Intelligent Onboarding

Increase SaaS adoption with a personalized checklist and targeted reminder emails for new users. Free Trial Schedule Demo
OnboardList Dashboard

Clarity

The OnboardList checklist shows new users exactly what they need to do next to get to that "aha moment" when they experience the value created by your SaaS product.

Clarity

Urgency

Unchecked list items create a cognitive bias toward checking each item off the list. The progress bar encourages users to complete your entire SaaS onboarding process.

Urgency

Relevance

Unlike a fixed onboarding email sequence, new users only receive reminder emails about the next step in your onboarding process. Write a custom email for each step.

Relevance

Analytics

OnboardList shows you the completion rate of each step in your onboarding checklist. If users get stuck at a particular step, break that step up into multiple easier steps.

Analytics

How It Works

1

Create Your Checklist

Log in to the OnboardList admin and create a list of onboarding tasks for new users.

2

Write Reminder Emails

In the OnboardList admin, write a reminder email for each step in your task list.

3

Add Code Snippet

Add a code snippet to pages such as your dashboard that will show your checklist.