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30 user onboarding tools to drive growth

Use this comprehensive list to assemble your own user onboarding toolkit and find the B2B solutions that work best for your team.
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User onboarding is like the first bite of a scrumptious meal. When done right, it hits you with all the best tasting notes and practically compels you to come back for more (and more, and more, and more). However, just as the best chefs create their masterpieces with more than an old frying pan and a hot plate, you too will need the right user onboarding tools for the job.

User onboarding tools perform specialized tasks that make promoting, creating, and optimizing your onboarding a piece of cake. Everything from no-code flow builders to advanced data analyzers put the power in your hands to truly create the onboarding vision of your dreams. All of this allows you to make a rock-solid first impression that’s necessary for improved retention, engagement, and sustainable growth.

These 30 user onboarding tools have been carefully selected as the best of the best in their respective categories. Each one offers ease of use paired with powerful functionalities to help you create a better onboarding experience for your users. Pick one or two onboarding tools from each section, and you’re looking at an onboarding tech stack ready to help you whip up product growth one delighted user at a time.

You can also watch the following video to get a summary of the 7 categories of user onboarding tools you need to drive massivegrowth for your SaaS:

User onboarding tools for in-app experiences

Onboarding is designed to help your users learn the ropes while they use your app for the first time. It’s essential that you make a great first impression because the average app loses 77% of its daily active users after just 3 days. Here are some tools to make that first experience a magical one.

1. Appcues : Code-free user onboarding

appcues for user onboarding. build on top of your product with a user experience layer. how it works.

Unsurprisingly, we’re huge fans of Appcues as a user onboarding solution. Appcues allows you to build onboarding experiences without coding—which means marketers can get their hands dirty with onboarding without having to hit up developers, while developers can pour their time into the product.

You can use a combination of full product tutorials, modals, slideouts, and less-intrusive tooltips and hotspots to propel users to the hot zone of user engagement and get them to realize the value of your product.

You can also leverage branching logic to create multiple paths into your product with persona-based onboarding. Try Appcues for free—no credit card required!

Beyond onboarding, Appcues also makes it easy to create in-app surveys that target specific user segments.

You can create and save user segments based on behaviors and attributes to target your flows for a more relevant, timely experience. You can also further segment users based on their survey responses and follow up with relevant messaging to deepen your in-app communication.

Pricing: Appcues offers a usage-based free trial, and paid plans start at $249/month.

BEST USER ONBOARDING TOOL

Join thousands of top SaaS businesses that rely on Appcues to:

  • Build personalized user onboarding experiences
  • Boost product adoption
  • Level-up in-app communication
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2. JavaScript and jQuery: DIY onboarding

tipr jquery tooltip plugin

If you do have the time, development resources, and the will to roll up your sleeves and code your user onboarding, there is a wide variety of tooltip plugins available to help you do that.

Above is an example of Tipr’s simple, flat jQuery tooltips that you can integrate into user onboarding to focus users’ attention where it matters most. Looking for more? Here’s a list of free, open-source tooltip plugins.

SaaS onboarding tools for product marketing and signup

At the earliest stage of their journey, users are just evaluating your product. These evaluators are looking for proof that your product is a solution to their most pressing problems. The following marketing and signup SaaS onboarding tools will help you prove exactly that.

3. Proof: Live social proof

proof hots streaks social proof website tool

You and your foodie friend are walking down a street packed with bars and restaurants, and you’re getting hungry. Are you more likely to choose the restaurant that’s empty at 6 pm on a Friday or the popular spot with a 10-minute wait?

Social proof is a powerful psychological driver for decision-making. It’s a sort of mental shortcut—others trust this option, so you should trust it, too.

With a tool like Proof, you can display live social proof on your marketing site with real-time notifications that others have viewed a product demo or signed up.

Pricing: Proof offers a 14-day free trial and paid plans starting at $24/month.

4. Auth0: Frictionless single sign-on

single sign on example from  auth0

When it comes to user onboarding, your goal is to reduce friction and drive users to your onboarding flow as quickly as possible. One potential stumbling block is the login. Many people forget logins or don’t want to create a new account, leading them to just walk away instead.

But that doesn’t mean you should allow the rush to turn your app into a security hazard. With a tool like Auth0, you can activate users immediately during onboarding and personalize their experience with single sign-on (SSO) across platforms, and social login through Google, Facebook, and Twitter.

Pricing: The free plan works for companies with up to 7,000 users, and paid plans start as low as $23/month.

5. Clearbit: User data enrichment

clearbit data attributes sales marketing leads

Somewhere during onboarding, you’re going to want to collect your users’ email addresses. That’s a great piece of information to have, but to qualify leads like a pro—and tailor your onboarding for a more personalized experience—you need more data. Clearbit can provide you with essential data like location, job title, industry, and more.

Pricing: Clearbit offers a variety of products, each with its own pricing structure.

User onboarding email tools

Email remains one of the most flexible and versatile communication tools out there. When it comes to onboarding, it’s crucial that you don’t overwhelm new users—there’s a thin line between providing too much information and not enough of it.

The asynchronous nature of email is perfect for this. Launch a drip campaign that staggers important information to make sure users are getting the juiciest parts of your app when they need it.

But remember: It’s critical to align onboarding welcome emails to the in-product experience.

6. Customer.io: Trigger-based emails

customer io email segmentation and targeting workflow automation

Drip campaigns have been around for a while—it’s definitely not a new user onboarding method. But a conventional drip email campaign puts all of your customers on the same schedule.

A better alternative is to send your users emails triggered by actions they take in your product. This allows you to deliver the right email to the right customer at the right time, depending on what they do (or don’t do) during onboarding. With a tool like Customer.io, you can segment your audience based on real-time events and confidently send personalized emails as part of an omnichannel user onboarding experience.

Pricing: Customer.io plans start at $150/month, increasing with the volume of user profiles.

7. Mailchimp: Automated email newsletters

mailchimp marketing email automation tool

It’s fitting that a company called Mailchimp is the 800-pound gorilla in the room when it comes to email marketing.

Thanks to its awesome templates, handy automation, and powerful analytics, Mailchimp is a powerhouse in the email space. Try using Mailchimp to automatically sign up recently onboarded users for your newsletter while their interest remains high.

Pricing: Mailchimp offers a variety of products, all starting at very affordable price points.

8. Close: Personalized outreach

close email drip outreach campaigns for sales

Automated emails are great, but sometimes it takes a human touch to get customers properly onboarded

After you sign up for the Close sales CRM product, you’ll receive a personalized email from a living, breathing member of the Close team. According to Steli Efti, that email—combined with a phone call to every new user within 5 minutes of signup—can increase conversion rates by 66.7%. That experience is exactly what you can deliver to your own new signups with the Close tool.

Pricing: Close’s Starter plan costs just $29/month per user.

9. Vero: User segmentation

vero segmetation tool set triggers for customer communications

You ever wish you could email ONLY people who quit mid-way through onboarding and also happen to like Jay-Z? Then check out Vero. Like some kind of online Sherlock Holmes, the company collects customer data from a bunch of different sources and lets you segment customers however you want—whether that’s according to emails they’ve opened, where they’re located, or even the music they listen to.

Pricing: Vero’s Workflows product starts at $49/month for up to 2,000 user records.

Improve user onboarding with A/B testing tools

With its scientific approach and focus on cold hard data, A/B testing is the modern marketer’s best friend. Here are some tools to help you run more effective tests on your onboarding experience.

10.  HubSpot: Email A/B tests

hubspot email a/b test open rate click rate percentage

Successful email marketing is all about discovering the formula—of subject lines, email layout, CTA, cadence, etc.—that works best for your audience.

You can use HubSpot’s email marketing software to run A/B tests on your emails to find out which CTA or subject line resonates with your readers. You can also dig deeper into the data to learn who is reading your emails, which links get the most clicks, and more.

Pricing: Pricing for HubSpot’s Marketing Hub starts as low as $45/month.

11. Optimizely: Experience optimization

optimizely full stack a/b test software

Your onboarding flow has limited real estate, and users have limited attention spans. You want to use that space and time as best you can. But how do you know which version of your website or product experience is best? You test it!

Optimizely is a powerful, enterprise-grade A/B testing tool that lets you run front-end, multi-page experiments on your web experience. The company also offers a full-stack solution that gives product teams the power to A/B test products and features.

Pricing: Optimizely does not publish public pricing.

Dig into the data with analytics tools

You don’t just need to know when users are coming and going—you need to know why. You have a narrow window to capture people’s attention and nudge them into sticking around. These analytics tools will give you a more data-driven approach to making the most out of this opportunity.

12. Heap: Critical activation moment identifier

heap user anaytics shorten time to value

Is there an action (or a sequence of actions) in your product that a new user must take to get to their aha moment?

You can use a product analytics tool like Heap to identify these critical activation events. Heap autocaptures behavioral data, allowing you to go back and analyze user behavior patterns, which is useful when you’re trying to validate hypotheses about activation events or conversion points. Once you’ve identified the critical actions in your product, you can shorten users’ time to value (TTV) by honing in on them during the onboarding experience.

Bonus: Heap integrates bi-directionally with Appcues.

Pricing: Heap is free if you have fewer than 10,000 users. Premium plans start at $3,600 per year

13. Amplitude: Data analytics

amplitude analytics demo dashboard

Long-term retention doesn’t start months down the road—it starts with onboarding on day 1 and keeps on going from there. Improving retention requires a solid understanding of the journey your user will take and the patterns of behavior you should encourage along the way.

Amplitude specializes in analyzing data based on behavioral cohorts—groups of users organized around specific actions and usage patterns. You can use Amplitude to help identify your aha moment and then focus your onboarding around driving users to it.

Pricing: Amplitude’s free plan includes up to 10 million tracked actions per month. It also integrates with Appcues bi-directionally.

14. Mixpanel: Product analytics

mixpanel behavioral analytics user cohorts

You can use a behavioral analytics platform like Mixpanel to run tests on the effectiveness of your onboarding flows.

Docusign did exactly that. The company used Mixpanel to collect thousands of different data points to do a deep dive into how they could improve onboarding metrics and conversions. After looking through the data, Docusign was able to optimize its flow, which resulted in increasing first-time conversions by 10% and upgrades by 5%.

Pricing: Mixpanel is free for up to 100,000 monthly tracked users, with premium plans starting as low as $25/month.

15. Segment: Data centralization

segment api data collection centralize data

You need data to run tests, analyze what works and what doesn’t, and make smart product decisions. But it’s easy to get buried under a mountain of data.

Customer data platform Segment allows you to centralize all your user data with a single API. You can keep track of user actions such as features they’ve used, emails they’ve opened, support tickets they’ve submitted, etc. And Segment integrates with hundreds of different apps, making it easy to consolidate data from a wide range of sources.

Pricing: Segment’s free plan covers up to 1,000 visitors a month, while its premium plans start at $120/month.

User testing tools for qualitative feedback

You almost never get something right the first time you try it—and your app’s onboarding experience is no exception, no matter how much you’ve poured into it. Dive deeper into user behavior with qualitative feedback tools that give your customers a voice and let them tell you in their own words how to improve onboarding.

16. Inspectlet - watch and learn

inspetlet user testing tool user session replay

It’s easy to get wrapped up in your product—you’ve poured your blood, sweat, tears, and time into it, after all. You amass mountains of user data, but sometimes you need to actually watch how users interact with your app to develop the qualitative insight you need to ramp up onboarding. Session replay tools can do exactly this.

By using a tool like Inspectlet, you can watch your users as they proceed through each stage of onboarding—every keystroke and click of the mouse. Are they skipping certain parts of onboarding, or maybe staying on some steps longer than expected? Inspectlet is the easiest way to find out.

Pricing: Inspectlet’s pricing ranges from free to $499/month on its Enterprise plan.

17. UserTesting: Live feedback from paid testers

user testing user panel for software testing

There’s just no substitute for actually listening to what people have to say (though it seems like kids these days may beg to differ). User research platform UserTesting allows you to record sessions of users interacting with your app. Not only can you see what they do, but you can also hear them think aloud as they go through user onboarding step by step. What seems obvious to you isn’t always obvious to your users, and thorough testing provides you with the insight you need to reduce friction and ramp up UX, getting new users to that aha moment even faster.

Pricing: UserTesting offers multiple ways to get started for free but does not publish public pricing.

18. Qualaroo: Survey and feedback tool

qualaroo feedback slideout with multiple choice

Surveying your users is always a good practice—it removes the risk that comes from making assumptions. But the best data comes from asking the right questions to the right people at the right time.

User research and feedback tool Qualaroo promises the ability to do exactly that.  You can segment your customers by attribute, schedule exactly when you want questions to pop up, and get the hot takes at each step of the onboarding process.

Pricing: Qualaroo’s plans start as low as $80/month.

19. Hotjar: User behavior visualizer

hotjar heapmap clicks on page

There’s nothing worse than seeing your users drop off and not knowing why. Hotjar offers invaluable insights into your users’ behavior through heatmaps, session recordings, and conversion funnels. Uniquely, it also lets you gather feedback from users on specific page elements and visuals. This feedback can not only help you identify issues, but it can also help you identify the exact things that users love about your product (so you can do more of it!).

You can track all the feedback in a visual dashboard and monitor sentiment across your onboarding process.

Pricing: The free plan covers you up to 35 daily sessions, while paid plans start at $31/month.

20. FullStory: User session replays

fullstory event funnel analysis

To you, your product is self-explanatory. You know exactly what to click after signup and where to go from each screen. But the actions that feel intuitive to you may be less so to your users.

FullStory is another tool for analyzing heatmaps and digital experiences. Finicity, a financial data aggregation tool, used FullStory to analyze its fraud detection and data collection processes. After getting insights from FullStory, Finicity was able to increase funnel conversion by about 15% and decrease ticket resolution time by 80%.

Pricing: FullStory’s Free plan covers you up to 1,000 sessions per month. Premium pricing is not published.

21. Typeform: Free survey software

typeform editor simply survey tool

Listening to your users should always be a priority, but getting user feedback can become time consuming and expensive very quickly.

If you’re strapped for cash but must still get the answers you need, use a simple form creation tool like Typeform. One advantage of Typeform is its conversational, interactive survey style. Another benefit is the ease of creating a survey—it’s similar to typing in a notepad, with no coding required.

Pricing: Typeform offers a generous free plan, and paid plans start at $25/month.

22. Helio.app: Onboarding prototype tester

helio analytics app animated

Testing new UI elements, design changes, and copy can be hard if you don’t have a group of users willing to provide feedback on small details.

With a design testing tool like Helio, you can get feedback on your proposed onboarding changes within hours instead of weeks. The company has a global audience of 300,000 panelists ready to test your onboarding flow. You can select the demographics you need and get the data about your user onboarding quickly.

Pricing: Send your first test for free. If you love it, you can keep going for as low as $539/month.

Support tools to power up your user onboarding

Most companies suck at customer support (not us, obviously, but most), so there’s a huge opportunity to set yourself apart if you can excel at it.

And the right support tools can save you a ton of money in the long run. For example, you might initially think an issue during onboarding would surely lose you a customer. But if you can solve it effectively and efficiently, you can actually save them as a user and increase their trust in your product.

23. Olark: In-app chat

olark customer support chat tool

Interrupting your users while they go through onboarding or complete key tasks is an easy way to frustrate them and add unwanted friction. The solution? Make sharing their experience an organic part of your user onboarding. You can do this with a live chat tool like Olark. Olark lets you chat with customers who run into a problem by using a chat box that matches your branding.

Plus, you can set up live chat automation rules so you can automatically ask users for feedback at critical moments during the onboarding process. It all happens in-app, so you get their honest reactions at the very moment that they’re succeeding or failing at a task. Bonus points if you use searchable live chat transcripts later on to uncover actionable insights and patterns.

Pricing: Olark offers a free trial, and pricing starts at $29/month.

24. LiveChat: User communication tool

livechat customer support chat widget

LiveChat is another great software tool for talking to customers and solving their issues in real time. Use it to talk to your users and solve their issues as they occur (product-related only, please, we don’t know if that mole looks iffy either).

LiveChat’s rich analytics show you where in their onboarding (or elsewhere in their journey) your users experience the most roadblocks. Use LiveChat to monitor your onboarding process and identify the moments of friction that trip up your customers.

Pricing: LiveChat pricing starts as low as $16/month.

25. Zendesk: Help desk software

zendesk knowledge base self service customer support

When they hit a roadblock, many users are more likely to give up rather than jump through hoops to contact your support team. Enabling these folks to access the information they need to solve their own issues can go a long way toward preventing churn early on.

A self-service approach will remove this risk. Knowledge base tools like Zendesk allow you to create an online help center where customers can access FAQs, fixes for common issues, step-by-step articles, and community-curated solutions. Help your customers help themselves—before it’s too late.

Pricing: Zendesk plans start at $19/month for their Foundational Support product.

Help customers spread the word

Your best customers are also your best marketing asset. Users who love your product can become valuable champions if given the opportunity. While it’s often a good idea to target referral and review campaigns to your power users, the moments after onboarding can also be a great time to reach out, while users still have that post-onboarding glow. These tools will help you leverage your users’ motivation to create buzz and refine your inbound channels.

26. Extole: Referrals tool

extole enterprise customer advocacy tool

Referrals from happy users are among the most powerful and viral drivers of growth—just ask Dropbox or PayPal. Help new users to spread the word when their interest is at a peak and their aha moment is just behind them.

By using a referral marketing platform like Extole, you can get your referral program up and running, along with detailed analytics, without having to build the code yourself. It pays off, too: Referred customers have a 25% higher lifetime value (LTV) and are 18% less likely to churn.

Pricing: Extole does not publish public pricing.

27. Referral Rock: Word of mouth tool

Referral Rock is an Extole competitor that excels at getting your customers and users to promote your product for you. The company does this by helping you build up your word-of-mouth marketing channel. This includes anything from customer referrals to ambassador and affiliate programs that help you get more people talking about your product.

You’ll still need a great product that people will want to talk about. But encouraging word of mouth through formal programs leads to more discussion and rewards your faithful advocates with the perks and bonuses that will keep them going day after day.

Pricing: Referral Rock pricing starts at $200/month.

User onboarding inspiration

All the tools in the world won’t help you if you don’t know what to do with them. The following resources include tried, tested, and true strategies for building exceptional onboarding. Read through to get inspired and keep learning.

28. Product Adoption Academy: Product onboarding & tools courses

User Onboarding 101 course

Every product deserves exceptional onboarding. That’s why we created the User Onboarding 101 course (and certification!) in our Product Adoption Academy. We’ve analyzed more than 10,000 onboarding flows and helped our users onboard over 65 million of their own users. When you’re ready, take the final assessment and earn the User Onboarding 101 certification. It comes complete with a swag pack and sharable badge—so go ahead, show it off on your LinkedIn profile!

29. ReallyGoodUX: Real-world examples of great UX

reallygoodux ux example resource

Looking for examples of great onboarding? You could spend hours signing up for products, downloading apps, and going through their UX with a fine-tooth comb. Or you could check out ReallyGoodUX! There are hundreds of UX examples, including user onboarding experiences, product tours, tooltips, and modals to help you get inspired.

30. Product-Led Growth Flywheel: User engagement framework

the product led growth flywheel is a framework for growing your business

User onboarding doesn’t happen in isolation—it’s just one part of the larger user journey. Understanding how each stage of this journey feeds into the next is critical for creating a seamless user experience that delights in the long term.

To help you visualize user onboarding’s place in this journey—and how it affects users downstream—we recommend diving into the Product-Led Growth Flywheel. The Flywheel is a framework for growing your business by investing in a product-led user experience. Read up on the Activate section, in particular, to learn how to optimize the early stages of the user journey to turn causal evaluators into active users.

FAQs

Lost or confused about these tools? No worries! These FAQs might be just what you need to get yourself up to speed on the fast and exciting world of SaaS onboarding tools.

What is a user onboarding tool?

User onboarding tools are dedicated pieces of software designed to help you educate new users about how to use your product. These tools help you create an onboarding experience that wows new users by introducing them to your key features and convincing them to adopt your product as their go-to solution.

Many of the best onboarding tools are highly specialized, often focusing on one niche area of the onboarding process. For example, Appcues excels at building and measuring exciting onboarding flows, but it isn’t as helpful with referrals or emails. For this reason, product managers often rely on a stack of tools for onboarding new users, with each tool playing its own critical role.

The most common types of product onboarding tools are:

  • In-app experience onboarding tools (such as Appcues)
  • Email and Sales onboarding tools (Mailchimp)
  • Analytics onboarding tools (Segment)
  • User testing onboarding tools (UserTesting)
  • Customer service onboarding tools (Zendesk)

Product managers use product onboarding tools to drive growth for their product—attracting new users, signing them up, and then slowly converting them into power users.

Who needs a user onboarding tool?

Anyone who plans on selling an app or product online will need to invest in a set of user onboarding tools. These SaaS onboarding tools make onboarding automated and scalable at large volumes without losing quality. Instead of relying on a sales rep to onboard each new user, these tools can onboard them for you, collect their info, and keep them engaged from day one.

Even small operations will be able to better automate their onboarding processes with the right user onboarding solutions. For instance, many tools offer affordable or free plans for people who don’t need all the fancy features or massive volumes that more established brands will want. Even if these free plans aren’t enough for you, they represent a great chance to try out the best onboarding tools, so you can buy only the most critical tools for your business.

What are the benefits of user onboarding software?

The benefits of user onboarding software can be summed up in three words: convenient, collaborative, and powerful.

The market is full of great onboarding tools that are easy to use even if you’re not a tech expert. For instance, Appcues’ flow builder doesn’t require any coding knowledge. Fifteen years ago, building an automated onboarding solution would have required a team of devs, an expense most lean-and-mean startups can’t afford.

Most onboarding tools these days also integrate with lots of other great tools online, so you don’t spend your day taking data from Tool X and plugging it into Tool Y. Appcues integrates with tools like Salesforce, Zendesk, and Amplitude, so you can create an onboarding ecosystem that works hard and smart.

Finally, good onboarding software is powerful, with multiple use cases and functions. Appcues is known for its first-rate flow builder that allows you to create personalized onboarding experiences for different segments of your user base. However, it also allows you to do so much more, like in-app messaging, collecting analytics, and publishing user surveys.

Learn more about how Appcues can change your onboarding game by giving it a test run in our free trial. (You might even learn a thing or two in our onboarding flow.)

What is the difference between customer onboarding tools and user onboarding tools?

Customer onboarding tools onboard customers, and user onboarding tools onboard users. Sometimes these phrases are used interchangeably because an app’s users and customers are the same people. However, sometimes these two groups of people are different—for instance, people on a paid subscription are customers, and people on a free trial are users. In these cases, it can help to differentiate between the two.

For example, Netflix often has a group of users who aren’t customers—they use the service but don’t pay (that’s what your mom, ex-boyfriend, or college roommate is for). When these users get onboarded, they don’t need to know how to update payment details—they just want to know how to find the shows they want. On the other hand, whichever poor soul pays for your Netflix subscription might want to know about payment options, bill questions, or other adult things.

Most onboarding tools work as user and customer onboarding solutions. So, it’s not so much that some tools are explicitly for users or customers. It’s more about how you decide to use them.

The best onboarding tools need to be paired with the right strategy

User onboarding is a crucial step that shapes your entire user lifecycle. The right SaaS onboarding tools can give you the data, features, and scalability needed to shepherd users from the Register button all the way to product adoption.

However, the tools won’t be able to create a masterful onboarding flow on their own. You’ll also need to know how to create personalized onboarding flows, track the right KPIs, and design a growth strategy to maximize your product’s potential, plus much, much more.

To get the most out of these tools, even the most seasoned product manager is going to need to brush up on some aspects of onboarding. Luckily, Appcues has you covered. Here are some of the best resources anyone can use to help users reach their aha moment quickly and set them up for long-term success.

Go to the ultimate guide to user onboarding. Discover user onboarding definitions, examples, best practices, and resources.


Author's picture
Eric Keating
VP, Marketing at Appcues
Eric heads up Marketing at Appcues. When he isn't helping companies become more product-led, he’s likely to be found keeping up with his wife and two children, exploring the White Mountains, or fermenting things at home.
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User onboarding is like the first bite of a scrumptious meal. When done right, it hits you with all the best tasting notes and practically compels you to come back for more (and more, and more, and more). However, just as the best chefs create their masterpieces with more than an old frying pan and a hot plate, you too will need the right user onboarding tools for the job.

User onboarding tools perform specialized tasks that make promoting, creating, and optimizing your onboarding a piece of cake. Everything from no-code flow builders to advanced data analyzers put the power in your hands to truly create the onboarding vision of your dreams. All of this allows you to make a rock-solid first impression that’s necessary for improved retention, engagement, and sustainable growth.

These 30 user onboarding tools have been carefully selected as the best of the best in their respective categories. Each one offers ease of use paired with powerful functionalities to help you create a better onboarding experience for your users. Pick one or two onboarding tools from each section, and you’re looking at an onboarding tech stack ready to help you whip up product growth one delighted user at a time.

You can also watch the following video to get a summary of the 7 categories of user onboarding tools you need to drive massivegrowth for your SaaS:

User onboarding tools for in-app experiences

Onboarding is designed to help your users learn the ropes while they use your app for the first time. It’s essential that you make a great first impression because the average app loses 77% of its daily active users after just 3 days. Here are some tools to make that first experience a magical one.

1. Appcues : Code-free user onboarding

appcues for user onboarding. build on top of your product with a user experience layer. how it works.

Unsurprisingly, we’re huge fans of Appcues as a user onboarding solution. Appcues allows you to build onboarding experiences without coding—which means marketers can get their hands dirty with onboarding without having to hit up developers, while developers can pour their time into the product.

You can use a combination of full product tutorials, modals, slideouts, and less-intrusive tooltips and hotspots to propel users to the hot zone of user engagement and get them to realize the value of your product.

You can also leverage branching logic to create multiple paths into your product with persona-based onboarding. Try Appcues for free—no credit card required!

Beyond onboarding, Appcues also makes it easy to create in-app surveys that target specific user segments.

You can create and save user segments based on behaviors and attributes to target your flows for a more relevant, timely experience. You can also further segment users based on their survey responses and follow up with relevant messaging to deepen your in-app communication.

Pricing: Appcues offers a usage-based free trial, and paid plans start at $249/month.

BEST USER ONBOARDING TOOL

Join thousands of top SaaS businesses that rely on Appcues to:

  • Build personalized user onboarding experiences
  • Boost product adoption
  • Level-up in-app communication
Charts and graphs

2. JavaScript and jQuery: DIY onboarding

tipr jquery tooltip plugin

If you do have the time, development resources, and the will to roll up your sleeves and code your user onboarding, there is a wide variety of tooltip plugins available to help you do that.

Above is an example of Tipr’s simple, flat jQuery tooltips that you can integrate into user onboarding to focus users’ attention where it matters most. Looking for more? Here’s a list of free, open-source tooltip plugins.

SaaS onboarding tools for product marketing and signup

At the earliest stage of their journey, users are just evaluating your product. These evaluators are looking for proof that your product is a solution to their most pressing problems. The following marketing and signup SaaS onboarding tools will help you prove exactly that.

3. Proof: Live social proof

proof hots streaks social proof website tool

You and your foodie friend are walking down a street packed with bars and restaurants, and you’re getting hungry. Are you more likely to choose the restaurant that’s empty at 6 pm on a Friday or the popular spot with a 10-minute wait?

Social proof is a powerful psychological driver for decision-making. It’s a sort of mental shortcut—others trust this option, so you should trust it, too.

With a tool like Proof, you can display live social proof on your marketing site with real-time notifications that others have viewed a product demo or signed up.

Pricing: Proof offers a 14-day free trial and paid plans starting at $24/month.

4. Auth0: Frictionless single sign-on

single sign on example from  auth0

When it comes to user onboarding, your goal is to reduce friction and drive users to your onboarding flow as quickly as possible. One potential stumbling block is the login. Many people forget logins or don’t want to create a new account, leading them to just walk away instead.

But that doesn’t mean you should allow the rush to turn your app into a security hazard. With a tool like Auth0, you can activate users immediately during onboarding and personalize their experience with single sign-on (SSO) across platforms, and social login through Google, Facebook, and Twitter.

Pricing: The free plan works for companies with up to 7,000 users, and paid plans start as low as $23/month.

5. Clearbit: User data enrichment

clearbit data attributes sales marketing leads

Somewhere during onboarding, you’re going to want to collect your users’ email addresses. That’s a great piece of information to have, but to qualify leads like a pro—and tailor your onboarding for a more personalized experience—you need more data. Clearbit can provide you with essential data like location, job title, industry, and more.

Pricing: Clearbit offers a variety of products, each with its own pricing structure.

User onboarding email tools

Email remains one of the most flexible and versatile communication tools out there. When it comes to onboarding, it’s crucial that you don’t overwhelm new users—there’s a thin line between providing too much information and not enough of it.

The asynchronous nature of email is perfect for this. Launch a drip campaign that staggers important information to make sure users are getting the juiciest parts of your app when they need it.

But remember: It’s critical to align onboarding welcome emails to the in-product experience.

6. Customer.io: Trigger-based emails

customer io email segmentation and targeting workflow automation

Drip campaigns have been around for a while—it’s definitely not a new user onboarding method. But a conventional drip email campaign puts all of your customers on the same schedule.

A better alternative is to send your users emails triggered by actions they take in your product. This allows you to deliver the right email to the right customer at the right time, depending on what they do (or don’t do) during onboarding. With a tool like Customer.io, you can segment your audience based on real-time events and confidently send personalized emails as part of an omnichannel user onboarding experience.

Pricing: Customer.io plans start at $150/month, increasing with the volume of user profiles.

7. Mailchimp: Automated email newsletters

mailchimp marketing email automation tool

It’s fitting that a company called Mailchimp is the 800-pound gorilla in the room when it comes to email marketing.

Thanks to its awesome templates, handy automation, and powerful analytics, Mailchimp is a powerhouse in the email space. Try using Mailchimp to automatically sign up recently onboarded users for your newsletter while their interest remains high.

Pricing: Mailchimp offers a variety of products, all starting at very affordable price points.

8. Close: Personalized outreach

close email drip outreach campaigns for sales

Automated emails are great, but sometimes it takes a human touch to get customers properly onboarded

After you sign up for the Close sales CRM product, you’ll receive a personalized email from a living, breathing member of the Close team. According to Steli Efti, that email—combined with a phone call to every new user within 5 minutes of signup—can increase conversion rates by 66.7%. That experience is exactly what you can deliver to your own new signups with the Close tool.

Pricing: Close’s Starter plan costs just $29/month per user.

9. Vero: User segmentation

vero segmetation tool set triggers for customer communications

You ever wish you could email ONLY people who quit mid-way through onboarding and also happen to like Jay-Z? Then check out Vero. Like some kind of online Sherlock Holmes, the company collects customer data from a bunch of different sources and lets you segment customers however you want—whether that’s according to emails they’ve opened, where they’re located, or even the music they listen to.

Pricing: Vero’s Workflows product starts at $49/month for up to 2,000 user records.

Improve user onboarding with A/B testing tools

With its scientific approach and focus on cold hard data, A/B testing is the modern marketer’s best friend. Here are some tools to help you run more effective tests on your onboarding experience.

10.  HubSpot: Email A/B tests

hubspot email a/b test open rate click rate percentage

Successful email marketing is all about discovering the formula—of subject lines, email layout, CTA, cadence, etc.—that works best for your audience.

You can use HubSpot’s email marketing software to run A/B tests on your emails to find out which CTA or subject line resonates with your readers. You can also dig deeper into the data to learn who is reading your emails, which links get the most clicks, and more.

Pricing: Pricing for HubSpot’s Marketing Hub starts as low as $45/month.

11. Optimizely: Experience optimization

optimizely full stack a/b test software

Your onboarding flow has limited real estate, and users have limited attention spans. You want to use that space and time as best you can. But how do you know which version of your website or product experience is best? You test it!

Optimizely is a powerful, enterprise-grade A/B testing tool that lets you run front-end, multi-page experiments on your web experience. The company also offers a full-stack solution that gives product teams the power to A/B test products and features.

Pricing: Optimizely does not publish public pricing.

Dig into the data with analytics tools

You don’t just need to know when users are coming and going—you need to know why. You have a narrow window to capture people’s attention and nudge them into sticking around. These analytics tools will give you a more data-driven approach to making the most out of this opportunity.

12. Heap: Critical activation moment identifier

heap user anaytics shorten time to value

Is there an action (or a sequence of actions) in your product that a new user must take to get to their aha moment?

You can use a product analytics tool like Heap to identify these critical activation events. Heap autocaptures behavioral data, allowing you to go back and analyze user behavior patterns, which is useful when you’re trying to validate hypotheses about activation events or conversion points. Once you’ve identified the critical actions in your product, you can shorten users’ time to value (TTV) by honing in on them during the onboarding experience.

Bonus: Heap integrates bi-directionally with Appcues.

Pricing: Heap is free if you have fewer than 10,000 users. Premium plans start at $3,600 per year

13. Amplitude: Data analytics

amplitude analytics demo dashboard

Long-term retention doesn’t start months down the road—it starts with onboarding on day 1 and keeps on going from there. Improving retention requires a solid understanding of the journey your user will take and the patterns of behavior you should encourage along the way.

Amplitude specializes in analyzing data based on behavioral cohorts—groups of users organized around specific actions and usage patterns. You can use Amplitude to help identify your aha moment and then focus your onboarding around driving users to it.

Pricing: Amplitude’s free plan includes up to 10 million tracked actions per month. It also integrates with Appcues bi-directionally.

14. Mixpanel: Product analytics

mixpanel behavioral analytics user cohorts

You can use a behavioral analytics platform like Mixpanel to run tests on the effectiveness of your onboarding flows.

Docusign did exactly that. The company used Mixpanel to collect thousands of different data points to do a deep dive into how they could improve onboarding metrics and conversions. After looking through the data, Docusign was able to optimize its flow, which resulted in increasing first-time conversions by 10% and upgrades by 5%.

Pricing: Mixpanel is free for up to 100,000 monthly tracked users, with premium plans starting as low as $25/month.

15. Segment: Data centralization

segment api data collection centralize data

You need data to run tests, analyze what works and what doesn’t, and make smart product decisions. But it’s easy to get buried under a mountain of data.

Customer data platform Segment allows you to centralize all your user data with a single API. You can keep track of user actions such as features they’ve used, emails they’ve opened, support tickets they’ve submitted, etc. And Segment integrates with hundreds of different apps, making it easy to consolidate data from a wide range of sources.

Pricing: Segment’s free plan covers up to 1,000 visitors a month, while its premium plans start at $120/month.

User testing tools for qualitative feedback

You almost never get something right the first time you try it—and your app’s onboarding experience is no exception, no matter how much you’ve poured into it. Dive deeper into user behavior with qualitative feedback tools that give your customers a voice and let them tell you in their own words how to improve onboarding.

16. Inspectlet - watch and learn

inspetlet user testing tool user session replay

It’s easy to get wrapped up in your product—you’ve poured your blood, sweat, tears, and time into it, after all. You amass mountains of user data, but sometimes you need to actually watch how users interact with your app to develop the qualitative insight you need to ramp up onboarding. Session replay tools can do exactly this.

By using a tool like Inspectlet, you can watch your users as they proceed through each stage of onboarding—every keystroke and click of the mouse. Are they skipping certain parts of onboarding, or maybe staying on some steps longer than expected? Inspectlet is the easiest way to find out.

Pricing: Inspectlet’s pricing ranges from free to $499/month on its Enterprise plan.

17. UserTesting: Live feedback from paid testers

user testing user panel for software testing

There’s just no substitute for actually listening to what people have to say (though it seems like kids these days may beg to differ). User research platform UserTesting allows you to record sessions of users interacting with your app. Not only can you see what they do, but you can also hear them think aloud as they go through user onboarding step by step. What seems obvious to you isn’t always obvious to your users, and thorough testing provides you with the insight you need to reduce friction and ramp up UX, getting new users to that aha moment even faster.

Pricing: UserTesting offers multiple ways to get started for free but does not publish public pricing.

18. Qualaroo: Survey and feedback tool

qualaroo feedback slideout with multiple choice

Surveying your users is always a good practice—it removes the risk that comes from making assumptions. But the best data comes from asking the right questions to the right people at the right time.

User research and feedback tool Qualaroo promises the ability to do exactly that.  You can segment your customers by attribute, schedule exactly when you want questions to pop up, and get the hot takes at each step of the onboarding process.

Pricing: Qualaroo’s plans start as low as $80/month.

19. Hotjar: User behavior visualizer

hotjar heapmap clicks on page

There’s nothing worse than seeing your users drop off and not knowing why. Hotjar offers invaluable insights into your users’ behavior through heatmaps, session recordings, and conversion funnels. Uniquely, it also lets you gather feedback from users on specific page elements and visuals. This feedback can not only help you identify issues, but it can also help you identify the exact things that users love about your product (so you can do more of it!).

You can track all the feedback in a visual dashboard and monitor sentiment across your onboarding process.

Pricing: The free plan covers you up to 35 daily sessions, while paid plans start at $31/month.

20. FullStory: User session replays

fullstory event funnel analysis

To you, your product is self-explanatory. You know exactly what to click after signup and where to go from each screen. But the actions that feel intuitive to you may be less so to your users.

FullStory is another tool for analyzing heatmaps and digital experiences. Finicity, a financial data aggregation tool, used FullStory to analyze its fraud detection and data collection processes. After getting insights from FullStory, Finicity was able to increase funnel conversion by about 15% and decrease ticket resolution time by 80%.

Pricing: FullStory’s Free plan covers you up to 1,000 sessions per month. Premium pricing is not published.

21. Typeform: Free survey software

typeform editor simply survey tool

Listening to your users should always be a priority, but getting user feedback can become time consuming and expensive very quickly.

If you’re strapped for cash but must still get the answers you need, use a simple form creation tool like Typeform. One advantage of Typeform is its conversational, interactive survey style. Another benefit is the ease of creating a survey—it’s similar to typing in a notepad, with no coding required.

Pricing: Typeform offers a generous free plan, and paid plans start at $25/month.

22. Helio.app: Onboarding prototype tester

helio analytics app animated

Testing new UI elements, design changes, and copy can be hard if you don’t have a group of users willing to provide feedback on small details.

With a design testing tool like Helio, you can get feedback on your proposed onboarding changes within hours instead of weeks. The company has a global audience of 300,000 panelists ready to test your onboarding flow. You can select the demographics you need and get the data about your user onboarding quickly.

Pricing: Send your first test for free. If you love it, you can keep going for as low as $539/month.

Support tools to power up your user onboarding

Most companies suck at customer support (not us, obviously, but most), so there’s a huge opportunity to set yourself apart if you can excel at it.

And the right support tools can save you a ton of money in the long run. For example, you might initially think an issue during onboarding would surely lose you a customer. But if you can solve it effectively and efficiently, you can actually save them as a user and increase their trust in your product.

23. Olark: In-app chat

olark customer support chat tool

Interrupting your users while they go through onboarding or complete key tasks is an easy way to frustrate them and add unwanted friction. The solution? Make sharing their experience an organic part of your user onboarding. You can do this with a live chat tool like Olark. Olark lets you chat with customers who run into a problem by using a chat box that matches your branding.

Plus, you can set up live chat automation rules so you can automatically ask users for feedback at critical moments during the onboarding process. It all happens in-app, so you get their honest reactions at the very moment that they’re succeeding or failing at a task. Bonus points if you use searchable live chat transcripts later on to uncover actionable insights and patterns.

Pricing: Olark offers a free trial, and pricing starts at $29/month.

24. LiveChat: User communication tool

livechat customer support chat widget

LiveChat is another great software tool for talking to customers and solving their issues in real time. Use it to talk to your users and solve their issues as they occur (product-related only, please, we don’t know if that mole looks iffy either).

LiveChat’s rich analytics show you where in their onboarding (or elsewhere in their journey) your users experience the most roadblocks. Use LiveChat to monitor your onboarding process and identify the moments of friction that trip up your customers.

Pricing: LiveChat pricing starts as low as $16/month.

25. Zendesk: Help desk software

zendesk knowledge base self service customer support

When they hit a roadblock, many users are more likely to give up rather than jump through hoops to contact your support team. Enabling these folks to access the information they need to solve their own issues can go a long way toward preventing churn early on.

A self-service approach will remove this risk. Knowledge base tools like Zendesk allow you to create an online help center where customers can access FAQs, fixes for common issues, step-by-step articles, and community-curated solutions. Help your customers help themselves—before it’s too late.

Pricing: Zendesk plans start at $19/month for their Foundational Support product.

Help customers spread the word

Your best customers are also your best marketing asset. Users who love your product can become valuable champions if given the opportunity. While it’s often a good idea to target referral and review campaigns to your power users, the moments after onboarding can also be a great time to reach out, while users still have that post-onboarding glow. These tools will help you leverage your users’ motivation to create buzz and refine your inbound channels.

26. Extole: Referrals tool

extole enterprise customer advocacy tool

Referrals from happy users are among the most powerful and viral drivers of growth—just ask Dropbox or PayPal. Help new users to spread the word when their interest is at a peak and their aha moment is just behind them.

By using a referral marketing platform like Extole, you can get your referral program up and running, along with detailed analytics, without having to build the code yourself. It pays off, too: Referred customers have a 25% higher lifetime value (LTV) and are 18% less likely to churn.

Pricing: Extole does not publish public pricing.

27. Referral Rock: Word of mouth tool

Referral Rock is an Extole competitor that excels at getting your customers and users to promote your product for you. The company does this by helping you build up your word-of-mouth marketing channel. This includes anything from customer referrals to ambassador and affiliate programs that help you get more people talking about your product.

You’ll still need a great product that people will want to talk about. But encouraging word of mouth through formal programs leads to more discussion and rewards your faithful advocates with the perks and bonuses that will keep them going day after day.

Pricing: Referral Rock pricing starts at $200/month.

User onboarding inspiration

All the tools in the world won’t help you if you don’t know what to do with them. The following resources include tried, tested, and true strategies for building exceptional onboarding. Read through to get inspired and keep learning.

28. Product Adoption Academy: Product onboarding & tools courses

User Onboarding 101 course

Every product deserves exceptional onboarding. That’s why we created the User Onboarding 101 course (and certification!) in our Product Adoption Academy. We’ve analyzed more than 10,000 onboarding flows and helped our users onboard over 65 million of their own users. When you’re ready, take the final assessment and earn the User Onboarding 101 certification. It comes complete with a swag pack and sharable badge—so go ahead, show it off on your LinkedIn profile!

29. ReallyGoodUX: Real-world examples of great UX

reallygoodux ux example resource

Looking for examples of great onboarding? You could spend hours signing up for products, downloading apps, and going through their UX with a fine-tooth comb. Or you could check out ReallyGoodUX! There are hundreds of UX examples, including user onboarding experiences, product tours, tooltips, and modals to help you get inspired.

30. Product-Led Growth Flywheel: User engagement framework

the product led growth flywheel is a framework for growing your business

User onboarding doesn’t happen in isolation—it’s just one part of the larger user journey. Understanding how each stage of this journey feeds into the next is critical for creating a seamless user experience that delights in the long term.

To help you visualize user onboarding’s place in this journey—and how it affects users downstream—we recommend diving into the Product-Led Growth Flywheel. The Flywheel is a framework for growing your business by investing in a product-led user experience. Read up on the Activate section, in particular, to learn how to optimize the early stages of the user journey to turn causal evaluators into active users.

FAQs

Lost or confused about these tools? No worries! These FAQs might be just what you need to get yourself up to speed on the fast and exciting world of SaaS onboarding tools.

What is a user onboarding tool?

User onboarding tools are dedicated pieces of software designed to help you educate new users about how to use your product. These tools help you create an onboarding experience that wows new users by introducing them to your key features and convincing them to adopt your product as their go-to solution.

Many of the best onboarding tools are highly specialized, often focusing on one niche area of the onboarding process. For example, Appcues excels at building and measuring exciting onboarding flows, but it isn’t as helpful with referrals or emails. For this reason, product managers often rely on a stack of tools for onboarding new users, with each tool playing its own critical role.

The most common types of product onboarding tools are:

  • In-app experience onboarding tools (such as Appcues)
  • Email and Sales onboarding tools (Mailchimp)
  • Analytics onboarding tools (Segment)
  • User testing onboarding tools (UserTesting)
  • Customer service onboarding tools (Zendesk)

Product managers use product onboarding tools to drive growth for their product—attracting new users, signing them up, and then slowly converting them into power users.

Who needs a user onboarding tool?

Anyone who plans on selling an app or product online will need to invest in a set of user onboarding tools. These SaaS onboarding tools make onboarding automated and scalable at large volumes without losing quality. Instead of relying on a sales rep to onboard each new user, these tools can onboard them for you, collect their info, and keep them engaged from day one.

Even small operations will be able to better automate their onboarding processes with the right user onboarding solutions. For instance, many tools offer affordable or free plans for people who don’t need all the fancy features or massive volumes that more established brands will want. Even if these free plans aren’t enough for you, they represent a great chance to try out the best onboarding tools, so you can buy only the most critical tools for your business.

What are the benefits of user onboarding software?

The benefits of user onboarding software can be summed up in three words: convenient, collaborative, and powerful.

The market is full of great onboarding tools that are easy to use even if you’re not a tech expert. For instance, Appcues’ flow builder doesn’t require any coding knowledge. Fifteen years ago, building an automated onboarding solution would have required a team of devs, an expense most lean-and-mean startups can’t afford.

Most onboarding tools these days also integrate with lots of other great tools online, so you don’t spend your day taking data from Tool X and plugging it into Tool Y. Appcues integrates with tools like Salesforce, Zendesk, and Amplitude, so you can create an onboarding ecosystem that works hard and smart.

Finally, good onboarding software is powerful, with multiple use cases and functions. Appcues is known for its first-rate flow builder that allows you to create personalized onboarding experiences for different segments of your user base. However, it also allows you to do so much more, like in-app messaging, collecting analytics, and publishing user surveys.

Learn more about how Appcues can change your onboarding game by giving it a test run in our free trial. (You might even learn a thing or two in our onboarding flow.)

What is the difference between customer onboarding tools and user onboarding tools?

Customer onboarding tools onboard customers, and user onboarding tools onboard users. Sometimes these phrases are used interchangeably because an app’s users and customers are the same people. However, sometimes these two groups of people are different—for instance, people on a paid subscription are customers, and people on a free trial are users. In these cases, it can help to differentiate between the two.

For example, Netflix often has a group of users who aren’t customers—they use the service but don’t pay (that’s what your mom, ex-boyfriend, or college roommate is for). When these users get onboarded, they don’t need to know how to update payment details—they just want to know how to find the shows they want. On the other hand, whichever poor soul pays for your Netflix subscription might want to know about payment options, bill questions, or other adult things.

Most onboarding tools work as user and customer onboarding solutions. So, it’s not so much that some tools are explicitly for users or customers. It’s more about how you decide to use them.

The best onboarding tools need to be paired with the right strategy

User onboarding is a crucial step that shapes your entire user lifecycle. The right SaaS onboarding tools can give you the data, features, and scalability needed to shepherd users from the Register button all the way to product adoption.

However, the tools won’t be able to create a masterful onboarding flow on their own. You’ll also need to know how to create personalized onboarding flows, track the right KPIs, and design a growth strategy to maximize your product’s potential, plus much, much more.

To get the most out of these tools, even the most seasoned product manager is going to need to brush up on some aspects of onboarding. Luckily, Appcues has you covered. Here are some of the best resources anyone can use to help users reach their aha moment quickly and set them up for long-term success.

Go to the ultimate guide to user onboarding. Discover user onboarding definitions, examples, best practices, and resources.


Author's picture
Eric Keating
VP, Marketing at Appcues
Eric heads up Marketing at Appcues. When he isn't helping companies become more product-led, he’s likely to be found keeping up with his wife and two children, exploring the White Mountains, or fermenting things at home.
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