SaaS Onboarding

Welcome message + strategic questions

Activate users effectively at signup and ask questions to refine your product.
Use template

About

This combination of a welcome message and a few questions helps set the right expectations and gather initial user preferences during the critical first interaction. It enables you to personalize the onboarding experience and collect valuable data about user needs and goals.

Target audienceNewly signed-up users
TriggerImmediately after signup completion
User effort2 questions, about 1 min

Playbook

1SegmentGroup new users by role and goal preferences
2PersonalizeAdjust onboarding content based on user responses
3EngageFollow up with tailored resources and tips

Frequently asked questions

Grow faster with user feedback

In-app user onboarding, surveys, and embedded forms for feedback-fueled product growth