Product ToursProduct Tours

SaaS Onboarding Tour

A comprehensive onboarding tour designed for SaaS applications that walks new users through the core features of your product immediately after sign-up. This template focuses on delivering the first "aha moment" as quickly as possible to maximize activation rates.

When to Use This Template

Deploy this template right after a new user completes registration and lands on your app for the first time. It is most effective when triggered automatically on the first login to ensure every new user receives a guided introduction.

Template Breakdown

1

Welcome greeting

Display a warm welcome modal that greets the user by name, briefly explains what the product does, and sets expectations for the tour duration (e.g., "This will take about 2 minutes").

2

Highlight the main dashboard

Point out the primary dashboard or home screen, explaining the key metrics or information displayed and how they will become more useful as the user engages with the product.

3

Show the core action

Guide the user to the single most important action in your app โ€” creating their first project, sending their first message, or adding their first item. Prompt them to complete it during the tour.

4

Introduce the navigation

Walk the user through the main navigation menu, briefly explaining each section so they know where to find features later without feeling overwhelmed by details.

5

Point out help resources

Highlight the help center, chat support widget, or documentation link so the user knows exactly where to go if they get stuck after the tour ends.

6

Completion and next steps

Congratulate the user on finishing the tour, summarize the key actions they can take next, and optionally offer a checklist or link to a deeper feature guide.

Best Practices

  • Keep the tour under 6 steps to avoid overwhelming new users during their first session.
  • Include at least one interactive step where the user performs a real action rather than just reading.
  • Allow users to skip or dismiss the tour at any point without penalty.
  • Personalize the welcome step with the user's name or company to increase engagement.
  • Track tour completion rates and optimize steps where users drop off.

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