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

Metrics That Are Better Than NPS?

  Net Promoter Score (NPS) is a deceptively powerful and widely used metric for measuring customer loyalty and satisfaction. It works because it asks one simple question: On a scale of 0 to 10, how likely are you to recommend our product to a friend or colleague? From there, respondents are split into one of three groups, which are: Promoters (9-10): Loyal, enthusiastic advocates for your product. Passives (7-8): Users who are happy enough but could switch to a rival product under the right circumstances.  Detractors (0-6): Unsatisfied customers who are more likely to complain to friends or social media about your product. Once you have counted your responses, you get your NPS score by subtracting the percentage of Detractors from the percentage of Promoters.  However, not everyone loves the NPS score. Here are a few of the weaknesses associated with the customer loyalty metric. It’s too simple to capture the true complexity of customer sentiment. People who respond to...

6 Steps of Building a Knowledge Base for SaaS

  Customer self-service is an ever-growing trend for SaaS products. In-app guidance and chatbots are a central part of offering customers a way to resolve issues on their own time. However, a knowledge base portal helps you go the extra mile by providing help, troubleshooting, how-to articles, and more. A good knowledge base has a lot of benefits, such as: Increased user retention Improved SEO Fewer support tickets Better customer satisfaction While the benefits are well understood, many businesses don’t know where to start unlocking them. Thankfully, customer onboarding self-service software like Usetiful is here to help. Here’s how you can build a knowledge base for your SaaS product in six simple steps. Image by benzoix on Freepik #1. Research and planning All projects need to have a clear goal right from the outset. Building a knowledge base portal is no different. So, the first thing you need to do is identify the needs and goals behind your knowledge base project.  Here’...

4 Types of Customer Satisfaction Survey and Their Best Practices

  A customer satisfaction survey is a fantastic tool for gathering information from current and past users. They can help your customer success teams understand the areas where your business is doing well — and where you’re lacking. Leveraging this information allows you to improve the customer experience, retain users, and even build loyalty. Image by Freepik In this article, we'll look at the four most valuable types of customer satisfaction surveys and some of the best practices you can employ to make them work. What is customer satisfaction? Customer satisfaction measures how your products or services meet customer demand. It's a strong gauge of the overall customer experience users have with your brand. Customer satisfaction can seem like a nebulous concept. However, there are many great surveys that can help you understand how your users feel about your product or service. Benefits of customer satisfaction surveys Running a customer satisfaction survey has many benefits. ...