Produktly Review & Guide 🚀 User Onboarding Guides & Tours For SAAS AppSumo Lifetime Deal Josh Pocock

All right what's going on everybody Josh polcock here founder and CEO of executive stride in today's video we're going to be looking at a software called productly it's a tool that you can use for your SAS your software as a service for onboarding or really any type of business you can use it for onboarding user guides it's pretty great let's get right into it [Music] alright so here is product Lee's website homepage you can see here it is good for creating

Product tours checklists and road maps so here's an actual example here here's what it looks like you know you can highlight certain things next walk them through how the interface is working create invoice details next next you can add images right like so all done cool so that is an example there over 11 900 tours completed uh 4.2 million requests per month 410 plus companies all right here's some more stuff here now the pricing on their website for monthly uh they

Do have a 14 day free trial is 19 bucks per month you get five product tours two chocolates one road map 20 or 2 000 triggers per month your own branding I mean that's 19 and then startup is their most popular plan we're at 59 bucks per month you get unlimited product tours unlimited checklist five road maps 7 500 triggers per month your own branding and then growth at 200 bucks per month you get unlimited product tours unlimited checklists unlimited roadmaps

50 000 plus triggers per month your own branding and prioritize customer service okay so you may think that uh you know it's pretty pretty fair pricing this one's you know you may be like oh that's kind of high that's actually not if you look at their competitors so I'll pull up some of their pricing in just a second but uh you do get a lot for that so for example just these are just some of them I know there's a lot

Of you know other tools out there but here's a user guiding uh 50 bucks per month 200 bucks per month uh 700 bucks plus per month for their 200 dollar per month plan you get 20 000 monthly active users unlimited guides hotspots and checklists no user guide branding full access to support uh this 150 bucks you get most affordable option access to MPS integration and user identification email and chat support um guides So for 50 bucks per month you're limited for

The guides and hot spots and checklists so you can just compare them here I'm not going to go through the whole comparison so there's user guiding there's app cues which is actually their minimum plan is 300 per month and you get 2 500 monthly active users three of the user licenses unlimited insights all this stuff right here so um quite expensive and then intercom their minimum plan uh for very small businesses I believe starts at I think it's 99 bucks when

It's not billed annually so that's 74 bucks if it's annually per month but I think if you're just doing a month-to-month basis I think it's about 99 I believe from what I remember um so yeah now here now yeah so one good thing about productly you know just as a side note or well the main thing is that yes their pricing on their website is pretty fair but they actually are on appsumo which is really great oh here's a few Integrations

They can connect with bubble IO browse browser based other web Builders WordPress okay and here it is on appsumo so 79 for one code we'll get into the actual pricing in a second here but you can see here alternatives to a few of the ones that we walked through a lifetime deal and you get for 79 just 79 you get unlimited product doors 10 000 monthly triggers your own branding improved product adoption and retention with product tours and checklists unlimited checklists

Each code stacked is 10 000 monthly triggers if you purchase 25 or more codes you will get prioritized customer service um so let's see 10 000 triggers so for 79 bucks we're getting more triggers than this per month than the 59 per month plan and uh we're only paying once so pretty fair if you wanted 50 000 triggers you just times this by five and then that's pretty much paying for you would you were covering the cost of what you would

Get on their website plan in like two to three months basically and then you can stack it even further if you like so pretty cool um that's that's pretty much it on appsumo you know they have you know six reviews not that not that many reviews that yet it's not super popular but they are all pretty much positive reviews I think there's they're actually all positive let me just check here uh reviews ascending yep so all of them are five star

Reviews wow just wow Enterprise feel on assuming budget a must-have for SAS love it productly works like a big player um so yeah it is one of those tools that I found it's not super popular but I mean I thought it had potential so I got it so here's what the actual dashboard looks like you can see here just got it set up you know I haven't even finished setting too much of it up yet but usage is showing right here

I only have one code at the moment I was planning to buy a couple others but um you know at this point I probably won't just because you know um you know maybe in the future but yeah at this point not not right this second but anyway so we have checklists overview roadmap stats user segmentation uh and then settings dog support right so um we'll go through them in just a second you can actually use this is what it will look

Like start product tour so welcome to productly you can create your first tour here so as you can see I've already created some but you know create tour you can add step so step editor each step has a bunch of useful options the most important ones are the title type and content you can also Define actions that can advance the tour to the step and customize the uh the buttons text uh step type welcome which is a larger card useful for

The first and last card highlight you can highlight elements on the page redirect you can redirect the user to a different page so step preview will show right here uh to go to settings tour settings you can go there and then the tour settings are shown here the tour URL the most important thing tour and then publish um okay integration finally to integrate your site so yeah this is what you do so that's it so basically it's showing you to integrate

Your site you just literally copy this script right here and you would paste it into the code of your website and then they also have a Chrome extension right here so you want to go ahead and install this and this will allow you to do some cool stuff I'll show you in a second but make sure I have that pinned does it look like um let me go back okay whatever we'll get that to that in a second so I'm going

To go ahead and delete this but you saw there I could duplicate a tour or publish the tour I'm gonna delete this so I'll show you a few of the tours I have already and I'll also show you what they look like and where we're using them so let me just pull up our stride sale CRM so give me two seconds just loading in my other screen here okay go over we'll go to our template profile okay so this is just

A templated profile but you can see here it loaded and you know down here we're on the dashboard as you can see and we see something here that says learn about dashboard now I click this it says the dashboard overview blah blah blah so okay that's a basic one but also too if I go to what is it how many what's the next one conversations so the one thing is um that I wish it would do is it will only actually

Load if you refresh it so you'll see now it's going to load but if I didn't open the dashboard uh one last time and I just was at the dashboard then I clicked on conversations it would still show the dashboard so it only switches when you load it to directly on that URL so it would be cool if as I was switching to the tabs this was changing automatically but here's what it looks like in conversations so you know we go

Through next now we're doing a highlighted feature so it's highlighting that you can click next there's a back button too so it's highlighting this next next just telling them about how to use the conversations section all right so next next awesome done all right and LaunchPad so I have only done three so far um let's refresh this okay launch pad click here this one's very simple too so that's what it looks like in action I'll click in here and kind of

Show you how I built this um conversations so we'll go to the conversations one because that has the most stuff so I added step one step two there is ten steps in here to add a step all you simply do is Click add step um you can see here um this one doesn't have a title the type is a moto model or whatever mode modal um there's highlight welcome Moodle redirect and toast so I'll show you what those exactly look like

In a second and here's the content active action listener so fancy user to the next step when hovers the element so you could do something like this I'm not gonna get into that but um you can use these sort of fine actions that your user can take to advance the next step of the tour automatically so if the user hovers over element you can get the CSS selector and put that in there uh hide tour cards card buttons button text customization

So you can change it from next or the back button text or the Finish button text so you can change that all there and then it's fairly similar to all the other steps here you'll see here though um we got a CSS selector with the highlight and I'll show you how I did that in a second I mean you could go to your website you know inspect element get the CSS selector then paste it here but I'll show you the easier

Way to do that it's actually with their um Chrome extension it allows you to directly do it in there and build out the flows which is super easy so let's go to tour settings though first so you can see the tour name you can change that the tour should be shown when any or else so you can select that so any or all of the full I have all of the following conditions match so URL contains and then the word conversations

Right so you can use URL equals contains doesn't contain starts with ends with and you can do URL location language device type screen width height for the specific conditions you can add multiple conditions right and then tour starts either minified or immediately or manually so I say start minified so they have to click on it always show to so you can change the tour trigger so once for users only show up once once they're done and don't show it again or

Always show the tour save user progress you can say yes or no it will save where they were if they didn't finish that part of the tour timeout in x amount of seconds so if they can't find the element if you're doing a highlight option you can set a timeout in seconds toward beacon beacon position so bottom right or bottom left it would be cool if you could set it so this is one thing too because if you're using uh I

Wanted to use checklists but I can't use checklists because um what's it called where are we oh I don't have it open um oh wait where was it okay I closed it because if I show you yeah so I have the tour here but if I had a checklist it'd be covering um the settings button right and if you put it at the checklist on the right like you can't have something in the top left or the top right it would

Be cool as well if you could embed it somehow like in the menu or on the page or something like this I've seen other ones do that but you know if I have the the tour here uh the checklist I can't have it here hovering over it it is it like what they're called it gets in the way I've done it I've tried it but yeah it doesn't work really that well and if I have it on the left like one

On the left one on the right then it covers elements over here that are necessary so that's why I don't have the checklist up yet hopefully they uh you know figure out some sort of way to integrate them nicely but checklists are cool too like I created one here um you can see here you can create checklists like this like onboarding checklist drawing our Facebook group subscribe to the um to the YouTube channel access support and tutorials onboarding course resources area

Bonus tools resources so you can set up some stuff up like this [Music] um and then road maps I didn't create any road maps because I use a tool called feed bear I've done a video about that on my YouTube channel but you can create road maps uh I guess I did create somewhat of one go view here let's see what it looks like I don't know if you can change the custom domain I don't think you can or maybe you

Can I don't know but you can brand it a little bit here and you could you know have the road maps like this it does say power by productly build your own run maps so I obviously don't like that I prefer feed map for the road maps it is in beta though so hopefully they you know fix some of that stats so you can see your stats on product tours and checklists and the time period right um You can see all

This data conversations Launchpad whatever user segmentation so no users segments yet start by creating one so you can create these [Music] yeah so you can create these segments and then you could probably show Target certain segments for specific tours or whatever so that's cool I'm not going to get into the intricacies of that it's not that advanced but you know just extra stuff you know they do have a support section and everything so you can get into that the main thing

That you guys would probably be interested in is the tours feature which I kind of covered there and maybe the road maps or the checklist so that's pretty much it it's very it's a fairly simple tool I'll quickly show you oh yeah I'll show you a couple things so here's how to create I'm creating a new tour so I can edit tour settings I can change the name to test right add step you're going to see that here I can uh

Go here actually and change the color of the the theme and the text color too so that's how you do that um so here you know next step this is what the welcome looks like here is what's the Moto looks like here is what the redirect okay we don't want to redirect but that's how you would do that and then toast is what this looks like here so that's what toast looks like it's kind of like a toaster popping up um

But the I'm going to show you so that's kind of a like I already showed you can add the steps and do all that but now I'm going to show you how to do it with the um with the Chrome extension so let me just find this Chrome extension real quick productly okay I'm just in my other screen right here product here we are okay I just gonna turn it on there we go so it's right here productly so you can

Either go to website or hide Builder like if I click go to website it's going to go to the website um let me just refresh this page here I think it should allow me to do some stuff okay so now that it's refreshed you see this blue little you know thing here so you don't even have to click on here at the top because it's just going to keep showing this but the blue thing right over here is where you would

Want to what you would want to use so say if I go to calendar it's a new page and I clicked here so first you would have to log in but then you're going to see your tours right here I can create a tour and it's you know similar to what I was showing you before you have all the same settings and stuff but now if I go to so you can edit these tour settings and then so tour settings and

Then uh [Music] okay steps down here so add step so title could be whatever but this is going to be a highlight right and then see us as selector for element to highlight you can select element and you're going to get this you know you can see every single thing right here and it's the elements are going to be highlighted in blue so I could say select my calendar like that and then it's automatically going to pull the CSS selector for

That okay so that is that I can save changes well I'm not gonna here let's preview I guess it's not going to show but I would have to select you know when it's going to show up for the URL I could just put cat1 calendars as in the URL I'm not going to do all that right now just to save time for you guys I think you guys got the point if you have any questions about any of that let me

Know in the comments Down Below guys but that's pretty much it for productly guys it's a very simple tool but it can be useful and it's a pretty nice deal um you know a lot of these tools like this are very expensive so if you I mean if you're running like a full-blown SAS and you need like the like a top-notch tool I mean there are tools that are better but they're just very expensive so if you need something that's great

And it works but you don't need it to have all the bells and whistles and everything like this then this is a good tool for you it's you it's a lifetime deal you can get you can stack the codes and it's one of the best deals for this type of stuff that I've found so far if you know any others let me know but they have a great app Sumo deal so I'll leave a link in the description below for that

Integrate with your site so yeah that just shows you out of the code that's pretty much it guys for this video on productly let me know your thoughts in the comments Down Below guys also too if you haven't already make sure to join the free uh six to eight accelerate your stride challenge it's a um currently not out yet so you'll have to join the wait list but I'll leave a link to that in the description below so accelerate your stride.com

You just go here click the button fill out this information and then you'll be notified once it actually drops so it's 100 free so you literally have nothing to lose um if you're serious about growing your business if you're a coach marketing agency course creator uh consultant whatever the case may be you need to join this free training and then also too guys make sure to join the stridecommunity.com all right another free resource it's our free community Facebook group Discord channel

So just go here opt in and you'll get instant free access all right guys so that's pretty much it for this video let me know your comments Down Below guys if you're new to this channel we upload videos every single day so make sure to smash that like button smash the Subscribe button and turn on post notifications if you like content like this because you'll get notified and you'll be able to stay up to date with new software New Deals new

Strategies to grow your business all right so other than that guys I will see you in tomorrow's video keep hustling keep grinding and of course guys accelerate your stride take care foreign