Looking to Better Onboard Customers
Jeremie Doiron, User Experience & Interaction Design lead at PurelyHR was looking for a better way to convert their free trials as well as to onboard customers who had already purchased their product. Initially, they tried to build checklists and guides themselves., They quickly discovered how difficult it is to make a nice, user-friendly experience, and even more difficult to maintain. Developers always had higher priority features to work on and small text/guide iterations were not a top priority. They were seeing a high percentage of lead drop-offs before having the chance to guide them through the set-up process.
The challenges
- Onboarding leads and customers better
- Reducing lead drop-off to convert more trials
- Finding a solution that could be managed by non-developers and yet support advanced theming and scenarios
Why they chose Userflow
- User-friendly and advanced flow builder
- Onboarding checklists
- Advanced theming possibilities
The results
- Better onboarding
- Reduced lead drop-off
- A partnership for the future
Evaluated 8 Different Providers and Chose Userflow
Jeremie knew that they needed to do something else, and therefore he decided to look for 3rd party tools to solve the problem. He looked at 8 different providers, but most of them were hard to use or were not able to build guides and checklists that looked nice inside the PurelyHR application. After an exhaustive review, Jeremie finally found Userflow and was amazed from day 1.
Userflow makes it easy to do the hard things
Jeremie instantly could see that Userflow was better. First of all, it had the best UX, making it easy to use, while still offering advanced functionality. One of the capabilities that Jeremie liked a lot was the ability to change the look and feel of the guides to look like something that was an integrated part of PurelyHR. He could do this without using a single line of code or involving developers.
"Userflow allows me to customize the tooltips and checklists to fit perfectly within our application. It also makes it possible to iterate on our onboarding flows without involving engineers."
- Jeremy Doiron, PurelyHR
Brilliant Results and a Partner for the Future
With Userflow in place, Jeremie and PurelyHR have been able to create a more ideal onboarding experience for new users while greatly reducing initial churn. Jeremie also likes the agility of Userflow and the speed at which new quality features like analytics, Launchers, etc. are added and sees Userflow as a partner they can continue with for many years.
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