Ready scenarios for onboarding and growth
Each template is a working tour with copy, settings and the reasoning behind them. One button in the dashboard creates it; you then adjust it to your product. A developer is needed once, to paste the tag.
What this saves over building it yourself
A template does not save you the code — it saves you the decisions: how many steps, when to show it, how often, what counts as success. Those cost more than the code, and they are usually guessed at and then impossible to defend when the numbers come in. Here every setting is explained, and each page says what to measure and which hypothesis to put in an A/B test.
Every template
Grouped by the job. The format decides whether a paid plan is needed.
Onboarding: get to the first result
| Template | When to use it | Format | Plan |
|---|---|---|---|
| Welcome tour | First sign-in: three steps to the first useful action. | tour of tooltips | Free |
| Empty-state nudge | An empty list where people do not know what to do next. | tooltip | Free |
| Activation checklist | First days: the four steps after which the product starts to work. | checklist | Pro |
| New feature announcement | A release every active user should hear about. | modal | Pro |
| "What's new" hover hint | A marker next to a menu item that explains itself on hover. | hover tooltip | Free |
| First-use tooltip | A feature with a non-obvious setting — a tip at the first click. | tooltip | Free |
Growth: retention, upgrades, feedback
| Template | When to use it | Format | Plan |
|---|---|---|---|
| Upgrade prompt at the plan limit | A user on your free plan has hit a limit. | modal | Pro |
| Trial ending | Three days before the trial ends. | modal | Pro |
| Welcome back | A user is back after a week away. | modal | Pro |
| NPS survey | Regular users: would they recommend the product? | two-step rating | Pro |
| Two-step service rating | Collect reviews from happy users and reasons from unhappy ones. | two-step rating | Pro |
Marketing: leads, announcements, promos
| Template | When to use it | Format | Plan |
|---|---|---|---|
| Lead magnet (download a guide) | A guide for an email — no exit intent. | modal | Pro |
| Newsletter signup | Collect emails from blog readers. | modal | Pro |
| Promo code popup | A promotion: a discount for people looking at prices. | modal | Pro |
| Short announcement | News for everyone: one line and a link, no cookie banner. | modal | Pro |
| Webinar invite | An event with a date: webinar, live stream, conference. | modal | Pro |
| "Invite a friend" | A referral program for loyal customers. | modal | Pro |
| Annual billing hint | Show the benefit of annual billing on the pricing page. | tooltip | Free |