Smartbox Used Whatfix’s DAP to Provide a Better Partner Experience on Its Online Portal

Smartbox Group provides customers with an online partner management portal (PMP) to use its platform. To create a more intuitive partner experience, Smartbox uses Whatfix to create in-app guidance and self-help support to help customers use its platform – ultimately driving adoption and product-led growth.

BY THE NUMBERS

The Whatfix Difference

20%
reduced login errors.
30,000+
weekly logins supported with in-app guidance.
15%
reduced volume of partner support tickets.
Ben Reinhardt - Product Owner, Smartbox
“With Whatfix, our product team was empowered to create content and walkthroughs without dependencies on development, design, or release dates, with partners better equipped to educate themselves with new and existing features. 75% of partners find what they need in the self-help search section”
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The Smartbox Story

Innovating Gift Experiences

Smartbox Group, a pioneer and the European leader in gift experiences, offers the broadest range of experience gifts across various themes (such as getaway, adventure, pampering, and gourmet). Smartbox helps create unforgettable memories every year by selling nearly 6.5 million experience gifts in 11 European countries: France, Belgium, Spain, Italy, Sweden, Denmark, the Netherlands, Portugal, Switzerland, UK, and Ireland. Year after year, Smartbox keeps the focus on the quality of our products and services, always improving and growing its network of 42,000 partners across Europe and Northern Africa – achieving a total annual business volume of over $480M.

Smartbox Group launched its brand during a time when people were searching for exciting and unique activities to do alone, with a friend, or as a means of seeking deeper relationships. Smartbox offers gift recipients the opportunity to experience unique adventures or out-of-the-ordinary experiences instead of a material or tangible gift. The company is committed to creating and providing non-traditional gift experiences to help recipients enjoy a memorable experience.

The Challenge

Helping Smartbox Customers Use the Smartbox Platform Effectively

Smartbox utilized a Partner Management Portal (PMP) that experienced suppliers frequently found difficult to use. The PMP was customized and specifically designed to allow easy access for Smartbox’s gift partners, to access and proficiently use while processing the various types of gifts.

However, the PMP portal was more complicated to use than expected. Experienced suppliers had difficulty logging in, resulting in high login error rates. Partners also experienced challenges ranging from navigating the portal to completing regular tasks, such as booking a voucher or viewing an invoice.

As Smartbox added new products and gift experiences to sell, the company had to update PMP to reflect the availability of new product offerings. Smartbox realized the intrinsic value in experienced suppliers understanding how to use its PMP proficiently. Smartbox recognized the need to create learning and development capabilities and walkthroughs for new features and additions.

The Solution

Smartbox Identified Its Requirements for a Digital Adoption Platform and Found Whatfix

Smartbox initiated a search for a digital adoption platforn (DAP) that would be compatible with its Smartbox platform, but would also accelerate the learning process for its experience suppliers. Smartbox identified three major issues that would be resolved with a DAP – those included:

  • Issues with login and portal usage usually resulted in customer support contact.
  • Development resource was at a premium, and minor design improvements were competing with top-priority innovations.
  • Provide self-service customer onboarding and training without requiring an internal technical or training resource.

These recurring issues were deterrents for partners attempting to provide a high level of customer service to their customers. Inconsistent access to Smartbox impeded the experience suppliers’ ability to deliver on what customers were expecting. Additionally, any changes or new features to the Smartbox application impacted the partners’ transition and ability to effectively and positively process the gift experiences for end-customers.

This led to Smartbox seeking a solution to address all technical and user issues. Smartbox considered Whatfix and two other competitors as options while searching for a Digital Adoption Solution. Smartbox selected Whatfix’s Digital Adoption Solution due to its compatibility with the Salesforce community, its flexible and aesthetic design, and the easy adoption value partners would experience.

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The Results

Smartbox Provided an Intuitive Experience for Suppliers & Customers With Whatfix’s DAP

Whatfix launched within Smartbox in August 2019. Whatfix provided a repository of information within Smartbox, which not only helped to simplify the log-in process for their partners, but also enabled them to navigate through the Smartbox portal providing clients with unique gifting experiences.

With Whatfix, Smartbox was able to build, analyze, and improve its partner experiences with in-app guidance and self-help support. Smartbox was able to use Whatfix to:

  • Train Smartbox Partners on how to properly log-in and operate the Smartbox partner portal.
  • Foster partner independence and self-reliance.
  • Provide a simplified way to conduct new feature announcements, promotions, and adoption.
  • Reduce system complications with partners processing gift experiences
  • Faster development time for additional features and services.
  • Effective digital learning experiences that simplified training and drove partner adoption.
  • Provided a broad range of training options that aligned and supported the scalability and sustainability of the evolving Smartbox solution.
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With Whatfix, Smartbox:

Empowered product teams: With Whatfix, product teams can create content/walkthroughs without dependencies on development/design/release dates.
Enhanced employee training: Smartbox experience suppliers can access relevant information supporting product education and new features.

Support experience suppliers: Whatfix comes with communications tools that allow Smartbox the flexibility to publish messages and articles that are sometimes urgent and helpful directly to experience suppliers. This feature allows the development squad to focus on other roadmap items.

Foster client independence: Improves the quality of gift provider training and operational knowledge helped create a higher level of client independence. Smartbox’s use of Whatfix’s digital adoption solution has led to a reduction in support inquiries.

Ensure positive customer experiences: Provides an easy interaction with Smartbox’s platform, supports our goal for customers to have a positive experience and provides a continuation of these services long-term and post COVID-19.

Industry: Retail & Wholesale

Use Case

  • Partner Onboarding
  • Partner Training
  • Partner Support

Applications

  • Smartbox Partner Management Portal
Whatfix
FAQs

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A digital adoption platform (DAP) overlays onto other software applications that provide in-app guidance and on-demand support to users. Admins use no-code editors to create, publish, and manage in-app content such as product tours, interactive walkthroughs, smart tips, task lists, and self-help wikis that help assist and guide users through applications in real-time.

Absolutely! You can sign up for a free trial to give Whatfix a test drive here.

For full pricing information, please visit out pricing page.

Pricing for each product and plan is composed of a flat fee, plus user license fees. The flat fee depends on the product and plan you need. User license fees are defined based on the type of user who will access the application where Whatfix will be deployed, as further defined below:

For employee-facing applications used by your employees for internal business functions a user license is equal to the total number of users with access to such application.

For customer-facing applications used by your customers or external-facing users (partners or any other third-party) a user license is equal to the monthly active users (MAUs) with access to such applications.

What is the largest pure-play digital adoption vendor in the marketing. Explore our Compare Hub to see why Whatfix is the DAP market leader. 

Whatfix supports both web-based, mobile, and desktop (or on-premise) implementations – as well as internal use cases for employees and external use cases for customers.

For our web-based cloud offering, you just need to install our Whatfix Editor extension on Chrome or Firefox, and you are ready to get started. Our editor’s user experience is so simple that you can create interactive guides easily, with no technical dependencies or setup required.

Our mobile DAP deployment utilizes an SDK.

We also offer full support for on-premise setups. Our on-premises export version allows you to export and deploy Whatfix guides on your own web server.

You can find Whatfix DAP on all major software review websites including G2, Capterra, SoftwareAdvice, Gartner, TrustRadius, etc. We recommend starting with Whatfix reviews on G2.com, as it is the largest, most established third-party review network. With 350+ reviews, Whatfix has been named a Leader in the DAP category for 9 consecutive reports.

Our customers range from SMBs, large enterprises, and Fortune 100 companies across verticals, including:

  • SaaS companies
  • eCommerce marketplaces
  • Insurance companies
  • Healthcare providers
  • Media companies
  • Governments
  • Universities

…and many more – all solving their digital adoption challenges by empowering their employees, customers, and end-users with Whatfix. 

View our customer stories now.

Whatfix offers two types of user analytics: Guidance Analytics and Product Analytics.

Guidance Analytics is included for all Whatfix DAP customers. It provides engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow dropoffs, Smart Tip views, common Self Help queries, and more.

Whatfix Product Analytics is a comprehensive no-code event-tracking solution. It empowers application owners and product managers to analyze user behavior on internal software and customer-facing apps.

Whatfix Mirror is an application simulation software builder that provides interactive, replica sandbox environments of any web application for hands-on end-user training. 

Quickly create interactive, replica versions of any web application to provide end-users with a sandbox environment for hands-on software training or user testing, without risking live software usage.

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