HubSpot Integration

We are very excited to announce the launch of our bi-directional HubSpot Integration. This useful integration will allow you to better integrate Userflow into your sales and customer success processes and e.g. auto-start flows based on HubSpot properties and keep track of onboarding events in HubSpot.

Add HubSpot

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Userflow.js event/attribute broadcasting

We’ve made an improvement in Userflow.js, such that it actively reacts to events and user attribute changes made in the background. By “background”, we mean events posted or user attributes changed via our back-end REST API, or via integrations such as Segment and HubSpot that can sync data into Userflow.

Before, Userflow.js would not react immediately to e.g. an event tracked via Segment (which is delivered to Userflow asynchronously). Only once the user performed some action on the page, such as the URL changing, Userflow.js would detect the new event. This meant that you could not, for example, mark a checklist task as completed when a Segment event was tracked.

This now works out-of-the-box 📦.

SaaS Onboarding Step 5: Measure Success

This is the 5th and last shorter part of our SaaS Onboarding series. If you have not read the previous 4, they are listed below

In this last shorter blog post, we will focus on the last part of the SaaS onboarding journey, namely tracking your success.

Set a Goal

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New rich content formatting options

We’ve added some new formatting options to our rich content editor, so you can make your content stand out even more than before.

All formats

The new formatting options include:

  • Headings (Heading 1, Heading 2)
  • Lists (both bulleted and numbered)
  • Quotes
  • Code blocks
  • Inline text formatting: Inline code, underline, strike-through
  • Text color

Find the new options in the toolbar. Hover over each icon to see its keyboard shortcut. Some formatting is automatically applied, such as when you start a line with - (a dash and a space), you get a bulleted list, or 1. to get a numbered list.

We also have a nyfty new color picker, which you’ll also find in the theme designer now:

Color picker

The color picker remembers all colors you’ve previously used. You can enter your own color codes, or you can get a quickstart using the color palette from Material Design.

Introducing Surveys - NPS, CSAT, and more

We are super excited to tell you about our brand new Surveys/NPS feature.

NPS Multiple choice

Besides onboarding flows, checklists and launchers, you can now also build contextual microsurveys running directly inside your application. This gives you an easy way to collect input and feedback from your customers. Use surveys to gauge customer satisfaction and inform product development.

Based on our powerful Flow Builder

You can build a survey simply by adding questions to steps in a flow. Since surveys are based on flows, you get all the power of Userflow’s Flow Builder, such as logic-based triggers to jump between steps based on answers, and the ability to embed surveys anywhere in your app at the right time depending on user behavior.

Add Question

Multiple survey types

We support many different types of surveys, from NPS and CSAT to free-text answers. Here are some examples of what you can build:

  • A standard NPS survey (Net Promoter Score), which pops up inside your app for active customers e.g. 30 days after subscribing to your product.
  • A CSAT survey (Customer Satisfaction) or a CES survey (Customer Effort Score), which pops up at the right time after the user finishes some task in your app.
  • Ask for feedback either about new features you’ve already built, or features you’re considering building.
  • Ask new users multiple-choice questions and use their answers to personalize the rest of their onboarding flow. Examples: “What is your role within your company?”, “How experienced are you with X software?” or “What is your primary goal with using our software?”

All the analytics you need

All provided answers are tied to users and can easily be analyzed on our Analytics page, which we have enhanced with survey functionality. See this example of NPS stats, letting you visually track your score over time, as well as dive into individual responses:

NPS Stats

Part of our Pro package

Given the powerful capabilities of our survey feature, it will be exclusively available in our Pro and Enterprise packages, which also include unlimited content and our Groups functionality. Check out our Pricing or reach out to us to learn more.

Want to learn more? - Read more in our Surveys/NPS guide

SaaS Onboarding Step 4: Building the Onboarding Flow

In the last blog post, I presented the decision on whether the onboarding should be Sales-led, product-led or hybrid. In this 4th part of our blog post series about SaaS onboarding we will get to the fun part of actually building the onboarding flow. This post will not go deep down in specifics on how you should build the flows, as that depends on your customers. Instead, I will give you 5 high-level things to consider in your approach.

tools

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SaaS Onboarding Step 3: Sales-led, Product-led, or a Hybrid?

This is the 3rd part of our blog post series about SaaS onboarding. The two first steps and blog posts were about Setting a Goal and Research and Mapping. In this blog post, we look at making a key decision: Should the onboarding predominantly be Sales-led, product-led, or a hybrid?

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SaaS Onboarding Step 2: Research and Mapping

This is the 2nd part of our blog post series about SaaS onboarding. The first step and blog post was about Setting a Goal. In this blog post, we move to the 2nd step in the process, namely researching and mapping the customer journey. Some organizations might already have a very clear view of their customer journey, while others will need to do more research and mapping before starting to build their new onboarding.

mapping

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Analytics

The Analytics tab under flows, checklists and launchers just got a major overhaul, which we’re excited to share with you.

The top section shows the number of views and completion rate over time.

Flow analytics

Flows have a new Step funnel, which makes it easy to spot drop-off points.

Step funnel

Similarly, checklists have a Task breakdown section.

Read more in our Analytics guide

New feature: Localization

Userflow now has full Localization support, making it easy to manage content in multiple languages. Build a flow once, and only translate the bits that vary from language to language.

We’ve put a lot of thought into the Localization feature, and believe it’s the best solution on the market. See highlights below.

Text translated

Localization highlights

  • You can both translate content directly in Userflow, and export/import using multiple formats (for translators working in external translation platforms).
  • You can change both the original content and the translated content at any point in time. This doesn’t require taking the current version offline. Translations work with our regular version control. Userflow elegantly detects when the original text changes, and informs you of which translations may need an update.
    • Other tools suffer problems with locking your original content once you start translation, or require you to take flows offline if you later want to change the translations.
  • You can translate all parts of a flow, including images and videos.
    • Other tools limits translation to only the text bits.
  • You can enable and publish content for each language, one by one, as soon as their translations are ready.
  • Working with text formatting is smooth. If you have a text such as “Now click Projects to continue” (notice that “Projects” is bold), Userflow will extract a single text to be translated: “Now click <b>Projects</b> to continue”.
    • Other tools will break this into 3 separate texts: “Now click”, “Projects” and “to continue”. This can be very challenging for translators to translate, since there’s no context, and can therefore result in poor translations once combined.

Read more in our Localization guide.