Checklists
are boring
Send users on a fun, interactive quest instead.
The Basics
Get your CommandBar setup and live to users!
2/6
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First-time walk around
Give your users a tour of what they can expect from your product (don't show them everything though).
Try a new feature
Don't just announce a new feature: encourage users to try it out.
Explore a new use case
Deepen a user's engagement with your product by encouraging them to use it in a new way.
Do something required
Sometimes we *need* users to do things (like toggle a setting or handle a breaking change). It's easier if you spell it out for them.
Trigger a checklist based on intent
Make it easier for users to discover Checklists that might
be
helpful to them, from Copilot, HelpHub, and Spotlight.
Make the quest feel like a privilege not a chore
A fun quest is about more than just matching
your
brand (though obviously you can do that)
Say it with a GIF (or JIF?)
Make your checklist stand out with
a gif, video, or image.
Check steps off when the user actually does something using advanced completion conditions
Dopamine responses require some effort.
Make your checklists pop
Match the checklists to your brand's style.
Down to the shadows and radii.
Checklists aren't grenades: don't hurl them at users
The right checklist? Magical. The wrong one? Wtf.
Audiences
Build reusable audiences based on user characteristics.
Page Targeting
Make sure users only see checklists that are relevant to where they are in the product.
Smart Triggers
Trigger a checklist based on an emotion your users experience.
Rate Limits
A failsafe so your team doesn't get too checklist-crazy and annoy your users.
Climb into your checklist cockpit,
and check for turbulence
Measure engagement
Are they effective?
Identify bottlenecks
Where do users drop off?
1
Connect to your app
2,508
2
Setup spotlight
2,189
3
Create your first product tour
4
Join our community Slack
5
Invite your team
Your data, better targeting
Bring your existing segments, cohorts, and user attributes from the tools you love for better targeting.
