Name: Onboardflow
Author: HelpShelf

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OnboardFlow is a SAAS trial analytics and insights tool designed to assist businesses in analyzing and improving trial conversions. According to the vendor, it offers a comprehensive dashboard, a Trials CRM tool, live activity tracking, product adoption insights, trial cohort analysis, data sources integration, and auto messages.

## Key Features

**Dashboard**: The product provides a comprehensive dashboard that allows users to monitor new trials, conversion rates, and changes in metrics over time.

**Trials CRM**: OnboardFlow offers a Trials CRM tool that enables users to visualize trials in a unique way. It allows users to define pipelines, track trial stages, and collaborate with their team to optimize conversions.

**Live Activity**: Users can track real-time trial activity and gain insights into user actions within the product. This feature helps identify patterns and understand individual trial user behavior.

**Product Adoption Insights**: OnboardFlow helps users monitor and interpret product adoption behavior during trials. It focuses on key conversion events, page views, and in-app actions to identify underused or problem areas. The insights gained can be used to improve trial conversions.

**Trial Cohort Analysis**: Users can track conversion and retention rates by weekly cohorts. They can conduct weekly experiments and monitor their impact on conversion and retention rates. This feature provides insights into when trials convert and the percentage of trials that return to the product after specific weeks.

**Data Sources**: OnboardFlow offers a JavaScript tracker to gather product usage data and monitor custom properties unique to each trial. According to the vendor, this data can be combined with data from payment providers like Stripe or Chargebee for a comprehensive view and insights. The product also provides one-click integration with payment providers to easily combine trial and subscription data.

**Auto Messages**: Users can create highly targeted auto messages based on the information OnboardFlow tracks. They can segment trial users based on specific attributes and behaviors, maximizing open rates and engagement by sending personalized messages.

Omnichannel CX

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Digital CX

Bright Pattern Contact Center

Self-Serve Customer Service Solution

Sprinklr Service

Onboardflow

Customer Engagement

HelpShelf

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Onboardflow

Overview

What is Onboardflow?