Checklists

User onboarding checklists are interactive patterns designed to guide and engage users during their initial interaction with a product. They often contain multiple items or CTAs a user is encouraged to complete. They use UI elements such as a progress indicator bar and checks or strike-throughs to indicate completion or progression. 

These help streamline complex multistep onboarding processes, rewarding user progress, and providing targeted support, effectively enhancing user activation and retention by leveraging psychological principles like completion, reward, and clarity​

• User Onboarding: providing clear steps for successfully setting up or implementing a new product. Also, helpful for new users being added to an existing company account. 

• Re-onboarding: helping a re-activated user re-familiarize themselves with recent changes or updates.

• Customization: encouraging users to complete their profile or increase their product customization to help drive more value.

• Challenges and Rewards: highlighting new use cases or additional actions users can take to become more competent and potentially offering rewards for doing so.