Onboarding Checklists
Optimize your onboarding process with effective checklists that drive user activation through clear, actionable steps for success.
How to Achieve Onboarding Checklists
How to Achieve Onboarding Checklists
How to Achieve Onboarding Checklists
1
Define Objectives
Identify the primary goals and outcomes you want to achieve during the onboarding process to ensure clarity and focus.
1
Define Objectives
Identify the primary goals and outcomes you want to achieve during the onboarding process to ensure clarity and focus.
1
Multimedia in Interactive Tours
Engage users with dynamic onboarding through embedded images, GIFs, and videos from Loom or YouTube, enhancing their experience and understanding.
1
Define Objectives
Identify the primary goals and outcomes you want to achieve during the onboarding process to ensure clarity and focus.
2
Complete User Setup
Finalize all user settings to ensure a seamless experience and maximize engagement.
2
Complete User Setup
Finalize all user settings to ensure a seamless experience and maximize engagement.
2
Complete User Setup
Finalize all user settings to ensure a seamless experience and maximize engagement.
2
Complete User Setup
Finalize all user settings to ensure a seamless experience and maximize engagement.
3
Finalize Onboarding Experience
Ensure all onboarding materials and resources are accessible to users, and gather feedback to improve the process for future cohorts.
3
Finalize Onboarding Experience
Ensure all onboarding materials and resources are accessible to users, and gather feedback to improve the process for future cohorts.
3
Finalize Onboarding Experience
Ensure all onboarding materials and resources are accessible to users, and gather feedback to improve the process for future cohorts.
3
Finalize Onboarding Experience
Ensure all onboarding materials and resources are accessible to users, and gather feedback to improve the process for future cohorts.
How Jimo Help Onboarding Checklists
How Jimo Help Onboarding Checklists
How Jimo Help Onboarding Checklists
Auto-progress your tours based on user interactions.
Auto-progress your tours based on user interactions.
No more “next” button. Our innovative logic builder eliminates the need for it.
No more “next” button. Our innovative logic builder eliminates the need for it.
Element
Is clicked:
Element
Is clicked:
Element
Is clicked:
Current page
Contains: lance.com/newcampaign
Current page
Contains: lance.com/newcampaign
Current page
Contains: lance.com/newcampaign
Fills in input
Is: "Sellers"
Fills in input
Is: "Sellers"
Fills in input
Is: "Sellers"
Add conditions
Element
Is clicked:
Current page
Contains: lance.com/newcampaign
Fills in input
Is: "Sellers"
Add conditions
Choose the shape and the size
Choose the shape and the size
Select the perfect variants to match your product needs.
Cursor
Hotspot
Tooltip
Modal
John Doe, CPO @Tablio
First, you need to go to your dashboard! 👉
Cursor
Hotspot
Tooltip
Modal
John Doe, CPO @Tablio
First, you need to go to your dashboard
Cursor
Hotspot
Tooltip
Modal
John Doe, CPO @Tablio
First, you need to go to your dashboard! 👉
Cursor
Hotspot
Tooltip
Modal
John Doe, CPO @Tablio
First, you need to go to your dashboard! 👉
Multimedia Integration
Multimedia Integration
Add images, videos, GIFs, buttons, surveys, and more. Interactive tours make learning fun and engaging.
Add images, videos, GIFs, buttons, surveys, and more. Interactive tours make learning fun and engaging.
John Doe
CPO @Tablio
Welcome to your Workspace! 🎉
Explore your personalized workspace where you can efficiently manage projects, tasks, and collaborations.
Videos (Loom, Youtube, etc)
Images & GIFs
John Doe
CPO @Tablio
Welcome to your Workspace! 🎉
Explore your personalized workspace where you can efficiently manage projects, tasks, and collaborations.
Videos (Loom, Youtube, etc)
Images & GIFs
John Doe
CPO @Tablio
Welcome to your Workspace! 🎉
Explore your personalized workspace where you can efficiently manage projects, tasks, and collaborations.
Videos (Loom, Youtube, etc)
Images & GIFs
John Doe
CPO @Tablio
Welcome to your Workspace! 🎉
Explore your personalized workspace where you can efficiently manage projects, tasks, and collaborations.
Videos (Loom, Youtube, etc)
Images & GIFs
Multiple languages
Multiple languages
Expand your reach by delivering tours in your users' native languages.
Expand your reach by delivering tours in your users' native languages.
More than just Onboarding Checklists
More than just Onboarding Checklists
More than just Onboarding Checklists
Get the best user experience today.
Increase user adoption, engagement and retention with the best user experience.
Tours / Dark Mode Announcement
Preview
Target & Publish
Navigator
Pop-in
Image
Tag
Title
Paragraph
Primary CTA
Secondary CTA
Add element
Beta
Introducing Dark Mode
Gain deeper insights, track progress, and make data-driven decisions effortlessly with our comprehensive analytics suite. Explore your data like never before and unlock valuable insights
Maybe later
Try Dark mode
General
Type
Behavior
To show
Click the cross
To dismiss
Primary CTA
Size
Width
Default
Height
Auto
Style
Shadow
Add...
Radius
16
px
Background
#202020
Border
Add...
Animations
Elements
Yes
No
In
Fade
Out
Fade
Get the best user experience today.
Increase user adoption, engagement and retention with the best user experience.
Get the best user experience today.
Increase user adoption, engagement and retention with the best user experience.
Tours / Dark Mode Announcement
Preview
Target & Publish
Navigator
Pop-in
Image
Tag
Title
Paragraph
Primary CTA
Secondary CTA
Add element
Beta
Introducing Dark Mode
Gain deeper insights, track progress, and make data-driven decisions effortlessly with our comprehensive analytics suite. Explore your data like never before and unlock valuable insights
Maybe later
Try Dark mode
General
Type
Behavior
To show
Click the cross
To dismiss
Primary CTA
Size
Width
Default
Height
Auto
Style
Shadow
Add...
Radius
16
px
Background
#202020
Border
Add...
Animations
Elements
Yes
No
In
Fade
Out
Fade
Get the best user experience today.
Increase user adoption, engagement and retention with the best user experience.
Tours / Dark Mode Announcement
Preview
Target & Publish
Navigator
Pop-in
Image
Tag
Title
Paragraph
Primary CTA
Secondary CTA
Add element
Beta
Introducing Dark Mode
Gain deeper insights, track progress, and make data-driven decisions effortlessly with our comprehensive analytics suite. Explore your data like never before and unlock valuable insights
Maybe later
Try Dark mode
General
Type
Behavior
To show
Click the cross
To dismiss
Primary CTA
Size
Width
Default
Height
Auto
Style
Shadow
Add...
Radius
16
px
Background
#202020
Border
Add...
Animations
Elements
Yes
No
In
Fade
Out
Fade