Personalized Onboarding
Choose a wizard or checklist, personalize by user role or plan tier, and publish in minutes. Free 14-day trial.
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Boost activation with inline, role-based onboarding flows. Pick a pre-built wizard, checklist or banner, swap colors to match your brand, and target by role, plan or custom event—no code required.
Boost activation by meeting every user where they are. Candu’s personalized-onboarding templates let you launch inline wizards, checklists and welcome banners that change automatically based on role, plan tier or custom events—no engineering tickets required. Start with a best-practice flow, swap colors and fonts to match your brand, then choose your targeting rules: first-time admin, returning trialist, expansion plan, you name it. Publish in minutes and watch setup completion rates rise.
Why use Candu’s personalized-onboarding flows?
- Role-aware guidance — Admins see billing steps; contributors see “create your first project.”
- Progressive disclosure — Show just enough to get users moving, reveal deeper features later.
- Embedded, not overlaid — Feels native; no modal fatigue.
- A/B testing built in — Clone a variant, set traffic split; Candu tracks uplift automatically.
How to launch your first flow
- Pick a template – Wizard, checklist or in-line tips.
- Map your segments – Import traits from Segment, HubSpot or your own API.
- Customize copy & visuals – Drag-and-drop editor; no CSS needed.
- Publish anywhere – Dashboards, empty states, upgrade pages.
- Track success – Activation %, time-to-value and drop-off by step.
Advanced features
- Checkpoint gating to ensure key actions are completed before users progress.
- Dynamic placeholders (e.g., user name, workspace name) for extra wow factor.
- Event piping to Amplitude, Mixpanel, GA4 for a single analytics source of truth.
Our use cases range from improving onboarding to creating custom content for strategic accounts. Candu will materially change the way our enterprise customers view us.
Frequently asked questions
Yes. They load via the same 45 kB JS snippet and render natively in any modern framework.
Yep. You can either pass in traits from Segment or via the API (e.g. plan = Pro). If you don’t yet have those traits you can build the onboarding experiences within Candu directly.
Yes. You can pass any user’s survey responses to the rest of your tools with Candu’s webhooks. See our guide on sending outgoing webhooks.
