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HomeB2B MarketingUndertake these 7 channels for higher tech buyer onboarding success

Undertake these 7 channels for higher tech buyer onboarding success


3. In-app messaging

Think about using:

  • First-use wizards
  • Progress metres
  • In-app tooltips
  • Stay chat
  • Video
  • Product excursions
  • Personalised UX (e.g. white labelling and personalisable dashboards).


First-use wizards

First-use wizards information your customers via the mandatory steps to efficiently obtain their targets. The primary-use wizard ought to develop into instantly usable after the expertise has been activated. It must be skippable and supply a guide computerized arrange.


Progress metres

Progress metres could be helpful instruments for reassuring clients throughout your setup course of, and lowering buyer dropout.


In-app tooltips

Tooltips supply an efficient method of delivering steering on the actual level it’s wanted, with out the consumer having to depart the display screen they’re on.


Stay chat

New tech customers can typically really feel disconnected from the provider as soon as they’ve signed off the contract. Stay chat may help you overcome that disconnect by offering real-time assist.

Including reside chat may help you:

  • Improve new consumer belief.
  • Scale back first-line assist ticketing.
  • Enhance response to buyer suggestions.
  • Improve activation conversion charges.


Video

Whether or not delivered in-app or outdoors of the platform consumer setting, video supplies a uniquely efficient option to ship tutorials, tooltips, consumer steering and assist.


Product excursions

The very best product excursions take two to 5 actions – go a lot additional than that and the tour can begin to really feel like a chore.

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