Evocalize offers a collaborative marketing platform (CMP) designed to empower local marketers—like real estate agents, mortgage officers, and franchisees—to run highly effective digital campaigns automatically, based on any data source. Their clients include parent companies like franchisors and multi-location brands that integrate Evocalize’s platform into their existing tech stacks. As Evocalize’s offerings evolved, the onboarding process became cumbersome, creating an opportunity for the team to guide users through processes and educate them around all the complex marketing magic happening behind the scenes.Â
But when it came to creating new onboarding flows or customizing existing ones, the team required quite a lot of engineering effort. It was the same for their feedback collection systems. This resulted in bottlenecks that slowed the product team down. As a rapidly innovating startup, they needed to move with speed and effectiveness. Which meant they had to reduce their reliance on technical resources.Â
So the team decided enough was enough. It was time to find a solution.Â
Discovering the Solution: Userflow
In order to address these challenges, Evocalize sought a no-code onboarding tool that could offer flexibility, scalability, and ease of use—qualities they found in Userflow. The platform’s ability to create personalized, step-by-step onboarding guides without having to use up engineering resources was a game-changer.Â
Implementing Userflow
The implementation of Userflow was both efficient and seamless for Evocalize. With a simple JavaScript integration, they were able to easily embed Userflow into their platform without major disruptions. The mapping of Userflow’s user and group structures to Evocalize’s existing data model also ensured a smooth transition.
Due to Userflow’s ease-of-use, Evocalize’s product team quickly mastered Userflow’s functionalities. They were able to iterate and launch new flows independently, reducing engineering involvement and accelerating onboarding improvements.
In particular, Evocalize used Userflow in four following ways:Â
Customizable User Flows
Userflow enabled Evocalize to create personalized onboarding flows for users. This allowed for tailored experiences that guided users through the program setup process effectively.
One use case was for Evocalize's Blueprints, which automates the assembly and activation of digital marketing programs. They provided step-by-step instructions and detailed explanations on how to create a marketing program on Evocalize’s platform.
A/B Tests for Optimization
Another key use case of Userflow was when Evocalize A/B tested to see if new users who interacted with this experience were more likely to convert because they had a more tailored recommendation based on their responses. Evocalize used Userflow’s A/B testing feature to present users with a tailored questionnaire on the dashboard that asked users regarding their marketing goals and what type of content they wanted to promote, which would allow Evocalize to recommend users with a Blueprint and get them quickly into program creation.Â
In-App Surveys and Feedback CollectionÂ
In addition, Evocalize used Userflow’s in-app survey features to collect user feedback including NPS.Â
In particular, during beta testing of new features, Evocalize used Userflow to collect feedback scores and qualitative data in order to directly tap into user insights and help the product team understand how new features are perceived by users.Â
‍
“Solutions like Userflow help make sure the voice of our end-user is always accessible to our product team, even if we're one step removed from them.” - Nick Markman, Director of Product
Conditional ThemingÂ
Finally, Userflow's conditional theming was crucial in supporting Evocalize’s multi-tenant, white-labeled environment. The flexible theming options allowed Evocalize to manage each white-labeled instance effectively, providing tailored onboarding experiences for different clients while maintaining consistency.
Results: Boost in Conversion, Efficiency, and Customer Loyalty
Having successfully implemented Userflow, the solution seemed to perfectly address Evocalize’s initial challenges. But don’t take our word for it. Here are the results that Evocalize saw from using Userflow.
Improved Conversion Rates
The Blueprint recommendation experiment, which leveraged Userflow, showed a 25% increase in new user-to-first-purchase conversion rates and a 30% boost in dashboard-to-program purchase conversion rates within a month. Meanwhile, users completing Blueprint walkthroughs created with Userflow had 40% to 250% higher conversion rates than those who did not engage with the flows.
Streamlined Feedback Collection
By integrating Userflow’s in-app surveys, Evocalize was able to gather real-time feedback, including Net Promoter Score (NPS) data with ease. Having streamlined the feedback process with Userflow, the Evocalize product team was able to quickly iterate on such user insights, leading to an efficient positive feedback loop that vastly improved customer satisfaction.Â
Increased Partner Confidence
What’s more, all of this gave Evocalize an enhanced ability to share user feedback and relevant adoption metrics with its partners, and this increased transparency and accessibility improved partner confidence in the strength of Evocalize’s products.Â
Key Takeaways
In addition to the results, Evocalize’s experience with Userflow revealed several important lessons:
Importance of Thorough TestingÂ
Before launching new flows, comprehensive testing ensured the reliability and effectiveness of each flow.
Efficiency of Conditional ThemingÂ
Managing multi-tenant, white-labeled platforms became much easier with Userflow’s conditional theming, allowing Evocalize to scale efficiently.
Benefit of Data-Driven InsightsÂ
By integrating Userflow’s analytics with their existing tools, Evocalize gained a deeper understanding of user behavior, allowing for more informed decisions and further optimization of user flows.
Into the Future: Partners in Product AdoptionÂ
By adopting Userflow, Evocalize’s product team was equipped with the ability to customize onboarding for different user segments, collect meaningful feedback, and run A/B tests, all without needing any technical help. It was a huge empowerment to the team, who now have full control of the onboarding process thanks to Userflow.Â
As Evocalize continues to expand, they plan to leverage more of Userflow’s features, including checklists, resource centers, and AI-driven chat, to enhance user experiences further. With Userflow’s tools integrated into their product adoption strategy, Evocalize is looking forward to a fantastic future in product-led growth. One in which they can continue to move with speed and autonomy, and deliver seamless, scalable onboarding experiences that drive customer satisfaction and long-term success.Â
We are excited to be on this journey with them.
2 min 33 sec. read
With growth comes growing pains, and that’s the same with SaaS companies. For Evocalize, a leading collaborative marketing automation platform provider, this was exactly the issue. As their product offering evolved, guiding users through setup, collecting feedback, and managing the onboarding process for their clients grew increasingly complex and resource-intensive.Â
Evocalize needed a solution that could simplify onboarding, improve feature adoption, and streamline feedback collection, all without putting even more stress on their engineering team. So they turned to Userflow. What followed was a transformative journey that revitalized Evocalize’s product-led growth. Â
LEARN FROM THEIR SUCCESS
The challenges
Need to customize onboarding for diverse clients (real estate agents, mortgage officers, franchisees) using their white-labeled marketing platform
Engineering bottlenecks when creating and modifying onboarding flows for different verticals
As a fast-moving startup, needed a more agile solution that reduced reliance on technical resources
Why they chose Userflow
No-code solution that enabled easy creation of personalized onboarding flows without engineering resources
Comprehensive feature set including A/B testing, in-app surveys, and conditional theming
Simple JavaScript integration that mapped well to their existing data model
The results
Dramatic conversion improvements, with up to 250% higher conversion rates for users who completed guided flows
Streamlined feedback collection and faster product iteration based on user insights
Increased partner confidence through enhanced transparency and accessibility of user metrics
The Challenge: How to Scale, No-code StyleÂ
Evocalize offers a collaborative marketing platform (CMP) designed to empower local marketers—like real estate agents, mortgage officers, and franchisees—to run highly effective digital campaigns automatically, based on any data source. Their clients include parent companies like franchisors and multi-location brands that integrate Evocalize’s platform into their existing tech stacks. As Evocalize’s offerings evolved, the onboarding process became cumbersome, creating an opportunity for the team to guide users through processes and educate them around all the complex marketing magic happening behind the scenes.Â
But when it came to creating new onboarding flows or customizing existing ones, the team required quite a lot of engineering effort. It was the same for their feedback collection systems. This resulted in bottlenecks that slowed the product team down. As a rapidly innovating startup, they needed to move with speed and effectiveness. Which meant they had to reduce their reliance on technical resources.Â
So the team decided enough was enough. It was time to find a solution.Â
Discovering the Solution: Userflow
In order to address these challenges, Evocalize sought a no-code onboarding tool that could offer flexibility, scalability, and ease of use—qualities they found in Userflow. The platform’s ability to create personalized, step-by-step onboarding guides without having to use up engineering resources was a game-changer.Â
Implementing Userflow
The implementation of Userflow was both efficient and seamless for Evocalize. With a simple JavaScript integration, they were able to easily embed Userflow into their platform without major disruptions. The mapping of Userflow’s user and group structures to Evocalize’s existing data model also ensured a smooth transition.
Due to Userflow’s ease-of-use, Evocalize’s product team quickly mastered Userflow’s functionalities. They were able to iterate and launch new flows independently, reducing engineering involvement and accelerating onboarding improvements.
In particular, Evocalize used Userflow in four following ways:Â
Customizable User Flows
Userflow enabled Evocalize to create personalized onboarding flows for users. This allowed for tailored experiences that guided users through the program setup process effectively.
One use case was for Evocalize's Blueprints, which automates the assembly and activation of digital marketing programs. They provided step-by-step instructions and detailed explanations on how to create a marketing program on Evocalize’s platform.
A/B Tests for Optimization
Another key use case of Userflow was when Evocalize A/B tested to see if new users who interacted with this experience were more likely to convert because they had a more tailored recommendation based on their responses. Evocalize used Userflow’s A/B testing feature to present users with a tailored questionnaire on the dashboard that asked users regarding their marketing goals and what type of content they wanted to promote, which would allow Evocalize to recommend users with a Blueprint and get them quickly into program creation.Â
In-App Surveys and Feedback CollectionÂ
In addition, Evocalize used Userflow’s in-app survey features to collect user feedback including NPS.Â
In particular, during beta testing of new features, Evocalize used Userflow to collect feedback scores and qualitative data in order to directly tap into user insights and help the product team understand how new features are perceived by users.Â
‍
“Solutions like Userflow help make sure the voice of our end-user is always accessible to our product team, even if we're one step removed from them.” - Nick Markman, Director of Product
Conditional ThemingÂ
Finally, Userflow's conditional theming was crucial in supporting Evocalize’s multi-tenant, white-labeled environment. The flexible theming options allowed Evocalize to manage each white-labeled instance effectively, providing tailored onboarding experiences for different clients while maintaining consistency.
Results: Boost in Conversion, Efficiency, and Customer Loyalty
Having successfully implemented Userflow, the solution seemed to perfectly address Evocalize’s initial challenges. But don’t take our word for it. Here are the results that Evocalize saw from using Userflow.
Improved Conversion Rates
The Blueprint recommendation experiment, which leveraged Userflow, showed a 25% increase in new user-to-first-purchase conversion rates and a 30% boost in dashboard-to-program purchase conversion rates within a month. Meanwhile, users completing Blueprint walkthroughs created with Userflow had 40% to 250% higher conversion rates than those who did not engage with the flows.
Streamlined Feedback Collection
By integrating Userflow’s in-app surveys, Evocalize was able to gather real-time feedback, including Net Promoter Score (NPS) data with ease. Having streamlined the feedback process with Userflow, the Evocalize product team was able to quickly iterate on such user insights, leading to an efficient positive feedback loop that vastly improved customer satisfaction.Â
Increased Partner Confidence
What’s more, all of this gave Evocalize an enhanced ability to share user feedback and relevant adoption metrics with its partners, and this increased transparency and accessibility improved partner confidence in the strength of Evocalize’s products.Â
Key Takeaways
In addition to the results, Evocalize’s experience with Userflow revealed several important lessons:
Importance of Thorough TestingÂ
Before launching new flows, comprehensive testing ensured the reliability and effectiveness of each flow.
Efficiency of Conditional ThemingÂ
Managing multi-tenant, white-labeled platforms became much easier with Userflow’s conditional theming, allowing Evocalize to scale efficiently.
Benefit of Data-Driven InsightsÂ
By integrating Userflow’s analytics with their existing tools, Evocalize gained a deeper understanding of user behavior, allowing for more informed decisions and further optimization of user flows.
Into the Future: Partners in Product AdoptionÂ
By adopting Userflow, Evocalize’s product team was equipped with the ability to customize onboarding for different user segments, collect meaningful feedback, and run A/B tests, all without needing any technical help. It was a huge empowerment to the team, who now have full control of the onboarding process thanks to Userflow.Â
As Evocalize continues to expand, they plan to leverage more of Userflow’s features, including checklists, resource centers, and AI-driven chat, to enhance user experiences further. With Userflow’s tools integrated into their product adoption strategy, Evocalize is looking forward to a fantastic future in product-led growth. One in which they can continue to move with speed and autonomy, and deliver seamless, scalable onboarding experiences that drive customer satisfaction and long-term success.Â
We are excited to be on this journey with them.
About
Evocalize
Evocalize’s Collaborative Marketing Platform is used by multi-location brands, technology platforms (like CRMs), and online marketplaces to equip their locations, agents, and users at scale with sophisticated, push-button easy digital marketing that drives real business results and revenue. Evocalize is a Meta Business Partner and a Google Business Partner. Evocalize’s technology supports businesses across industries, including real estate, mortgage, insurance, financial services, restaurants, franchises, travel, and more. Over 1,500,000+ sophisticated digital marketing programs have been run using Evocalize technology, generating millions of leads, and leading to thousands of transactions to date. Evocalize is backed by Madrona Venture Group, Move, Inc., Second Century Ventures, and Habanero Ventures. For more information, visit evocalize.com.
“Solutions like Userflow help make sure the voice of our end-user is always accessible to our product team, even if we're one step removed from them.”
How Evocalize Boosted Product Adoption and Engagement With UserflowÂ
Nick Markman
Director of Product
The Challenge: How to Scale, No-code StyleÂ
Evocalize offers a collaborative marketing platform (CMP) designed to empower local marketers—like real estate agents, mortgage officers, and franchisees—to run highly effective digital campaigns automatically, based on any data source. Their clients include parent companies like franchisors and multi-location brands that integrate Evocalize’s platform into their existing tech stacks. As Evocalize’s offerings evolved, the onboarding process became cumbersome, creating an opportunity for the team to guide users through processes and educate them around all the complex marketing magic happening behind the scenes.Â
But when it came to creating new onboarding flows or customizing existing ones, the team required quite a lot of engineering effort. It was the same for their feedback collection systems. This resulted in bottlenecks that slowed the product team down. As a rapidly innovating startup, they needed to move with speed and effectiveness. Which meant they had to reduce their reliance on technical resources.Â
So the team decided enough was enough. It was time to find a solution.Â
Discovering the Solution: Userflow
In order to address these challenges, Evocalize sought a no-code onboarding tool that could offer flexibility, scalability, and ease of use—qualities they found in Userflow. The platform’s ability to create personalized, step-by-step onboarding guides without having to use up engineering resources was a game-changer.Â
Implementing Userflow
The implementation of Userflow was both efficient and seamless for Evocalize. With a simple JavaScript integration, they were able to easily embed Userflow into their platform without major disruptions. The mapping of Userflow’s user and group structures to Evocalize’s existing data model also ensured a smooth transition.
Due to Userflow’s ease-of-use, Evocalize’s product team quickly mastered Userflow’s functionalities. They were able to iterate and launch new flows independently, reducing engineering involvement and accelerating onboarding improvements.
In particular, Evocalize used Userflow in four following ways:Â
Customizable User Flows
Userflow enabled Evocalize to create personalized onboarding flows for users. This allowed for tailored experiences that guided users through the program setup process effectively.
One use case was for Evocalize's Blueprints, which automates the assembly and activation of digital marketing programs. They provided step-by-step instructions and detailed explanations on how to create a marketing program on Evocalize’s platform.
A/B Tests for Optimization
Another key use case of Userflow was when Evocalize A/B tested to see if new users who interacted with this experience were more likely to convert because they had a more tailored recommendation based on their responses. Evocalize used Userflow’s A/B testing feature to present users with a tailored questionnaire on the dashboard that asked users regarding their marketing goals and what type of content they wanted to promote, which would allow Evocalize to recommend users with a Blueprint and get them quickly into program creation.Â
In-App Surveys and Feedback CollectionÂ
In addition, Evocalize used Userflow’s in-app survey features to collect user feedback including NPS.Â
In particular, during beta testing of new features, Evocalize used Userflow to collect feedback scores and qualitative data in order to directly tap into user insights and help the product team understand how new features are perceived by users.Â
‍
“Solutions like Userflow help make sure the voice of our end-user is always accessible to our product team, even if we're one step removed from them.” - Nick Markman, Director of Product
Conditional ThemingÂ
Finally, Userflow's conditional theming was crucial in supporting Evocalize’s multi-tenant, white-labeled environment. The flexible theming options allowed Evocalize to manage each white-labeled instance effectively, providing tailored onboarding experiences for different clients while maintaining consistency.
Results: Boost in Conversion, Efficiency, and Customer Loyalty
Having successfully implemented Userflow, the solution seemed to perfectly address Evocalize’s initial challenges. But don’t take our word for it. Here are the results that Evocalize saw from using Userflow.
Improved Conversion Rates
The Blueprint recommendation experiment, which leveraged Userflow, showed a 25% increase in new user-to-first-purchase conversion rates and a 30% boost in dashboard-to-program purchase conversion rates within a month. Meanwhile, users completing Blueprint walkthroughs created with Userflow had 40% to 250% higher conversion rates than those who did not engage with the flows.
Streamlined Feedback Collection
By integrating Userflow’s in-app surveys, Evocalize was able to gather real-time feedback, including Net Promoter Score (NPS) data with ease. Having streamlined the feedback process with Userflow, the Evocalize product team was able to quickly iterate on such user insights, leading to an efficient positive feedback loop that vastly improved customer satisfaction.Â
Increased Partner Confidence
What’s more, all of this gave Evocalize an enhanced ability to share user feedback and relevant adoption metrics with its partners, and this increased transparency and accessibility improved partner confidence in the strength of Evocalize’s products.Â
Key Takeaways
In addition to the results, Evocalize’s experience with Userflow revealed several important lessons:
Importance of Thorough TestingÂ
Before launching new flows, comprehensive testing ensured the reliability and effectiveness of each flow.
Efficiency of Conditional ThemingÂ
Managing multi-tenant, white-labeled platforms became much easier with Userflow’s conditional theming, allowing Evocalize to scale efficiently.
Benefit of Data-Driven InsightsÂ
By integrating Userflow’s analytics with their existing tools, Evocalize gained a deeper understanding of user behavior, allowing for more informed decisions and further optimization of user flows.
Into the Future: Partners in Product AdoptionÂ
By adopting Userflow, Evocalize’s product team was equipped with the ability to customize onboarding for different user segments, collect meaningful feedback, and run A/B tests, all without needing any technical help. It was a huge empowerment to the team, who now have full control of the onboarding process thanks to Userflow.Â
As Evocalize continues to expand, they plan to leverage more of Userflow’s features, including checklists, resource centers, and AI-driven chat, to enhance user experiences further. With Userflow’s tools integrated into their product adoption strategy, Evocalize is looking forward to a fantastic future in product-led growth. One in which they can continue to move with speed and autonomy, and deliver seamless, scalable onboarding experiences that drive customer satisfaction and long-term success.Â
We are excited to be on this journey with them.
-
Nick Markman
,
Evocalize
The challenges
Need to customize onboarding for diverse clients (real estate agents, mortgage officers, franchisees) using their white-labeled marketing platform
Engineering bottlenecks when creating and modifying onboarding flows for different verticals
As a fast-moving startup, needed a more agile solution that reduced reliance on technical resources
Why they chose Userflow
No-code solution that enabled easy creation of personalized onboarding flows without engineering resources
Comprehensive feature set including A/B testing, in-app surveys, and conditional theming
Simple JavaScript integration that mapped well to their existing data model
The results
Dramatic conversion improvements, with up to 250% higher conversion rates for users who completed guided flows
Streamlined feedback collection and faster product iteration based on user insights
Increased partner confidence through enhanced transparency and accessibility of user metrics