Case Study: Platformly boosts onboarding completion to 40%+ with Userpilot

How Platformly Onboard Users with their Complex Product

Platformly is a marketing automation platform with a wide range of features (lead nurturing, customer journey analysis, etc.) that made the product intimidating for new users. To simplify onboarding they worked with Userpilot and used Userpilot’s in-app onboarding tools to guide new customers through the product.

Using Userpilot, Platformly implemented an onboarding checklist, empty-state CTAs, modal videos and interactive, task-driven walkthroughs (plus a persistent walkthrough button and progress bar) so users learn by doing. The Userpilot-powered flows drove onboarding completion rates to over 40% (vs. a typical ~30% benchmark), helping more users see value and increasing the likelihood of conversion to paying customers.

Platform.ly