The New Userlist

Product Introduction

1. The New Userlist is an all-in-one email marketing automation platform designed specifically for SaaS companies to create behavior-based customer journeys through visual workflows, granular segmentation, and real-time data integration.
2. Its core value lies in enabling sophisticated automation of user lifecycle management, combining transactional messaging, in-app communication, and marketing campaigns while maintaining a developer-friendly API architecture for seamless SaaS integration.

Main Features

1. Visual Workflow Builder allows teams to design multi-step automation sequences with conditional logic, supporting actions like email delivery, in-app notifications, data updates, and webhook triggers while measuring conversion goals within journeys.
2. Company-Level Automation provides distinct segmentation and event tracking for organizational accounts, enabling workflows that address team-based SaaS environments with many-to-many user-company relationships and role-based messaging.
3. Conversion Tracking with Custom Time Windows measures campaign effectiveness through configurable success metrics, allowing precise analysis of user behavior patterns across email, in-app messages, and API-triggered events within defined observation periods.

Problems Solved

1. Eliminates the need for multiple disjointed tools by providing unified automation capabilities for transactional emails, marketing campaigns, and customer success workflows within a single SaaS-optimized platform.
2. Addresses the challenges faced by growth-stage SaaS companies requiring advanced segmentation based on both user activity and company-level metrics while maintaining GDPR-compliant subscription preferences.
3. Solves complex use cases like enterprise onboarding for team accounts, renewal prediction for dormant clients, and behavior-triggered escalation paths to customer success teams through its hybrid user/company data model.

Unique Advantages

1. Unlike generic marketing tools, Userlist natively supports hierarchical company-user relationships with separate event timelines and segmentation parameters for organizational accounts, a feature developed since 2017 specifically for B2B SaaS needs.
2. Combines marketing automation with product-led growth capabilities through native in-app messaging channels and integration with user activity data streams, enabling real-time campaign adjustments based on product usage patterns.
3. Offers SaaS-specific competitive advantages including automatic lead scoring through conversion goal tracking, built-in A/B testing for workflow branches, and performance analytics optimized for recurring revenue business models.

Frequently Asked Questions (FAQ)

1. How does Userlist handle complex B2B relationships between users and companies? Userlist employs a dual data model with separate entities for users and companies, supporting multiple membership roles and enabling workflows that trigger based on either individual user actions or aggregate company-level metrics through its relationship API endpoints.
2. What technical integration is required to start using the automation features? Implementation requires sending user/company data via REST API or SDKs, with webhook support for real-time event streaming. The platform provides pre-built templates for common SaaS events like trial conversions, feature adoption milestones, and billing updates.
3. Can we run A/B tests on automated customer journeys? Yes, the workflow builder includes native A/B/C testing capabilities allowing random user distribution across up to 5 workflow variations, with conversion rate comparison dashboards and statistical significance indicators for each test branch.
4. How does the platform help reduce customer churn? Through predictive segmentation of at-risk accounts using activity thresholds, automated re-engagement campaigns via multiple channels (email + in-app), and integration with subscription billing systems to trigger renewal reminders and upgrade offers.
5. What security measures protect customer data? Userlist employs end-to-end encryption for all data transmissions, SOC 2-compliant infrastructure, and offers granular permission controls for team members. All stored data adheres to GDPR requirements with built-in consent management tools.