Checklist
We recommend splitting your demo into multiple Flows if you are building a longer demo (15+ steps) or demo-ing multiple solutions. In this case, a Checklist will be used to let viewers choose which Flow to engage with.
Within your demo, select Checklist > + Create Checklist to get started. Most Checklists will incorporate 4-6 Tasks that start different Flows. When using a Checklist, we recommend keeping individual Flows to 5-9 steps each.
This tutorial demonstrates how to tie multiple Flows together with a Checklist.
Checklists are automatically displayed using the Default Layout, which includes the Checklist launcher. The Checklist can be opened by clicking the Checklist Launcher, using the Launch after flow start Setting, or through various buttons, beacons, or triggers configured with the Open Checklist action.
Alternatively, you can choose the Sidebar Layout, where the checklist stays open permanently on the side of your demo, providing continuous access throughout.
To switch the Checklist Layout, select either Default or Sidebar under Layout in the Checklist Builder.
A blank checklist will appear with the option to add a title, description (optional), and various Tasks. Tasks are the individual components of a Checklist, which appear when the Checklist is expanded. Similar to how Buttons behave in a Flow, Tasks in a Checklist can support a variety of Click Actions.
Click Action | Description |
|---|---|
Start a Flow (most common) | Link the task to a Flow in your demo. Select from any Flows within your demo. |
Navigate to URL | Takes the end user to an external link (e.g., a Knowledge Base or Sign-up page) |
Mark as Converted | For reporting purposes (i.e., not visible to the end user), this indicates that an end user has clicked a CTA. |
Within the Checklist Settings, you can edit the Checklist launcher value to change the text. You can further customize the Launcher in Themes.
Add a CTA to your Checklist and/or display the remaining count under Additional Settings in the Checklist Builder.
From the Checklist editor, click Settings to view additional options.
Here, you can add a Backdrop, determine whether you would like the checklist to launch automatically upon Flow start or Flow completion, and select to reset it each time the demo is loaded.
Once a checklist has been created and associated with a demo, you can choose how you want a user to engage with it.
If you want a user to see the checklist immediately, you will use the Launch after flow start option found in the Checklist Settings.
Add Open Checklist to any Beacon, Trigger, or Button in your flow to prompt a Checklist to open at a specific point in your demo, including after the last step. Open Checklist can be paired with any condition, including a Timer Trigger.
Check out Carta's demo, which pairs the Open checklist action with the "Get Started" button on the first step.
If you want to hide your Checklist before a user reaches a certain point in the demo, visit your Checklist > Settings > Toggle on Start hidden. Once this is toggled on, visit the Flow with the Form > locate the Form Step > add the Show checklist action to "When form is submitted."
Pair the Start hidden Checklist Setting and Show Checklist action with your Form step to prevent Visitors from navigating through the Checklist before submitting the Form.
To edit the Checklist's background color, border, and more, go to Themes > Select the Theme you'd like to edit > Select Checklist Launcher.
Additionally, under Checklist in Themes, you can change the checkmark's color or the Checklist's placement.
Make sure to Publish & Exit after making changes to your Checklist.
While viewers can manually expand at any point, you can also add an action to any Beacon, Trigger, or Button in your flow to prompt a Checklist to open automatically at a certain point, including after the last step. "Open Checklist" can be paired with any condition, including "Timer."
When testing a Product Demo that contains a Checklist, you may notice that the Checklist tasks are already completed or include a strikethrough. This is due to your browser caching each previously completed step of the demo.
To restart your Checklist each time, visit your Checklist Settings > Reset checklist on flow start.
