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

How DAP Can Help Your Sales and Marketing Teams

  These are trying times for the overall business community. The rise in interest rates has slowed economic activity, with subsequent budget cuts targeting sales and marketing departments in particular.  You've probably already heard how digital adoption platforms (DAPs) like Usetiful can boost sales and marketing for your product. But what about using the software to help your sales and marketing employees?  In this article, we'll show how you can use a digital adoption solution like Usetiful to drive better outcomes for not just your product and your users but also your employees. Image by our-team on Freepik Sales reps and time to productivity (TTP) If you're familiar with digital adoption tools like Usetiful, you'll already understand concepts like time to value (TTV). In short, it's a metric that measures how long it takes a user to get value from your product. Another way you can look at this is how long it takes someone to engage with your product and gain a ...

Increase your SaaS MRR with the Psychology of User Onboarding

  SaaS businesses have no shortage of product metrics to track. However, when it comes to the crunch, monthly recurring revenue (MRR) is what really matters. While MRR is a simple concept, increasing it is anything but straightforward. Instead, product managers need to employ a blend of different approaches, including proven psychological principles. One thing is for sure: Great onboarding experiences help SaaS teams win and retain customers, which translates directly into increased MRR. So, if you want to drive your revenues, you need to consider the psychology of onboarding and the seven rock-solid principles. Image by freepik Let’s take a look at each principle and how you can apply them to your onboarding flows. 7 principles of UX psychology Here are the seven psychological principles that can boost your onboarding. They provide a great blend of common sense and more advanced ideas that can inform the way you engage your users.   #1. Cognitive Load Theory John Sweller...

Create product tours with Usetiful