Skip to main content

Checklist as a part of your user onboarding


Single product tour is often enough to welcome and onboard your users. When dealing with more complex products it is good to remind ourselves that users are human - and we humans can absorb only certain amount of information at the same time.



To help your users onboard to complex products, split the experience into simpler atomic parts. Checklist is a great way to organize these atomic tours and to give the users a continual gratification as they continue exploring your solution.




To provide your users with a checklist for all available product tours, follow these instructions:


1. Create multiple product tours


First, create multiple product tours. Try Usetiful free to get started!

2. Target product tours to a single location


Target the tours to the same page and enable Usetiful button with at least one tour. The checklist will automatically appear in the right bottom corner.





Please keep in mind that uncompleted tour with enabled autoplay will be shown first before a checklist is accessible.

3. Customize button label


Set the same label to all product tours with enabled Usetiful button, and it will be automatically inherited by the checklist.



4. Tricks and tips

  • Your checklist can contain tours leading to different pages. When creating a tour, include redirect to the target address as the first step.
  • To play the whole checklist automatically, enable the autoplay option in all tours (to ensure they all have the same priority at the beginning). That way, if there is one incomplete tour in the checklist, it has the highest priority and will run automatically.

Popular posts from this blog

The Beginner's Guide to Creating an Effective User Onboarding Checklist

  Users download and open applications because they have a problem they want to solve. The process should be exciting as the possibility of resolving pain points becomes a reality. However, too often, applications are overwhelming and frustrating, leading to unsatisfactory experiences. An effective user onboarding checklist is the antidote to disappointing interactions. They break the onboarding process into clear, structured, bite-sized chunks that guide the users toward adoption.  However, you can’t just stumble on the right checklist by mistake. An effective checklist is the result of understanding the goals, benefits, psychology, and best practices of an onboarding checklist.  In this guide, we'll explain what onboarding checklists are, why you need them, and share some onboarding automation best practices and steps to build great onboarding content. Image by rawpixel.com on Freepik What is a user onboarding checklist? A user onboarding checklist is an in-app set of ...

What Are the Best Tools for Creating a Knowledge Base

  Picture the scene: You’re in the flow of using a new product, and suddenly you hit a roadblock. You know the tool can do what you need it to do, you just don’t know how to do it. You could fire off an email to customer services or wait in line to chat with a customer service representative. Or, you can try to solve the problem yourself. Image by freepik Customer self-service software is built to solve these issues. A knowledge base is one of the core elements of a flexible omnichannel approach to customer success.  But how can you decide what tool to use to build a knowledge base that will help your users? First, you need to consider the features and functions that make for a quality knowledge base tool. What should you look for in a knowledge base creation tool? Before we share some of the best customer self-service software for building your knowledge base, we need to consider what makes a great knowledge base creation tool.  No-code capabilities Knowledge base creat...

Alternatives to Shepherd: Which One Is Right for You?

  Shepherd is a popular open-source tool for building product tours. However, there are better options to meet the demands of modern onboarding. Here are some great alternatives that can help boost user adoption. What is Shepherd? Shepherd is a JavaScript library. It was built to help onboard new users with product walkthroughs. It's a flexible tool that allows you to drop product tours into your app using popular languages like: Angular Ember ES Modules Vue.js  Javascript Shepherd comes with a few default themes, but its primary selling point is that it allows you to customize your tours.  The problems with Shepherd as an onboarding tool We're not here to rip Shepherd. It's a good tool that does what it sets out to do. However, it falls short of a great modern onboarding tool for several reasons. #1. Limited accessibility Shepherd is relatively easy to use if you have good technical knowledge. However, you're out of luck if you don't know how to code. In an era whe...