Userpilot
Userpilot is a product growth platform for in-app onboarding, feature adoption, and feedback. You add checklists, tooltips, modals, and flows without shipping code each time. This guide covers what Userpilot does well and how to use it without overwhelming users.
Minimum Viable Onboarding Workshop - Userpilot
Why userpilot fits product work
Core concepts that matter
Flows and patterns
Flows are sequences of UI (tooltip → tooltip, or modal → checklist). Patterns are the building blocks: tooltip, modal, slideout, banner, checklist. Start with one pattern (e.g. checklist for onboarding); add complexity when you have data that it helps.
Targeting and triggers
Targeting defines who sees a flow: by segment, plan, signup date, or behavior. Triggers define when: on load, on click, on URL, or after an event. Use both so the right users see the right flow at the right time. Avoid “everyone, always” unless it’s a critical one-time moment.
Checklists
Checklists are “complete these steps” lists, often with a progress indicator. Use for onboarding (“Set profile”, “Invite team”, “First action”) or for feature adoption. Keep them short (3–7 steps); hide or collapse after completion.
Getting Started With Userpilot: What Is A Checklist?
Tooltips and spotlights
Tooltips attach to an element and explain it. Spotlights dim the rest of the screen and focus on one area. Use for feature discovery or contextual help. Don’t stack too many in one session.
Surveys and feedback
In-app surveys can be triggered by event, segment, or URL. Keep them short (1–3 questions). Use for “was this helpful?” or “what’s missing?” - not for long research.
Practical habits
When userpilot isn’t the fit
Pricing (high level)
Starter and above - Billed by monthly active users (MAU) or similar. Check Userpilot’s pricing for current plans. Free trials are often available.
New User Onboarding Flow With Userpilot: How To Create A Tooltip
Userpilot is a strong default when you want in-app onboarding and feature adoption without coding each change. Start with one onboarding checklist and one or two segment-specific flows; add more only when data shows they help.
