A single product tour is often enough to welcome and onboard your users. When dealing with more complex product it is good to remind ourselves that users are human - and we humans can absorb only a certain amount of information at the same time.
To help your users onboard to complex products, split the experience into simpler atomic parts. A Checklist is a great way to organize these atomic tours and to give the users continual gratification as they continue exploring your solution.
A Checklist is a collection of product tours that motivates users to complete items. Apart from being a collection of tours, it can also contain link items (to redirect users to additional contextually helpful content).
To create a checklist follow these steps:
- Navigate to your account's Checklists section and click Create Checklist.
2. As you start creating the checklist, a live preview will appear on the right. Similar to creating tours, you can add items to the checklist and choose an action type for each item:
- Start Tour: Launches a specific product tour to guide users step-by-step.
- Open URL: Redirects users to a specified page or resource.
- Nothing: Adds an item to the checklist without assigning an action, serving as an informational or optional step.
You can add multiple tours and links to your checklist, directing users to specific pages within your application or helpful articles for additional support.
3. Additionally, you can enable step completion in the checklist, you can find out more here.
Tricks and Tips:
- Your checklist can include tours that lead to different pages. When adding a tour to the checklist, simply specify the URL where the tour will begin.
- To automatically play an unfinished tour on the user’s next visit, enable the autoplay option for all tours. This ensures that any incomplete tour within the checklist takes priority and starts automatically.
Learn how to configure checklist settings, click here for a detailed guide on setting up a checklist settings and its customization options.