Educating customers about advanced use cases and features
Education is key. Read this playbook for a step-by-step guide on schooling your customers about your coolest features and helping them unlock more value with your product.
What you’ll learn:
How to educate existing customers on the advanced features and use cases of your product.
How to enhance user experience and encourage customers to utilize the full capabilities of your product.
What you need to increase user retention and loyalty through effective customer education.
What you’ll need:
A deep understanding of your product's advanced features and potential applications.
User personas for better targeting.
Suitable educational tools like in-app tutorials, webinars, video guides, written manuals, etc.
Marketing tools for announcements (emails, social media, blogs, etc.).
Tracking tools to monitor engagement and effectiveness.
Suggested playbooks to check out before starting this one:
6 steps to educating customers about advanced use cases and features:
Step 1: Understand your product's advanced use cases and features.
Examine the advanced features of your product and identify different use cases.
Understand the unique benefits these advanced features can provide and how they differentiate your product.
Make sure you know the prerequisite knowledge or skills required to use these advanced features.
Step 2: Identify your target audience.
Utilize your user personas to identify the customers who would benefit most from these advanced features and use cases.
Consider user maturity, frequency of usage, industry, job role, etc.
Tailor your education strategies based on the specific needs and preferences of different user groups.
Once you’ve identified your target audience, create a user persona for your ideal customers. Check out our playbook for “Creating user personas”
Step 3: Choose the right educational tools.
Choose a variety of educational tools that align with your user's preferences.
If your users prefer to learn on their own, use video guides, written manuals, and in-app tutorials. For example, Dropbox uses modal windows to educate customers about the benefits of Dropbox Business.
If your users prefer live educational programs, consider hosting webinars, in-person events, and expert Q&A sessions. For example, Demio (a webinar tool) uses a webinar (how meta right?) to educate users about advanced product features and use cases.
Step 4: Launch your educational initiatives.
Create and launch your educational materials using the chosen tools.
Ensure information is easily accessible to users.
Notify users about these educational resources via suitable communication channels like email, in-app notifications, or social media posts.
For inspirational examples of educational copy and initiatives, check out GoodUX, our library of inspiring UX.
Step 5: Get feedback and improve.
Encourage users to provide feedback on the educational materials to understand their effectiveness.
Analyze engagement metrics to measure the success of your educational initiatives.
Make necessary adjustments based on the feedback and analysis for continuous improvement.
Step 6: Keep your educational materials up to date.
Regularly update your educational materials to reflect product changes and new use cases.
Ensure that all information is current and accurate to provide maximum value to your users.