The Ultimate Toolkit: Onboarding Software For Every Marketer!

User Onboarding
onboarding toolkit

The one thing that digitizing made easy for us was the possibility to reach out to people across the world without having to worry about where you’re actually located. But the one thing it probably didn’t do for us was to create a list of onboarding tools that we could use to do the same.

Today, everyone has a digital toolkit – be it a designer, a growth hacker or a content marketer. But what do you use when you are focusing on ‘onboarding’ only?

Sure, handpicking onboarding software from existing lists is a great idea but then again, do you really have that much time to sought through everything looking for what you need? NO.

With the industry becoming more and more competitive and user-centric, user onboarding has become as important as signup successes.

So here’s the hot list of tools for successful user onboarding this year:




What it is: The tool is popular amongst those looking for native ads and branded content analysis. Its real-time dashboard offers the following –

  • Time spent on each page, % of page read, social shares, conversions, reach, demographics, geography, traffic sources
  • A summary of performance across all devices and the capability to drill down by desktop, mobile, and tablet
  • Performance indexed against goals you set
  • Performance indexed against the average for the industry you select
  • Referring sources (Facebook, Twitter, G+ etc.)
  • Database of people identified over time and appended ongoing with attributes and level of engagement
  • Content performance ranking
  • Geography heat map with drill-down capabilities
  • Insights: including keywords and sentiment analysis



What it is: Kissmetrics is an analytics and conversion product that offers a multi-user customizable dashboards with the following features –

  • Real time tracking/ Multi-domain tracking
  • Funnel visualization
  • Trends search
  • Email campaign analytics
  • Social media analytics
  • Website analytics – speed, CPC, unique visitors, visitor path, custom bounce rates, user defined variables, e-commerce
  • On-page analysis
  • Event tracking
  • Custom statistical reports via emails/ downloads in a number of formats – PDF, excel, CSV, XML, raw data, API.
  • Allows integration with other softwares for analytics


  1. Survey Monkey


What it is: Survey Monkey is a hit amongst enterprises when it comes to conducting surveys every now and then. The tool offers various packages for different requirements. The common features offered in each plan –

  • Gather valuable data from customer feedback to product research
  • Use advanced analytics to turn your data into smarter business decisions
  • Get answers the same way as 99% of the Fortune 500 and the FTSE 100
  • Create sophisticated surveys in minutes
  • Easily collaborate & share results with your group
  • Get expert advice and 24/7 support any time you need it
  • Own your organization’s data regardless of personnel changes
  • Easily manage multiple users—allow single sign on through your network
  • Protect data with advanced SSL security and HIPAA-compliant features
  1. Google Forms


What it is: Google forms is one of the most popular tools for creating beautifully formatted survey forms for free. It offers the following features –

  • Managing event registrations
  • Creating quick polls and pop quizzes
  • Collecting email addresses for a newsletter
  • Tons of ready-to-use themes
  • Ability to customize and create unique forms using your own photos, logos and color palettes
  • Adding collaborations – friends/ family/ colleagues, to help you create the form
  • Ability to shuffle questions in a random order, insert images and YouTube videos
  • Unlimited number of invitations to respondents by simply sharing the URL or via email
  • Responses to surveys are collected in Google Sheets automatically
  • Real-time response information and charts


how to

  1. Whatfix


What it is: Whatfix is an online tool that is coming up as one of the best tools for creating interactive how-to-guides for free with ease. It offers the following features –

  • Interactive Guides & Walkthroughs
  • Auto-generate as Slides, PDF, Videos
  • Multilingual
  • Self-hosting
  • Dynamic URL support
  • UI Customization
  • Analytics
  • White label
  • Widgets, link & API
  • SSL support and all browser compatible
  • Collaborate to build and maintain guides


  1. LiveHelpNow


What it is: LiveHelpNow is a customer service software that offers the following features –

  • Analyze your audience
  • Get real-time sales tips based on customer behavior
  • Easy integration with most content management systems and CRM
  • Enables you to get feedback from website visitors
  • Customizable – website visitors, countries supported and messages sent
  • Collaboration with team members for easy training and management
  • Email ticket management
  • Knowledge base to help you better your strategies
  1. BoldChat


What it is: Another alternative to LiveHelpNow to enable chat and better CRM, BoldChat offers the following features

  • Deployable across unlimited domains
  • Easy chat plugin / Floating chat button / Customizable buttons and windows
  • Passive browsing sharing
  • Reporting engine & scheduler
  • Web-based Chat Reporting
  • Active browser sharing w/ form fill
  • SMS and Email Management
  • Twitter Management
  • Integrated Workspace
  • Supervisor Dashboard
  • Mobile features – iPhone App, Mobile-Aware Chat Windows, Mobile-Proactive Invitations, Layered Chat Windows, Mobile Reporting, Mobile SDK
  • Manual proactive chat invitations
  • Insert image, spell checking, & typing indicator
  • Searchable canned messages
  • Real time visitor monitoring and Basic summary reporting
  • Integration API and Data Extraction API

A/B testing

  1. Unbounce


What it is: Unbounce is an A/B testing and lead generation tool that lets marketers build, publish and test landing pages for smoother onboarding processes without IT or software. It offers the following features –

  • Fast page design – ready-to-use templates whose elements can be customized with a simple drag and drop functionality
  • Ability to add advanced design features such as parallax scrolling
  • Addition of full page background images to high conversion landing pages
  • 100% customizable and responsive in nature
  • Build forms without HTML
  • Generate leads for sales and email campaigns
  1. VWO


What it is: VWO is another A/B, split and multivariate testing tool that offers a 30 day free trial for optimizing your website to increase its conversion rate and sales. It offers the following features –

  • Create multiple variations of a website in minutes
  • Track revenue, signups, clicks or any other conversion goal
  • Know the statistical validity of the results
  • Create A/B tests and other campaigns in minutes
  • Load pages even behind login walls
  • Unlimited undo to fix your mistakes
  • Know which designs produce maximum conversions
  • Track multiple conversion goals at the same time
  • Validate results through statistical methods
  • Analyze visitors’ click behavior
  • Tells you whether visitors are clicking where you intend them to click
  • Highlights distracting elements of a page
  • Supported devices: iPhone, iPad, Android and Windows Phones
  • Emulates the look and feel of mobile website
  • Best used on responsive websites
  • Simple installation – Install code site-wide and create campaigns on VWO dashboard

There are a lot many tools that you can experiment with for executing your onboarding strategy effectively; just remember the first and foremost thing to do before creating your onboarding toolkit is to understand your audience and define what you want from an onboarding process.

Are there any tools that you have been using apart from those listed above? Feel free to add to this list by dropping a comment in the box below.

And if you don’t have an onboarding toolkit ready, you know what to do!

No Comments

Post A Comment

Discover How Whatfix Can Help Your Business


Discover How Whatfix Can Help Your Business


Discover How Whatfix Can Help Your Business