← Resources
onboarding playbooks
Recipes that actually convert.
Each playbook is a proven sequence of guides for a specific goal — and every one is built from Wakeline's no-code toolkit.
Activation
New-user onboarding
Get users to value before they bounce.
Welcome modalGuided tourSetup checklist
Read the playbook →Adoption
Feature discovery
Make sure new features don't go unseen.
Feature hotspotContextual tooltipLaunch modal
Read the playbook →Deflect tickets
In-app support
Help users help themselves.
Help tooltipSelf-serve checklistFeedback survey
Read the playbook →Feedback
Voice of customer
Decisions backed by what users actually say.
NPS surveyRating promptOpen-text question
Read the playbook →Announce
Release notes
Nobody misses what you shipped.
Announcement bannerLaunch modalWhat's-new tooltip
Read the playbook →Revenue
Expansion & upsell
Grow revenue without a sales email.
Upgrade modalLimit bannerTargeted offer
Read the playbook →rules of thumb
Four principles behind every good play
1
Pick one activation metric and build the shortest path to it — resist the urge to explain everything.
2
Trigger on behavior, not time. A nudge after the right action beats one on a timer.
3
Target tightly. The fastest way to annoy users is to show everyone everything.
4
Measure, then cut. Watch the funnel and remove the step where people drop off.