Category: digital adoption platforms

  • The Product Knowledge Base is dead, it just hasn’t stopped moving yet

    The Product Knowledge Base is dead, it just hasn’t stopped moving yet

    The Product Knowledge Base is dead, it just hasn’t stopped moving yet

    61% prefer to just Google it

    How an App’s customers search for help has rapidly changed – not merely influenced by an “instant gratification” culture (e.g chatbots) but also the user’s context (e.g inApp) and the efficacy of product knowledge bases. 

    A recent Salesforce Survey on customer service and support reveals shifting customer service standards amid COVID-19. The data shows that thirty percent of Americans now contact customer service more than they have in the past. Millennials have ramped up interactions the most (46%) compared to Gen-Zers (42%) and baby boomers (11%).

    The Salesforce data clearly shows that online search is the preferred channel for customer support which is not entirely surprising as technology providers have financial interest in encouraging their customers to self-service support. In their quest  to reduce their support costs, product knowledge bases have increasingly become the only support resource offered by providers.

    The generational cohort preferences also bear out considering Millennials have surpassed Baby Boomers as the USA’s largest living adult generation, according to population estimates from the most recent U.S. Census Bureau data available at the time this article was written.

    But if you have never wondered about the general efficacy of Product Knowledge Bases then you might not be surprised to learn that you may also belong to a large cohort of users that instinctively reach for Google rather than apply their research skills to get support from knowledge base resources provided by the product they are using.

    We at Contextual did wander so we ran a poll using LinkedIn’s Poll feature to find out.  The first question was framed;

    How often do you reach for product knowledge base?

    Our follow-up survey was; 

    When using a Product Knowledge Base how often do you get the answer you need the first time?

    On face value it would be tempting to draw the conclusion that product knowledge bases only have a 20% efficacy rate therefore 86% of users don’t use them. However there is a little more to unpick here.

    What we found interesting about the results was the responses seemed to be  influenced by the roles of the respondents.  For example respondents answering the first survey “it’s my go to resource” 14%  and “Often” 20% in the second survey were mostly involved in highly technical roles such as Software Developer, Product Manager and QA.   

    Respondents who answered the first survey “I just Google it” 61% and “Sometimes” 54% in the second survey also had representation from Software Developers and Product Managers but then also included Product Analysts, Senior Managers, Founders, CEO and Sales Professionals.

    Respondents answering the first survey “Sometimes” 14% and The second Second survey “Rarely” 21% had similar role representations but tended to lean more towards Marketing and Managers.

    What the results “go to resource” 14%  and “Often” 20% results might suggest is that those who are involved in highly technical roles like Software Developers and  Product Managers are more likely using advanced technical products and are better skilled at formulating questions to get the answers they need.  Equally the products they use by virtue of their complexity may have better quality knowledge base resources. This theory was also reflected in the comments section of the survey post.  

    What might be behind the results  “I just Google it” 61% and “Sometimes” 54% is that the roles in that group are more likely to be using productivity tools which are not as complex as the tools used by software developers and don’t have the same level of data quality in their knowledge base.  The range of job roles in this group might also not apply the same level of rigor in their search queries as the previous group.  Comments by respondents indicated that the knowledge base was their first port of call but the answers were often not available.  The “I just Google it” user behavior here seems to be influenced by user experience.  If users don’t get the answer they need the first time often enough they may be more likely to ditch using product knowledge base resources over time and take their chances with Google instead.

    Knowledge Base is a pathway to Digital Distraction

     

     

    If your users are having to leave your application to get help then you are going to risk exposing them to digital distraction.  We have all been there,  you pause a task to get a piece of information to support what you are doing right now and BAM!  you are confronted with a myriad of distractions ranging from a new email demanding your immediate response to any number of reminders of competing priorities.  Studies have shown that digital distraction has a massive impact on productivity with workers talking on average 25 minutes to fully refocus after an interruption.  Bringing focus to mobile users where the digital distraction rate is higher and the screen real estate is limited so users have no option but to go outside to get help and you have an even greater challenge.   If a mobile user has to leave your app to get help before they achieve Activation (In the Pirate Metrics model of Acquisition to Revenue) you be unwittingly helping them become a churn statistic.

    The Future of Help is not self service

    The answer to this problem is giving your users the help they need within the mobile application rather than sending them outside the app and then making them do the work i.e. search.  Offering users an in-app user onboarding walkthrough. The support content can then easily be repurposed as an in-app mobile contextual tooltip or user guide.  Rather than send a user to a website to get an answer, which is an awkward experience especially on a mobile app, you can offer an in-app Contextual FAQ

    Mobile User Onboarding Guide Example

    This strategy provides product managers, designers and customer success professionals the opportunity to make the in-app support experience contextual so the in-app mobile tooltip or user guide provides the right answer to the right user at the right time in their user journey.  The payoff is self-evident to those whose roles and success are defined by product adoption metrics.

    If you are a product manager, a UX/UI designer, a growth marketer or a mobile app developer then you already know that producing a user engagement strategy with mobile in-app user guides, tours, walkthroughs or tooltips like the ones shown in these examples is no walk in the park.  Without a no-code tool like Contextual you are limited to hard coding and competing for development resources dedicated to all the features in your product  roadmap.  You will need to incorporate Onboarding tours and Guides and mobile app walkthroughs in your sprints and App Store Google Play releases,  it’s a significant increase in overhead.  This is why introducing an off the shelf, no-code, “engagement layer” product is a winning strategy.

    Besides allowing you to iterate much faster than a traditional software sprint, the beauty of the engagement layer is that it allows you to provide contextual onboarding, contextual tooltips and contextual guides, what this means is providing the right information to the right user at the right time.

    What the survey results do is put a big question mark over the strategy of relying on a product knowledge base to service your customers.The survey results reflect what most know to be true, knowledge base resources fall well short of satisfying customer service and support needs. The future of customer support isn’t self-serve, it’s “in-app” and it’s contextual.

  • Announcing the New Contextual Web Creator

    In the upcoming weeks we are releasing an update to our Chrome Extension for web apps.

    This is a great addition and actually shoots past the current mobile guide creation interface which will adopt some of the elements here. Specifically:

    • New design for a user friendly experience & navigation
    • New targeting tool for tip placement & repositioning
    • New guide settings interface with improved selection criteria process for a more streamlined experience
    • Tight point-and-click selection of targets and launchers with css/class/DOM overrides.
    • Search & filter guides easier with the new guide home screen
    • Edit guide name easily

    There are so many great features here, we’ve split it into two videos. If you’ve got any questions, hit us up on support@contextu.al or our on-site chat!

    https://vimeo.com/566908938/641fa71371https://vimeo.com/568797474/a90ded76ab

  • New: Guides, FAQs, Digital Adoption

    We had big releases this month expanding guidance on Web and Mobile Apps. ????

    Backed by our existing targeting engine and analytics we help you get the right guides to your users at the right-time.

    Digital Adoption Platform

    Contextual has mostly been used by Product Teams to help onboard new customers and understand the Web and Mobile Apps.

    Contextual Digital Adoption lets your colleagues make guide/tips/videos each other on the SaaS you use. e.g Using your CRM in a particular way? Then Onboard new sales with a Guide. Want your engineers to do Jira or Github tasks based on your process? Drop in tooltips that might even show a video.

    You don’t need to to write code or ask IT to install, just install our browser extension.

    Here is an explainer video:

    https://vimeo.com/436316149

    Contextual Digital Adoption can work with many popular SaaS Apps like Salesforce, Jira, Workday, even explain Xero to a baffled new accounts-team-member! ????‍♂️

    In this example, you can see how easy it is to add a guide over the top of Salesforce to explain what should be entered when adding a new “Opportunity”.

    https://vimeo.com/440574118

    To find out more, checkout the product page.

    FAQ and Lists

    We are super-excited to give our customers ability to have a floating widget and popup FAQ List on their App (web or mobile) that allows users to:

    • play (or replay Guides or Videos)
    • jump out to existing long form help content
    • ask for feedback

    So now, Apps can have a unique FAQ list per page or a general one site-wide. You can still target different FAQs to different users (job roles or stages of a user’s journey)

    Guides and Experiments

    The more things change, the more they stay the same.

    Until now we used the term “Experiments” for any tip, tour, popup, video, feedback.

    This was because we could back any element with the analytics of what happened with your users. On some plans we also let you do A/B experiments.

    Problem was: most people just want to do tips, tours. So we admitted that a better overall term is “Guides”.

    experiments are now guides

    So now is a good time to get started with Guides:

    • for your own Apps
    • or for the SaaS apps that your team uses.

    To try it out, head to our Dashboard or just book a screenshare to learn more.