Browse by surface5 templates

Modals templates

Focused in-app prompts for beta opt-ins, churn recovery, upgrades, advocacy asks, and role-specific actions.

Workflow assets

Copy, targeting, and launch steps

Measurement

Analytics companion for what changed

Next action

Feedback, roadmap, support, or AI follow-up

Collection

Modals workflow templates

These pages combine the customer-facing surface with the metric and follow-up action Userorbit can own.

LaunchReady
Beta Program Opt-In
Recruit the right users into a feature beta, collect expectations before access, and turn beta feedback into roadmap evidence.
Opt-in modalSignup formAnnouncements
RetentionAdvanced
Churn Exit and Recovery Loop
Capture cancellation reasons, tag product gaps, link users to roadmap progress, and send win-back announcements when fixes ship.
Exit surveyReason tagsFeedback Boards
RevenueIdea
Upgrade Moment
Show expansion prompts when users hit a natural product limit, then capture objections and route them to sales or product.
Upsell modalTooltip
RevenueIdea
Review and Advocacy Ask
Ask happy users for reviews, case-study participation, or referrals after they complete a meaningful product milestone.
Promoter segmentIn-app askAnnouncements
OnboardingReady
First-Session Activation Checklist
Guide new signups through the shortest path to value with a welcome modal, three checklist tasks, contextual tooltips, and completion survey.
Welcome modalChecklistProduct Tours

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