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Userorbit provides three in-app tools for guiding and engaging your users: product tours, checklists, and surveys. Each serves a different purpose. This guide helps you choose the right tool for your goal.

Product Tours

Best for: Introducing new features, onboarding new users, and guiding users through multi-step workflows.

Tours are step-by-step walkthroughs that attach to elements on your page — buttons, menus, input fields — and guide users through a flow. Each step can be a modal dialog, a tooltip, a slideout, or a beacon. Tours are visual and interactive; they show users where to click and what to do next.

Use a tour when: You have a feature that needs explanation, a workflow that spans multiple pages, or new users who need to learn your interface.

Avoid tours when: The task is simple enough for a single tooltip, or when you need users to complete a list of independent tasks (use a checklist instead).

Checklists

Best for: Onboarding flows, feature adoption programs, and any scenario where users need to complete a set of tasks.

Checklists are task lists that appear inside your app. Each item links to an action — complete a tour, visit a page, perform an event, or manually check off. Checklists give users a clear roadmap and let them track their own progress. They are persistent: users can close them and pick up where they left off.

Use a checklist when: You want users to complete multiple independent actions (install widget, invite teammate, create project, connect integration), or when you want to measure onboarding completion rates.

Avoid checklists when: The steps must happen in a strict sequence that requires guidance at each step (use a tour), or when you want to ask users for feedback (use a survey).

Surveys

Best for: Collecting feedback, measuring satisfaction, and understanding user sentiment.

Surveys let you ask users questions inside your product. Userorbit supports NPS (Net Promoter Score), CSAT (Customer Satisfaction), CES (Customer Effort Score), and custom multi-question surveys. Surveys can be triggered by events, pages, or user properties.

Use a survey when: You want to measure NPS, get feedback on a new feature, understand why users churn, or collect structured data from specific user segments.

Avoid surveys when: You need to guide users through a UI flow (use a tour), or when you need users to complete a set of tasks (use a checklist).

Using them together

The three tools work best in combination:

• Onboarding flow: Checklist tracks overall progress → each checklist item links to a tour that explains a specific feature → NPS survey fires after checklist completion.

• Feature launch: Announcement notifies users about a new feature → tour walks them through it → CSAT survey collects feedback after the tour.

Quick comparison