Case Study: Canopy reduces user onboarding costs and support burden with UserGuiding

How Canopy has reduced the cost of user onboarding with UserGuiding’s interactive product tours

Canopy, a cloud-based practice management and tax resolution platform, was facing high user onboarding costs and repetitive support tickets as it scaled. To proactively educate new users and reduce support workload, Canopy chose UserGuiding and its interactive product tours and in-app onboarding elements to guide users through key workflows.

UserGuiding delivered interactive walkthroughs, checklists, hotspots and in-app help so users can learn inside the product, reducing reliance on support. As a result, Canopy significantly lowered the cost and burden of onboarding, saw improved user engagement and higher NPS, and can now update onboarding flows quickly as the product evolves.

Canopy

David Palmer

Creative Director