Customer Success Deserves Great Automation, Too
Reduce the workload for your customer success team with powerful behavior-based automation. Send targeted communications to different user segments.
Core Features
Core platform features
Automate onboarding, activation, and retention with perfectly timed lifecycle messages for every customer stage
Send newsletters, announce new features, run promotional campaigns and nurture sequences
Send password reset emails, activity notifications, and billing receipts with transactional email
Create dynamic segments based on behavior and attributes, ensuring every email is highly relevant
Design automation journeys using visual workflows, with clear branching paths and triggers for every customer scenario
Reach your entire user base or targeted segments with broadcasts for newsletters, one-off announcements, updates, and product news
Capture new leads and subscribers with embedded or hosted forms, fully integrated into your workflows
Empower users to manage subscription preferences and choose topics they want, reducing unsubscribes
User Management
User management & CRM
No more manual updates. Userlist syncs your user data in real-time via API and integrations
Customize your user dashboard to quickly view the most important attributes and observe user progress
Quickly import user profiles, attributes, and events via CSV or integrations without friction
Effortlessly export customer data for analysis, reporting, or syncing with external tools
Build precise customer segments with real-time updates based on changing behaviors and attributes
Instantly narrow down your user database with flexible filters to find exactly who you need
Manage both leads and product users for tailored communication throughout their customer journey
Identify and merge user identities as marketing leads become product users
Remove users programmatically to maintain data hygiene and comply with privacy regulations
Create a segment with inactive user criteria, and we’ll set up automatic pruning for you
Omnichannel Workflows
Best-in-class visual workflows
Trigger workflows based on what users and companies do (or don’t do) inside your product
Start your workflow regularly on a time-based schedule (e.g. monthly reports or weekly reminders)
Trigger workflows for users (or companies) who are celebrating a monthly or annual anniversary
Add multiple triggers to the same workflow to create complex journeys
Send a classic email message, and personalize it with user, company, and event data
Send an in-app message inside your web application to onboard and engage users
Send an email to your own team’s address, e.g. sales or support
Modify a property for a user or a company (works much better than tags)
Create a new event in the timeline of the user or company
Use a webhook to trigger your own instruments and send data Coming soon
Use our Zapier and Make(/docs/integrations/make/) integrations to enable actions in thousands of other apps
Use a Teleport in workflows to advance the user to further locations
Keep repeating the actions until certain outcome happens
Keep cycling through a production system (a set of rules) until a system finds the matching one
Randomly split your journeys in up to 5 paths to measure performance
Measure conversions with custom time windows anywhere in your journeys
Company Accounts
Company-level automation
Organize users under companies for account-level visibility, perfect for B2B SaaS teams
Enjoy a separate set of segments for your company accounts, based on company-level data
Trigger workflows based on account-level events, helping you automate B2B lifecycle communication
Trigger workflows when user joins or leaves a company down the road, and onboard them with the right messaging
Our data model reflects the complexity of your SaaS business. Userlist supports properties for users, companies, and relationships
We offer libraries for popular frameworks and languages: Ruby, Ruby on Rails, JavaScript, and PHP
Using Segment for your product? The same company structure will be reflected in your Userlist account
Examples
Really, really, really advanced
Let’s geek out. See examples of powerful things you can do in Userlist with customer data, segments, and workflows.
Let’s find users on Professional plan
Who performed event album_created at least 10 times during the last 30 days
Only counting gallery type albums with over 100 photos (see API docs for event properties)
Let’s create a segment of users who belong to at least 2 companies
While these companies should be paying customers on the Professional plan
And have more than 20 albums in their account
Let’s trigger a workflow when a company approaches their renewal in 2 weeks
But they have been dormant and haven’t created any albums during the last 11 months
And only send this workflow to admins of such accounts
Let’s identify high-volume trials in your onboarding flow
Then send an internal note to your CS team to start manual onboarding
Create a custom event in user timeline, indicating that manual onboarding was started
Meanwhile, low-volume users receive a regular email for self-serve onboarding
Testimonials
Listen to our happy customers
These SaaS companies are scaling their growth and marketing with Userlist. You could be doing that, too.
“Userlist team helped us set up lifecycle campaigns for both of my companies. It was like having an in-house marketing genie guiding the way.”
“Userlist has provided a really nice onboarding experience, and continued support is phenomenal. We are very, very grateful.”
“Userlist has the most flexible data model. It’s the only tool that can handle n:m relationships between users and companies. And the API is awesome.”
“We put off updating our trial onboarding campaign for years. Then we found Userlist. The project went from someday to done in just a few weeks.”
“It’s not like other tools don’t have support available. But Userlist was so intentional about letting me know I should take advantage of their support. I felt so comfortable learning the system.”
“The customer service has been top notch, the experience is simple, and the power of this platform is truly remarkable. We’re thriving.”
“We cut our churn by 25% in three months, which has a big impact on our growth. We did that through a couple messages in Userlist.”
“Take my money! Userlist is a game-changer. Almost too easy. The integration was like, write these two lines of code, and then you have this beautiful tool.”
“100% recommend Userlist. It’s the only tool with the account-user relationship done right. Also, great customer service by very technical people.”
“I’m telling everyone about Userlist, still excited about the tool. It’s the best spot for me to see what happened. It’s literally my user list.”
“Our previous solution just didn’t feel right. In-app messages, especially in-app broadcasts, are the absolute sweet spot for us.”
“Feels like you built this tool exactly for me. It’s like using cheat codes for better user onboarding. I banged out three campaigns in about two hours!”
“It’s time for the landscape to shift. Moving from Intercom to Userlist has freed up a lot of pressure on the costs side of things.”
“The tool is fantastic. The templates are so well thought-out. It literally saved me days compared to creating the emails from scratch.”
“Yesterday I switched from Intercom to Userlist. Night. And. Day. Every startup/SaaS should switch to Userlist.”
“This is exactly how workflow builders should work. Excited to see where the team takes this. Excited to use this for our email marketing.”
“Userlist is data-driven. It’s so much better than tag-based automation. Really enjoy the simplicity and attention to detail in the product.”
“No other email automation tool supports companies so well. Now I can record a company-level event once, and start a campaign for all users from that company.”
Integrations
Integration is a breeze
Connect Userlist with your favorite tools. Get clean data from the right sources, so you never have to worry about manual sync again.
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.