Onboarding Checklists
Boost user activation with Candu’s customizable onboarding checklist templates. Guide users step-by-step through key actions to improve engagement and reduce time-to-value.
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Drive user activation with Candu’s onboarding checklist templates. Designed to guide users through critical tasks, these templates help improve engagement, reduce time-to-value, and ensure users get the most out of your product from day one.
Why Choose Candu’s Onboarding Checklist Templates?
An effective onboarding checklist can make all the difference in turning new users into loyal customers. Candu’s templates simplify the process while keeping users motivated and informed throughout their journey.
What makes them effective:
- Role-based customization: Tailor checklists to specific user roles, ensuring relevance and value.
- Goal-oriented design: Help users achieve key milestones by guiding them step-by-step. Use user events to check off key actions in a checklist.
- Progress tracking: Keep users motivated with clear visual indicators for completed tasks.
- User and Account-based checklists: Set up checklists for account and user onboarding. Decide whether teams or users progress.
- Collaboration tools: Refine checklist designs with input from your team using Candu’s real-time collaboration features.
- Data-driven optimization: Use built-in analytics to identify which steps users complete easily, and where they’re getting stuck..
How to Use Candu’s Onboarding Checklist Templates
- Select a template: Choose from a variety of templates designed for SaaS onboarding, Try different mediums, from floating checklists to in-depth getting started pages.
- Customize your checklist: Edit tasks, instructions, and visuals to align with your product’s goals and branding. Choose how tasks are completed—when a user clicks an item, a CTA, changes an attribute (like free to paid) or with an event.
- Personalize for users: Adapt the checklist dynamically based on user input, such as their goals or role. Read our guide on how best-in-class providers like Make, ActiveCampaign, and Gorgias personalize their onboarding checklists by role or by goal.
- Track progress: Monitor user progress in real time, identifying areas where users might need extra guidance.
- Iterate and improve: Use engagement data to refine your checklist, ensuring a smoother experience for future users.
Advanced Features for Goal-Oriented Onboarding Checklists
- Dynamic personalization: Automatically adjust tasks and steps based on user responses or behaviors.
- Multi-step tracking: Help users stay on track with auto-check functionality and clear visual cues.
- Third-party integrations: Connect with tools like CRMs or analytics platforms to enhance the onboarding experience or push our checklist completion events via webhook. Read about Candu’s eventing schema.
- A/B Testing: Test different variants of your onboarding checklist messaging, steps, or assets or against a control.
Candu allows me to easily create UI templates in line with our brand and design styles and empower colleagues to update our admin dashboard with new content every month. Our in-app dashboard 'editions' are now a core part of our product.
Frequently asked questions
An onboarding checklist is a step-by-step guide that helps new users complete key tasks. A well-designed checklist simplifies complex processes, reduces time-to-value, and keeps users engaged as they learn your product.
Focus on the most critical tasks users need to accomplish. Use Candu’s templates to design simple, goal-oriented checklists that adapt to user needs and guide them toward success.
Track metrics like checklist completion rates, activation rates, and user retention. These provide insights into how well your checklist supports users and where improvements may be needed.
Yes, personalization is key to effective onboarding. Candu’s templates let you tailor tasks and steps based on user roles, goals, or preferences. Read our guide on the types of personalization that are most critical, including role, technical ability and goal.
Candu’s research on self-service SaaS onboarding suggests that 3-5 tasks per checklist hit the sweet spot for initial user activation. Longer checklists can overwhelm users and increase drop-off rates. If your process requires more steps, consider breaking it into smaller, more focused checklists to keep engagement high.
Are users completing all of the steps? Where are they getting stuck? More importantly, does the checklist encourage more people to activate and convert on your product? Success can be measured by user engagement, task completion rates, and time-to-value. Use Candu’s analytics to track these metrics and optimize the checklist for better results.
