Sending in-app messages to guide users to the aha moment
Message in a bottle? We’ve got something better. In this playbook, we cover everything you need to know about in-app messaging and its role in bringing users to value realization.
What you’ll learn:
How to craft messaging for each step to guide users to the aha moment.
How to integrate available resources in your messaging.
How to select the appropriate UI pattern for each message.
What you’ll need:
A clear understanding of your user journey.
Available resources to help your users (e.g., articles, webinars, worksheets, courses, etc.).
A team for brainstorming and reviewing your messages.
Suggested playbooks to check out before starting this one:
Understand what users are trying to achieve at each step and what motivates them.
Identify potential obstacles or issues they might face at each step.
Understand how users feel at each step; i.e., are they confused, excited, or frustrated?
Put it all together in a user persona. Here’s an example of a user persona in our playbook “Creating your user persona.”
Step 3: Select the appropriate UI pattern for each message.
Use modals for crucial information, such as welcoming users or important account updates. For example, Crowd Content uses a modal window to welcome users.
Use tooltips for guided tours or highlighting important features. For example, GitHub’s tooltips provide targeted advice and suggestions without being intrusive.
Use hotspots for contextual tips. For example, to improve their onboarding, Trainual moved their video tutorials and other educational resources into discrete hotpots sprinkled throughout their UI.
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