Choose an audience
Define who should enter the workflow. Use conditions such as recent activity, segment membership or customer attributes to choose a relevant path.
Adoption Workflows
Guide the next step, based on what users do
Userorbit adoption workflows coordinate emails and in-app experiences around user behavior. Connect announcements, tours, checklists, surveys and help content in a sequence that responds to what each person does next.
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How it works
Build a journey that responds to each person.
Choose an audience, connect the next steps, and review each run before refining the journey.
Build the next steps
Send an email or show an in-app experience. Wait for an event, a response or an experience outcome before moving on or branching.
Review and activate
Configure the linked experiences and sending setup, review the workflow, and enable enrollment and delivery for the workspace. Inspect runs to understand progress.
Use cases
Build adoption journeys around real product moments.
Give new, active, and returning users a next step that fits what they have already done.
Launch a feature with follow-through
Announce what changed, guide people through the new capability, and check whether they reach the moment of value. If they do not, offer a checklist or a timely reminder.
Make onboarding respond to behavior
Give new accounts a useful first path. Branch when a user completes setup, skips a step, or needs more time, so guidance stays relevant instead of repeating the same message.
Bring inactive users back
Set a thoughtful re-engagement journey around meaningful inactivity. Give returning users a clear next step and stop the sequence when they are active again.
Learn from each journey
Set a goal for the workflow, review where people progress or leave, and use those patterns to improve the message, timing, or product experience.
Explore connected features
Keep every step connected to the product experience.
Use tours, checklists, surveys, and announcements together as the journey calls for them.
Product tours
Guide people through a feature in context.
Explore Product toursChecklists
Break a complex setup into clear steps.
Explore ChecklistsSurveys
Collect feedback at a useful point in the journey.
Explore SurveysAnnouncements
Explain what changed and why it matters.
Explore AnnouncementsCan Userorbit automate onboarding across multiple features?
Yes. Adoption workflows connect email, announcements, product tours, checklists, surveys and help articles using conditions, waits and actions.
Can a workflow react to a completed tour?
Yes. A workflow can wait for an experience outcome and branch on completion or dismissal. For example, it can follow a completed tour with a checklist or offer help on another path.
What is required to activate adoption workflows?
Adoption workflows are available on Scale and Enterprise, with trial access. Configure the workflow's audience, linked experiences and email setup, then enable workspace enrollment and delivery. Workspace settings and plan limits control activation.
How are adoption workflows different from support workflows?
Adoption workflows guide customers through product experiences and email journeys. Support workflows route and manage customer conversations. Both are available in Userorbit, with different triggers and actions for each job.
Adoption Workflows
Make the next step feel natural.
Bring onboarding, feature education, and re-engagement into a journey you can review and improve.