continuously optimize your user onboarding experiences.
FullStory offers a 14-day free trial, and after this, you can choose between a Business or Enterprise plan. Get a demo, talk to sales—and get the full story.
Hotjar: User interaction insights #
Hotjar, you are our Apple Strudel on a Winter’s day. Reliable, simple, and incredibly satisfying. Hotjar serves you the numbers for how people interact with your product or website. It takes things a step further and shows their actions too.
Using a collection of heatmaps, screen recordings, surveys, and incoming user feedback, you’ll determine if your user onboarding experience is as intuitive or learnable as you initially thought it was.
Plans for 500 sessions a day start at $99 per month and range up to 4,000 sessions a day, priced at $389 per month. Thank you, Hotjar; your pricing is as reliable and straightforward as your product. We salute your transparency. Now, where’s that strudel?
Mixpanel: User behavior dashboards #
Dashboards have never looked so beautiful. Yes, we are crushing and not ashamed of it one bit. Mixpanel provides insightful, engaging, and enjoyable user behavior dashboards on your user onboarding experience. Answer just about any query you have and build out dashboards and workflows to get answers you can act on.
Mixpanel offers one of the most generous free plans we’ve seen among B2B SaaS tools in a while. Its free plan includes up to 100k monthly tracked users. While its growth plan starts at as little as $17 per month, it’s not an enormous lift for what could be a game-changer in your onboarding strategy and insights. Plus, you can integrate Mixpanel with Chameleon and get the full picture of how your onboarding performs and how to improve it.
Amplitude: Product intelligence #
Understand your users and improve their in-product experience. Amplitude will give you the user behavior data you need to increase lifetime value and product retention—when integrated with your onboarding tool.
For example, PayPal was able to 11x the number of product intelligence tests; they ran per quarter using Amplitude. Imagine what you can get done with this speed in your toolkit.
Amplitude's free plan gives you access to 10 million actions per month and a limited set of analytics on those actions. If you like what you get and crave more, then they have Growth and Enterprise plans that offer behavioral reports, perspective analytics, advanced data governance, and much more.
Heap: Identify what makes users engage #
We all know that an ‘aha’ moment is an essential part of product adoption. But do you know what leads to that ‘aha’ moment while onboarding users? Heap can help you figure that out.
Heap is a product analytics tool that can identify events which lead to user activation. It auto captures customer data, giving you a full view of user actions within your product. Then Heap organizes and labels those events so that you can analyze with ease and use the data to improve the user onboarding process.
Heap also integrates with other analytics tools as well as other onboarding tools such as a CRM or a digital adoption platform.
Heap is free for up to 10,000 monthly sessions, which will give you a nice start to see if this is the right solution for you. If you want more you’ll have to talk to their team.
Clearbit: Get a 360 degree view of your customers #
There’s nothing like personalization to deliver onboarding flows that converts new users. But for you to be able to customize your users’ experience according to their profiles, you need to know in detail what your users are like.
Enter Clearbit. If you want to personalize your onboarding experiences, this business intelligence solution is a must have user onboarding tool. Clearbit combines data from all of your existing tools and provide detailed profile information of your users like location, job title, industry, and more. From this, you can crate Ideal Customer Profiles to target and activate.
Clearbit’s pricing depends on features and volume. So it’s best to simply talk to a sales person to get the info you need.
Helio.app: Onboarding prototype tester #
Thinking of making a change to your product’s UI, but concerned about how your users will react? Putting changes live without sufficiently testing them can lead to negative results with your users. This is where Helio comes in.
Helio is a product research and testing platform with 700,000 testers from the US and around the world, allowing you to test your user onboarding processes with ease and reliability. They also let you target your audience based on demographics and other contextual attributes, which ensures that you get more accurate user feedback.
Your first test is free. Then if you find value with it and want to keep testing more onboarding flows, you can continue at $539 a month with the Business Plan, or the Enterprise Plan at $1000 a month.
UserTesting: Live feedback from paid testers #
Getting customer feedback is important, but what if you could actually observe users while they are interacting with your product? If you can see how they behave in real time, then you can get a fuller picture of the user journey.
UserTesting is exactly that. It lets you record user interactions live, allowing you to see what they do, where they experience friction, and where users are encountering their ‘aha’ moments.
Not only that, you can get access to their millions of testers, who will go through your onboarding process and detail every step of the way, including their thoughts as they navigate the experience, giving you insights that only come above the surface when the user is using the product.
UserTesting offers three different plans but their pricing is not published on their website. You’ll have to talk to the UserTesting team to find out.
Segment: Customer profiling and user segmentation #
User segmentation is an important part of being able to create targeted user onboarding processes. That is where Segment comes in.
Over 20,000 businesses are already using this customer data platform. It allows you to collect user analytics from any user onboarding app using simple analytics APIs, and then segment users based on certain traits and attributes, as well as user behavior.
You’ll be able to align teams on how users are onboarding to your platform while remaining conscious of their data privacy.
In the end, you’ll get a single view of the customer and generate ideas as to how you can engage them better in the onboarding process. Plus, you'll be able to customize the user onboarding experience based on how you segment users.
Segment’s free plan gives you 1,000 visitors per month, two sources, and 300+ integrations (including Chameleon). Their team plan, at $120 per month, includes 10k visitors and unlimited sources. More, you say? Grab a demo with them and get a custom price plan for your needs.
Typeform: Free survey software #
Creating a great user onboarding flow involves listening to your users and getting the feedback that will help you improve and iterate.
Among all the user feedback tools,Typeform is one of the easiest and the most affordable options. Its surveys are famously minimal yet interactive, and it makes you feel as if you’re in a conversation. You can embed Typeform into various places in your product and ask questions to gain insights into your users’ product usage.
Typeform offers a free plan. It comes with some limitations, but it’s more than enough to see if you can get value out of Typeform. You can grab a Basic plan at $25 a month, or a Plus plan at $50 a month for more responses, more users, unlimited questions, and other features depending on your plan level.
Optimizely: A/B test your user onboarding flows #
Being able to see what works and what doesn’t is a crucial aspect of improving your user onboarding process. If you are noticing that there is a high drop off rate, then you to experiment with alternatives to figure out what part of the flow is causing this and what can be the right solution. This is where A/B tests come in.
Optimizely is an experimentation platform that allows you to quickly implement A/B testing with an easy no-code editor. It lets you also target and personalize audiences so that each experiment can be as contextually relevant as possible, which leads to better quality data.
Like many other tools Optimizely also has custom pricing that requires talking to their sales team.
Maze: Product research platform #
Last (but not least) on our list of onboarding tools is from our friends at Maze. Maze focuses on rapid prototyping with authentic audiences. Why do you need them for your user onboarding? Before you launch that knowledge hub or engaging video tutorial, you can use various design tests like 5-second tests, card sorting, preference testings, and more to see if your theory is correct.
Save time further down the line and identify product flows early—jumping ahead a few points on ouruser onboarding checklist. With Maze, you’ll be able to deliver user experiences that are a hit from day one—optimizing now, rather than later.
Maze has a free plan that you can explore, and their pricing plan sits at $42 per month, or team plans at $25 per seat per month when billed annually. If you need something bigger, then they’re all ears.
Do-It-Yourself (DIY): Is it worth it? #
DIY is one way many people consider managing user onboarding. Building your own onboarding tool in-house is certainly an option if you have the resources. But, in an effort to build this out yourself, it’s easy to lose track of why you’re here in the first place.
If you're not sure whether you should build or buy a user onboarding tool, go through ourbuild vs. buy guide to understand the key factors and make your decision with confidence.
What we’ll do is leave this here; the build vs. buy calculator, so you can do the math yourself and figure out if the DIY option is feasible and worth your time.
Create synergies between your user onboarding tools #
Lastly, product adoption is not about having the absolute best user onboarding tool, but rather, it's about using a suite of tools that integrate with each other and create synergies with one another.
Many people try to have the one solutions that combines all the tools, but as the saying goes, a jack of all trades is a master of none. Companies that try to provide everything under the sun often delivers lower quality tools across the board. Rather, what you want is to have best-in-class tools that work with another.
For instance, you can integrate a data platform that gives you detailed analytics with a product adoption solution that allows you to then apply those insights into the user onboarding process.
So make sure to check for integrations when you're looking at user onboarding tools, because the true product adoption magic happens when your tools work together.
User Onboarding Handbook: Craft Exceptional FlowsIt's your go-to guide to user onboarding – backed by behavioral science and packed with tips, tools, and tactics you can use to level up your onboarding game. We'll send the eBook straight to your inbox.
User onboarding inspiration #
If you came here looking for inspiration on creating a killer user onboarding process, you’ve also come to the right place. We’re just the gift that keeps on giving.
Here are some of our favorite user onboarding processes out there.
How The Motley Fool reduces churn with Tours #
The Motley Fool team needed to create an omnichannel onboarding experience for its members to increase activation and account setup rates. By launching a Chameleon-built Tour alongside email updates, they were able to decrease their churn rate by 9% over 45 days. The Tour greets members at the entrance and shows them around in a friction-free manner. Read the full success story here.
How Loom onboard their users with... Loom! #
Loom uses its own tool to help with onboarding and customer success. We’re fans of the video, and if you’ve got a customer success team that is comfortable in front of the camera, then this is a great way to onboard someone to your tool or help them when they’re having problems. Keep your video answers somewhat generic so you’re able to send someone a seemingly personal response to their issue—building relationships while enabling customer success.
How Airtable gamify user onboarding #
It’s an oldie, but a goldie. We’re huge fans of the simplicity and fun factor behind the user onboarding tour from Airtable. It's bold and clean with a strong value prep. It asks users the right questions that will get them to value as quickly as possible. Once you've completed the short survey, you land in your custom-made workspace with Airtable templates ready for you to take for a whirl. A product tour like this makes the onboarding smooth and pushes engagement from step one.
If these user onboarding experiences have got you craving more, then there are plenty more examples to indulge in our Inspiration Gallery 🤩
Wrapping it all up #
Hopefully, this overview of the best user onboarding tools has topped any other you may have stumbled across and delivered tools you need, alongside inspiration you didn’t know you needed.
If you’ve now got all your onboarding tools ready, jump over to our guide to user onboarding and dive straight into the fun stuff.
Happy researching, onboarding, and growing. Now, go treat yourself to that slice of cake—you deserve it.