Building Effective User Journeys For Subscription Services

When I was head of growth, our team reached 40% activation rates, and onboarded hundreds of thousands of new users. Without knowing it, we discovered a framework. Here are the 6 steps we followed. 1. Define value: Successful onboarding is typically judged by new user activation rates. But what is activation? The moment users receive value. Reaching it should lead to higher retention & conversion to paid plans. First define it. Then get new users there. 2. Deliver value, quickly Revisit your flow and make sure it gets users to the activation moment fast. Remove unnecessary steps, complexity, and distractions along the way. Not sure how to start? Try reducing time (or steps) to activate by 50%. 3. Motivate users to action: Don't settle for simple. Look for sticking points in the user experience you can solve with microcopy, empty states, tours, email flows, etc. Then remind users what to do next with on-demand checklists, progress bars, & milestone celebrations. 4. Customize the experience: Ditch the one-size fits all approach. Learn about your different use cases. Then, create different product "recipes" to help users achieve their specific goals. 5. Start in the middle: Solve for the biggest user pain points stopping users from starting. Lean on customizable templates and pre-made playbooks to help people go 0-1 faster. 6. Build momentum pre-signup: Create ways for website visitors to start interacting with the product - and building momentum, before they fill out any forms. This means that you'll deliver value sooner, and to more people. Keep it simple. Learn what's valuable to users. Then deliver value on their terms.

Great journey maps start from the intersection of user touchpoints. A customer journey map shows a customer's experiences with your organization, from when they identify a need to whether that need is met. Journey maps are often shown as straight lines with touchpoints explaining a user's challenges. start •—------------>• finish At the heart of this approach is the user, assuming that your product or service is the one they choose to use in their journey. While journey maps help explain the conceptual journey, they often give the wrong impression of how users are trying to solve their problems. In reality, users start from different places, have unique ways of understanding their problems, and often have expectations that your service can't fully meet. Our testing and user research over the years has shown how varied these problem-solving approaches can be. Building a great journey map involves identifying a constellation of touchpoints rather than a single, linear path. Users start from different points and follow various paths, making their journeys complex and varied. These paths intersect to form signals, indicating valuable touchpoints. Users interact with your product or service in many different ways. User journeys are not straightforward and involve multiple touchpoints and interactions…many of which have nothing to do with your company. Here’s how you can create valuable journeys: → Using open-ended questions and a product like Helio, identify key touchpoints, pain points, and decision-making moments within each journey. → Determine the most valuable touchpoints based on the intersection frequency and user feedback. → Create structured lists with closed answer sets and retest with multiple-choice questions to get stronger signals. → Represent these intersections as key touchpoints that indicate where users commonly interact with your product or service. → Focus on these touchpoints for further testing and optimization. Generalizing the linear flow can be practical once you have gone through this process. It helps tell the story of where users need the most support or attention, making it a helpful tool for stakeholders. Using these techniques, we’ve seen engagement nearly double on websites we support. #productdesign #productdiscovery #userresearch #uxresearch

The most immediate and highest-impact application of AI is not a new feature but contextualizing the features you already have. Hear me out... Every user journey has several key moments in which the value of the product needs to be explained or expanded upon. As an example, for a self-serve subscription product, this might be (1) join flow, (2) onboarding and aha moment, (3) driving engagement and repeat usage, (4) extension/expansion, (5) cancellation flow. At each of these critical junctures, there’s a measurable action you want the user to take and you have ever-increasing context to help nudge the user toward that action. Use that context to create interactions or interventions to better demonstrate the value your product provides and measure the direct impact of those interventions with A/B tests. Going backwards (since there is more context and the stakes are higher later in the journey): (5) Cancellation flow - instead of showing a generic “are you sure” message, generate a bespoke sales pitch that showcases unused features, contextualizes them based on their specific use case, and showcases ROI using language likely to resonate. (4) Extension and expansion - before emailing saying their CC is about to be charged, send a customized email for each customer that highlights the value they got from using the product and other success indicators similar to a personalized “year in review”. (3) Driving engagement and usage - contextualize features and explain their value given the context of what the user is doing. For example, by analyzing the image that a user is manipulating in Photoshop, Adobe could describe not just what the smudge tool does, but why it would be useful (ie. “hide blemishes from your HD photo” or “add a finger-paint effect to your painting”). (2) Onboarding and aha moment - tailor help content and timing of progressive disclosure based on observed technical sophistication, feature adoption to-date, and user intent, contextualize the most important engagement moment given their context (1) Join flow - customize the messaging for each potential subscriber based on the acquisition channel, what pages they clicked to (and didn’t), and where they spent their time on the website before starting the flow to maximize conversion rates. Each of these is generally easier and lower risk than building brand new features, with high potential ROI that is relatively easy to measure. Product leaders who achieve early successes with these improvements can leverage them to build stronger cases for more aggressive AI-enabled product investments down the line. Please comment if you agree/disagree or are considering making investments along these lines. I'd love to chat 1:1 to anyone shifting - or interested in shifting - their roadmap in this direction. #productleadership #productmanagement #ai #productstrategy

A user journey is the sequence of steps a user takes within your product. Imagine a photo editing app where users explore the “Image Upscaler” before the “Shape Cropper,” leading to a 20% increase in conversion. The trick is identifying that particular user journey out of all the many permutations a user could follow in using your product. It’s hard to go over all of them, measuring the impact of each. Causal analysis is key to understanding what drives the KPI change and what to do next. Even though you might have identified some impactful user journeys, many companies struggle to translate these journeys into real actions. Let’s take a look at a few examples of what you can do next, drawn from a sample photo editing app: 1️⃣ The “Journey Reduce-Noise-Filter” → “Background Eraser” could increase Conversion by 20%. ✅ Amplify the impact of the journey: >> Highlight Reduce Noise Factor in your UI and marketing. >> Use in-app nudges to encourage and Background Eraser exploration. >>Incorporate this flow into a product Walkthrough, educational video or your onboarding process. 2️⃣ Users that complete “Clean Object” after “Cartoon Effect” are 22% more likely to convert if they complete “Clean Object” after “Glitch Video Effect.” ✅ When to promote a feature: >> Surface Glitch Video Effect earlier and provide guidance. >> Showcase success stories reinforcing this journey. 3️⃣ The Journey “Magic Eraser” followed by “Search“ increases Churn Within 2 Weeks by 15%. ✅ Reduce user churn following a journey: >> Is there a bug in the product or a gap in user expectations >> Was there something they searched for and could not find? 4️⃣ The Journey “Use Template” → “Cartoon” → “Glitch Video Effect” → “Clean Object” increases 30-Day Retention by 38%. ✅ Build winning Activation journeys: >> Guide users gradually through a user journey over the first 7 or 30 days. >> Sequentially promote these features in your onboarding process, in-app prompts, timed marketing campaigns etc. 5️⃣ The journey “Campaign= Fast Track” → “Viewed landing page = /FastTrack-US” increases conversion by 23%. ✅ Leverage the right combination of marketing campaigns and landing pages to maximize KPIs: >> Understand and promote the touchpoints that work >> Direct users through the journey with targeted campaigning, incentives, interactive guidance, and contextual nudges. 👉 Key Takeaway User journeys are gold mines of action-ready insights. 🥇 The real power lies in turning them into strategies and actions that optimize the user experience and drive growth. If you’re using Loops, you have likely uncovered high-impact sequences, both positive and negative, along with hidden user segments. I’d love to hear your story. What’s the most actionable insight you’ve gained through a user journey? 🚀 #CausalML #userjourney #productanalytics