SaaS Onboarding Optimization

Iridize to attend LavaCon2015



We’re delighted to announce that Iridize will be attending LavaCon2015! Iridize is a Silver Sponsor of the conference and our CMO, Oded Ilan, will be giving a talk on:

Extreme Onboarding: Onboarding Generations Y and Z. 

If your employees or users are in that age-group – you will want to hear his talk.


LavaCon is just about the biggest industry conference for technical communicators and content strategists. Technical writers come from all over to network, enrich their practice and learn about the latest trends and technologies in the technical communication field. We’re excited to be part of this huge event.

Read the summary to Oded’s talk.



The 6 Most Helpful Quora Questions on User Onboarding

If you anything like us, you are constantly looking for the latest insights and most recent in-depth articles online that deal with user onboarding. Quality resources are scarce and we do our best to contribute to the lively discussion, but one definitely needs to get creative when digging around for other people’s experience and opinions about complex subjects like user onboarding.


We have another post in the pipeline about top onboarding resources online, but we want to dedicate a blog post to one of our favorite resources on onboarding: Quora. Quora is more of an enormous warehouse for resources than a single resource. It houses opinions, valuable personal experience from the top professionals in the field, directories of additional resources.




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New Version: UI Upgrade and Improved Experience


We are excited to roll-out Iridize’s new version! We have been listening closely to your feedback over the past few months and have implemented many of your requests. We strongly believe that user experience should be impeccable not only for your users, but for ours, too (that’s you guys!).

All-new Feature List

  • A complete overhaul of the Iridize dashboard with a new slick look and additional functionality
  • New Rich Text format Editor to make you feel right at home
  • Iridize now has Zendesk integration, plus a searchable support widget
  • Easy to use quick-creation feature for rich content guides (movies/links)
  • Step Branches – create guides that stem from related guides in response to user behavior


What is Onboarding? Part Two: User Onboarding

As we previously pointed out, onboarding is an unusual term in that it can be used to describe two similar yet unrelated processes of getting people to adjust to a certain environment. If you’re looking for the intro to employee onboarding – check out What is Onboarding Part One.


In this article, we will introduce different aspects of User Onboarding, touch on Best Practices and overview the different types of user onboarding out there.

onboarding illustration keyboard

Why do we even need User Onboarding?

User onboarding is the process of helping new software users to start using the application in the friendliest, most efficient way imaginable. Let’s break this down to the actions we are asking the user to carry out after they have downloaded/registered to the application:

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Do End-User Metrics Belong in the Retention Plan?

Many SaaS companies provide services to other SaaS companies and digital providers. As such, they also provide services indirectly to their customers’ end-users. A remote, one-sided relationship is formed. But to what extent? How much does a SaaS provider need to research its customers’ end-users? How much do end-user metrics need to be considered in these chains of service providing and are they even necessary for effective customer acquisition?

Customer health monitoring chain

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Best Practices for Promoting User Adoption of New Features

A basic truth about the human condition is that as a species, we detest change. It is uncomfortable, unstable and demands of us to allocate brain and learning resources. Unfortunately for us (software providers), this includes users.


At Iridize, we’re fortunate enough to roll out new features to professional, tech-savvy users who are eager for the next improvement or features they requested themselves. But we’re well-aware of our privilege as a B2B and are happy to share some of the wisdom we have gathered through our own users on the most effective way to roll out new features.



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5 Ways to Reduce SaaS Customer Support Cost

Unless a company bills customers directly for support services, SaaS Customer Support can be a drain on company time and monetary resources, and never is this more true than when a customer is using a free version of the platform, or operating during a free trial. Converting such customers requires good SaaS customer support or they may abandon the service at the end of the trial period, or not see the worth of purchasing the full version.


Reducing customer support costs is important to the company bottom line, but no less important than the customer having access to the information they need to be successful. Platform providers can turn to a number of tools that help reduce SaaS customer support costs while ensuring users are successful.

reduce customer support costs

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Discover the Best Training Strategies for New SaaS Users

Forming a good SaaS training strategy prior to implementing a new software platform is a critical part of planning the implementation.

Even SaaS platforms that are relatively easy to learn require employee training for successful onboarding. Through SaaS training, new users learn how the platform works and how to use it to do their jobs. A good employee onboarding program acclimates users to the new platform and helps them overcome their fear of change. It shows them how they will use the new system to do their jobs, where to find help when they need it, and how it may affect their work flow.


Most importantly, employee onboarding vests the new users in the platform and makes them a part of the successful implementation. The employee training program should employ a combination of training methods including training videos, presentations, instructor led classes, remote sharing tools, and hands-on walkthrough guides.


best training strateges new saas users

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“Onboarding”. You keep using that word.

The term ‘onboarding’ is most commonly used by UX experts and web designers to define those first 3-4 screens meant to orient new users in an app. Those are definitely part of the onboarding process, but the onboarding process is much lengthier and more complex than two or three actions can accommodate. This may seem like “Onboarding 101”, but we find it is important to get back to basics every now and then, to revisit the base principles and check in with industry standards.


onboarding you keep using that word

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Why you need Onboarding optimization

Honestly, these things just write themselves.

why you need an onboarding solutoinImage source


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