Introduction
Providing usage insights is only valuable if customers can understand and act on the data. Educating customers to interpret insights empowers them to make informed decisions, optimize feature usage, and achieve their goals. This article outlines how to guide customers in analyzing their usage data and identifying actionable next steps.
Step 1: Conduct Training Sessions and Webinars
Interactive sessions are an effective way to educate customers on understanding usage data.
-
Host Regular Webinars: Organize webinars to walk customers through their usage data, highlighting key metrics like feature adoption and engagement trends.
-
Offer Role-Specific Training: Tailor training sessions to different roles, such as end-users and administrators, to ensure relevance.
-
Showcase Real-World Scenarios: Use real-life examples to demonstrate how analyzing usage data can drive better outcomes.
Step 2: Create Self-Help Resources
Self-help materials enable customers to explore and understand their data at their own pace.
-
Develop FAQs and Tutorials: Use PX to create in-app guides, FAQs, and tutorials that explain key metrics and how to interpret them.
-
Build a Knowledge Hub: Centralize resources like how-to articles, videos, and best practices in an easily accessible hub.
-
Embed Resources in Dashboards: Include links to tutorials and guides directly within Dashboards for context-specific support.
Step 3: Provide Personalized Recommendations
Customized insights and recommendations make it easier for customers to act on their data.
-
Tailor Recommendations: Use customer usage trends from Adoption Explorer to deliver actionable insights for deeper engagement.
-
Send Personalized Emails: Use Journey Orchestrator to deliver tailored recommendations based on customer segments and usage patterns.
-
Highlight Improvement Opportunities: Include feature adoption opportunities in automated communications, emphasizing areas for growth.
Next Steps for Success
Once customers are educated, enhance their journey by delivering proactive recommendations. Tailor insights to their unique needs and guide them toward deeper engagement with key features.
Explore More
-
Support Resource: Dashboards Overview