Solve user activation and feature retention
Select your goal below to see how Insightly patterns guide users to their key value moments interactively.
Welcome users and guide them to their first "Aha!" moment
First impressions matter. Use Insightly no-code onboarding flows and checklists to decrease time-to-value, reduce early customer churn, and scale customer support deflection.
- Interactive product tours triggered on signup
- Task checklists showing onboarding progress
- Conditional branches based on user roles
Analyze Performance
Click here to filter weekly active analytics by account.
Drive adoption of secondary core features
Existing customers are only using a fraction of your product. Announce new modules, feature changes, or beta tests directly in context using banners, tooltips, or hotspots.
- Top banner announcements for UI releases
- Pulse hotspots calling attention to quiet buttons
- Behavioral emails reminding users of unused features
Team Settings
Invite engineers to start pushing data streams directly to Insightly.
Gather in-app surveys, NPS, and CSAT scores
Stop sending emails with 1% reply rates. Trigger surveys directly inside the application interface based on behavior (e.g. after a user successfully exports a report or shares a file).
- 0-10 scale Net Promoter Scores (NPS)
- Dynamic open-ended text fields for promoters
- Instant reporting in connected Slack or HubSpot channels