Behind The Experience

Appcues

5.0 (1)
MARKETING
UPDATED WEEKLY

Get an inside look at the experiences of the top product-led companies such as Wistia, Canva, and Miro. Each week, we'll feature inspiring UX examples, proven frameworks, and hard-earned lessons from in-depth conversations with product, design, customer success, and marketing experts. The end goal is to help you build user onboarding and product experiences that turn more of your new users into lifelong customers.

03/01/2023

ClickUp’s mobile onboarding experience

In this new segment, Ramli and Lyla take a look into ClickUp's mobile onboarding experience - a project management and productivity tool offering various features and integrations to organize tasks and workflows. They also share their overall impressions and suggestions for UX improvements along the way. Quotes from this episode ""When you have a lot of products in your suite, there's a lot of adoption that you need to do." Show Notes [0:00] Intro [1:33] Analyzing the Mobile and Web Onboarding Process of ClickUp [5:24] How Can ClickUp Enhance the Welcome Page Graphics to Better Convey its Value Proposition? [8:00] Balancing Hype Levels and Clarity in Messaging for a Superior Onboarding Experience [10:43] Lyla and Ramli Evaluate ClickUp's Sign-Up and Email Verification Process [13:51] The Importance of Demonstrating Value before Asking for Commitment [20:16] Ensuring the Use of Realistic "Dummy Data" instead of Misleading "Demo Data" [26:50] Lyla and Ramli's Ratings and Recommendations for ClickUp's Onboarding Process ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts and a task toolbar.

33 min
02/22/2023

Appcues’ welcome modal ft. Cailin Litke (Sr. Product Manager at Appcues)

In this episode, Cailin Litke, the Product Manager of Appcues, talks about the importance of leveraging user intent to gain a better understanding of the user's needs and preferences. Cailin then looks into the Appcues welcome modal to create a more targeted and personalized experience for the user, leading to a better UX and higher conversion rates. Quotes from this episode "I think building is such a core aspect of what we do." "There has been a lot of alignment around how to reach out to people, what our objectives are, and how we can try to improve these things." Show notes [1:38] What does success look like for new Appcues users? [3:05] What kind of metrics have they been tracking recently? [4:29] Feeling and understanding the value of Appcues, not just its features. [6:01] How does Appcues define onboarding? [10:05] Understanding mobile-only companies versus web-only companies. [15:32] The welcome modal (call-to-action) feature has contributed to their completion rate. [17:45] How can the app cater to different learning styles? [21:05] On leveraging user intent. [23:57] The importance of aligning with the marketing team. About Cailin Litke Cailin Litke is a Product Manager at Appcues, responsible for developing and improving the company's products and services to enhance the user experience. She collaborates with marketing and sales teams to devise strategies for promoting Appcues and fueling company growth. With a background in product management and customer success, Cailin leverages her expertise to drive Appcues' success.

28 min
01/25/2023

Privy's goals-focused onboarding experience ft. Chris Ladouceur

In this episode, Chris talks about how they designed Privy to be a powerful, all-in-one solution for e-commerce businesses looking to increase their sales and customer engagement. He looks into their app experience, user experience, and user interface. And share what it is like working with other sales teams to develop a solid experiment. By the end of this interview, Chris shared that a new pin feature would be available to their site soon. Quotes from this episode "Marketing needs to be something they can learn and feel very accomplished with." "With Privy, we want to be an all-in-one marketing solution for small, medium, and large businesses. Show Notes [0:00] Intro [2:16] What does success look like for new users in Privy? [5:54] Chris explains how they collect their data at Privy. [8:30] Pop-ups are a big help to your business. [11:15] Explaining Privy’s user interface and their process of establishing [19:44] Intentional friction can help users accomplish their goals. [20:52] Testing at scale is one of the biggest lessons that Chris realized after his design experiment. [22:29] How could they find success and work with people outside his team? [25:09] What’s the next design experiment for Privy? [27:29] What’s the difference between a custom segment and a smart segment? About Chris Ladouceur Chris always makes sure to work towards having everything I create evoke emotion, action, and investment, creating a product that benefits both the company and the consumer. His key areas of impact come from my background in UX and UI design and my product management experience in both SaaS and consumer products. For Chris, the best part of the product is that you always have to continue learning. There is always a new trend, insight, tool, or approach to help you constantly grow personally and professionally.

32 min
01/19/2023

Our favorite episodes of 2022 feat. Lyla Rozelle and Ramli John

Join hosts Lyla and Ramli as they revisit some of their favorite episodes of 2022 and take a trip down memory lane. They'll be cherry-picking the most memorable guests and highlighting the key takeaways that they've learned throughout the year. Don't miss this chance to relive the best podcasting moments of 2022! Quotes from this episode "The biggest takeaway I have for that particular episode is, you know, it's the name of his company; delivering value. When we're thinking about activation moments, think about when the user gets value and use that to define your activation moment as opposed to when you as a company get value." "What I like about that episode is that it teaches us the importance of creating an experience segmented for each business goal." Show Notes [0:00] Intro [1:23] Remembering 2022 Milestones and Opening a New Chapter of Growth in 2023 [2:52] The Best of 2022: Episode Favorites Recap [3:34] Hotjar's Tracking Code Installation Screen ft. Alessio Laiso [5:55] Wistia's Segmented Onboarding ft. Andrew Capland [8:13] Thinkific's JTBD-focused Checklist ft. Kris Chichak [11:53] Trainual's Video Tutorial Through a Hotspot ft. Taylor Sell [14:38] AWeber's Checklist That Adapts to People's Goals ft. Daniel Hanawalt [18:00] PandaDoc's Templates and Sample Documents ft. Eugenia Brown [20:25] Future Podcast Guest Appearances

24 min
12/14/2022

June.so’s journey from hands-on to fully self-serve onboarding ft Enzo Avigo

In today's episode, we interviewed June.so's CEO and Co-founder Enzo Avigo. June.so is a powerful opinionated analytics tool that allows you to automatically turn your data into learnings and provides actions you can take now. It helps activate more users, improves the onboarding process, and keeps users on track and updated all the time. Quotes from this episode “Increasing the friction can lead you to better business outputs.” “Sometimes when you work on an activation flow it can have a business impact.” Show Notes [4:16] What is their standard for being fully set up? [6:33] Enzo explains the UI for June.so and how they brought impeccable experience to new users [9:11] Since many users who are first-timers in using June are not technical; they integrated the “set up” bar to help them for better navigation [10:10] Enzo gives us a walk-through of June’s sign-up low iterations [11:33] How do they target a self-serving website instead of an integration store [17:17] Enzo shares some of the learnings that he realized during the making of June About Enzo Avigo Enzo is a self-professed product and data nerd. Over the last decade, he worked in product management in FinTech, Marketplace, and B2B SaaS. He realized that most tech companies need to learn how their product is used, so he's changing the product analytics world by Co-Founding his company June.so.

28 min
12/07/2022

MURAL’s playful new user experience ft. Lauren Schuman

She’s here today to dive deeply into how MURAL creates the best-in-class digital customer experience for its new users. Lauren also tapped into how MURAL seeks meaningful collaborative sessions where people can create content—bringing up how their team works together to strive and deliver a seamless user experience effortlessly. Quotes from this episode “Mural is all about that collaboration that involves multiple people and them coming together to have that moment of collaboration.” “In onboarding, we're trying to teach you both how to use this piece of software, but we're also educating you on use cases.” Show Notes [1:33] What does success look like for new users at MURAL? [3:33] MURAL is all about that Collaboration that involves multiple people and them coming together to have that moment of Collaboration [5:40] What are some of the metrics they look at to ensure that things are working well in their onboarding process? [6:29] The methodology of breaking individual metrics into more extensive metrics [7:47] Collaboration happens at a team level rather than an individual level [9:20] How do they work with other teams to deliver a seamless experience for new users? [11:30] The core of the product is often an essential part of getting activation [16:24] A walkthrough of MURAL’s interactive UI [18:17] MURAL allows different options for people to learn in the way that they like to learn About Lauren Schuman Lauren has 15+ years of a track record in delivering results to grow businesses of all sizes. She always believes that "what" you deliver is just as important as the "how." She works tirelessly at becoming a daring leader who leads with vulnerability, empathy, and alignment with a set of values.

30 min
11/30/2022

SparkToro’s fully-featured free queries ft. Amanda Natividad and Casey Henry

Today's guests are here to give you a quick rundown on how to become a better marketer with the help of SparkToro. SparkToro is an audience research tool that shows the websites your customers visit, their social media accounts, hashtags they use, and more. In this episode, Co-Founder Casey Henry and VP of Marketing Amanda Natividad will give us a full rundown on how they define user success by providing quality over quantity in their product metrics. Quotes from this episode “Stories are what capture our attention first.” "It’s a logical next step to show people the true power. We’re playing the fine line of trying to have a free product forever where somebody can come in and gain value from a free product that provides sample data. However, a premium product for full data is still available." Show Notes [1:26] Success for new users in SparksToro depends on the users themselves. Some use it for marketing, some for digital PR, and others for outreach. [8:24] Amanda and Casey navigate through SparkToro’s UI and explain the before and after of their website [12:48] The importance of choosing quality over quantity in their product metrics [13:05] Why do they think stories are so powerful? [15:30] A product tour of SparkToro and how they were able to come up with one [21:16] Amanda, the story behind why they added free queries on SparksToro [28:10] The people who use SparkToro are clickers [29:44] As a SaaS tool, sales calls are more appropriate for high-touch services [32:00] The quality of the results depends on the quality of the search [34:04] What’s next for SparksToro in terms of sales, marketing, and design? About Amanda Natividad Amanda is the VP of Marketing at SparkToro, an audience research startup. She's also a contributor for Adweek, a Le Cordon Bleu-trained chef, and a former journalist. Previously, she led Growth Machine marketing for Liftopia, built Fitbit's B2B content program, and led content and communications for NatureBox. About Casey Henry Over the last decade, Casey has been focusing on the engineering and marketing needs of small family-run businesses, profitable startups, and large corporations. He believes marketing without effective or efficient engineering is like a car without wheels.

39 min
11/24/2022

AWeber’s checklist that adapts to people’s goals ft. Daniel Hanawalt

Dan helps AWeber in the design aspect, as he leads his team to create simple user interfaces and workflows to accomplish the complexities of email marketing automation tasks. In this episode, he gives us a rundown of their product and design strategy while enumerating some of the metrics they follow to track their performance. Quotes from this episode "We see that there's quite a big hump over there sending that first email and after that, it seems to be much easier. We have success for our customers tied to that metric." "We all work together. We evolve and develop a design system for all users across the app. So we work very closely together but still focus on these individual areas." Show Notes [1:39] What does success look like for new users at AWeber? [4:35] What kind of metrics are they looking at? [7:08] What role does Dan play from a team perspective? [9:41] Dan explains their holistic approach toward developing new features [12:54] The key to putting their systems in place is having close communication between departments [13:28] Dan gives us a walk through AWeber's UI [17:10] It’s important to keep the audience fresh by constantly communicating with them [22:13] Don't get disappointed about the rates of your checklist completion, especially when you're just starting, because you have a lot to learn [22:43] “You are often not the target that you are trying to reach” [25:29] What tweaks and experiments are they looking forward to trying out next? About Daniel Hanawalt Dan has had quite an experience working with high-performing companies in the field of Email Marketing Automation, Life Sciences, and Master Data Management. His career is focused on UX leadership and strategy as he implements some of his background in various design principles, which includes UI and UX design for web, mobile apps, video, and print. Today, he's been spearheading AWeber in achieving its business objectives.

30 min

Get an inside look at the experiences of the top product-led companies such as Wistia, Canva, and Miro. Each week, we'll feature inspiring UX examples, proven frameworks, and hard-earned lessons from in-depth conversations with product, design, customer success, and marketing experts. The end goal is to help you build user onboarding and product experiences that turn more of your new users into lifelong customers.

Creator

Appcues
Years Active

2022 - 2023
Episodes

27
Rating

Clean
Copyright

© 2022
Show Website

Behind The Experience