HubSpot & Zendesk knowledge base search

Resource center now supports searching directly in HubSpot and Zendesk knowledge bases.

Searching directly typically gives better results than the default Google Search option.

Pick your provider in the new Knowledge base provider field in the resource center builder:

knowledge-base-block-settings

Userflow is SOC 2 Type 2 compliant

Happy Thursday! We got some great news for all of you.

Back in January we became SOC 2 Type 1 compliant, and we are now happy to announce that we have reached the next step of being SOC 2 Type 2 compliant.

The review was done by Johanson Group LLP with the help of the Drata platform.

SOC 2

Security, privacy and availability is a top priority for Userflow and we will continue to do annual SOC 2 reviews to make sure we stay compliant.

New policies

As mentioned in the Type 1 announcement, then as part of our SOC 2 audit we’ve updated our security policies. You can find all of them in our Security Overview. These updates only adds tighter controls to our older policies that were already strong.

Cheers,
— Sebastian and Esben, founders of Userflow

Custom scale survey question

We’ve added a new question type: Scale.

With Scale questions, you can pick your own minimum value, maximum value and optional left/center/right labels.

Use it, for example, to build SEQ (Single Ease Question) surveys:

Scale

Simply choose Scale in the Question type field, then adjust the Scale range as needed:

Scale question builder

The Analytics tab will display aggregated analytics, similar to how Star rating and NPS works.

Custom resource center launcher

If you’ve always dreamed of rendering your own resource center launcher instead of the default launcher, today’s your day!

This is what the default launcher looks like:

Default launcher

You can now hide it via Userflow.js by calling this right after userflow.init():

userflow.setResourceCenterLauncherHidden(true)

Then add your own button or menu item in your app, which programmatically opens the resource center via:

userflow.openResourceCenter()

See full example in the Userflow.js docs

Resource Center: Always-on, contextual and personalized help widget

Our biggest release this year (so far!), Resource Center, will be the main way your users access help directly in your app.

The Resource Center is a help button that’s always available in the corner of the page:

Collapsed Resource Center

When clicked, it expands, showing a list of customizable blocks that let users search your existing knowledge base, find and start flows/tours on demand, and see contextual (e.g. tied to a page) or personalized (e.g. based on user type) links and other information.

Expanded Resource Center

It seamlessly integrates with your live-chat provider so that users can start conversations using the chat icon in the customizable Contact block, which can also contain information about emailing and calling you.

If the user has an active checklist, it’s even integrated into the Resource Center.

Finally, the Resource Center has a global search function, which lets users search through all blocks, showing results from both your flows and your knowledge base.

Resource Center theming

With our new base color theming options, getting a great-looking Resource Center that looks like a native part of your app is super easy:

Resource Center theming

Here’s a full video walkthrough of the Resource Center:

We’re excited to see what you’ll build with Resource Center! To build your own, go to Content, click Create content and select Resource center. Resource Center is available in all Userflow plans.

For more information, Read more in our Resource Center guide

Userflow is SOC 2 Type 1 certified

Happy Friday! We got some great news for all of you.

To prove our high commitment to strong security, availability and privacy, we have gone through SOC 2 Type 1 certification with the help of Drata and Johanson Group LLP.

SOC 2

SOC 2 Type 2 is next

We’re already in progress with our SOC 2 Type 2 audit and plan to have the report ready in April 2022. We’re already now living up to the SOC 2 Type 2 requirements. We’ll will be running annual SOC 2 Type 2 certification going forward.

New policies

As part of our SOC 2 audit we’ve updated our security policies. You can find all of them in our Security Overview. These updates only adds tighter controls to our older policies that were already strong.

Cheers,
— Sebastian and Esben, founders of Userflow

New "Flow is currently active" condition

You can now make conditions based on whether a flow/checklist is currently active for users:

Flow condition

This is useful if you, for example, want to conditionally show a content item only if another flow/checklist is currently active (or not).

Magical color theming + new 2022 themes

Through pure magic, you can now adjust just 4 colors to make the rest of your Userflow theme look pretty.

Using the 4 new Brand/Main Background/Text color options, we automagically calculate suitable hover and active colors and apply those colors to all elements such as buttons, inputs and progress bars.

For example, pick a nice purple color for your Brand Background color and you get this:

Purple theme

Oooops! That was a spoiler about our upcoming Resource Center - sooo sorry to reveal that! (Psssst reach out to us for early access).

We’ve also introduced 2 new standard themes: Standard Light and Standard Dark.

2022 themes

The new themes use the popular Tailwind CSS color palette (which is also what we use in the color picker now). We’ve also switched to the “system font stack”, making the font match your user’s system font.

The old themes have been renamed to Standard Light 2019 and Standard Dark 2019, and are only visible for companies that registered before today.

Another tiny change is that the button appearance previously called “Default” is now called “Secondary”. So you have Primary and Secondary buttons. New buttons default to being Primary.

Minor changes around checklists

To prepare for our upcoming Resource Center feature, we’ve made a few minor changes around how checklists work and how they play together with flows.

Read full post

Analytics filters

You can now filter the Analytics page under each flow/checklist based on user attributes, segments and by time.

Analytics

Use the Add filter button in the top left to filter which users’ sessions should be included. Use the time period selector in the top right to choose between all time, past x days/weeks/months, or choose a custom date range.

The list of recent sections in the bottom now uses infinite scrolling for pagination (no more “Load more” buttons).

The Analytics page is now URL-friendly. Your filters/time choices are stored in the URL, so if you reload the page or share the URL with a team member, the exact same content will be shown.