Triggered by context
Post-login, while intent is fresh. Not a popup on the marketing site they’ll bounce from.
Forms
Role, goal, size, current tool. Those answers meet your product context, and the onboarding changes. This is qualification at signup, not an NPS product.
Ask once. At the moment it matters, not a survey they skip.
A form that doesn’t change the product is a survey. A form that maps to traits and segments is how personalization becomes operable.
Guessing who landed
Knowing who to activate
Ask what you will actually use. Map it. Then get out of the way so first value can start.
Post-login, while intent is fresh. Not a popup on the marketing site they’ll bounce from.
Role and goal change the checklist. Competitor changes the email. Size changes the play.
AI can draft fields from product context. You own the questions and the mapping.
You stay in control
Not a matrix. A short qualify, named audiences, and sequences that finally know who they’re talking to.
Also in Krest
Stop guessing. Ask once at signup. Then personalize the onboarding.