Userflow tips and tricks

A welcome modal with a use case question

In the first video of the series Userflow co-founder Esben Friis-Jensen introduces you to how you can create a welcome modal with a use case question, and use the answer to personalize the experience.

Survey question

With Userflows powerful survey functionality you can add different question types e.g. multiple choice.

Bind answer to user attribute

Survey answers can be stored in an user attribute, thus one can keep track of what each user answered.

Trigger content based on attribute

The stored answer can be used in triggers and auto-start conditions to personalize Userflow content.

Launchers to highlight features

With Userflow launchers you can highlight features in a more subtle way than with flows. They are great for giving the users on-demand information about a functionality or field and for announcing new features.

Beacons to highlight

A beacon combined with a tooltip is a great way to highlight a feature in a subtle, but effective way.

Icons to inform and launch

With the icon type launcher you can create info icons next to key fields, or a play icon to start a flow

Buttons to announce and launch

Button type launchers works great for announcing things, or for having a temporary button to launch a flow.

NPS survey with conditional follow-up

With Userflow surveys e.g. NPS you can store the answer and ask different follow up questions depending on the initial answer.

NPS and free text

One of Userflows survey options is the NPS question. You can combine this with multiple text questions to monitor customer happiness.

Conditional follow-up

By storing the answer to the NPS question, you can use triggers to determine different follow-up questions depending on the score.

Analyze

Just like other Userflow content, you can get detailed and exportable analytics on the NPS survey incl. the conditional follow-up questions.

Reusable segments for tracking and targeting

With Userflow segments you can create reusable lists of users or companies, that you can use to keep track of them, as well as for targeting/filtering onboarding content.

Attribute based segments

One can create segments that are based on user/company attributes. Great for building a segment based on e.g. role or sign up date.

Manual segments

You can create manual segments by manually selecting users or by adding them via a csv. Great for targeting a list of users for a survey.

Analytics tool segments

Using Userflows integrations with analytics providers like Heap, Mixpanel and Amplitude you can send cohorts into Userflow.

Embed engaging content that fits with your styling

Userflow allows you to embed content such a images, videos and custom CSS to make your flows more engaging as well as make them fit perfectly into the style of your application.

Images and Videos

By embedding images and videos you can make your content more engaging and aligned with the style of your application.

Columns

Columns can be used to make different selection options for your flows or for e.g adding a text next to an image.

Custom CSS

Custom CSS containers allows you embed pretty much any style you like to make Userflow fit perfect with the style of your application.

Retain users with cancellation flows

With Userflow you can trigger flows when users try to cancel their subscription. You can e.g. get feedback on the reason for cancelling as well as ask dynamic follow-up questions to retain the customer.

Event, page or UI driven triggers

You can trigger the cancellation flow at the right time based on custom events, the page the user arrives on or UI elements.

Feedback questions

With Userflow surveys you can ask about the cancellation reason, as well as other feedback, such as what they e.g. like about your application.

Dynamic follow-up questions

By storing the cancellation reason in an attribute you can automatically ask follow-up questions in an effort to retain the customer.

Engage users with short video flows

With Userflow you can embed short videos into your flows to make them more engaging and personal.

Embed videos

Userflow allows you embed videos from the most popular video providers.

Auto-play

Use your video providers built-in auto-play function to start the videos automatically.

Mix it up

Mix short video intro steps with text based step-by-step guides to give users an engaging experience.

Track if flows break with Zapier

With Userflows Zapier integration you can set up an alert whenever a flow breaks due to a missing tooltip target.

Theme settings

In your theme settings you can set Userflow to auto-dismiss a flow when a tooltip target is missing.

Events

Userflow generates events for all content actions incl. when a flow is dismissed.

Zapier Integration

Userflows powerful Zapier integration allows you to build complex workflows with other tools.

Start building product-led onboarding today

Userflow is the fastest way to build custom in-app product tours, checklists and surveys. No coding needed.

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