AUTOMATIC: Inviting every new SaaS signup into the Discourse Forum

We tried automating it initially, but without results. Probably the “what’s in it for me” was missing. Also, Discourse was not really easy to set up for on-boarding as part of another on-boarding master process for the user’s perspective.

Instead, we switched at some time to making the forum for product-related questions the first stop with no exceptions. That dramatically increased traffic and - more important - also increased customer retention since they started finding answers themselves without additional costs. Some users have been repelled by the new approach, that is a downside that you need to account for. In our case typically some users with a less investigative mindset are leaving since they can not call anymore for every question, but that is not considered a problem for reasons:

  1. it is in the individual relationship less nice, but the global world is socially helped by sharing knowledge.
  2. the net margin of users leaving was typically negative: they consumed more resources than their financial and intellectual contribution accounted for.
  3. the remaining users better fit the ideal user profile targeted for.

Hope it helps.

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