OnboardList Documentation

Here's how to get started using OnboardList:

OnboardList is currently in private beta...please click the Join Waitlist button on our home page and we'll send you a link to sign up when available.

When you sign up for OnboardList, we automatically create an Example Checklist for you. From the Dashboard, click on Checklists, then click the Example Checklist's View button.

The checklist view has two tabs: Steps and Settings. Under Steps, you add steps to your checklist. Under Settings, you can rename your checklist and customize its appearance.

If you have multiple types of users who need different onboarding checklists, under Checklists click the New Checklist button. Note multiple checklists require the Unlimited plan.

Once you have a checklist, you need to add onboarding steps to the checklist. Under Checklists, click a checklist's View button, then under the Steps tab click Add Step.

Each step consists of the following:

We recommend writing out your steps in an app like Google Docs, then copying them into the OnboardList dashboard by viewing your checklist and adding new steps.

For even better conversions, use the "Checked by Default" setting to start your checklist with one or two pre-checked steps that new users will have completed once they sign up, to encourage them to engage with the checklist and complete your onboarding process.

Once you’ve added steps to your checklist, exclude existing users who have already completed your onboarding process from seeing your checklist.

To exclude existing users, from the Dashboard click on Exclusions, then Add Exclusions. Copy and paste the email addresses of users who have already completed your onboarding process into the Add Exclusions form, then click Submit. Verify the email addresses appear on the Exclusions page.

Note you only have to do this once! After you start using OnboardList, our system automatically tracks the progress of each user and hides the checklist from users who have completed it.

Please see www.onboardlist.com/docs/widget for code snippet installation instructions.

First, sign in to your software and make sure the OnboardList widget appears with your onboarding checklist. Each time your checklist gets displayed for a new user, a “signup” is created in the OnboardList dashboard to track the progress of that user.

Once you have viewed the checklist in your software, in the OnboardList dashboard click on “Signups” to make sure the user appears there. That's how you know OnboardList is working!

Once you've completed the steps above, it's time to optimize your user onboarding experience:

Webhooks are an optional way for you to automatically check off a step when a user completes an action in your app. Please see www.onboardlist.com/docs/webhooks for details on how to implement OnboardList webhooks.

The OnboardList dashboard shows the percentage of users who complete each step in your onboarding checklist. Note this percentage is based on the number of users who completed the previous step, not on the total number of signups.

For example, if 100 users have signed up, 50 users have completed the first step, and 25 users have completed the second step, both steps will have a completion percentage of 50%. This lets you compare the relative difficulty of each step.

If a disproportionate number of users are getting stuck at a specific step, as indicated by a large drop in the completion percentage compared to other steps, break up that step into two or more easier steps by editing your checklist.