What Is a Product Tour?

The Importance of a Product Tour

Product tours help users understand how to navigate a product, complete key workflows, and discover features without relying on external training or documentation. They are especially important for improving onboarding, accelerating time-to-value, and increasing feature adoption.

Key benefits of product tours include:

• Faster user onboarding: Guide new users through essential features and workflows from their first session.
• Shorter time-to-value: Help users complete meaningful actions sooner instead of learning the product through trial and error.
• Higher feature adoption: Introduce users to relevant capabilities they may otherwise overlook.
• Lower support dependency: Answer common questions inside the product and reduce reliance on support teams, help portals, and user documentation.
• Better user proficiency: Reinforce how to complete tasks correctly through contextual, step-by-step guidance.
• More consistent product experiences: Provide standardized guidance across user roles, teams, and locations.

How Have Product Tours Evolved?

Product tours have evolved from generic, static onboarding walkthroughs into personalized experiences that are increasingly powered by AI. Their role has expanded from onboarding into more broad use cases spanning from support, feature adoption, workflow completion, and change enablement. Key milestones in the history include:

• 1990s to Early 2000s – Static Product Walkthroughs: Early product tours used linear, one-size-fits-all walkthroughs to introduce users to interfaces, menus, and core features. They were primarily designed for first-time onboarding.
• 2000s to Early 2010s – In-House Product Tours: Product and engineering teams began building custom tours directly into their software. These experiences gave teams more control, while creation and maintenance typically depended on developer resources.
• 2010s – No-Code Product Tours: Digital adoption platforms enabled application owners, product managers, and enablement teams to create product tours without coding. Teams could build walkthroughs, tooltips, pop-ups, task lists, and contextual guidance across B2B software, mobile apps, marketplaces, and internal systems.
• Late 2010s to Early 2020s – Personalized Product Tours: Product tours became more targeted based on user role, behavior, workflow stage, and previous actions. Teams could deliver contextual guidance based on what individual users needed to accomplish.
• 2020s to Present – AI-Powered and Automated Product Guidance: AI now helps teams create, maintain, and optimize product tours and other in-app guidance. Behavioral triggers and workflow automation can launch guidance based on user actions, product changes, or identified friction.

Key UX Components of a Product Tour

A product tour is a combination of UX/UI elements that together make a holistic new user onboarding experience, guiding new users through a product’s GUI, its core features, and ultimately driving user adoption and retention. Here are the core components that make up a product tour experience:

1. Welcome screen overlay

Product tours are triggered upon first app use or website visit by a new user. This includes an onscreen overlay that forces a new user take a specific action or follow a path, including a few core compontents, including:

Pop-Up Screen

As previously mentioned, the first step in a product tour experience is the onscreen overlay, also known as pop-up or modal window. This pop-up overlay can be simple splash screen graphics that welcome new users, prompt users to take a specific action that triggers a guided experience, or embed video tutorials for additional new user support or welcoming a new customer to an application. Below, you can see how a company introducing Jira to their workforce creates a pop-up with Whatfix DAP and embeds a video on how to get started using Jira and Confluence.

Welcome Survey

Many product tours included embeded welcome surveys that help tailored product tours to specific user personas – helping to personalize the new user onboarding experience and deliver contextual value to users faster. For example, below you can see how Zapier first asks new users to describe their job function. From there, it further breaks down each function with a few ways Zapier can provide value to their day-to-day.

Launcher

A launcher is an embedded CTA button that can be used to trigger in-app guidance and facilitate product tour experiences. Launchers can be used inside a pop-up overlay that launches an entirely guided experience, or can be embedded into your UI that allows users to re-launch a product tour experience after closing it out.

Below you can see an example of a “Let’s Get Started” launcher CTA button on a pop-up overlay on Duck Creek’s claim management software, prompting users to go on a guided tour of the product.

2. In-app guided tutorials

Once users enter a product tour experience, they’re enabled with a variety of guided UX elements to help them understand how to use a new tool, reducing the learning curve and helping them to experience their “aha!” moment faster. Here are a few commonly used onboarding UI elements that drive new user adoption:

Interactive walkthroughs

Interactive walkthroughs are guided instructions on key product features, tasks, use cases, and workflows. Users see these step-by-step instructions as they follow the steps of your product tour, learning about processes as they work.

Product walkthroughs are especially useful for simplifying the training processes for complex enterprise applications or familiarizing users with a new interface. You can use them to engage users during initial onboarding, when rolling out new features, or to drive adoption of complex workflows or advanced features.

E-commerce retailer (and Amazon rival) Takealot.com uses Whatfix DAP to create interactive walkthroughs for its sellers to set up their marketplace profile, add their first products, and keep up with advanced seller portal features and selling techniques – like how to create promotions or track their selling analytics. This reduced time-to-onboarding completion time for new sellers by 83% and deflected over 130,000 support tickets from sellers on how to set up and use its marketplace portal.

Task lists

Another staple of product tour experiences is an embedded user onboarding checklist, which we call Task Lists. With a Task List, product teams can include multiple tasks that must be completed in order to finish a product tour experience. As a user completes these actions, a progress bar showcases how many additional tasks they must complete to finish the experience.

Tooltips

Tooltips (we call them Smart Tips) give users a quick overview of what a feature or UI element can do. Tooltips don’t prompt action from users. Instead, they convey key information in a way that’s less intrusive than guided product walkthroughs.

Hotspots

UX hotspots (we call them Beacons) are small icons or alerts that draw user attention to certain application elements. With these UI patterns, you can deliver crucial information about feature updates, workflow changes, and advanced use cases. Beacons allow users to interact with training material when they’re ready, which is key to a self-serve onboarding process.

Progress bar

Progress bars show users where they are in the tour and how much progress they’ve made. They typically appear at the top or bottom of the screen and provide a visual indication of how many steps are in the tour, how far along the user is, and how much longer the tour will take to complete.

Progress bars are effective because they give users a sense of control and progress, which can help increase engagement and reduce frustration. By clearly indicating where they are in the tour, users can see how much progress they’ve made and how much they have left to go. This can help motivate them to complete the tour and feel a sense of accomplishment when they finish.

Progress bars can also help users understand the scope of the tour and what to expect. If they see that the tour has a lot of steps, they may be more prepared for a longer onboarding experience. Conversely, if the tour has only a few steps, they may feel more confident that they can complete it quickly.

No matter how you combine your product tour UI patterns, the goal remains the same—give users prompts to learn your application interactively. The most well-designed product tours engage people at all stages of the technology adoption curve without frustrating tech-savvy users or overwhelming slower adopters.

3. User support

Throughout a product tour experience, or after completion, users will still have questions about how to use your product and doubts on their ability to correctly utilize it. To overcome these challenges, new user experiences include user support elements embedded throughout (and after) a product tour to help new users overcome friction points and submit support requests.

Help center

Embedded help centers provide end-users with an in-app resource center to resolve product-related questions on set-up, feature usage, use cases, FAQs, account issues, and more. Organizations can use a tool like Whatfix DAP to create an in-app help center (we call it Self Help), which integrates with your knowledge base, end-user training, FAQs, company policies, release notes, webinars, and other knowledge repositories and user documentation.

Self Help can be opened from an embedded launcher in your product’s UI, and provides contextual knowledge entries and support articles based on where an end-users or new customers is at in an application, their recent behavior, or their product use case, end-user role type, or level of adoption.

At Whatfix, we use GenAI in Self Help, allowing end-users to ask open-ended questions to an AI-powered help assistant that provides contextual answers and help based upon the support documentation and knowledge repositories its been trained on. Organizations can analyze common Self Help queries and usage to improve their product tour, new user training, and application UI.

When to Use a Product Tour

Guided product tours are used at key moments in the user journey, including:

• New user onboarding: Introduce users to the interface, core features, and essential first steps. They use role-based training to guide different user cohorts through the workflows and features most relevant to their responsibilities.
• New feature launches and adoption campaigns: Show users what changed, where to find new capabilities, and how to use them. They also re-engage existing users and drive adoption of underused or high-value functionality.
• Software rollouts and migrations: Help employees learn new applications, redesigned interfaces, or updated business processes during transformation initiatives.
• Complex or high-friction workflows: Walk users through multi-step tasks where errors, confusion, or drop-off are common. They help provide workflow governance to eliminate compliance risk and improve cycle times.
• Process and policy changes: Reinforce new procedures, required steps, or compliance expectations directly inside the application.
• Performance support: Provide contextual guidance when users need help completing an unfamiliar or infrequent task in the flow of work.
• Workflow optimization: Target guidance to specific points where behavioral data shows users are struggling, taking inefficient paths, or abandoning processes.
• Post-launch change management: Support users after go-live as workflows, features, and business requirements continue to evolve.

Best Practices for Creating a Product Tour

Research has found that the average complete rate for product tours across 15M end-user experiences is 61%. That’s not terrible, but it also leaves room for improvement.  The most effective product tours adhere to a few key guidelines – all based on contextualizing experiences and following UX best practices.

There’s no one-size-fits-all approach to designing product tours. But focusing on these basic principles will help minimize time-to-value for new users:

1. Personalize as much as possible

Don’t create one generic product tour for all new users. Research shows that users are 123% more likely to complete it when in-app tours are contextually tailored to different end-users based on engagement patterns and personas.

Segment product tours according to user roles to create a more personalized experience. Create various guided tours based on different user actions and app engagement.

2. Let user actions trigger in-app experiences

Not all product tours should initiate right when a user logs into your product. Triggering product tours based on specific user actions ensures tutorials appear seamlessly in the proper context. If users engage with a specific feature or workflow, have that trigger a specific mini-guided tour that walks them through related features or use cases of how other users are taking advantage of it.

3. Use a variety of UX elements in your product tours

Choose the right product tour UI pattern to keep tutorials from becoming disruptive. For example, a pop-up modal window might make sense for an initial welcome message, but subtle tooltips might be more appropriate for quickly explaining a feature or button.

4. Maintain brand and design consistency

Focus on design consistency when adding product tour UI patterns to your SaaS tool to maintain a seamless experience. Mismatches between colors and styles can lead to disruptive experiences for users, hurting engagement and overall adoption.

5. Break up your product tour

Avoid creating product tours that give users a long list of steps to walk through. Your goal is to demonstrate the value of your product quickly. If they abandon the product tour, you risk missing out on a critical piece of activation and adoption.

Focus on the “why.” Motivate users to take action by focusing on the “why” of your tips, prompts, and tutorials. Don’t just provide generic steps that tell users how to do something. When you convey the value of their actions, they’ll be more motivated to engage with your product and continue the adoption process.

Product tours can be used across the new user lifecycle. Use tours to introduce advanced features after a certain amount of time has passed. Analyze if certain features or workflows are underadopted and provide additional guided experiences to drive adoption.

6. Allow users to skip or re-launch your product tour

Not all users need a product tour. Some users may already be familiar with your product or may not need a guided tour to understand how to use it. Forcing them to go through a tour can be frustrating and may result in a negative user experience. Allowing users to skip the tour gives them the flexibility to choose the path that’s best for them.

Another consideration is that users may have limited time and attention spans and may prefer to dive right into using your product. By providing a way to skip the tour, you respect their time and make it easier for them to use your product quickly.

Those who need the tour can take it, while those who don’t can skip it and get to the product more quickly. This helps ensure that users have a positive experience with your product and are more likely to continue using it in the future.

On the other hand, some users may rush through the product tour on their first visit or need reinforcement training on a product’s core features. Provide your users a way to relaunch your new user onboarding experiences like your product tour and task list. Embed a button in your UI that triggers and launches your new user onboarding experience.

7. Track, analyze, and benchmark product tour performance metrics

Use product analytics to set up custom user events to track how users interact with your product tour. Pinpoint what actions result in new users experiencing their “aha!” moment and conduct a funnel analysis to understand where new users are experiencing friction in your product tour.

Are users abandoning them halfway through? Are they working better for one segment of users than for others? Study the data from your product tours, and update the steps for more efficient onboarding.

8. Take a data-driven testing approach to improving your product tour

Benchmark your time-to-value across different user cohorts and map the journey to user adoption. Use these metrics as a baseline control for running product tour A/B experiments and improvement tests.

Product managers should take an iterative approach to product tour A/B testing, creating a backlog of user onboarding experiments and continuously testing one variable at a time against your control. Remember, small improvements cascade over time.

A digital adoption platform like Whatfix DAP enables customer success and product teams with a no-code tool to take an agile approach to building the most effective new user product tours. Analyze new user behavior, identify areas of improvement, and create on-brand in-app tours and task lists with a no-code editor, removing technical dependencies and allowing fast-paced testing.

Examples of Effective Product Tours

We’ve all come to expect new user onboarding experiences and guided tours upon first using a new product to help familarize us with how it works. From workplace web applications, mobile apps, and website portals, here are a few of our favorite examples of effective product tours:

1. Evernote

Evernote is a note-taking tool for business and personal use. Its product tour shows users how to create their first note and then goes through a series of feature walkthroughs for more advanced organization and note editing use cases.

It also includes a task list that allows users to complete individual tasks to invoke a sense of accomplishment.

2. Asana

Asana is a project management tool that features. After signing up for an account, new users are prompted to create their first project – which starts its product tour.

It prominently displays to users how to minimize the pop-ups while also making the flow pop with Asana’s bright, branded color palette. Once a new user minimizes the product tour or exits the page, they’re alerted to how to re-enter the product tour with a hotspot.

It’s one of our favorites because creating a new project is the key action that shows value to new users the most. Those new users that complete Asana’s product tour will be provided personalized guidance to their aha moment.

3. Canva

Canva is a graphic design and image editor for non-design professionals. The tool starts its product tour with a short, 2-minute user onboarding video.

After the introductions, users are placed in a new blank canvas with a product tour prompt to choose a template to drag into the canvas.

After a user finishes their first design, the product tour finishes the user journey by presenting a “share” button that demonstrates how to download or share the new design.

4. Slack

Slack’s product tour is highly interactive and personalized, with a chatbot named Slackbot guiding users through the onboarding process. The chatbot asks users questions about their interests and preferences, and then tailors the tour based on their responses. This makes the tour feel more like a conversation than a one-way presentation.

Slack’s product tour also emphasizes the collaborative nature of the platform, showing users how they can communicate and collaborate with their team members. This helps users understand the value of the product and how it can improve their work.

5. Dropbox

Dropbox product tours focus on the core features of the product and don’t overwhelm users with unnecessary information. Dropbox’s product tour provides step-by-step guidance, walking users through each feature and function in a clear and concise manner. This helps users understand how to use the product and what it can do for them.

Dropbox also provides hands-on practice, allowing users to try out features and functions as they learn about them, which helps users retain the information and feel more confident using the product.

6. Miro

Miro uses product tours as a key method to launch new features. In the example below, you can see how Miro creates a carousel pop-up overlay that includes five different features powered by its new GenAI capabilities.

Each carousel item has a corresponding GIF that showcases the feature in action. It provides a short description for each workflow, “next” and “previous” buttons to jump back-and-forth between experiences, a way to close out of the guided tour experience, a “try it now” launcher, and a progress icon that let’s end-users know how much longer the product tour experience will last.

7. Duolingo

Language learning app Duolingo has a fun and engaging product tour experience that begins with a welcome survey that helps personalize its new user experience. It’s encouraging tone and engaging product UI make its product tour enjoyable – often being accompanied by its endearing mascot, Duo, the Owl. It starts its product tour with a survey on why you’re learning a language:

The pop-up overlay includes a progress bar at the top of the window to set user expectations, increasing the onboarding completion rate. It further personalizes the product tour experience by asking users about their current language proficiency to personalize the experience further:

Product Tours Click Better With Whatfix

See how these companies accelerated time-to-value and increased user adoption by creating no-code product tours, task lists, welcome surveys, and other new user in-app guidance with Whatfix:

• Takealot enables its new online marketplace sellers to make their first sale quickly and drives advanced feature adoption, shortening time-to-value by 600%.
• Sophos provides technical onboarding and support for its Firewall customers via in-app tutorials and an in-app resource center, saving $390,000 in customer onboarding and support costs.
• Dimensions UK increased three-month user adoption for its product from 10% to 50% after implementing comprehensive digital guidance for users.

What Is Product Tour Software?

Product tour software provides teams with a no-code content editor to create, launch, and test interactive, guided product tours, interactive walkthroughs, new user task lists, and other user onboarding experiences.

Should you build or buy product tour software?

For most product teams, buying a third-party product tour software significantly outweighs the benefits of building internally. While we go into detail on the user onboarding builds vs buy debate here, the key things to consider are:

• Build your product tour in horus if you have a large engineering team and have large user base with highly-contextual needs.
• Buy a product tour software if you need to be agile with your user onboarding experience, your userbase is growing, your a growth company, you have little engineering bandwidth, you have product managers or CSMs owning your product tour experience, etc.

Product tour software capabilities and features

Features of product tour software include:

• No-code content editor: Product tour software provide a simple content creation experience with a no-code editor. This enables non-technical team members to create, manage, and test guided new user tours without requiring engineering support. Customization features allow content creators to style in-app content to match your company’s or product’s branding.
• In-app guidance: Utilize a library of in-app guided elements including product tours, interactive walkthroughs, tooltips, hotspots, field validations, pop-ups, and launchers. Advanced product tour software provide if/then workflow builders and segmentation features to target specific types of users based on role, experience level, end-user type, etc.
• Help center: Integrate your knowledge base, FAQs, customer training, release notes, and other knowledge repositories within an in-app help center to provide self-service support to end-users that deflects support tickets.
• In-app surveys: Product tour software enables teams to create in-app surveys to collect user feedback on new feature requests, product bugs, or NPS and to segment product tour experiences via welcome surveys.
• Guidance analytics: Understand how end-users engage with and use your product tour and new user experience, like “what’s the average completion rate of my product tour?”, “where are users dropping off in my product tour?”, “how many times did a user launch a guided tour?”, and more.
• GenAI: Advanced product tour software integrated GenAI into your new user flows to adapt experiences based on user types and actions taken. Organizations can train their GenAI with their knowledge repositories, turning your in-app content. AI-powered DAPs assist in creating new in-app content, analyzing analytics to identify trends, and supporting end-users in completing routine tasks.

Best Tools for Creating Product Tours

The best product tour software helps teams create, target, and optimize in-app onboarding and guidance experiences. The tools below are compared based on product tour capabilities, core use cases, user reviews, pricing, and the types of teams and applications they support best.

1. Whatfix

Whatfix is an AI-native digital adoption platform for creating contextual product tours, in-app guidance, self-service support, and adoption experiences across web, desktop, and mobile applications. Its broader enterprise focus makes it well suited for organizations that need to guide employees or customers through complex workflows across custom applications and third-party software such as Salesforce, SAP, Workday, and Microsoft Dynamics.

Key Whatfix Capabilities for Building Product Tours

• Flows: Create interactive, step-by-step walkthroughs that guide users through tasks and workflows.
• Smart Tips: Add contextual tooltips to explain fields, features, and UI elements.
• Beacons: Draw attention to new features, changes, or important application elements.
• Task Lists: Create structured onboarding and adoption checklists that track user progress.
• Pop-Ups: Communicate important announcements, changes, and onboarding messages.
• Self Help: Give users on-demand access to Flows, help articles, videos, links, and other support resources.
• Segmentation and targeting: Deliver different guidance based on user role, workflow, application context, or other attributes.
• Guidance analytics: Measure how users engage with Flows, Task Lists, Smart Tips, Self Help, and other guidance content.

Whatfix Pricing

Whatfix uses custom pricing based on the products and plans selected, plus user licensing. Employee-facing deployments are priced based on users with access to the application, while customer-facing deployments use monthly active users; Whatfix offers Standard, Premium, and Enterprise DAP plans and does not publish a fixed dollar range.

2. Appcues

Appcues is a product experience platform designed to help SaaS product, growth, and customer teams create onboarding, adoption, and engagement experiences without relying heavily on engineering. It stands out for combining product tours with additional lifecycle engagement formats across web and mobile, making it a strong fit for customer-facing software products.

Key Appcues Capabilities for Building Product Tours

• Flows: Build multi-step tours from modals, slideouts, tooltips, and hotspots.
• Checklists: Break onboarding and adoption milestones into trackable tasks.
• Launchpads: Create an always-available in-product resource center.
• Pins: Add contextual guidance directly to product elements.
• Banners: Communicate product announcements and timely messages.
• NPS and surveys: Collect contextual feedback during the product journey.
• Targeting: Trigger experiences using events, user properties, and audience rules.
• Workflows: Coordinate experiences around broader customer lifecycle journeys.

Appcues Pricing

Appcues offers Start, Grow, and Enterprise plans. Pricing scales based on monthly active users, the number of installations, and published experiences; its current pricing page does not publish fixed starting dollar amounts and directs buyers through its sales process for plan pricing.

3. Pendo

Pendo is a software experience management platform that combines product analytics, in-app guidance, session replay, user feedback, and other product management capabilities. Its strongest fit is for product teams that want to use behavioral data to identify adoption opportunities and then deliver targeted guides within the same platform.

Key Pendo Capabilities for Building Product Tours

• Walkthroughs: Build multi-step guides that move users through features and workflows.
• Tooltips: Attach contextual information and guidance to specific UI elements.
• Lightboxes: Deliver prominent onboarding, announcement, or action-oriented messages.
• Banners: Surface important or time-sensitive communication without blocking the entire interface.
• Embedded guides: Place guidance directly within the application interface.
• Resource Center: Give users on-demand access to walkthroughs and help resources.
• Segmentation: Personalize guides based on audience and behavioral characteristics.
• Guide analytics: Connect in-app experiences with broader product usage and adoption data.

Pendo Pricing

Pendo currently offers Base, Core, and Ultimate paid plans, with pricing customized according to usage and requirements. Its pricing page lists paid plans as custom-priced rather than providing a standard public monthly or annual range.

4. Chameleon

Chameleon is an AI-first product adoption platform built primarily for SaaS teams creating onboarding, feature adoption, feedback, and other in-product experiences. It is particularly strong in customization, experimentation, and making product tours and other guidance patterns closely match the look and behavior of the underlying product.

Key Chameleon Capabilities for Building Product Tours

• Tours: Create multi-step onboarding and feature adoption experiences.
• Tooltips: Deliver contextual, inline guidance around specific product elements.
• Launchers: Build customizable in-product widgets, menus, and onboarding entry points.
• Microsurveys: Collect targeted feedback throughout the user lifecycle.
• Segmentation: Target product experiences to specific user audiences.
• A/B testing: Test variations of tours and other in-product experiences.
• Themes and custom CSS: Customize experiences to match the product’s visual design.
• Automations: Trigger actions and product flows based on user activity.

Chameleon Pricing

Chameleon pricing scales primarily according to monthly tracked users and the plan selected. Its Pro plan starts at $750 per month, while larger Growth and Enterprise deployments scale based on usage and additional requirements.

5. UserGuiding

UserGuiding is a no-code product adoption platform for creating onboarding, self-service support, product communication, and feedback experiences. Its accessible pricing and relatively straightforward authoring experience make it a strong fit for startups, SMBs, and growing SaaS companies that need core product tour functionality without a larger enterprise platform.

Key UserGuiding Capabilities for Building Product Tours

• Guides: Build interactive, multi-step product walkthroughs without coding.
• Hotspots: Highlight product elements and provide contextual information.
• Checklists: Create structured onboarding tasks and track completion.
• Resource Centers: Centralize guides, checklists, links, and support resources in-app.
• Surveys and NPS: Gather product feedback directly from users.
• Product updates: Communicate releases and new functionality.
• Segmentation: Target experiences based on user attributes and audiences.
• Analytics: Measure engagement with onboarding and guidance content.

UserGuiding Pricing

UserGuiding pricing is primarily based on monthly active users and the features required. Its Starter plan begins at $174 per month when billed annually, Growth begins at $349 per month, and Enterprise uses custom pricing for larger deployments and additional security, support, and governance requirements.

Related product tour buying resources:

• How to Quantify the ROI of a DAP Investment
• DAP RFP and Vendor Scorecard
• Best Digital Adoption Platforms in 2026
• Compare Whatfix vs. the Leading DAP Competitors

How to Choose Product Tour Software

When evaluating product tour software, consider how well each platform fits your applications, users, technical resources, and long-term adoption goals.

• Application type and coverage: Confirm whether you need tours for web, desktop, or mobile apps, including third-party platforms such as Salesforce, SAP, Workday, or Microsoft Dynamics.
• Employee vs. customer use cases: Customer-facing tours often focus on onboarding and feature discovery, while employee-facing guidance may support training, process changes, compliance, and complex workflows.
• No-code authoring and technical requirements: Evaluate how much engineering support is required. No-code platforms let application owners and enablement teams create and maintain guidance without developer dependency.
• Targeting and personalization: Look for targeting based on role, behavior, application context, workflow stage, or other attributes so users receive more relevant guidance.
• Analytics and workflow insights: Choose software that shows where users struggle, how workflows perform, and whether guidance improves adoption and task completion.
• Enterprise scalability, governance, and integrations: Consider security, governance, localization, accessibility, integrations, and the ability to manage guidance across multiple applications and business units.

Why Whatfix is the “all-in-one” tool for user adoption

The Whatfix Digital Adoption Platform empowers product teams with an “all-in-one” platform to create, analyze, and improve product tours and new user experiences that reduce time-to-value, drive adoption, and build power users – all without engineering support.

1. No-code editor for creating segmented in-app guided tours

Whatfix empowers product managers to create on-brand product tours without technical expertise or engineering resources with its powerful no-code editor. Use Whatfix’s IF/THEN branching, user cohort segmented targeting, and Auto-Translation features to personalize your product tour experience to your users’ use cases, actions, and language preference all with a few simple clicks.

2. Variety of in-app guided elements that drive new user adoption

Whatfix provides product teams with a variety of in-app elements to drive user adoption outside of basic product tours. With Whatfix, create:

• Task Lists provide new users a checklist of items to complete, videos to watch, or in-app Flows to finish before completing their onboarding.
• Welcome Surveys that help personalize your new user onboarding experience to the use cases of each individual user.
• Flows walk users step-by-step through your product’s core features or workflows (like setting up a new account or completing your first action.)
• Smart Tips deliver timely or action-triggered tooltips to users to provide additional context or drive specific actions.
• Pop-Ups communicate product news, new features, marketing messages, and more to users.
• Self Help provides users an in-app resource center that integrates with your knowledge base, FAQs, in-app Flows, video tutorials, and more.

Whatfix also provides Beacons, Field Validations, Surveys, (and more) that empower product teams to build any custom product tour and solve any new user onboarding experience challenge you’re facing.

3. Use analytics to measure product tour effectiveness and take a data-driven approach to reducing dropoffs

Whatfix DAP provides product teams with Guidance Analytics to analyze and understand how new users are consuming and engaging with product tours and other in-app guided experiences during and beyond onboarding. Track the number of users who complete a Task List, understand where dropoff is occurring, and take a data-driven approach to optimizing and testing your product tours.

While this data is helpful, it’s also reactive. Your content creators design in-app guidance and support experiences, and then it provides insights into how it’s being used. Advanced digital adoption providers like Whatfix offer more robust, comprehensive product analytics coverage.

Whatfix Product Analytics enables comprehensive, codeless event tracking in your desktop or web applications. It allows you to set up, track, and analyze any in-app custom event—from sign-ins, pageviews, video plays, form engagements, and more—all without the need for engineering dependencies or additional analytics tools.

Whatfix Product Analytics comes out of the box with core analytics features and data reporting capabilities like:

• Cohorts: Build user segments based on specific actions, attributes, or criteria to run a cohort analysis. Compare these cohorts against one another, and use the data to create contextual experiences built to improve the experience for specific user segments.
• Funnels: Understand how users navigate defined paths and business processes, identify areas of user friction where users drop off, and launch experiments to improve funnel performance.
• User Journeys: Analyze the most common user paths users take while navigating through an application or process to help you optimize the parts of the user experience that matter the most.
• AI Trend Insights: Ask Whatfix AI any questions and it auto-generates insights and reports based on your user events and guidance analytics to uncover potential patterns and influencing factors.
• Surveys: Create in-app surveys to collect user feedback on user sentiment, CSAT, eNPS/NPS, and more. Gather insights from qualitative responses with ease through AI-powered survey analysis and blend it with your quantitative data to understand the entire picture.

These insights enable organizations to take a continuous approach to application development, process optimization, user experience, and overall technology adoption. Identify areas of friction in your funnels that result in high dropoff, and test new in-app content to improve conversions.

4. Drive advanced feature adoption with contextual in-app tutorials

Go beyond product tours and user onboarding flows with Whatfix and enable users to maximize your product’s potential. With Whatfix:

• Create powers users with in-app tutorials on underutilized and advanced features.
• Use in-app guidance to drive new feature adoption and awareness – from Pop-Ups and Smart Tips announcing new features, Task Lists that provide a checklist for how to use a new feature, Flows to guide users through the process, and adding release notes and new feature help into your in-app Self Help center.
• Announce product updates, company news, marketing messages, and more with Pop-Ups.

5. Customer enablement and success services

Often, technology providers offer similar capabilities. When it comes down to make a final decision, the add-on product services can be the deal maker or breaker.

Ask the product tour providers on your shortlist questions like:

• “How do you enable new customers to realize value quickly?”
• “Do you offer migration services?”
• “What does technical setup and content creator training look like?”
• “Do you have a network of product tour content creators to leverage?”
• “Do you have a in-app content library or out-of-the-box templates?”
• “How do you connect like-minded product manager and user adoption professionals and content creators?”

Whatfix has heavily invested in its customer value add-ons, offering a variety of additional learning  opportunities and customer success initiatives, including:

• DAP Migration Services: From organizations switching from another DAP, Whatfix offers a no-cost, specialized DAP migration team that transfers your existing DAP content to Whatfix, replicating your in-app content experiences and ensuring your end-user experience remains uninterrupted.
• White-Glove Onboarding: Whatfix provides comprehensive, white-glove customer onboarding and success services for every customer. This includes a dedicated customer success manager, a DAP program manager, content authoring support, Whatfix University, and certification programs.
• Digital Adoption Center of Excellence: The Whatfix COE enables customers with everything they need to create a digital adoption program from scratch that drives business outcomes. It includes resources and professional services on software governance, admin training, end-user adoption, co-innovation, partnership opportunities, and more.
• Whatfix Use Case Marketplace: Our use case marketplace is an always-growing library of DAP use cases across application types and industry verticals. Learn how other organizations are driving business outcomes with Whatfix and draw inspiration to maximize your technology ROI.
• Digital Adoption Blog: The leading digital adoption blog is an educational space with over 600 learning articles that educate 400,000+ professionals monthly. It covers a variety of topics, ranging from employee and customer experiences like change management, digital adoption, digital transformation, product-led growth, CX transformation, employee training and upskilling, and more.
• Digital Adoption Customer Club: Our customer club provides a space for customers to share their stories, opportunities to sign up for upcoming webinars, earn Whatfix swag, and more. It also includes private in-person meet-ups that travel from city to city, helping to educate organizations on digital adoption best practices and DAP use cases and facilitating customer conversations.
• Digital Adoption Community: A closed community center that brings together our customers to learn from one another and share best practices.