How Credibly Uses Hopscotch to Keep Partners Informed and Drive Better Financing Outcomes

How Credibly Uses Hopscotch to Keep Partners Informed and Drive Better Financing Outcomes

• Customer: Credibly

• Industry: Financial Technology

• Revenue: $50M+

• Use case: Partner enablement, product announcements, in-app guidance

Background

Credibly is a financial technology company on a mission to empower small business growth. With over $50M in annual revenue, they've built a robust platform that connects small business owners with the financing they need — not just directly, but through a network of brokers and partners who act as an essential bridge to end customers.

These partners rely on Credibly's tools to customize financing offers, navigate product options, and deliver a seamless experience to the small business owners they serve. The better equipped those partners are, the better outcomes everyone gets.

The Challenge: Getting Critical Information to the Right People

Credibly's partner channel is a significant driver of their business — but it came with a communication problem that's all too familiar in partner-led models: email.

When Credibly launched product updates, new features, or important operational changes, those announcements went out over email. And email, as any B2B team knows, is a leaky pipe. Messages get filtered, buried, or simply never passed along to the people actually using the tools day-to-day.

"With just emails, we often had little control over whether communications about our tools and business updates were filtered down to the end user," said Derek Lyon, who works across marketing and product at Credibly.

The team needed a way to reach partners where they were actually working — inside the product itself — with timely, relevant guidance that didn't depend on someone forwarding a message.

Finding Hopscotch

Credibly turned to Hopscotch, a product tours platform built to be the simplest and most powerful way to deliver in-app guidance. For a team that needed to move quickly without pulling engineering resources into every announcement or onboarding update, Hopscotch fit the bill.

The ability to launch tours, tooltips, and in-app announcements without writing code meant that Derek's team could own the experience end-to-end — putting the right information in front of partners at exactly the right moment. Example tour:

How Credibly Uses Hopscotch

Credibly's use of Hopscotch falls into two closely related areas.

The first is partner enablement. Credibly's tools give partners the ability to customize financing offers for their customers — a powerful capability that requires some guidance to use well. Hopscotch lets Credibly deliver that guidance contextually, directly inside the app, so partners understand not just what the tools do but how to use them in ways that lead to better outcomes for small business owners.

The second is product and business announcements. Rather than hoping an email gets opened and forwarded, Credibly can now surface important updates directly within the app — in a place where they know partners are paying attention. This keeps partners current on changes to the platform without relying on external communication channels that Credibly doesn't control.

Results: Partners Feel More Informed, Teams Feel More Confident

The impact has been felt on both sides of the relationship. Internally, Credibly's team now has confidence that critical updates are actually reaching the people who need them. Externally, partners have noticed the difference.

"Hopscotch gave us the ability to put important changes and updates front and center, directly within the app, and our team has received positive feedback that our partners feel more informed about the changes we are making," said Derek.

For a business that depends on a network of partners to deliver value to small business owners, that sense of being informed isn't a nice-to-have — it's foundational to trust. When partners know what's changed and how to use Credibly's tools effectively, they're better positioned to help their customers secure the financing that can meaningfully change the trajectory of a small business.

Hopscotch helps product and marketing teams deliver in-app tours, announcements, and guidance without engineering support — so the right message reaches the right user at exactly the right moment.