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Userorbit is a customer communication and engagement platform
that makes product adoption easy.

Userorbit

Analysis

Hussain

<p>Measure the impact of your checklists with step-level analytics and trend insights.</p><h2>Where to find analytics</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-analytics.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6602822580645162"><ol><li><p>Go to<strong> Checklists</strong> and open a checklist.</p></li><li><p>Click the<strong> Analytics</strong> tab.</p></li><li><p>Adjust the date range and filters as needed.</p></li></ol><h2>Key metrics</h2><ul><li><p><strong>Views</strong>: number of users who saw the checklist</p></li><li><p><strong>Starts</strong>: users who began the checklist</p></li><li><p><strong>Completion rate</strong>: percentage of users who finished all steps</p></li><li><p><strong>Average time to complete</strong>: median duration from start to finish</p></li><li><p><strong>Step drop-off</strong>: users exiting at each step</p></li></ul><h2>Step-level detail</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-detail.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6612903225806452"><ul><li><p>See conversion for each step and identify friction points</p></li><li><p>Drill into user cohorts by plan, role, or other properties</p></li><li><p>Export step data for deeper analysis</p></li></ul><h2>Improving performance</h2><ul><li><p>Remove or simplify high-drop-off steps</p></li><li><p>Add contextual help or tooltips on difficult steps</p></li><li><p>Retarget incomplete users with nudges</p></li><li><p>Split long checklists into focused variants</p></li></ul><h2>Troubleshooting</h2><ul><li><p><strong>Missing data: </strong>verify the checklist is published and events are tracked</p></li><li><p><strong>Low completion rate: </strong>review step difficulty and targeting fit</p></li><li><p><strong>Spikes/drops: </strong>check release notes and product changes for context</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><strong><u>Userorbit support</u></strong></span></a></h4>

How to see checklist analytics

Mukesh

Creating Checklists

<p>Create guided, interactive checklists to drive onboarding, feature adoption, and ongoing success inside your product.</p><h2>Before you start</h2><ul><li><p>Define the goal for the checklist (e.g., complete onboarding, adopt a feature)</p></li><li><p>List the key steps users must take to achieve the goal</p></li><li><p>Identify any success criteria or tracking events</p></li></ul><h2>Create a new checklist</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-list.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6086105675146771"><ol><li><p>Go to Checklists in your Userorbit admin dashboard.</p></li><li><p>Click New checklist.</p></li><li><p>Name your checklist and add a short description</p></li><li><p>Choose the default audience or leave it open for now.</p></li></ol><h2><u>Add and organize steps</u></h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-edit.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6596173212487413"><ol><li><p>Click Add step to create a new item.</p></li><li><p>Provide a clear title and optional description.</p></li><li><p>Choose a completion condition:</p><ul><li><p>Manual mark as complete</p></li><li><p>Event-based (e.g., user performed action)</p></li><li><p>Property-based (e.g., plan == Pro)</p></li></ul></li><li><p>Reorder steps by dragging to set the ideal sequence.</p></li></ol><h2>Configure behaviors</h2><ul><li><p>Auto-open behavior (on first login, on specific pages)</p></li><li><p>Allow users to collapse/dismiss</p></li><li><p>Restrict to desktop or mobile</p></li><li><p>Completion celebration and follow-up actions</p></li></ul><h2>Preview and publish</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-detail.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6612903225806452"><ol><li><p>Click<strong> Preview</strong> to test the checklist experience.</p></li><li><p>Validate step completion logic and ordering.</p></li><li><p>Click<strong> Publish</strong> to make the checklist available.</p></li></ol><h2>Best practices</h2><ul><li><p>Keep step titles short and action-oriented</p></li><li><p>Aim for 3–7 steps per checklist</p></li><li><p>Use clear completion criteria to reduce confusion</p></li><li><p>Group advanced steps into a separate checklist</p></li></ul><h2>Troubleshooting</h2><ul><li><p>Steps not completing: verify event/property conditions and spelling</p></li><li><p>Checklist not visible: check audience targeting and publish status</p></li><li><p>Wrong order: drag to reorder and republish</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><u>Userorbit support</u></span></a></h4>

How to create a checklist in Userorbit

<p>Create guided, interactive checklists to drive onboarding, feature adoption, and ongoing success inside your product.</p><h2>Before you start</h2><ul><li><p>Define the goal for the checklist (e.g., complete onboarding, adopt a feature)</p></li><li><p>List the key steps users must take to achieve the goal</p></li><li><p>Identify any success criteria or tracking events</p></li></ul><h2>Create a new checklist</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-list.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6086105675146771"><ol><li><p>Go to<strong> Checklists</strong> in your Userorbit admin dashboard.</p></li><li><p>Click<strong> New checklist</strong>.</p></li><li><p>Name your checklist and add a short description.</p></li><li><p>Choose the default audience or leave it open for now.</p></li></ol><h2>Add and organize steps</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-edit.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6596173212487413"><ol><li><p>Click<strong> Add step</strong> to create a new item.</p></li><li><p>Provide a clear title and optional description.</p></li><li><p>Choose a completion condition:</p><ul><li><p>Manual mark as complete</p></li><li><p>Event-based (e.g., user performed action)</p></li><li><p>Property-based (e.g., plan == Pro)</p></li></ul></li><li><p>Reorder steps by dragging to set the ideal sequence.</p></li></ol><h2>Configure behaviors</h2><ul><li><p>Auto-open behavior (on first login, on specific pages)</p></li><li><p>Allow users to collapse/dismiss</p></li><li><p>Restrict to desktop or mobile</p></li><li><p>Completion celebration and follow-up actions</p></li></ul><h2>Preview and publish</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-detail.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6612903225806452"><ol><li><p>Click<strong> Preview</strong> to test the checklist experience.</p></li><li><p>Validate step completion logic and ordering.</p></li><li><p>Click<strong> Publish</strong> to make the checklist available.</p></li></ol><h2>Best practices</h2><ul><li><p>Keep step titles short and action-oriented</p></li><li><p>Aim for 3–7 steps per checklist</p></li><li><p>Use clear completion criteria to reduce confusion</p></li><li><p>Group advanced steps into a separate checklist</p></li></ul><h2>Troubleshooting</h2><ul><li><p>Steps not completing: verify event/property conditions and spelling</p></li><li><p>Checklist not visible: check audience targeting and publish status</p></li><li><p>Wrong order: drag to reorder and republish</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><u>Userorbit support</u></span></a></h4>

Checklist creation, item types, and best practices

Targeting & Display

<p>Userorbit allows you to embed interactive checklists directly into your application, providing users with guided step-by-step tasks and real-time progress tracking without leaving your product.</p><h2>What are embedded checklists?</h2><p>Embedded checklists are interactive task lists that appear directly within your application's interface. They help guide users through complex workflows, onboarding processes, or feature adoption by breaking down larger goals into manageable, trackable steps.</p><h3>Common use cases:</h3><ul><li><p>User onboarding flows</p></li><li><p>Feature adoption guides</p></li><li><p>Setup and configuration tasks</p></li><li><p>Compliance and training checklists</p></li><li><p>Product tour completion tracking</p></li></ul><h2>How to embed a checklist</h2><ol><li><p>Go to<strong> Checklists</strong> in your Userorbit admin dashboard.</p></li><li><p>Select the checklist you want to embed.</p></li><li><p>Click the<strong> Embed</strong> button in the checklist settings.</p></li><li><p>Copy the generated embed code or JavaScript snippet.</p></li><li><p>Paste the code into your application where you want the checklist to appear.</p></li></ol><h2>Embedding options</h2><h3>JavaScript Widget</h3><ul><li><p><strong>Best for</strong>: Most web applications</p></li><li><p><strong>Setup</strong>: Add the provided script tag to your HTML</p></li><li><p><strong>Customization</strong>: Full control over styling and positioning</p></li></ul><h3>Iframe Embed</h3><ul><li><p><strong>Best for</strong>: Quick integration or restricted environments</p></li><li><p><strong>Setup</strong>: Use the iframe URL directly</p></li><li><p><strong>Customization</strong>: Limited styling options</p></li></ul><h2>Customizing the embedded checklist</h2><ul><li><p><strong>Styling</strong>: Match your brand colors and fonts using CSS custom properties</p></li><li><p><strong>Positioning</strong>: Control where the checklist appears on your page</p></li><li><p><strong>Behavior</strong>: Configure auto-open, completion tracking, and user interactions</p></li><li><p><strong>Responsive</strong>: Automatically adapts to different screen sizes</p></li></ul><h2>Advanced configuration</h2><ul><li><p><strong>Targeting</strong>: Show different checklists based on user properties or behavior</p></li><li><p><strong>Analytics</strong>: Track completion rates and user engagement</p></li><li><p><strong>Integration</strong>: Connect with your existing user management system</p></li><li><p><strong>Notifications</strong>: Set up alerts for checklist completion or abandonment</p></li></ul><h2>Best practices</h2><ul><li><p>Keep checklist items concise and actionable</p></li><li><p>Test the embedded checklist across different devices and browsers</p></li><li><p>Monitor completion rates to optimize checklist effectiveness</p></li><li><p>Use clear, descriptive titles and instructions</p></li><li><p>Consider user context when deciding where to place checklists</p></li></ul><h2>Troubleshooting</h2><ul><li><p><strong>Checklist not appearing</strong>: Verify the embed code is correctly placed and your domain is whitelisted</p></li><li><p><strong>Styling issues</strong>: Check for CSS conflicts and ensure custom styles are properly applied</p></li><li><p><strong>Performance</strong>: Monitor page load times and optimize if necessary</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><strong><u>Userorbit support</u></strong></span></a></h4>

How to embed a checklist

<p>Targeting ensures users see the most relevant checklist based on their profile, behavior, and context.</p><h2>Targeting overview</h2><ul><li><p><strong>Properties: </strong>user or account attributes (plan, role, signup date)</p></li><li><p><strong>Events: </strong>actions taken in your product (invited teammate, exported data)</p></li><li><p><strong>Context: </strong>page URL, device type, environment</p></li></ul><h2>Add targeting rules</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-targeting-1.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.661957618567104"><ol><li><p>Open a checklist and go to the<strong> Targeting</strong> tab.</p></li><li><p>Click<strong> Add rule</strong>.</p></li><li><p>Choose a rule type:</p><ul><li><p>Property rule (e.g., <code spellcheck="false">plan is Pro</code>)</p></li><li><p>Event rule (e.g., <code spellcheck="false">has completed event Invite Teammate</code>)</p></li><li><p>Page rule (e.g., <code spellcheck="false">url contains /settings</code>)</p></li></ul></li><li><p>Combine multiple rules with AND/OR logic.</p></li><li><p>Save to activate the targeting set.</p></li></ol><h2>Prioritization and conflicts</h2><ul><li><p>Higher priority checklists will display first when multiple match</p></li><li><p>Limit one active checklist per page for clarity</p></li><li><p>Use exclusions to prevent overlap with other experiences</p></li></ul><h2>Testing targeting</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-targeting-audience.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.655241935483871"><ol><li><p>Use<strong> Preview as user</strong> to simulate properties and events.</p></li><li><p>Navigate to target pages to validate URL rules.</p></li><li><p>Check the debug panel for matched/blocked rules.</p></li></ol><h2>Best practices</h2><ul><li><p>Start broad, then refine as you learn</p></li><li><p>Prefer durable properties over transient events</p></li><li><p>Keep targeting logic readable and documented</p></li><li><p>Review targeting when product surfaces change</p></li></ul><h2>Troubleshooting</h2><ul><li><p>Checklist not showing: ensure at least one rule matches and the checklist is published</p></li><li><p>Wrong audience: review AND/OR combinations and exclusions</p></li><li><p>Flaky matches: check event ingestion timing and property syncs</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><strong><u>Userorbit support</u></strong></span></a></h4>

How to do checklist targeting

Build onboarding checklists and task lists to guide users through key actions and improve activation rates.

Checklists

Plans, billing, teammates, and permissions

Account Management

Analysis & Troubleshooting

Article lifecycle, formatting, revisions, and reactions

Articles

Best Practices

Tour settings, step config, URL targeting, and triggers

Configuration

Manage contacts, properties, import/export, and subscribers

Contacts

Create announcements, formatting, and scheduling

Creating

Survey creation, question types, and appearance

Creating Surveys

Create tours, types, visual builder, and beacons

Creating Tours

Export data, user profiles, and reporting

Data & Export

Widget feed, email notifications, and changelog page

Distribution

FAQs

Tour, survey, checklist, announcement, and feedback analytics

Feature Analytics

Migrate from feedback and feature request tools

From Feedback Tools

Migrate from user onboarding and adoption tools

From Onboarding Tools

Migrate from other product management tools

From Other Tools

API authentication and reference overview

Getting Started

Webhooks, Segment, Zapier, Slack, and CRM integrations

Integrations

Managing

Managing Feedback

Managing Topics

Widget modules and JavaScript API reference

Modules & API

Content best practices, search, SEO, and appearance

Optimization

Learn about Userorbit's customer engagement platform, core features, pricing plans, and how it helps product teams drive adoption.

Overview

Platform Overview

Privacy & Compliance

Quick Start

Security

Help center setup, collections, and custom domain

Setup

Roadmap creation, stages, and public access

Feedback boards, configuration, and public portal

Widget overview, configuration, and appearance

Setup & Configuration

Segmentation, URL targeting, events, and custom properties

Targeting

Survey triggers, targeting, and display frequency

Targeting & Delivery

Troubleshooting

User Identification

Framework-specific SDK installation guides

Web Installation

Step-by-step guides for migrating from other tools to Userorbit

Migration Guides

Install the Userorbit SDK in your web application. Guides for JavaScript, React, Next.js, Vue, Angular, and Google Tag Manager.

Installation & SDK

Configure and customize the Userorbit in-app widget. Control modules, appearance, positioning, and programmatic interactions.

Widget

Create interactive product tours and onboarding flows. Step-by-step guides for building walkthroughs, tooltips, and feature announcements.

Product Tours

Create in-app surveys, NPS questionnaires, and feedback forms to gather user insights and measure satisfaction.

Surveys

Create and manage product announcements, changelog entries, and release notes to keep users informed of updates.

Announcements

Set up feedback boards, collect feature requests, and manage customer suggestions with voting and prioritization.

Feedback

Build and share public roadmaps to communicate your product direction and keep customers aligned with your vision.

Roadmap

Set up and manage your knowledge base. Create articles, organize collections, customize branding, and optimize for search.

Help Center

Manage contacts, segments, and targeting rules

Contacts & Targeting

Analytics

Complete API reference and integration guides. Learn to track events, identify users, and integrate Userorbit with your product.



API & Integrations

Set up custom domains for your help center, feedback portal, and roadmap. DNS configuration and SSL certificate guides.

Custom Domains

Security practices, data hosting, GDPR compliance, and data management at Userorbit.