Anyone have an in-app messaging tool they like? We have Pendo on some of our tools, but it has apprently been deemed to expensive to roll out across all our products. I've been tasked with putting together requirements and a case for rolling some kind of in-app messaging capability across all our products, and I'd love to look at a few options out there. (Currently we do not maximize our use of in-app messaging, but when we do use it we see the value!)
What's the goal of your in-app messaging strategy? General announcements, adoption, NPS, feedback? Pendo is $$$. We have this on several of our products, but we do have Product Fruits on one of our products. Its mostly there for NPS, but I think its fairly cheap. Not my favorite. I am in conversations for buying customer.io for a true lifecycle email + in-app
Rachael Taft I know a bunch of customer marketing people that use Appcues and can make an intro to their customer marktting person
Rachel Haney Are you thinking of customer.io for post-sales customer lifecycle?
Rachel HaneyGreat question. The impetus that is actually moving this forward is incident comms (being able to proactively alert in-app if there are issues). We have a status page but customers don't feel it's proactive or informative enough. From a Marketing perspective, we know our in-app promotions (webinars/events, content, awards, etc.) perform really well. There's also a strong interest to be able to do surveying/feedback (not necessarily NPS, more like custom questions for data reports we put together). From my perspective, if I can get those things at a small price point, that's good enough for now and I might be able to get budget from Marketing without having to involve Product (who pays for Pendo where it does exist). That said, my role is shifting toward lifecycle, and in my dream world we would be using these in-app for onboarding, education/adoption, targeted cross-sell/upsell, etc. I'm not sure what the pricing is like for customer.io, but if it's not horrendous I feel like I may eventually be able to make a case for it. (Though we already have Hubspot and I'm not sure if these would be seen as redundant?) Our new CMO seems to be much more invested in customer marketing. Traditionally, we basically just communicate to prospects and customers the same, and we have a pretty terrible database so we can't really communicate to customers directly via email (hence the real need for in-app).
Rachael Taft Product Fruits would be able to check all your initials needs most likely. I just looked, the basic plan is $199/month. I'd say you get what you pay for with it, but its a good way to proof out the concept of leveraging in-app messaging to help get you the bigger budgets. The quote I have from customer.io is 17k for basically 70k contacts. Pendo Orchestrate (in app + email) was 30-45k depending total subscription. The TLDR of my decision to go with customer.io was where all our data lives. I'll initially use customer.io for email only, but I gain behavioral triggers and access to 30-50% more customer contact data. Looking to phase the launch since I'm now a customer marketing team of 1 to new system admin onboarding, cross-sell nurtures, and new customer account onboarding. Plus their new MCP looks to be pretty cool. I previously did D2C SaaS lifecycle with Simon Data/Braze Does your product team allow you to use pendo guides now? Irwin Hipsman - yes! Its the quickest (and cheapest) way I can get to behavioral based segmentation/trigger campaigns with our current tech stack.
This is so helpful, Rachel Haney, thank you!
When you say you have access to more customer contact data, is that because it's pulling user emails from the product? Or do you mean just the behavior-based data?
One of our big challenges is our Salesforce contact data is basically useless. (Accounts have hundreds of contacts and we don't have any fields showing who are actual contacts or users for specific products. An account could have several products, all totally different user bases, and still half the contacts might be random prospects that don't ever even touch those products.)
We have Pendo on 4 of our 20 solutions (and they want to get rid of it because of the pricetag) 🫥 Our PMMs for those products have varying levels of access/understanding of how to use Pendo, but we do have at least one PMM that is actively using guides. Another one has access but she goes through the Product team to deploy promos/guides because she doesn't know how to do it.
Rachael Taft Yeah pendo is 🤑 - I think ours is well over 200k, but its the only place we currently are tracking and have behavioral data stored. My plan was connecting pendo (has all our user data + behavorial data) + SFDC for account data/opportunity data and connecting to customer.io. We have account IDs that are in SFDC and Pendo to tie the data and using email as unique identifier for the contacts. When the product team gets moves off pendo will they be tracking behavioral data another way? Or will future lifecycle campaigns need to be triggered based on opportunity stage and post launch onboarding. Where does your platform user data live now? I'd assume that's in a snowflake or similar place that you could connect to something like customer.io. Confirming our SFDC contact data is not synced with product data, so its mostly decision makers and random staff that have registered for webinars or maybe through support tickets. (and more former employees than I would like to admit). For our enterprise customers, they have unlimited seats so some customers have 20 users and some larger ones have 50-100 users. Drew Price shared this earlier this year looking at lifecycle software that might also be helpful for you! lifecyclecompass.com
