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Never start from scratch

How we put our own tool to the test—and recipes to help you do the same.
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Strategy
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Launches
Onboarding
Why we started using flow frequency limits

It’s not always the more flows the better. Flow overload negatively impacts flow performance across the board, but manually managing that can be a doozy. See how I went from adding exclusion criteria to every flow to a simple, time-saving toggle.

Strategy
Lyla’s segmentation best practices

Segmentation is one of the hardest parts to get right in any channel. But, a lack of segmentation hurts everything from conversion rates to the overall impact of your messaging. I’ll walk through some of the common best practices I’ve used with some live examples from our internal Appcues account.

Strategy
Go behind the scenes to see how Appcues documents and shares flows internally

A common struggle for marketers and content creators the world over—keeping internal team members in the loop on your projects. Everyone seems to miss when you shared that updated doc or latest email. Documenting flows reduces questions (“Hey, what does our onboarding look like?”) and gives other teams insight into what you’re building.

Strategy
Scared to press publish? See how we QA flows at Appcues

Sending your flows out into the world is just as scary as shipping code or sending an email to a massive list. How do you really know it’ll work? Oops, did you forget to select the right segment or page targeting? Or worse comes to worst—will something you create elicit a nastygram from a disgruntled user. Yikes. That is (quite literally) my worst nightmare at Appcues, so I’ll break down how we QA flows so I can sleep at night.

Strategy
How we let users opt-in to our new beta feature automatically

We're thrilled about our new feature in beta—but we needed to make it easy for users to join and provide feedback. So, we came up with a plan of action that involves a cute lil' Button Pin, a nifty Slideout, and a Zap to build it. The best part? We can easily use this method for future betas with minimal effort (and you can, too!)

Feedback
A real-life example of improving automation in the Appcues checkout experience

Push button, make thing happen. Whenever I tell people not in tech what I do for a living, it sounds something like that. In this use case, I’ll share how we made ✨ marketing magic ✨ with Appcues, Slack, and Zapier.

Feedback
How we used Launchpad to create a resource center

Flows don’t always need to be a one and done interaction. Know that Help menu in Appcues on the bottom left? You might have used it to start a tour or contact our Support team. That menu is powered by Launchpad. I’ll walk through how we customized Launchpad to fit seamlessly into our navigation and reduce clutter with just a splash of engineering work.

Strategy
How we make magic with the HubSpot <-> Appcues integration

Appcues power users generally have one thing in common–we heavily use integrations. Your product doesn’t exist in a vacuum and neither do the humans who use it. Appcues isn’t some mysterious magical closet to Narnia, it's a friendly tool with a welcoming stoop and a nice cool beverage waiting for you. We love all our stoop guests, but today I'm going to walk you through a few ways we make a little marketing magic happen with our friends at HubSpot.

Strategy
How we follow up with NPS respondents at Appcues

Running 1-question surveys helps you understand where you stand with folks, and gives your users a chance to share their wins or frustrations. We use NPS at Appcues to achieve this and the feedback contributes to our product roadmap, case studies, reviews, and overall connections with our customers.

Feedback
How Growth and Design at Appcues aligned for on-brand flows

If you’re not on the design or product teams and you’re using Appcues, those teams can get (understandably) a little prickly at the idea of someone else decorating their space. Partnering rather than quibbling over ownership makes for better flows that look and feel like your product.

Strategy
Easy segmentation tactics using a real example from Appcues onboarding

Personalization goes way beyond “hey {first name}!”. Marketers and product people are under increasing pressure to create bespoke experiences that walk the line of helpful and creepy. Segmenting flows by custom events gives you and your users more control over messaging in your product, without more fields or engineering work.

Onboarding
A sneak peek into our quiet feature launch

Shouting about your feature from the rooftops sounds great, until the neighbors complain. Not everyone needs to hear it, okay? Targeting your message means less people will hear it, but the people who do will hear it loud and clear. We’ll walk through how to track an event then use the data to target the right groups.

Launches
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