How Warmly Markets New Playbooks Inside Their Product with Upvert

When you release something new inside your SaaS platform, whether it’s a feature, a workflow, or a sales playbook, getting users to actually notice it is the hard part.

That’s why Warmly turned to Upvert when launching their new sales playbooks. Instead of hoping users would see an email or LinkedIn post, Warmly brought the announcement directly into their product experience.

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The Challenge

Warmly needed a way to:

• Drive awareness of their new playbook library
• Educate users on how to use the playbooks effectively
• Do it quickly, without waiting on developer resources

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The Solution: Upvert In-App Popups + Guides

With Upvert, Warmly was able to:

• Announce instantly with in-app popups
  A targeted popup greeted users inside the product, showcasing the new playbooks.
• Educate with product guides
  Instead of just saying “we launched playbooks,” Upvert powered step-by-step guides that walked users through how to apply them.
• Keep it all in one central platform
  No juggling tools. Warmly used Upvert for both the announcement and the guide, so messaging and adoption lived in the same flow.

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The Results

By bringing the launch into the product itself, Warmly was able to:

- Reach 100% of active users (vs. relying on email opens)

- Deliver higher engagement with the new playbooks
- Increase adoption without additional ad spend or outbound campaigns

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Why This Matters

Email open rates are dropping. Social posts get buried. But users are always active in your product. That’s why Product as a Channel is the future of SaaS growth, and Warmly is already doing it.

Upvert makes it easy for any SaaS company to:

• Launch popups in minutes with no code
• Pair announcements with in-app guides
• Convert awareness into actual usage and revenue impact

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👉 Want to make sure your next release doesn’t go unnoticed?
Do what Warmly did: use Upvert to market inside your product.

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