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User Onboarding Checklists to Onboard New Users
User Onboarding Checklists to Onboard New Users

Use checklists to facilitate new users onboarding.

Efehan avatar
Written by Efehan
Updated over a week ago

Use Case

A successful user onboarding experience is a great way to prove to your users that they made the right choice by signing up for your product. It sets the expectations for new users, pushes for the activation event, and, ultimately, helps you retain them by solving issues causing churn. How? By:

  • Assisting users to understand your product and quickly obtain value from it

  • Encouraging users to complete tasks toward "activation."

  • Driving users to adopt certain key features that correlate with product engagement.

This guide will focus on building a user onboarding checklist to onboard new users and increase adoption. We'll cover:

  • Creating the onboarding checklist

  • Targeting the correct users

  • Testing the experience

  • What metrics will this impact?

The final look of your Checklist will look similar to the example we created below:

Creating the Onboarding Checklist

Let's begin by creating the actual content.

1-) Create the Guides to place into the Checklist

Through specific tasks, users can take practical actions on the path to activation. Therefore, you should create a guide for each task, and every task (guide) must be linked to an action.

To add a guide to a checklist, click on "Add a Guide" in the content section. After you add the guide to a checklist, it's now time to set up the conditions for it to be marked as completed.

For example, if the guide takes the user to a URL, it can be marked as completed by arriving at the given page. Depending on the type of action you have selected, you can set up completion criteria based on user properties and custom events.

2-) Customize

UserGuiding gives you the ability to fully customize checklists as well as the Guides associated with them.

  • You can set up the initial theme color, checklist launcher, and font family.

  • You can also customize the look & feel of the Guides with Customized Themes.

3-) Triggering your Checklist conditionally

You can control for which segment and under which conditions your checklist triggers. You can also select the pages where the Checklist would appear.

You can also set an appearance frequency for your Checklist. For example, it could keep triggering even if all of its tasks are completed. Another option is to remove the Checklist from the page when all its tasks are completed.

Targeting the correct users

There could be multiple considerations around which users should see this onboarding checklist and other contents you may have. For example;

  • The user is new and will see the onboarding checklist for the first time

  • The Checklist is completed before any other content you may have published

  • The events from each guide will be available for targeting - once an action (task) has been completed.

To target, you'll need the applicable User Properties and Events being sent to UserGuiding. You can see what you're sending on the "Available Attributes" dropdown in the Users Page. In addition, recommended attributes and events to send can be found here.

New user targeting

To ensure that only new users will see your onboarding checklist, go to the Users page, select the" "DaysPassedAfterSignedUp" (or whatever name your team gave the property), and set the interval for a user to be considered as a new user.

Show the Onboarding Checklist first.

You can display your other contents, such as a second Checklist, only if the user has completed this onboarding checklist. You can do that in the different Checklist's settings by adding a segmentation rule:

Using the events and properties

You can set other experiences in your onboarding to only show to a particular group of people based on what they accomplished in that initial onboarding experience.

In the content settings or creating a user segment, you can define an audience by whether an event has occurred or property is being sent.

Testing the experience

Setting the audience to Only Me will limit the onboarding checklist only to be displayed for you and your colleagues.

You can navigate to a page where the Checklist should display, test it to see what your it will look like, and publish your Checklist when you're ready.

What metrics will this impact?

Activation and retention. Faster and easier time-to-value increases your chances of engaging users and retaining them for a more extended period.

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