About Userlist
Userlist is a Marketing Automation tool that B2B SaaS onboarding rely on day-to-day. Two things keep it on shortlists: purpose-built for SaaS trial + onboarding, plus simple, fast to learn. The two features you'll use most are Email campaigns and Event-based triggers. There's a free plan to explore first, with paid tiers from $99/mo. A focused pick for B2B SaaS onboarding. The reason it keeps winning reviews: Direct Segment and Stripe integrations.
Available on
Integrates with
Who it's for
A quick filter before you spend time on Userlist — read both sides before committing.
Use it if…
- B2B SaaS teams focused on onboarding
- Teams using Segment or event-driven data
- Marketers wanting simplicity over power
Skip it if…
- Marketing broadcasts for consumers
- E-commerce flows
- Pure newsletter writers
Pros and cons
Pros
- Purpose-built for SaaS trial + onboarding
- Simple, fast to learn
- Direct Segment and Stripe integrations
- Hits the core marketing automation workflow without forcing a hunt for second tools
- Pricing lands in the right band for its target buyer
Cons
- Not for broadcast email marketing
- Smaller product than Customer.io
- No in-app messaging
- Not the cheapest option in the category — the free alternatives cover basics
- Advanced features sit behind higher-tier plans most small teams won't need
Features
The capabilities you actually get when you sign up for Userlist.
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01
Email campaigns
Multi-step onboarding sequences
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02
Event-based triggers
Fire emails on any Segment or Stripe event
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03
Company and user tracking
B2B-specific data model
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04
Core workspace
The main editor or dashboard where day-to-day marketing automation work happens
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05
Integrations hub
Connects to the tools your stack already uses so data doesn't live in silos
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06
Reporting and dashboards
Built-in reports and exportable dashboards for stakeholder reviews
Pricing
A free plan to start, then paid tiers for the full set of features.
Standard
$99 /mo
- 2K users
- Unlimited emails
- All integrations
Frequently asked questions
What people usually want to know before signing up for Userlist.
Does Userlist handle marketing broadcasts?
Not well. It's built for lifecycle onboarding emails.
Can I use Userlist without Segment?
Yes, but Segment makes event tracking much easier.
Do I need a CRM to use this?
A standalone CRM isn't required — most marketing automation tools include a lightweight contact layer. For B2B sales, pair with HubSpot CRM or Salesforce.
How long is a realistic implementation?
Two to six weeks to replace a legacy ESP + partial CRM. Shorter if you're migrating like-for-like, longer if you're bolting on scoring and attribution.
Can I run both marketing and transactional email from here?
Marketing yes, transactional usually no — route transactional through a dedicated provider so your deliverability stays clean.
Bottom line
Should you use Userlist?
A focused pick for B2B SaaS onboarding. If you need marketing broadcasts too, pair with ConvertKit or move to Customer.io.