Getting Started with Userflow

Build a simple, powerful onboarding experience that drives activation and long-term adoption. This series walks you through the fundamentals of setting up onboarding inside your product—from your first welcome message to launching flows and checklists that guide users to value.

The fastest way to understand Userflow is to build something real.

In this session, you’ll learn how to create your first onboarding experience—from choosing the right use case to structuring steps and publishing confidently inside your product. Whether you're guiding new users or reinforcing key workflows, this is where product adoption begins.

Start with a simple, high-impact onboarding foundation

An effective onboarding setup is designed to convert more users and support long-term retention—and it doesn’t need to be complicated. In this video, you’ll learn:

User interface panel titled Rephrase text with options to set length, toggle custom instructions, and instruction to explain as if to a 5-year-old, with buttons to translate to Italian or French and user labels Christian and Mimi.
How to use the no-code builder to create and maintain onboarding without engineering
The different content types available, including tours, checklists, and more
How a focused onboarding setup improves conversion and retention

Make a strong first impression

The first moment after signup sets the tone for everything that follows. A thoughtful welcome message helps users understand what to expect and where to start. In this video, you’ll learn how to:

User interface of a flow builder app showing steps to create a project with Smartflow, including chat messages from users Rocky and Emma guiding the process.
Introduce your product clearly and concisely
Embed videos and visuals for a more engaging welcome
Use a clear CTA to guide users toward their first meaningful action

Guide users to their first real value experience

After welcoming new users, the next step is helping them experience value. In this video, you’ll learn how to:

User interface panel titled Rephrase text with options to set length, toggle custom instructions, and instruction to explain as if to a 5-year-old, with buttons to translate to Italian or French and user labels Christian and Mimi.
Design onboarding around action—not passive tours
Drive engagement with clear, task-based flows
Keep messaging concise and focused

Reinforce progress with structured milestones

An onboarding checklist gives users a clear path forward and a sense of accomplishment as they complete key tasks. In this video, you’ll learn:

User interface of a flow builder app showing steps to create a project with Smartflow, including chat messages from users Rocky and Emma guiding the process.
How to design checklist tasks that are easy to start and complete
Why keeping your checklist short improves completion rates
How to align checklist items with meaningful product milestones

Extend onboarding beyond the first session

Onboarding doesn’t end after the first flow. A resource center provides always-on support, helping users find guidance whenever they need it. In this video, you’ll learn how to:

User interface panel titled Rephrase text with options to set length, toggle custom instructions, and instruction to explain as if to a 5-year-old, with buttons to translate to Italian or French and user labels Christian and Mimi.
Add searchable flows and knowledge base content inside your product
Integrate with chat providers for seamless human support
Surface contextual help based on where users are

Connect onboarding to your product environment

While flows are built without code, a lightweight JavaScript snippet allows you to test and deploy experiences inside your application. In this video, you’ll learn how to:

User interface of a flow builder app showing steps to create a project with Smartflow, including chat messages from users Rocky and Emma guiding the process.
Install the Userflow.js snippet
Manage multiple environments like staging and production
Send attributes and events to personalize and trigger flows