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Where will my onboarding checklist appear?
Where will my onboarding checklist appear?

Once your Bento snippet is installed, add the inline guide without engineering support

Meera Kanani avatar
Written by Meera Kanani
Updated over a week ago

The short answer:

  1. In the Bento sidebar, and

  2. In any single location in your app, where you'd like to embed the checklist. Standalone pages and the "dashboard" of your app are the two most popular locations.

We see a 4x increase in engagement when checklists are presented inline compared to just in the sidebar.

Here's an example of Bento's own onboarding guide, embedded in our home page

Prerequisites

  • Before you can launch to customers, an engineer on your team needs to install the Bento snippet

  • You can choose the location of your guide without engineering involvement. All you need is to use the Chrome extension

Embed your inline guide

  1. Create the onboarding guide that you want to embed inline in your app

  2. Navigate to the Location & style tab of that guide and set the location The guide can appear just in the sidebar or both in the sidebar and inline.

  3. When you set the location don't forget to save!

  4. The location for all your onboarding checklists will be the same. For onboarding checklists we follow the principle of progressive disclosure. Your users will get one onboarding guide at a time. The subsequent guides will be 'unlocked' by the completion of the previous.

If you want your guide only in the inline and not in the sidebar, you can adjust your toggle visibility in Settings.

Watch-outs

  • You cannot embed a Bento guide in an iframe on your page.

  • Bento's components are designed to be responsive for web. By default, they're hidden in viewports < 600px in width and height, but you can override that in Settings.

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