How I Pendo Adoption

Making meaningful work even more rewarding

See how Workhuman embraced a test-and-learn approach to guide optimization and maximized engagement with its e-commerce rewards platform

Problem

Workhuman wanted to boost user engagement in its social recognition platform’s e-commerce Store, where employees can redeem awards earned through peer recognition for merchandise, gift cards, and experiences.

Pendo'ing it

Using Pendo In-App Guides, Workhuman began a series of A/B tests to see how effectively their notifications moved the needle on user engagement based on factors like image, placement, and copy.

Payoff

Armed with new insights on how well users were engaging based on each guide type, the Workhuman team set about optimizing their guide templates and strategies to maximize the impact of the peer recognition rewards system.

Alan Stephens

Senior program manager, Human Engagement

Workhuman

Workhuman provides cloud-based employee recognition software to help companies foster positive workplace cultures and enhance the employee experience.

Investing in a tool like Pendo gives us a no-code way to deliver personalized in-product guides to the right audience, in the right channel, at the right time—all without mass blasting users, ensuring our communications experience remains both intentional and impactful.

Making it easy to reward your peers for great work

Doing meaningful work can be its own reward—but it’s even more rewarding when your peers recognize you for it. That’s the premise upon which the Workhuman® mission rests. 

The Dublin- and Massachusetts-based company provides employee recognition solutions for organizations of all sorts. Its Social Recognition® product empowers employees to recognize and reward one another for doing great work. As users receive awards, they can redeem them within Workhuman’s e-commerce Store for gift cards, merchandise, or experiences. 

“It’s a tool available to employees within an organization who want to express gratitude to their colleagues,” explained Alan Stephens, a senior program manager for Human Engagement at Workhuman. “It could be as simple as you did me a favor yesterday and I want to call you out for that. Or something much bigger, like a team award at the conclusion of a large project or initiative. When giving recognition, you can assign a value to the award, which the recipient will receive and can spend in the Store.”

As part of its personalized in-product suite of guides, the Workhuman team leverages Pendo to target users who have a balance to redeem—typically nudging them from the customer’s recognition landing page into the Store. 

To maximize these guides’ impact, the company began testing how different elements affected the guides’ engagement rate. “We do a lot of experimentation,” Stephens explained. “Over four years of using Pendo guides, we have accumulated a lot of knowledge of what works and what doesn’t, but we’re also always continually learning as well.” 

In the first half of 2024, Workhuman’s team conducted five different experiments with their Pendo-powered monthly guide reminders focusing on elements like page placement, images, and copy. Their findings would determine how these elements affect user engagement and guide effectiveness. 

A test-and-learn approach to radically optimize guides

For its first test, the Workhuman team wanted to gauge the impact of images in guides. Their hypothesis was that a guide with an eye-catching image would drive a higher percentage of users to the target page than one that was text only. 

After less than a week, they observed a statistically significant lift of 4.7% in the number of users who visited the CTA page after viewing the image-containing guide compared to those who saw the imageless guide.

Next, the team wanted to test the impact of a guide based on its page placement. They hypothesized that placing the guide on certain locations of the page would drive higher engagement than others. Approximately 160,000 unique users saw one of three guides over the course of a month:

  1. A guide anchored to a user’s award balance (the default positioning)
  2. A guide anchored to the “Redeem” button located in the center of the page
  3. A guide in the bottom corner of the page without a backdrop

When the results came in, the Workhuman team found that the “Redeem”-anchored guide outperformed the others, showing a significant 3.2% lift in both the click-thru rate and the percentage of users who reached the Store within seven days of viewing it, compared to the balance-anchored and bottom right-placed guides.

To confirm their findings, Workhuman decided to repeat the page placement test with different content for another month, this time promoting a “Summer Weekend Event” collection within the Store. 

Here again, the “Redeem”-anchored guide emerged as the clear winner, showing a significant lift in both the direct CTR and the percentage of users who reached the page within seven days of seeing the guide, compared to the balance-anchored and bottom-right guide placements. Given this confirmation, the team decided to make the ‘Redeem’ button placement their default for this type of guide going forward.”

Another test examined how well different styles of copy within a guide moved the needle on user conversion. May’s Store-focused guide highlighted a sale collection within the Store coinciding with Memorial Day targeted to U.S. users. For this guide, Workhuman decided to test three different types of copy:

After three days of deployment, the team identified that the “playful” copy guide had the lowest click-thru rate and decided to drop it out of the experiment, redirecting its audience traffic to the remaining two guide options. At the end of the month, they observed that the “balance to spend” guide drove a 5.7% statistically significant lift in users reaching the CTA page within seven days, making it the clear winner. 

“Emphasizing to the user that they have awards to spend was more successful than the other options in both driving users to the sale collection and ultimately to make a purchase,” Stephens concluded. “We’re planning to incorporate this into future copy where appropriate.” 

The path to maximum effectiveness

With these and other Pendo-powered guide tests (for example, a set gauging the impact of modal vs. modeless guides), the Workhuman team gained insights that have helped them understand the best guide optimizations to undertake.

“We’ve seen notable differences based on page placement, the copy used, and the use of imagery—all of which will be key considerations for us in the coming quarters. We’ll continue to seize these opportunities to test and optimize as we move forward,” Stephens said.

Pro tips

  • No matter how effective your in-app guide tactics are, there’s always room to test new approaches for even better results. 
  • While an in-app guide may appear simple at first glance, it actually consists of multiple elements—such as copy, placement, and imagery—each of which plays a crucial role in its overall effectiveness.
  • Depending on the results of a guide experiment, you may want to consider repeating it with different content to confirm your findings.