Product Guide
  • Introduction
  • Product Training
    • Account & Project Management
    • Product Feedback Management
    • Product Guide For Session Replay & Heatmap
  • installation
    • Web
      • JavaScript SDK
      • Google Tag Manager
    • Mobile App SDK
      • Android Survey SDK
      • IOS Survey SDK
      • React Native SDK
    • Converse AI
      • Create a new Converse AI
      • Configure Conversation
  • Compose Survey
    • Create With AI
    • Survey From Scratch
    • Survey Templates
    • Enterprise Surveys
    • In-Product Surveys
    • Prototype Tests
    • Replays
    • Website Feedback Button
    • In-Product Video Widget
  • Survey Designer
    • Survey Theme
    • Survey Question Types
      • Welcome Page
      • Net Promoter Score (NPS)
      • Customer Satisfaction Score (CSAT)
      • Customer Effort Score (CES)
      • Video
    • Advance Survey Design
    • Survey Design Guidelines
  • Launch Survey
    • Web Surveys
    • Social Media Survey
    • Email Survey
    • Bulk Email Surveys
    • SMS Survey
      • SMS Survey By Link
    • Website Feedback
    • Events
  • Survey Branching
    • Jumping Questions
    • Disqualify Response
    • Terminate
  • Integration
    • Shopify
    • Slack
    • Google Sheet
    • Zendesk
    • Freshdesk
    • Zapier
    • Google Analytics
    • Square Online Integration
  • Workflows
    • Salesforce Workflow
      • Create an email campaign for Salesforce Case/Opportunity.
      • Map survey response data into Salesforce
        • Create event-based Salesforce workflow
      • Import contact data from Salesforce to Qwary
    • Zendesk Workflow
      • Send post-resolution email surveys campaign
      • Map survey response data into Zendesk
        • Event-based Zendesk workflow
    • Snowflake Workflow
  • Insights
    • Standard Reporting
    • NPS Reporting
    • CSAT/CES Rating
    • Key Driver Analysis
    • Text AI
      • Topics
  • Team Collaboration
    • Invite Team Member
    • Share Survey
    • Share Dashboard
  • Closed Feedback Loop
    • Workflow
    • Native Case Management System
    • Rule Based Email Notifications
  • Use Cases
    • Product Onboarding Surveys
    • Review Generation Campaigns
    • Square Online Customer Feedback
    • Ultimate Guide To Net Promoter Score (NPS)
    • Ultimate Guide For Customer Satisfaction Score (CSAT)
    • Ultimate Guide For Customer Effort Score (CES)
    • Product Survey Questions Guide
    • Segment customers for Email/SMS Surveys
  • Videos
    • Create a Survey
    • Create a Video Survey
    • Question Types
    • Design a Survey
    • Branching
    • Multilingual Surveys
    • Settings
    • Responses Settings
    • Distribute Survey
    • Square Online Integration
    • Analysis
    • Company Settings
    • Page
  • FAQ
    • Delete Test Responses
    • Turn off Qwary Branding
    • How to Configure Custom SMTP for Your Survey?
    • How to Request CNAME?
    • How to use Survey Variables?
    • Adding Hyperlink to Survey Text
    • GDPR Compliance
    • Survey Phishing
    • Enable GeoIP Collection for Your Survey
    • Add Custom Contact Field
    • Unsubscribe Contacts from List
    • Customize Image Size
    • Close Survey on Specific Date
    • Install Qwary Intercept with Single Page Applications
    • Move Survey Question
    • Download Response
    • Enable Partial Submission
  • Account & Billing Management
    • Reset Password
    • Invite Team Member
  • Converse AI
Powered by GitBook
On this page
  • Create Product Onboarding Survey in Qwary.
  • Go to distribute & copy the survey link.
  • Create IFrame Script.
  • Login to usetiful & create an onboarding tour.
  • Add steps & modal.
  • Select the source code option.
  • Paste updated IFrame script into source code.
  • Complete your onboarding steps & publish the tour.
  • Synch survey data with CRM Tools.

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  1. Use Cases

Product Onboarding Surveys

Onboarding is a great place to collect insights on customer expectations and use the information to personalize onboarding & messaging.

PreviousRule Based Email NotificationsNextReview Generation Campaigns

Last updated 2 years ago

Was this helpful?

New Epsilon research indicates that 80% of consumers are most likely to purchase if brands offer a personalized experience. Learning about customers' value expectations during onboarding is vital for brands. Brands can leverage that information to personalize product tours, email campaigns & messaging to the customers.

In this tutorial, we will use to demonstrate the use case. Similar use cases can be implemented in , , or similar product onboarding platforms.

Create Product Onboarding Survey in Qwary.

You can find steps to create a survey in this .

Go to distribute & copy the survey link.

Create IFrame Script.

<p><iframe style="width: 100%; height: 100%; min-width: 400px; min-height: 600px;" src="<survey_link>"></iframe></p>

Replaces <survey_link> with copied survey link.

Note: Depending on your onboarding tool, you might need to adjust the size. We had to adjust width & height to fit the survey into the Usetiful modal.

Add steps & modal.

Select the source code option.

Paste updated IFrame script into source code.

Complete your onboarding steps & publish the tour.

Synch survey data with CRM Tools.

You have all information to start personalizing your following conversation with your customers.

Login to & create an onboarding tour.

The targeted audience will now start participating in the Onboarding process. You can create an integration to synch survey data with CRM Tools like Intercom and Mailchimp. Please find the help center article to

usetiful
create integration flows.
Usetiful
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