A fully automated onboarding flow designed for products with a self-serve model where human intervention is not scalable. This template combines in-app tours, tooltips, checklists, emails, and knowledge base links into a single automated journey that adapts based on user behavior.
Use this as your default onboarding flow for self-serve products where the average revenue per user does not justify one-on-one onboarding calls. It scales to thousands of simultaneous users without any manual effort.
On first login, automatically launch a brief welcome modal followed by a 3-step tour. No human needs to initiate this — it fires based on the "first login" event.
Display a checklist that adapts based on the user's plan, role, and stated goals (captured during sign-up). The checklist content is dynamically assembled from a library of tasks.
As the user navigates, show first-time tooltips on key UI elements they have not interacted with yet. Automatically suppress tooltips on elements the user has already clicked or hovered.
Set up email sequences triggered by specific actions (or inaction): a welcome email at sign-up, a nudge email if no login after 24 hours, a tips email after the first core action, and a win-back email if inactive for 7 days.
Embed links to knowledge base articles, video tutorials, and community forums at every step. Surface the most relevant resource based on where the user is in the onboarding journey.
If the user triggers a help request, fails the same action 3 times, or explicitly asks for assistance, automatically offer a live chat connection or a calendar link for a short call.
Sign up for Produktly and use this template to get started in minutes.
Start free trial