Checklist items

Add an item

Select “Add Checklist Item” to start adding items to your checklist. When you have more than one item, you can set your checklist to be completed in order. This means that the next item will only be available when the present one is completed and so on.

Add a Label

Next, click ‘Edit’ to start adding the details into each checklist item. Give each item a name users can quickly understand what the task is.

Set the action

Then set up what will happen when the Item is clicked. There are two options:

• Go to a page
• Launch a Flow

Go to a page

Add the URL you want the users to go to when the item is clicked. If your checklist is published across different domains, you can enter just the path (anything after .com/) as shown below. Turn the toggle on if you want the page to be opened in a new tab.

Go to a dynamic page

It can happen that you want to send the users to a URL unique to them or a subgroup of users—say /user/12345/profile. In those cases, by adding a user attribute into the redirect, you can create a dynamic URL pattern that will be personalized to each user. Ensure that there are two curly braces immediately wrapping the name of the attribute you'd like to use, for example {{account}}. Then, add it in place of the dynamic part of the URL, like this:

For step by step guidance on where to find your attribute and how to use it correctly, make sure you read our article Personalize Flows.

Launch a Flow

Use your checklist to launch a Flow. You can launch the Flow directly on the current page or you can add a redirect before it launches, as well as open in a new tab. If you'd like to go to a page before launching the Flow, you can follow the instructions in the section above.

Completion Criteria

This is the setting that defines if the item is completed or not. There are three options to check off an item:

• When the launched flow is started
• When the user matches…
• When the item is clicked

When the launched Flow is started

Select this option when simply launching the flow from the checklist is enough to check it off. The item will be marked completed as soon as the flow starts showing on the screen, if your Flow starts with a Modal or a Slideout.

However, if your Flow starts with a Tooltip or a Hotspot the checklist item does not immediately get marked as completed. For Flows that start with Tooltips and Hotspots, completion is based on interaction: the user must interact with (e.g., click next, dismiss, or engage with the targeted element) the Tooltip/Hotspot for the step/group to be considered completed and for the checklist item to be checked off. This differs from Modals/Slideouts, which can be marked completed just by being shown. If you have a group of Tooltips and Hotspots, please note that you'll need to interact with all of them to check the item off.

When the user matches

Select this option when you're looking for specific actions to occur as a consequence of seeing the checklist. 

Event

For example, if your checklist item is ‘Add a teammate’ and the item launches a Flow that guides the user on how to do it, your completion criteria can be tied to an event that tracks if the user invited a teammate or not. When that Event occurs the Item will be checked off.

User Property

Another example is from a checklist we use with our Trial users. The item prompts the users to Build a Flow on their site and it launches a Flow showing them how to Build a Flow. Then, as the completion criteria we use a User property called Total Flows which tracks how many flows a user has built. In this case, the item is checked off when it equals 1. This means that as soon as the user creates at least 1 Flow, the item will be complete.

Flow

If you want to specify a specific step in a Flow or only when it reaches its end, you can use this option (as opposed to first option “When the launched Flow is started”). Use the dropdown to find your Flow as well as the correct step. Please note that there is a bit of nuance in order to find the correct step due to how Flows are built in Appcues. If your steps are grouped (like the first two tooltips in the screenshot below), that is considered just one Step Group. If you have navigation steps, those are also counted as a group, but they aren't shown in the dropdown.

In practice, here's what this means. Below is a screenshot of a Flow in the Builder and it consists of a Step Group of 2 Tooltips, 1 Slideout, 1 Navigation step and 1 Modal.

This Flow appears in the checklist dropdown as shown below. The first 2 Tooltips are considered a single Step Group (Step Group 1), the Slideout is Step Group 2 and the Modal is Step Group 4 because the navigation is Step Group 3, which was omitted.

If you try to use this option to select the first step of your flow, you'll notice that the UI will automatically close the dialog and select ‘When the launched flow is started’. This expected as seeing/completing the first step of a Flow is the same behavior as when the launched Flow is started.

Additionally to these, you can also use Group properties, segments, languages and Checklists.

When the item is clicked

Select the option when simply clicking the item is enough to check it off. For instance, if you want your item to check-off when the user goes to a page, you can select this option.