13 Customer Onboarding Tools To Boost Conversions

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Why Customer Onboarding Tools?

Research by the Nielsen Norman Group indicates that most visitors will take just 10 to 12 seconds to decide whether to exit a webpage if it doesn’t sufficiently engage them. Customer onboarding tools can help reduce anxiety and improve engagement. Users know that websites are of highly variable quality and are ruthlessly looking to abandon the dross as soon as they can. So if there is any room for confusion over what the next step in the user journey might be you can be sure this will adversely affect your conversion rate.

“People know that most web pages are useless, and they behave accordingly to avoid wasting more time than absolutely necessary on bad pages.” – Jakob Nielsen – NNG

Why not try improve the onboarding process by giving visitors assistance with navigation guidance or tutorials? Why leave it to chance that users will understand how to use a new feature or know what the next step in the sign-up process is. Give them some help and improve your conversion rate by using one or more of the following customer onboarding tools.

13 Top Customer Onboarding Tools:

Here are summarises of top customer onboarding tools to guide and educate your new visitors. Reduce your bounce rate and improve engagement by giving your new customers all the help they need in real-time.

1. Appcues: 

A customer onboarding tool that serves tooltip-style messages/action to provide a product tour to ensure visitors understand how to navigate or get the most out of feature. It also offers a full-screen ‘Welcome page’, a slide-out and in-app alert. You can inform your customers of new features using bold messaging with a video, gif or coach marks to engage visitors to try out your new enhancement. In addition, Appcues allows you to segment visitors using intelligent targeting so that you can show the right experience to the appropriate user at the best time to improve conversion.

Pricing: Plans start from $99 a month for up to 1,000 monthly
active users (MAUs) who are defined as visitors who sign-in to your platform in any given month. The ‘Growth’ plan starts from $699 a month for up to 20,000 MAU’s and there is a ‘Custom’ plan for large enterprises which offers unlimited MAU’s.

2. Evergage: 

This is a real-time personalisation platform which offers the ability to record how visitors behave and respond to them to improve engagement and conversion rates. The platform monitors the actions of visitors to identify their intentions and needs. This allows you to send users messages to help promote demos to improve new customer engagement levels.

Pricing: Contact Evergage for a quotation based upon your specific needs.

3. HelloBar: 

One of the best free customer on boarding tools as this displays a visible bar that sits at the top of a web page to draw the web visitors’ attention. HelloBar acts as a primary website call-to-action. You can include HelloBar on one page, several pages, or across your entire website.

4. Helppier:

This is an online customer support tool that allows you to create interactive user guides and onboarding walkthroughs. It aims to create sequential instructions to interactively guide users on your website of app.

Pricing: 15 day free trial available. No costs shown on the website.

5. Hopscotch:

This is a community of developers who have created a framework to add product tours to your site. If you want a do-it-yourself solution created by your own developers this could be for you.

Pricing: For the Developer plan the price is $7 per month, $9 for the Team plan and from $21 for the Business plan.

6. InlineManual:

Offers the ability to create walkthroughs, tooltips, Launchers and support articles for web applications.

Pricing: The cost of the solution is dependent upon the number of active users you have and the plan you select. For 10,000 active users the Standard plan would cost $208 per month, the Standard Pro would be $307 per month and the Enterprise plan $1,220 per month.

7. Intercom.oi:

Offers an extensive range of customer onboarding solutions from live chat, targeted email and in-app messages, gathering of customer feedback and providing customer support inside your web or mobile app, and by email. The platform provides real-time analytics of what is happening on your site and allows you to segment visitors to deliver targeted messaging when they return to your site or app (e.g. inform them about a new release or promotion).

image of intercom.io onboarding solutions
Source: intercom.io onboarding solutions

Pricing: All single solutions (e.g. Live Chat) start from $49 a month and an additional product can be added from $4 a month.

8. Iridize:

This customer onboarding tool monitors and analyses browsing behaviour to serve prominent and relevant messaging to assist user navigation when likely to be most effective on your website. You can set rule-based messaging, including timers, triggers and conditions for your messaging to improve their relevance. Segment messages for specific groups or even individuals based upon rules and visitor activity on your website.

In addition the tool allows you to A/B test messages, text, design and timing to understand what works best. You can also sync across devices to ensure users can continue a user journey from where they left off. Free Net Promoter Score (NPS) also available.

image of iridize.com homepage
Source: iridize.com

Pricing: A free plan is available for up to 100 users and simple tooltips. The ‘Professional’ plan has a free trial period for you to try out the solution and agree a price with Iridize. The is also an enterprise ‘Customized’ plan for large organisation.

9. Joyride:

This is tool gives users a virtual tour or your website or app. It is programmed to be cross-browser compatible and Joyride version 2 has many new features. This includes responsive design, edge-aware tooltips that re-position based on proximity to the edge of the window, depreciated inline positioning of tooltips and better support for right and left aligned tooltips.

10. Lifecycle:

The company acquired Autosend and offers a messaging app and chat bots to create automated personalised behavioural and transctional communications with customers via email, SMS text or in-app messages.

Pricing: The cost is dependent upon the number of active users you have on your site. For 10,000 active users the cost would be $40 per month.

11. Pendo:

This solution uses in-app walkthroughs to guide users through the onboarding process and uses analytics to track their progress. Pendo offers in-app walkthroughs to guide users through common tasks and features to drive preferred behaviours. It can personalise the onboarding experience by using data to deliver individually personalised guidance to improve the relevance of the process.

Image of Pendo.io homepage which offers customer onboarding tools
Source: Pendo.io

12. WalkMe:

If you are evaluating customer onboarding tools then you definitely should consider Walkme. The platform displays highly visible tabs adjacent to the next recommended navigation call to action. This encourages self-service, accelerates training and software adoption, improves conversion, reduces customer service costs and improve the customer experience. It can also be used to train employees to use online CRM and marketing tools to boost their productivity.

Pricing: A basic free plan overs 3 walk-thrus, up to 5 steps per walk-thru and 300 assists per month. The ‘Custom’ plan offers unlimited walk-thrus and assists, with multiple support options and multiple domains. Contact Walkme for a quote.

Image of WalkMe.com homepage which is one of many customer onboarding tools
Source: WalkMe.com

13. Whatfix:

This solution allows you to design interactive product tours, onboarding task lists and deliver just-in-time contextual guidance. Whatfix helps users to quickly develop a high level of application competency to improve engagement and conversions. The solution also allows user-level segmentation to create a personalised user onboarding experience.

Pricing: Complete the form on the Whatfix website to get a personalised quote.

Conclusion:

New customer onboarding tools can help educate and guide users to improve engagement and reduce bounce rates on landing pages. Customer onboarding tools have been known to significantly improve conversions when implemented appropriately. Whether it’s a website or an app, research has shown that unless users quickly become confident about how to navigate a site they will leave within the first 10 seconds. People are generally impatient and lazy browsers of the web. So, don’t leave anything to chance and see if one of these customer onboarding tools will help solve your new customer engagement problem.

How To Use Live Chat To Improve Conversions

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What Are The Benefits of Live Chat?

Live chat can help improve visitor engagement, reduce bounce rates and cut operational costs by offering real-time interaction with customers whilst they are on your website. Why wait until visitors have left your site to try and contact them? This is a key tool for conversion rate optimisation and helps to improve your conversion rate in real-time.

Live Chat is the ideal solution for dealing with a number of issues with your website. There are six main benefits of integrating live chat on your site:

Benefits of Live Chat:

Pain points

  • When a customer has a frustration or an unmet need, live chat can help resolve these ‘pain points’ by giving them instant access to a company representative. Web forms are common pain point for many visitors. By adding live chat to forms you can often significantly improve your conversion rate.

Increased sales

  • Live chat is a proven tool for increasing sales because if a customer becomes confused or unsure about something they can be walked through the process. This helps reduce visitors dropping out of key revenue generating customer journeys and puts the company representative in a good position to recommend additional products.
image of live chat box on intuit.com homepage
Source: intuit.com

It gives you a competitive advantage

  • Many websites don’t offer live chat on their websites or only for a limited number of customers (e.g. registered customers). Given the benefits to your customers and your organisation you will be able to leverage it as a competitive advantage. Ensure it is available for new customers, whether on your sign-up form or on your homepage. They often need more assistance than existing customers.

It’s convenient and reassures customers

  • A live chat system provides immediate access to help for customers who may be struggling to find what they are looking for on your website. The presence of live chat also provides reassurance to visitors that they will be able to contact someone easily and conveniently if they do get into difficulties on your website.
image of live chat box on Microsoft.com
Source: Microsoft.com

 It reduces expenses

  • Live chat can save on staff time and phone expenses by lowering average interaction costs and improve contact centre efficiency by enabling employees to handle multiple chats. As staff spend less time on the phone because customers can use live chat to contact Customer Services this means that contact centre operators can multi-task during chat conversations and reduce the waiting queue significantly compared to a traditional call centre.

Live chat allows you to gather feedback about your website

  • Having the ability to communicate directly with visitors whilst they are browsing your website gives you the opportunity to gather feedback on your website and generate ideas for improving the user experience and revenues.

These services can lead to a significant uplift in revenues to provide a substantial return on investment. Here is a link to a great infographic that summarises many of the benefits of live chat.

All the providers listed below offer free trial periods and so you can test them out without making any financial commitment.

Live Chat Providers:

1. Boldchat:

An enterprise chat software that offers innovative features including an automated, tiered chat routing that manages chats between agents and has extensive monitoring and reporting capabilities.

The open API allows surveys, chat windows and promotional pop-ups to be extensively customised. It allows agents to assist visitors to fill out forms, complete purchases in the shopping cart and access technical support. The dashboard also allows agents to see the customer’s referring webpage, keywords they used, their geographical location and their chat history. Free demo.

Image of Boldchat.com home page
Source: Boldchat.com

2. Click4Assistance:

A fully customisable live-chat facility that offers a comprehensive range of features including extensive real-time monitoring, 1 or 2 way video chat, offer demonstrations, ask for feedback or gather leads, and design multiple fully configurable forms. Dashboard allows agents to view how visitor’s arrived at website, their location and much more. Offers full integration with CRM systems, social media platforms and Google Analytics. 21 day Free trial.

Source: click4assistance.co.uk
Source: click4assistance.co.uk

3. Crowdstream.io:

A relatively new live chat solution that also offers light CRM functionality to proactively target customer segments according to their online behaviour. The chat button is customisable, with email alerts to keep you up-to-date with activity and you can even respond to messages when offline as Crowdstream will email you any messages whilst you are away.

The solution allows you to create smart segments with triggers based upon customer behaviour and you can also broadcast messages in a non-intrusive way to all visitors or just to specific customer segments.

The Starter plan (up to 2,000 profiles) is available for just £35 per month, whilst the Growth plan (up to 5,000 profiles) costs £75 per month. A Business plan (up to 25,000 profiles) is also available for £195 per month. All plans include a 14 day Free trial.

Image of Crowdstream.io home page
Source: Crowdstream.io

4. Liveperson:

Offers an enterprise fully customisable live-chat facility including real-time monitoring, allowing chat windows and promotional pop-ups to be extensively tailored. Comprehensive dashboards at campaign-level for understanding how engagement is affecting your KPIs and operational level for how your agents are performing. 30 day Free trial.

Image of Liveperson.com homepage
Source: Liveperson.com

5. Moneypenny:

The UK’s leading small business telephone answering service provider also offers a live chat solution. It offers a 24 hour service and will email key chats directly to you so that you don’t miss out on any urgent business opportunities.

Image of Moneypenny.com Live Chat page
Source: Moneypenny.com

6. Velaro:

Enterprise and small business live chat software which is fully customisable allowing chat windows to be tailored to your business needs. Extensive dashboard enables behaviour of visitors to be tracked and monitored to improve engagement. The missed chat report allows you to view a list of all the times a chat request was made and how an agent responded to the request. Monitor agent login activity using an agent login report which tracks when agents are working, on a break or actively chatting. Has a Free trial offer.

Image of Velero.com homepage
Source: Velero.com

7. Whoson:

Provides a suite of plans from 1 user to enterprise. Provides intelligent targeting for a personalized experience. Dynamically invite visitors with a personalized message based on their predicted requirements. Allows you to create rules and triggers – based on visitor behaviour – with specific actions allowing you to segment visitors into categories such as geographic location and repeat visitors. A 30 day free trial .

Source: whoson.com
Source: whoson.com

8. Zopim + Zendesk:

Offers a unique chat design along with a wide range of contact options to help build customer engagement. Zopim’s services also give you analytical tools for understanding your customers’ needs and making better business decisions. The chat window customisation options are limited to changing your window to match company brand colours.

Source: zopim.com
Source: zopim.com

Conclusion:

Live chat solutions offer a win-win situation. Free trails give you the opportunity to work out which one works best for you and customers get a simple and instant means of contacting you when they need your help. That is not to say you don’t have to put the policies and procedures in place to manage live chat. However, live chat does give you an opportunity to engage with customers when it most matters and encourages a two-way conversation so that both parties benefit.