A targeted checklist that guides existing users through a specific feature they have not yet adopted. Instead of a broad onboarding checklist, this template deep-dives into one feature area, walking the user through progressively advanced actions to build competence and habit.
Trigger this checklist when analytics show that a user has been active for more than 7 days but has never used a key feature. Show it contextually when the user is near the feature in the UI.
Show a brief explainer (text + gif or short video) that demonstrates the feature's value proposition and the problem it solves in under 30 seconds.
Walk the user through the simplest possible use of the feature — for example, creating a basic report, setting a simple rule, or adding a single item.
Once the basic action is complete, guide the user to adjust a setting or apply a filter that tailors the feature to their specific needs.
Introduce a power-user capability within the feature — such as automation, scheduling, or bulk operations — to reveal deeper value.
Show the user the output or impact of the feature they just used, reinforcing the benefit and encouraging them to repeat the action in their daily workflow.
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