We launched a big redesign in March of 2021. It allowed us to scale to thousands of users quickly, but pre-launch we knew our own onboarding processes would be the make or break moment of the new self-serve freemium model. We were expecting a lot of traffic, and we knew our small but mighty team would be overwhelmed if we were to receive hundreds of support tickets. 

Most of our users choose Lou for its simplicity and ease of use. Anything less than a perfect onboarding experience would undermine our belief system as a startup - that creating great user experiences shouldn’t be complicated.

We of course utilized Lou announcements to increase adoption of new features and Lou product tours to quickly guide users through completing key activities, but we still felt like something was missing. That’s where checklists came in. 

The Power of Checklists

There are 5 steps that a new user needs to complete to be onboarded to Lou. We hypothesized that clearly displaying them as a checklist would motivate users to go through all 5 steps faster because it would give them: 

  1. Clarity: The user knows exactly what they need to do in a numbered list, leaving zero room for confusion 

  2. Motivation: There’s not that many steps to complete, and it shouldn’t take long

  3. Reward: The satisfaction of each item automatically crossing off once the task is completed

Our hypothesis was correct. The new launch was a big hit, and despite gaining hundreds, then thousands of users, our daily support tickets typically stayed in the single digits and contained very few onboarding questions. 

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The onboarding checklist helped our users find Lou’s value (or ‘aha’ moment) quickly, which led to happy retained users. It also helped our typical user to be fully onboarded in less than an hour!

There was just one problem. Building this interactive checklist took about 80 hours away from our dev team during a time when we most needed to stay focused on releasing our V2 on time. 

We immediately knew we had to offer other startups a way to include this powerful tool in their onboarding experience without having to sacrifice dev time. 

Introducing Lou Onboarding Checklists

Thanks to its code free design, customizable templates, and no code goal tracking, you can build your own interactive onboarding checklist with Lou in less than an hour! 

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Start from a template, or build your own checklist by clicking to add container blocks like progress bar, checklist item, content block, spacers, and more. Customize the color, size, font, and overall look of your checklist, and add images and videos. 

In addition to creating your ideal checklist, you can also customize the open button. The open button is the component of a checklist that is shown when a user clicks to close the main checklist container. In this closed state, the open button appears and can be clicked by a user to open the checklist. You can customize the location, color, text, font, and size of the open button so that it matches the branding on your website.

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Automatic completion tracking

Checklist items can be manually checked off by the user, or you can associate each checklist item with a code free goal. Code free goals enable the checklist item to be automatically crossed off as soon as the user completes the task in platform. 

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As you’re building your Lou checklist you can choose whether you want the items to automatically cross off or if you would like the user to manually mark each item as completed.

Link product tours to checklist items 

If you would like to provide additional training on how users can complete a checklist item, you can link Lou product tours to any Lou checklist items. The linked product tour appears as an icon that the user can click to begin the product tour. 

We recommend linking to product tours that guide users step by step through completing the goal that is associated with the checklist item.

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Add a completion message

Want to give users a moment of celebration or provide them with additional information once they complete your checklist? A completion message appears in the form of a modal once a user completes the entire checklist. Like all Lou experiences, they are fully customizable. 

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Analyze how checklists are performing

Gain valuable insights into how users are progressing through the checklist, and what onboarding goals they are and aren’t completing. 

In the Lou dashboard, you can see the number of views, completions, average completion rate, average time to complete the checklist, as well as a step by step breakdown of the number of completions of each individual checklist item. 

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If you would like to see even more in-depth analytics, integrate Lou with one of the many analytics tools we support to consolidate all of your data sources into one provider. Once integrated, you can also drill down into the specifics of how each user has interacted with Lou experiences.

Watch us build a checklist in under 5 minutes

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Get Started With Checklists

Checklists are available to all Lou users but access to advanced features varies by subscription. Head over to our pricing page to learn more or log in to create your own! 

Not using Lou yet? Create a free account to get started!

Last but not least, a big thank you to all of our users who sent in feature requests for onboarding checklists. Your feedback and ideas helped shape this new release.