Give your users the just-in-time guidance they need to learn your products, understand new features, and receive continuous education with Userflow.
Progressive onboarding with smart checklists
Create structured onboarding checklists that guide users through essential tasks step-by-step, reducing drop-off and accelerating product adoption. Start with easy wins, such as profile completion, and then progressively introduce more advanced features. Each checklist task should drive towards an accomplishment and "Aha moment," helping users discover core value before exploring deeper functionality. See Product-led onboarding best practices for ideas.
Example: A project management tool uses a 5-step checklist: create account → add first project → invite team member → create first task → set up automation. Each completed step unlocks the next level of functionality.
Contextual feature discovery
Guide users to key features to create more "Aha" moments and highlight unused features to drive retention and expansion. Target users based on attributes like role, plan, or engagement, so you're not treating a newbie like a power user. Use behavior-triggered flows to surface relevant advanced features when users are ready. Learn more about users and segments, and how to use event trackers to get started.
Example: A CRM platform detects when a user has added 20+ contacts and automatically triggers a tour showcasing automation features, email sequences, and advanced reporting tools.
Role-based user pathways
Role-based tours offer targeted onboarding experiences that resonate with the unique needs of each user segment How To Build Product Tours That Boost SaaS Success. Behavior-based targeting ensures that the needs of first-time users differ from those of power users who are already familiar with your app. Create distinct learning paths for different user personas, gradually introducing advanced capabilities. Learn more about creating user segments.
Example: A marketing platform creates separate pathways for marketers (campaign optimization, A/B testing) vs. analysts (advanced reporting, data visualization) vs. executives (dashboard creation, ROI tracking).
Just-in-time learning with tooltips and hotspots
Use tooltips to offer contextual information on specific features without being too intrusive. Use Userflow's Launchers to create hotspots and buttons that spotlight new features in a non-intrusive way. Deploy these when users approach advanced functionality to prevent overwhelm while maintaining discoverability. Get more ideas: 15 Powerful User Flow Examples To Upgrade Your UX.
Example: An analytics platform places smart hotspots on advanced filtering options that only appear after users have created their first basic report, guiding them toward power-user capabilities.
Continuous education through resource centers
Add a resource center that provides a searchable list of flows, tours, and knowledge base articles within your application, ensuring help is just a click away. Let users discover and initiate guided tours whenever they need a refresher or want to explore new features. This creates an always-available learning environment for progressive skill building.
Example: A design tool's resource center offers on-demand tutorials for advanced features, such as custom CSS, API integrations, and collaboration workflows, accessible when users are ready to level up.
Behavioral trigger-based advancement
Tailor experiences based on real-time actions - if they click it, read it, or ignore it, you'll know. Use engagement signals to automatically introduce power-user features when users demonstrate readiness through their behavior patterns. Learn more about no-code event trackers.
Example: A financial software detects when users consistently use basic budgeting features for 30 days, then triggers flows introducing investment tracking, tax optimization, and advanced reporting capabilities.
Feature adoption through announcements
Automatically showcase features to the right users at the right moment, based on their behavior and attributes. Use personalized prompts to discover underused tools and timely nudges to highlight premium value. Target existing users with new feature announcements based on their usage patterns and potential value. Learn more about. Learn more about no-code event trackers.
Example: A video editing platform identifies users who frequently export videos and introduces them to advanced compression settings, batch processing, and API integrations to optimize their workflow.
Feedback-driven personalization
Deploy targeted microsurveys at key moments to capture user sentiment and experience, guiding users dynamically through surveys based on their responses. Use survey responses to customize the power user journey and identify which advanced features to prioritize for each user.
Example: After users complete basic onboarding, a survey asks about their primary use case, team size, and goals. Based on responses, the platform creates personalized learning paths that lead to relevant power-user features.