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Getting Started

  • How to create a product tour with Eyelet.
  • How to install the eyelet extension?
  • How to edit your Product tour in Eyelet?
  • How to invite team members to Eyelet?
  • How to test or preview the product tour in eyelet?
  • How to set up the checklist in eyelet?
  • How to set up Bots in Eyelet?

Editor

  • How to map a Modal?
  • How to change the module position?
  • How to add images, GIFs and Videos to your module?
  • How to automatically scroll to a module if it’s mapped below the fold?
  • How to personalize your tour?
  • How to control when a tour starts?
  • How to make your tour show just for new users?
  • How to display a flow (guide) when an element is clicked or hovered?
  • How to highlight a Modal (element)?

Bots

  • How to add new actions in Bot?
  • How to customize a card in Bot?
  • How to preview or Test your Bot?
  • How to request a text answer using Bot?
  • How to add a form using Bot?
  • How to save and publish a Bot?

How to set up the checklist in eyelet?

Checklists allow you to make sure that nothing important is missing.

Let’s get started

How to create a checklist in Eyelet app?

Step 1

Log in to your app

Step 2

Click on the checklist in the left side of your screen

v
Product tour dashboard

Step 3

Now you will see the checklist settings

Checklist
Checklist

Step 4

Now you will see five tabs

  1. Items
  2. Config
  3. Design
  4. Test
  5. More

Let’s go through these tabs one by one

Step 5

Let’s add some items to the checklist

Click on the first item you see on the screen or create a new item by clicking on plus sign.

checklist
checklist

Let’s click on the first item.

you will see a set of rules.

you can click on the underlined items to choose rules from the dropdown.

Checklist rules
Checklist rules

Step 6

Once you are done with the rules.

Let’s Give your first checklist item a Title, Description and a call to action.

Personalization Checklist
Personalization Checklist

You can preview your changes in real-time on the right side of the screen.

you can click on it and test it.

Preview Checklist
Preview Checklist

Step 7

Now open the config tab

preview checklist
preview checklist

you can edit your checklist here.

Give it a name

A clear heading and a description

Step 8

Now open the Design tab

Checklist design
Checklist design

You can change the color.

You can change the button you can play around with button styles

Checklist design
Checklist Design

Step 9

Now open the Test tab

Test checklist
Test checklist

When you are testing your checklist. You can reload a new user after you have checked off the list items.

Restore checklist testing
Restore checklist testing

Step 10

Now open the More tab

You can set additional conditions and rules for your checklist here

Checklist additional rules
Checklist additional rules

Once you are done with all of these settings

Click on apply changes to save the checklist

Save checklist
Save checklist

If you still have any questions.

Please feel free to reach out to us in Live Chat or through our support email i.e. hello@eyelet.io

Updated on July 1, 2022
How to test or preview the product tour in eyelet?How to set up Bots in Eyelet?
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