One of the most popular onboarding elements that Userpilot customers use is the checklist.

Checklists provide users with a series of tasks they must complete if they want to make the most of your product.

It’s a very effective way of guiding users through your product and towards activation.

Sked Social found that when their customers completed the checklist, they converted 3x more than customers who did not complete the checklist.

Let’s take a look…

How Sked Social onboards new users

When you first sign in to Sked Social, you’re presented with a pop-up modal. This introduces you to the first task which is to add your first account.

You have two choices here. Either you can arrange for a one-on-one call to walk you through it or you can follow the onboarding sequence.

Once you’ve connected your first social account, you’re redirected to the main dashboard.

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The onboarding checklist opens up automatically to grab your attention. There are several things worth noticing about the checklist.

Firstly, it only contains four tasks. It’s important to keep tasks to a minimum, or else you risk scaring users away and over-complicating your product. You should think about the key tasks a user must perform to start getting value.

Secondly, it uses a couple of psychological tricks to increase the chances of a user completing the checklist.

It includes a progress bar, enabling users to see how much more they have left to do. It’s nice to see a progress bar fill up as you go along.

The other little trick is called “endowed progress”. This is where a task has already been checked off the list. In this case, the first task, “Account created” was the first thing you did after signing in.

By checking off the first task, you feel like you’ve already made good progress.

Clicking on a checklist task directs you to the relevant page. If, for example, you click on “Upload an image or video”, you’re transported to the “Upload” page.

Here, you’re shown a slideout that asks you to “Create your first post”. You can then follow the steps to add your first image and complete the task.

You mustn’t just list tasks and expect users to know how to complete them. You can better educate your users by linking checklist tasks to other onboarding elements, such as product tours.

Once you’ve completed all the items on the checklist, you’re shown a congratulatory message.

It’s nice to give your users a pat on the back and celebrate their success. It helps establish the relationship between your users and your product.

With a simple checklist, Sked Social can quickly onboard new users and offer instant value.

So how well did it work?

What do the numbers say?

Sked Social saw 3x higher conversions when users completed their checklist.

In other words, a user who completed the checklist was over 3x more likely to become a paying customer.

Adding the checklist was worth the investment.

How to create a checklist with Userpilot

Onboarding checklists help new users learn about a product and reduce their time-to-value (TTV). Userpilot checklists can be created using the no-code builder, used to trigger specific actions, and tracked using the analytics dashboard to gauge overall engagement.

Here’s how you can use Userpilot to create an advanced onboarding checklist:

• No-code builder: Userpilot’s checklist creator lets you edit the content of checklists, add tasks, style icons, and configure the triggers for when your checklist should appear. You’ll also be able to choose from five widget icons (or upload your own) and recolor the widget to match your UI.

• Smart tasks: Checklist tasks can be set to trigger specific actions upon being completed, such as redirecting a user to a different page, launching an in-app flow, or running a custom JavaScript function. You can also set the conditions for when a task and action will be marked as complete.

• Checklist analytics: The Checklists dashboard shows you all relevant metrics. These include the number of live checklists you have, how many views they’ve gotten, and how many have been completed. You can also sort these analytics by segment or period to identify trends.

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