Overview
When creating a Checklist, you can choose its items, customize its appearance, where it should be placed on your web page, and much more!
This article will explain how to use the Checklist settings to make it perfectly suitable for your use case.
Accessing the settings
You can find the Checklists section in your Panel under Content.
To access its settings, click on the cog icon of an existing Checklist or click on
+ New Checklist to create a new one.
Content tab
Here, you can enter basic information about your Checklist, enable/disable specific functions, add and manage your Checklist items, and determine their behavior.
Items in the Checklist and Setting Goals for Them
You can add two types of items to your Checklists: Guides and Page URLs. You can give both a specific header to tell your users what to expect.
Guides: By default, this type of Checklist item will receive a green checkmark when the user completes the Guide.
You can go to your Checklist setting page and set a new goal for your guides.
To set custom goals for guides, click on Guide is Completed. You can use our built-in attributes or send your attributes to create conditions (e.g., receive the green checkmark if the user subscribes to a plan).
You can switch to the Goal is Reached in the opening window to set a new goal to condition the guide.
Important: Your users can trigger your Guides through the Checklist, so as a best practice, we suggest leaving only the first Checklist's Guide with the auto-trigger option turned on or none.
Page URL: This type of Checklist item will receive a green checkmark when the user clicks on it and visits the page (either on the same tab or in a new one).
Unlock Checklist items in order
This option will ensure users follow your Checklist items in the specified sequence when enabled.
Customize tab
In this section, you can design and customize your Checklist's appearance, such as color, custom font, launcher image, position, and more!
Configure tab
Finally, in this last section, you can set your Checklist's status, page targeting, segmentation, and more.
Appearance Settings
Open by default: When enabled, the Checklist container will be seen as already expanded for the end-user.
Hide as completed: When enabled, the Checklist will be hidden once the user completes all the items.
Finally, if you're happy with the final result, activate the Checklist, save and publish changes.
