Checklists for Seasonal & Campaign Onboarding
Prepare users for time-sensitive events like holiday sales, annual planning cycles, or promotional campaigns. Deliver just-in-time training that gets users ready to execute when the moment arrives.
The Challenge
Seasonal events and campaigns require users to perform tasks they only do periodically, like setting up holiday promotions, configuring year-end reports, or launching time-sensitive campaigns. Users forget the process between occurrences and scramble to figure it out each time.
The Transformation
Before
Users scramble before each seasonal event, searching through old emails and documentation to remember how to set up campaigns. Many miss deadlines, make errors, and don't leverage the full capabilities available to them.
After
Users receive proactive, just-in-time guidance before each season, follow structured checklists to set up campaigns correctly, and execute with confidence because they have step-by-step support throughout the process.
How to Implement Checklists for Seasonal & Campaign Onboarding
Schedule seasonal guidance in advance
Set up in-app training to appear automatically before key seasonal periods, giving users time to prepare before the rush.
Create step-by-step campaign setup guides
Build walkthroughs for common seasonal workflows like configuring holiday pricing, setting up promotional banners, or generating year-end reports.
Highlight time-sensitive best practices
Surface tips about seasonal deadlines, recommended lead times, and common pitfalls that users should avoid.
Provide campaign templates and checklists
Offer pre-built checklists for seasonal workflows so users don't forget critical steps in the heat of the moment.
Debrief after the season ends
Use micro-surveys to collect feedback on the seasonal experience and identify improvements for the next cycle.
Key Metrics to Measure
Campaign setup completion rate
Time to launch seasonal campaigns
Seasonal feature utilization rate
Year-over-year improvement in seasonal execution
Frequently Asked Questions
How far in advance should seasonal guidance appear?
It depends on the complexity of the preparation required. For major events like Black Friday, start 2-3 weeks early. For simpler seasonal tasks, 3-5 days of advance notice is usually sufficient.
Can I reuse seasonal content year over year?
Yes. Create seasonal content once and schedule it to recur annually. Update it each year based on new features or feedback from the previous cycle, but the core structure can be reused.
How do I handle users in different time zones or hemispheres?
Use segmentation to deliver seasonal content based on the user's locale or region. Users in the Southern Hemisphere will see summer campaign guidance when Northern Hemisphere users see winter guidance.
Other Features for Seasonal & Campaign Onboarding
Product Tours
Product Tours for Seasonal & Campaign Onboarding
Announcements
Announcements for Seasonal & Campaign Onboarding
Feedback Widgets
Feedback Widgets for Seasonal & Campaign Onboarding
Smart Tips
Smart Tips for Seasonal & Campaign Onboarding
Tool Tips
Tool Tips for Seasonal & Campaign Onboarding
Roadmaps
Roadmaps for Seasonal & Campaign Onboarding
NPS Widgets
NPS Widgets for Seasonal & Campaign Onboarding
Micro Surveys
Micro Surveys for Seasonal & Campaign Onboarding
Changelogs
Changelogs for Seasonal & Campaign Onboarding
Checklists for Other Use Cases
Employee Training
Checklists for Employee Training
Trial-to-Paid Conversion
Checklists for Trial-to-Paid Conversion
Feature Adoption
Checklists for Feature Adoption
Customer Onboarding
Checklists for Customer Onboarding
Self-Service Support
Checklists for Self-Service Support
Change Management
Checklists for Change Management
Compliance Training
Checklists for Compliance Training
User Activation
Checklists for User Activation