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Product | UX | Content Joined almost 4 years ago
I am not sure of the websites that use Shepherd. But if you are looking to create onboarding guided tours then you could try out Whatfix.
It's a fully functional Product Adoption Platform, that will help you create interactive walkthroughs (code-free) on any web application.
It's widely used for user onboarding, in-app training, and support.
You can create real-time interactive walkthroughs for User Onboarding and Training with performance support platforms like Whatfix
Whatfix will work seamlessly on any web application and mobile websites.
It may be a bit late, but I did find this discussion fruitful. In fact, I wrote an article on the same. - The Curious Case of Interactive Product Tour
Do check if interested. Thanks, guys!
Just a little background on this write-up.
All of it started with an interesting thought,“Are Product tours replacing regular User Onboarding?"
So I did some digging on my own and then asked the folks here at DN - https://www.designernews.co/stories/86645-are-product-tourswalkthroughs-replacing-regular-user-onboarding
The discussion was fruitful and I knew what had to be written. To all the folks who are reading, this I would love to hear your thoughts on the Product Tour.
That's an interesting view point, Roman. But, I think the product walkthroughs are useful especially since User onboarding is an afterthought.
Think of it this way. When you are going on a vacation, you normally decide the cities you want to go, right!? You get your tickets, hotels, etc. done and then that last thing you do is which all places you can visit.
Well, that itinerary in real-life would be user onboarding. If you have a tour guide to help you with it, then you don't really have to think much about it. Product walkthroughs are moreover a virtual tour guide.
Maybe a 2-3 step tour is great when it comes to showing minor changes. But what about onboarding a user to a complex application like a CRM or an ERP solution?
Wouldn't that need virtual handholding?
Sorry for not being clear there, Chris. To me, regular user onboarding would be Splash screens with a getting started button, or sometimes a little bit more helpful - knowledge base links, video tutorials, etc.
I am sure you must have come across them in many of the web apps as mobile apps.
I totally agree, Ty. Tooltips and walkthroughs make a lot of sense in web apps. Websites may not really need them unless they use are used to highlight a particular section or maybe a promotion.
Say for eg, I have seen many eCommerce websites using the walkthroughs to highlight a new filter or a feature. It could be useful when new things are introduced and the users need to be educated about them.
As suggested in the other comments, there are plenty open source alternatives. But the thing is, building such a tool for extensive use is not that easy.
You could maybe check out Whatfix, which is a code-free solution to create interactive guided tours. It could help in quickly and easily creating walkthroughs for user onboarding and engagement.
Also, if you are looking for any in-depth article to understand interactive guided walkthroughs, check out this article I wrote - Why Guided Walkthroughs Is Your Best Bet For A Simpler Web Experience!
P.S. - I am a Product Adoption Expert at Whatfix.
When it comes to Product Tours, the first and the foremost decision that you have to make would be the Build v/s Buy.
Product walkthroughs are definitely becoming from a good-to-have to a must-to-have solution for most of the sophisticated web apps.
The reason - It allows users to 'Learn while Doing.' So, it becomes pivotal to navigating with web apps, getting new users onboard and trained, providing proactive support and also in streamlining Change management.
If you are to go for the Build option, then you’ll able to do that through some of the open source resources like the following. (I tried them personally.)
But then, the issue here is that the time and resources spent on building such a solution will be humongous. Also the fact that, in spite of investing in it, you may not get the solution that is of the same standard as the fully built applications.
Instead, If you prefer a no-coding solution for Product tours, then Whatfix is something that you should check out.
Whatfix is a fully functional, performance support platform that you use on your web application to provide interactive guidance on it.
Now the best part, you can use Whatfix's specialized widgets to onboard new users, train them on sophisticated software (like CRM, ERP, ITSM, etc), prove just-in-time help and support, improve user engagement and for many other use cases.
Now, the decision of Build v/s Buy is definitely something that totally up to you. If you think that is something that needs to be discussed in person, feel free to reach out to me. :)
Disclosure - I am the Product Adoption Expert of Whatfix
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