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Checklists

Checklists

Drive adoption and engagement in your product with personalized checklists.

Brian Byrne avatar Zoe Sinnott avatar Beth-Ann Sher avatar
9 articles in this collection
Written by Brian Byrne, Zoe Sinnott, and Beth-Ann Sher

Checklists explained

Everything you need to know about Checklists.
Zoe Sinnott avatar
Written by Zoe Sinnott
Updated over a week ago
Creating and sharing

Design your Checklist

How to create targeted and personalized Checklists for your customers.
Zoe Sinnott avatar
Written by Zoe Sinnott
Updated over a week ago

Sharing Checklists

Share your checklist in and outside of your product via links.
Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

Trigger a Checklist to send automatically with rules

Choose who to send your checklist to and when.
Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

Measuring and driving engagement with Checklists

See where your checklists are driving action with reports.
Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago
Common questions

How do I remind customers that they have Checklists to complete?

Tips for reminding and re-notifying users about their Checklists.
Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated this week

What happens when a checklist is paused, edited or deleted?

Pausing, editing, and deleting checklists
Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

Intercom Checklists FAQs

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

Checklist Best Practices

Create engaging Intercom Checklists with these tips and tricks
Brian Byrne avatar
Written by Brian Byrne
Updated over a week ago
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