How to do checklist targeting

Targeting ensures users see the most relevant checklist based on their profile, behavior, and context.

Targeting overview

• Properties: user or account attributes (plan, role, signup date)
• Events: actions taken in your product (invited teammate, exported data)
• Context: page URL, device type, environment

Add targeting rules

1. Open a checklist and go to the Targeting tab.
2. Click Add rule.
3. Choose a rule type:
   • Property rule (e.g., plan is Pro)
   • Event rule (e.g., has completed event Invite Teammate)
   • Page rule (e.g., url contains /settings)
4. Combine multiple rules with AND/OR logic.
5. Save to activate the targeting set.

Prioritization and conflicts

• Higher priority checklists will display first when multiple match
• Limit one active checklist per page for clarity
• Use exclusions to prevent overlap with other experiences

Testing targeting

1. Use Preview as user to simulate properties and events.
2. Navigate to target pages to validate URL rules.
3. Check the debug panel for matched/blocked rules.

Best practices

• Start broad, then refine as you learn
• Prefer durable properties over transient events
• Keep targeting logic readable and documented
• Review targeting when product surfaces change

Troubleshooting

• Checklist not showing: ensure at least one rule matches and the checklist is published
• Wrong audience: review AND/OR combinations and exclusions
• Flaky matches: check event ingestion timing and property syncs

Contact Userorbit support