Intercom

Everything you need to know about Checklists.

Checklists explained

Create engaging Intercom Checklists with these tips and tricks

Checklist Best Practices

Zoe Sinnott

Brian Byrne

Beth-Ann Sher

Drive adoption and engagement in your product with personalized checklists. 

Checklists

How to create targeted and personalized Checklists for your customers.

Design your Checklist

Share your checklist in and outside of your product via links.

Sharing Checklists

Choose who to send your checklist to and when.

Trigger a Checklist to send automatically with rules

See where your checklists are driving action with reports.

Measuring and driving engagement with Checklists

Creating and sharing

Checklists FAQs

FAQs

Community

Product Changes

Home

Developers

Webinars

Blog

About

Academy

Terms

Developer Hub

Privacy

Resources

Support

Company

Contact sales

View demo

Start free trial

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Português do Brasil

English

Français

Deutsch

日本語

Español

url(https://downloads.intercomcdn.com/i/o/tx2p130c/755753/66d41c9247d7d22445797310a0c4/e45842e7a5337ad24575c5a589b4c242.jpg)