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

Select Element on Your Page

  To associate tour steps (pointers) with specific elements on your site, you need to hook to the selectors of elements. Selectors are used to "find" the HTML elements on your site. It is not difficult to find out the selector of a specific page element. The easiest way is to use our Chrome extension . Usetiful for Chrome extension (Recommended) 1. We recommend you to first install  the extension  - it enables you to preview product tours directly on your page without embedding the code. When on the page, it allows you to get the element selector on just one click.   2. Inside the tour editor, the " Element"  field require you to enter the selector of the HTML element on your site. Click on the  "Select element"  action on the right side of the field.  The following dialog will appear if the Usetiful browser extension is enabled. 3. Enter the address of your web page and click "Open page" 4. To select the...

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...

Usetiful acquisition - Founder's post

Good news, everyone! Usetiful is joining Fullstory , marking the next chapter in our journey to help teams create more intuitive and meaningful digital experiences. Why? Some of you might remember this: Product adoption is about inspiring the right behaviors that lead to lasting satisfaction for users. To do that, teams need a deep understanding of what users do, see, and think at every step. As we explored new ways to bring that clarity to life, through features like session replay, we discovered how closely Usetiful’s mission aligned with Fullstory’s vision for behavioral intelligence. Joining forces was the natural next step. Together, Usetiful and Fullstory unlock the full value of digital products by giving teams the insight to know when and why users need help - and the ability to deliver experiences that feel human, personalized, and effortless. Since our launch in 2019, we’ve been guided by the feedback, creativity, and trust of our users. Your partnership has shaped Usetiful ...