Targeting & Display

Hussain

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.<h2>What are embedded checklists?</h2>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.<h3>Common use cases:</h3><ul><li>User onboarding flows</li><li>Feature adoption guides</li><li>Setup and configuration tasks</li><li>Compliance and training checklists</li><li>Product tour completion tracking</li></ul><h2>How to embed a checklist</h2><ol><li>Go to Checklists in your Userorbit admin dashboard.</li><li>Select the checklist you want to embed.</li><li>Click the Embed button in the checklist settings.</li><li>Copy the generated embed code or JavaScript snippet.</li><li>Paste the code into your application where you want the checklist to appear.</li></ol><h2>Embedding options</h2><h3>JavaScript Widget</h3><ul><li>Best for: Most web applications</li><li>Setup: Add the provided script tag to your HTML</li><li>Customization: Full control over styling and positioning</li></ul><h3>Iframe Embed</h3><ul><li>Best for: Quick integration or restricted environments</li><li>Setup: Use the iframe URL directly</li><li>Customization: Limited styling options</li></ul><h2>Customizing the embedded checklist</h2><ul><li>Styling: Match your brand colors and fonts using CSS custom properties</li><li>Positioning: Control where the checklist appears on your page</li><li>Behavior: Configure auto-open, completion tracking, and user interactions</li><li>Responsive: Automatically adapts to different screen sizes</li></ul><h2>Advanced configuration</h2><ul><li>Targeting: Show different checklists based on user properties or behavior</li><li>Analytics: Track completion rates and user engagement</li><li>Integration: Connect with your existing user management system</li><li>Notifications: Set up alerts for checklist completion or abandonment</li></ul><h2>Best practices</h2><ul><li>Keep checklist items concise and actionable</li><li>Test the embedded checklist across different devices and browsers</li><li>Monitor completion rates to optimize checklist effectiveness</li><li>Use clear, descriptive titles and instructions</li><li>Consider user context when deciding where to place checklists</li></ul><h2>Troubleshooting</h2><ul><li>Checklist not appearing: Verify the embed code is correctly placed and your domain is whitelisted</li><li>Styling issues: Check for CSS conflicts and ensure custom styles are properly applied</li><li>Performance: Monitor page load times and optimize if necessary</li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com">Userorbit support</a></h4>

How to embed a checklist

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

How to do checklist targeting

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