IMPORTANT: Tips to Keep in Mind Before Building Your First Userpilot Experience
Building your first Userpilot experience can be a bit overwhelming at first.
Here are the key tips to keep in mind.
Separate experiences based on page
It might be super tempting at first to try and clutter all your onboarding into one long experience that covers everything.
This is actually bad practice for a couple of reasons.
First, users are extremely unlikely to finish the whole onboarding flow all at once. No user is willing to go over 10 or 15 step onboarding.
Second of all, and most importantly, a specific experience should have a clear goal in mind. So it would be counterproductive to have a long experience that covers many topics.
Therefore, it's always better to separate experience. This will help users see the right tip at the right situation instead of all at once.
One of the best ways to do this is to keep different pages (URLs) in mind as your building. It's much better to have separate experiences for different URLs. This way, if a user skips a certain experience, they'll still other ones that are relevant to the page they are in.
Keep experiences short and simple (2-3 steps at max)
Experiences with many steps (or page changes) are more prone to breaking.
This is why it's always better to keep experiences focused on driving a specific goal without many steps or page changes.
Keeping experiences short will also increase completion rates and keep users focused on the task at hand.
Build each experience with a specific goal in mind
It's a good practice to write down the specific goal you want to achieve before starting to build your experience.
Experiences that are built without a clear goal in mind tend to confuse users and present various information that the user cannot relate to.
Instead, start building the experience with a specific goal or action in mind. This will help you make it short and to the point based on the segment you are targeting or the page (URL).
Have a clear audience/event for each experience
Segmenting your users based on customer properties and custom events can be a rewarding practice that will help you stay relevant as the user goes through the product journey.
For example, it wouldn't make much sense to target your new signups with an experience to push a secondary (less important) feature. Instead, it would be more relevant to them to see a tip on a key feature in a certain URL.