While a single product tour is often enough to welcome new users, complex products require a more nuanced approach. Humans have a limited capacity for absorbing new information at once; overloading a user during their first session can lead to friction and churn.
To ensure a smooth onboarding experience, we recommend breaking your product down into "atomic parts." A Checklist is the perfect tool to organize these smaller tours. It provides users with a clear roadmap and a sense of gratification as they tick off tasks while exploring your solution.
What is a Checklist?
A Checklist is a persistent menu containing a collection of tasks. These tasks can be:
Product Tours: Step-by-step interactive guides.
External Links: Directing users to documentation, videos, or external resources.
How to Create a Checklist
Follow these steps to build your first onboarding checklist:
Navigate to the Checklists section of your account and click Create Checklist.
Add Items: Use the live preview on the right to build your list. For each item, choose an Action Type:
Start Tour: Launches a specific product tour immediately.
Open URL: Redirects the user to a specific page.
Pro Tip: You can use dynamic variables in URLs, such as
https://yourdomain.com/{accountId}/settings.
Nothing: Adds an informational item without a trigger action.
Enable Completion: To track progress, you can enable Step Completion. This marks items as finished based on user actions. Learn more about completion logic here.
Set Display Conditions: You can control which users see specific items based on their context (e.g., plan type, user tags, or the presence of UI elements).
You can define up to 10 conditions per item.
Items are displayed if any of the defined conditions are met.
Pro Tips for Success
Multi-Page Journeys: Your checklist can link to tours on different pages. Simply specify the "Start URL" for each tour, and the checklist will handle the navigation.
Autoplay for Continuity: To help users pick up where they left off, enable Autoplay for your tours. If a user leaves and returns, the next unfinished tour in their checklist will start automatically.
Customization: You can fully customize the look and feel of your checklist to match your brand. Click here for our detailed guide on Checklist Settings.