Checklists Software for the Marketing & AdTech Industry
Provide structured onboarding with interactive checklists. Help users reach their "Aha!" moment faster. Tailored for marketing & adtech companies to address industry-specific challenges.
Challenges in Marketing & AdTech
Marketing and advertising technology platforms provide campaign management, analytics, attribution, and creative tools. Marketers face tool sprawl and increasingly complex platforms where feature adoption directly impacts campaign ROI and marketing efficiency.
Marketing platforms add features faster than users can learn them, leading to low adoption of advanced capabilities
Campaign setup errors waste ad spend when marketers misconfigure targeting or bidding
Analytics dashboards are underutilized because marketers cannot interpret the data
Agency staff must learn multiple client platforms simultaneously
How Produktly Checklists Helps Marketing & AdTech
Guide users through a series of steps to ensure they fully set up and experience the value of your product.
Onboarding Progress
- Show users exactly what they need to do to get started.
Gamified Experience
- Increase engagement by rewarding users for completing tasks.
User Segmentation
- Tailor checklists to different user roles or goals.
Use Cases for Marketing & AdTech
Campaign creation wizard enhancement
Guide marketers through campaign objective selection, audience targeting, budget allocation, and creative best practices with contextual tooltips. Reduce campaign setup errors that waste ad spend by ensuring correct configuration at each step.
Analytics and attribution onboarding
Walk marketers through setting up conversion tracking, interpreting attribution models, and building custom reports. Transform analytics from an intimidating dashboard into an actionable decision-making tool through guided data exploration.
New feature adoption for power users
When launching new platform capabilities like AI-powered bidding or cross-channel attribution, targeted tours introduce the feature with real examples from the user's own data. Accelerate adoption by showing immediate relevance rather than generic feature descriptions.
Key Metrics to Track
Advanced feature adoption rate
Campaign setup error rate
Analytics dashboard daily active users
Time to launch first campaign
Frequently Asked Questions
How do AdTech platforms drive adoption of advanced features?
Contextual feature discovery works better than release notes. When a marketer is manually adjusting bids, a smart tip introduces automated bidding. When they are viewing single-channel reports, suggest cross-channel attribution. The key is surfacing advanced features at the moment they solve a problem the user is actively experiencing.
Can product tours reduce wasted ad spend from setup errors?
Yes. Guided campaign creation flows with validation checks at each step prevent common errors like targeting the wrong geography, setting incorrect bid caps, or forgetting conversion tracking. Even a 5% reduction in setup errors can save significant ad spend across all campaigns.
How do agencies onboard staff to multiple client platforms?
Agencies can create client-specific tour collections that teach platform nuances and client-specific workflows. When a team member switches between client accounts, relevant tours activate automatically. This reduces the 'tribal knowledge' problem when team members change client assignments.
Other Features for Marketing & AdTech
Product Tours
Product Tours for Marketing & AdTech
Announcements
Announcements for Marketing & AdTech
Feedback Widgets
Feedback Widgets for Marketing & AdTech
Smart Tips
Smart Tips for Marketing & AdTech
Tool Tips
Tool Tips for Marketing & AdTech
Roadmaps
Roadmaps for Marketing & AdTech
NPS Widgets
NPS Widgets for Marketing & AdTech
Micro Surveys
Micro Surveys for Marketing & AdTech
Changelogs
Changelogs for Marketing & AdTech
Checklists for Other Industries
Healthcare
Checklists for Healthcare
Fintech
Checklists for Fintech
EdTech
Checklists for EdTech
E-commerce & Retail
Checklists for E-commerce & Retail
Real Estate & PropTech
Checklists for Real Estate & PropTech
Legal Tech
Checklists for Legal Tech
HR Tech
Checklists for HR Tech
Insurance & InsurTech
Checklists for Insurance & InsurTech