Training Videos

General

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Userlist demo: 6-minute platform overview
Explore key Userlist features: user management, company-level data, segmentation, workflows, broadcasts, and reporting
5:38
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Userlist Push API
Learn how to use the Userlist Push API to send data from your application into Userlist.
2:22
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Using company-level features in Userlist
Learn about company-level data, segmentation, and triggers.
2:06
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“Planning for the Worst” method for building workflows
Use this method to create automation workflows, and avoid common mistakes in logic.
3:13
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Atomic Emails method for creating email content
Use this method for planning workflow content based on your existing assets.
3:40
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Using Userlist for multiple products
Learn how to approach email marketing if you run a portfolio of products.
1:39

User management

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Managing users in Userlist
Learn about user management features: the list of users, and user profile page.
1:19
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Creating a segment in Userlist
Learn how to create a segment, edit conditions, and see who belongs to a segment.
1:06
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Using subscription preferences (topics) in Userlist
See how subscription preferences work, and learn the difference between public and internal topics.
1:13
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Array filtering in Userlist
Benedikt explains how to use array filtering in Userlist using two examples: A simple array of strings and a more advanced array of objects.
4:41

Workflows

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What’s possible with Userlist workflows
Learn about workflow triggers, actions, and automation logic.
1:59
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Creating a workflow in Userlist
Learn how to create a workflow, set up a trigger and an exit condition.
1:25
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Using recurring triggers in Userlist
Learn how to use recurring triggers in Userlist. They can power campaigns like bi-weekly webinar reminders, quarterly business review invitations, or monthly usage reports.
5:07
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Using company-level triggers in Userlist
Learn how to use company-level triggers in workflows, while considering individual user journeys.
2:13
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Using conversion goals in Userlist
Learn about different ways of using conversion goals in workflows, and how to create a new one.
1:30
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Using teleports in Userlist workflows
Learn how to use teleports as an exit condition, and in the middle of a workflow.
1:45
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Using internal notes in Userlist workflows
Learn how to send an internal notification to your team inside a workflow.
0:44
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Updating properties in Userlist workflows
Learn how to update user properties and company properties inside a workflow.
1:11
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Creating events in Userlist workflows
Learn how to create events in user and company timelines inside a workflow.
1:04
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Using a multiple split in Userlist workflows
Learn how to split user journey into multiple paths based on conditions.
0:55
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Using “repeat until” in Userlist workflows
Learn how to repeat your actions in a cycle, until the desired conditions are met.
1:03
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Running a split test in Userlist workflows
Learn how to run a test with up to 5 variations of user journeys.
0:58
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Using a production system in Userlist workflows
A production system checks all paths until it finds a path that can be executed.
0:50

Other features

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Creating a broadcast in Userlist
Learn how to create a broadcast, schedule it, throttle delivery, and view the analytics.
1:11
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Using snippets in Userlist
Learn how to create a snippet and use it in your messages.
1:20
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Using in-app messages in Userlist
Learn how to create an in-app message, and see how it looks inside the product.
0:54
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Performance reporting in Userlist
Learn about the general reporting center, and performance reporting for individual messages.
1:04
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Sending domains and sender profiles in Userlist
Learn how to authenticate a sending domain, and create a sender profile with custom fields.
1:48

Book your discovery demo

Let’s see how Userlist fits into the bigger picture of your SaaS business. You’ll learn about our automation features, integrations, proven lifecycle frameworks, and how we can help you hit your SaaS growth targets.