How can I guide users through a step-by-step process or workflow on my website?

Question

I want to guide users through a multi-step onboarding process with a checklist popup.

Answer 1

Create a checklist popup to gamify user engagement by walking them though completing specific tasks or actions on your website.

 

Here’s how you can do it:

1. Navigate to Popup Manager: You’ll find this in your right navigation menu.

2. Select the Template: Choose “Checklist- 1” to use the checklist template.

3. Copy the Template to Campaign Manager: This is where you’ll set up the details of your campaign.

4. Set Your Campaign Details:

   • Campaign Name: Helps you identify your popup.
   • Trigger Time: Sets how long a user needs to be on the page before the campaign starts.
   • Recurrence: Sets how often the campaign can be seen again (in minutes).
   • Segmentation List: This is the list of segments to whom this campaign is available.
   • Frequency: How often the campaign is available (daily/ weekly/ monthly).
   • Device Type: Which devices will display the campaign (Desktop/ Mobile/ Both).
   • Location: Where the popup will appear on the screen.
   • Number of items: Define how many items you wish to include in the checklist.

5. Customize Your Popup:

   • Bar Background Color: Choose the color for the background of the popup.
   • Text Color: Select the color of the text.
   • Title Text: Decide on the text that would be written on the top of the checklist.
   • Checklist Width: Set the width of the checklist or leave it as default.
   • Checklist Height: Set the height of the checklist or leave it as default.

6. Item Configuration: Fill the details of each item in the checklist. Each step should represent a part of the process or workflow you want to guide your users through.

   • Item Text: The text mentioning the step to be completed.
   • Item ID: Write a unique id name for each item. A window function would be called to check the status of this task item with the parameters. This function must return a value between 0 to 1, 1 means task is completed 100% and 0 means 0%. If function is not present then task is assumed to be completed.
   • Item Target Type: Determine upon clicking the floating bar, whether the link will open in a new window, the same window, or there will be no action.
   • Item Target: Specify the link to which the user would be redirected on clicking the item.
7. Choose Your URLs: Make a list of URLs where this popup will appear. These are the pages where you want the popup to be displayed.
8. Finalize Your Popup: In the last step, decide where the popup should be displayed. The template has to be set to ‘Active’.
9. API Key: If you want to use the API for this popup, you can find the key at the bottom of the last page. This could be useful if you want to further customize the behavior of the popup using your own scripts.
10. Save Your Changes: Once you’re happy with your campaign, click “Save”.

Your popup is now live on your website!