Micro Surveys for Multi-Product Onboarding
Coordinate onboarding across a suite of interconnected products or modules. Help users understand how different parts of your platform work together and guide them to adopt the right products for their needs.
The Challenge
Companies with multiple products or modules struggle to onboard users effectively because each product has its own learning curve. Users get overwhelmed by the breadth of the suite, adopt only one product, and never realize the value of the ecosystem.
The Transformation
Before
Users adopt one product from the suite and never explore the rest. The full value of the interconnected ecosystem goes unrealized, and accounts underperform because they treat a platform as a point solution.
After
Users are guided to the right starting product, master it through focused onboarding, and are then introduced to complementary products at the right moments. Multi-product adoption grows organically as users discover cross-product value.
How to Implement Micro Surveys for Multi-Product Onboarding
Assess the user's needs and recommend a starting point
Ask new users about their goals and recommend which product or module to start with, rather than presenting the entire suite at once.
Onboard one product at a time
Focus the initial onboarding on the primary product the user needs, then gradually introduce complementary products as the user becomes established.
Highlight cross-product connections
When a user completes a workflow in one product, show how data flows to or from related products and the value of connecting them.
Create cross-product walkthroughs
Build tours that span multiple products to demonstrate end-to-end workflows that leverage the full suite.
Track multi-product adoption metrics
Monitor how many products each user adopts over time and identify opportunities to introduce new products based on usage patterns.
Key Metrics to Measure
Number of products adopted per account
Time between first and second product adoption
Cross-product workflow completion rate
Suite-wide engagement score
Frequently Asked Questions
How do I avoid overwhelming users with too many products?
Never present the full product suite at once. Start users with the single product most relevant to their stated goals, and introduce additional products only when the user has demonstrated proficiency with their current product.
How do I demonstrate cross-product value?
Create moments of connection where completing an action in one product naturally leads to a preview of what's possible in another. For example, after creating a report in the analytics product, show how it can be shared via the collaboration product.
Can different users in the same account see different product onboarding?
Yes. Segment by user role within the account so each person sees onboarding for the products relevant to their job function, even if the account has access to the full suite.
Other Features for Multi-Product Onboarding
Product Tours
Product Tours for Multi-Product Onboarding
Announcements
Announcements for Multi-Product Onboarding
Checklists
Checklists for Multi-Product Onboarding
Feedback Widgets
Feedback Widgets for Multi-Product Onboarding
Smart Tips
Smart Tips for Multi-Product Onboarding
Tool Tips
Tool Tips for Multi-Product Onboarding
Roadmaps
Roadmaps for Multi-Product Onboarding
NPS Widgets
NPS Widgets for Multi-Product Onboarding
Changelogs
Changelogs for Multi-Product Onboarding
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