Onboarding Segmentation
Why is it useful?
This survey helps SaaS companies better understand their user base by capturing key demographic and behavioral information during onboarding. It segments users based on their role, company size, and how they discovered the product, allowing for more targeted marketing and product development strategies.
How to get started:
Once you have set up the Formbricks Widget, you can pre-segment your user base based on events or attributes. Soon, you'll also be able to import cohorts from PostHog with just a few clicks, making it easier to tailor the onboarding experience to your users' needs.
What is the Onboarding Segmentation template mostly used for?
The Onboarding Segmentation survey is a simple yet effective way for SaaS companies to gather crucial information about new users as they sign up for your product. By understanding their role, company size, and how they discovered your product, you can create a more personalized onboarding process and better align your product with your users' needs.
The survey asks users to identify their professional role (Founder, Product Manager, Software Engineer, etc.), which can help you tailor product messaging or features to specific groups. Additionally, it captures company size, allowing you to distinguish between solo entrepreneurs, startups, and larger organizations. This segmentation is valuable for adjusting feature offerings, support, and pricing models.
Another key question asks users how they first heard about your product—whether through recommendations, social media, ads, or podcasts—giving you insight into your most effective marketing channels. Understanding where users come from can guide your future marketing efforts, helping you allocate resources to the channels that bring the most engaged users.
This onboarding segmentation helps build a clear picture of who your users are and how they interact with your brand, laying the foundation for a more personalized and effective customer journey.
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