Collapsible - Frigade

About this component

The Checklist component is one of Frigade’s most popular tools, especially for user onboarding and activation. They’re super handy for guiding users through their journey, whether it’s at the start of their experience or when they’re setting up a new product vertical or a complex feature.

When to Use Checklists:

Onboarding and Activation: Checklists are perfect for helping users get started and ensuring they complete essential tasks. They provide a clear path forward and help users feel more confident as they navigate your product.

Advantages of Announcements::

Two Default Versions: Frigade offers two out-of-the-box checklist formats—carousel and collapsible—so you can choose what fits best for your users. Plus, if you need something custom, you can easily build one using the Frigade SDK/API.
Deeply integrated: The most effective checklists measure actual in-product results. Frigade makes it easy to connect checklist steps to automatically complete from actual in-product actions and milestones.

Best Practices for Checklists:

Limit the Number of Tasks: Keep your checklists manageable. Too many tasks can overwhelm users, so aim for a concise list that’s easy to follow.
Pre-Complete Steps Where Applicable: For example, marking “Set up account” complete after sign up can show users progress from the start and create a sense of momentum (like showing 20% done instead of 0%).
Avoid Basic “Mark Done” Steps: Whenever possible, tie checklist steps to actual workflows and tasks. Deep linking users to complete actions is way more effective. It’s okay to have “Skip” or “Mark done” as secondary options for non-essential steps.
Include a CTA to Hide the Checklist: Giving users the option to hide the checklist can help them feel more in control of their setup and UI.
Break Large Workflows into Smaller Segments: If you have a hefty checklist (like 12 steps), consider phasing it and breaking it into smaller groups (like two groups of 6). This makes it feel less daunting.
Measure Completion Rates: Keep track of how users are progressing through each step and the entire checklist. This data can help you identify areas for improvement for future iterations.

Resources

Target your checklist to specific users with Targeting
Dynamically mark a step complete
Create shared checklists using Group Properties and completion criteria
See industry examples of checklists

Demo

See checklists in action in our live demo

Code

import * as Frigade from '@frigade/react';

const App = () => {
  return (
    <Frigade.Checklist.Collapsible flowId="my-flow-id" />
  );
};

import * as Frigade from '@frigade/react';

const App = () => {
  return (
    <Frigade.Checklist.Collapsible flowId="my-flow-id" />
  );
};

Checklists can be be deployed with no-code using Collections.

Customization

To learn about how to customize Frigade components, see the customization documentation and examples of custom themes in action.

SDK Properties

ElementType<any, keyof IntrinsicElements>

Optional component to wrap the child components in, e.g. as={Dialog} will render the Flow in a modal Dialog. Defaults to Box.

autoStart

boolean

Whether to automatically mark the Flow started (i.e. in progress) when the Flow is eligible to be shown. You will need to call flow.start() or step.start() from the parent component if you set this to false. Most components should not need to override this behavior.

Defaults to true.

css

Interpolation<Theme>

Emotion CSS prop to apply to the component. See Theming documentation for more information.

Example usage:

<Frigade.Checklist css={{ backgroundColor: "pink", ".fr-button-primary": { backgroundColor: "fuchsia" } }} />

dismissible

boolean

Whether the Flow is dismissible or not

flowId

string

The Flow ID to render. You can find the Flow ID in the Frigade dashboard.

forceMount

boolean

If true, the Flow will be mounted even if it has already been completed or dismissed. However, if the user does not match the Flow’s targeting, the Flow will not be mounted.

onComplete

FlowHandlerProp

Handler for when the Flow is completed. This is event is fired immediately after the user completes the Flow.

onDismiss

FlowHandlerProp

Handler for when the Flow is dismissed (skipped). This is event is fired immediately after the user dismisses the Flow.

onPrimary

StepHandlerProp

Handler for when primary button is clicked. If this function returns false or a promise that resolves to false, the step will not be automatically completed when clicked.

onSecondary

StepHandlerProp

Handler for when secondary button is clicked. If this function returns false or a promise that resolves to false, the step will not be automatically completed when clicked.

stepTypes

StepTypes

Map of step types to their respective components. Use this to build custom step components. The type defined on the step in the Flow YAML config should match the key in this object. For instance, if you have a step with type: 'custom', you should provide a component for it like so:

<Checklist.Collapsible stepTypes={{ custom: CustomStepComponent }} />

The corresponding YAML config would look like:

steps:
 - id: custom-step
   type: custom

variables

Record<string, unknown>

Variables to pass to the Flow. You can use variables in the Flow configuration to customize copy. For instance, you can use title: Hello, ${name}! in the Flow configuration and pass variables={{name: 'John'}} to customize the copy.

ElementType<any, keyof IntrinsicElements>

Optional component to wrap the child components in, e.g. as={Dialog} will render the Flow in a modal Dialog. Defaults to Box.

autoStart

boolean

Defaults to true.

css

Interpolation<Theme>

Emotion CSS prop to apply to the component. See Theming documentation for more information.

Example usage:

<Frigade.Checklist css={{ backgroundColor: "pink", ".fr-button-primary": { backgroundColor: "fuchsia" } }} />

dismissible

boolean

Whether the Flow is dismissible or not

flowId

string

The Flow ID to render. You can find the Flow ID in the Frigade dashboard.

forceMount

boolean

If true, the Flow will be mounted even if it has already been completed or dismissed. However, if the user does not match the Flow’s targeting, the Flow will not be mounted.

onComplete

FlowHandlerProp

Handler for when the Flow is completed. This is event is fired immediately after the user completes the Flow.

onDismiss

FlowHandlerProp

Handler for when the Flow is dismissed (skipped). This is event is fired immediately after the user dismisses the Flow.

onPrimary

StepHandlerProp

Handler for when primary button is clicked. If this function returns false or a promise that resolves to false, the step will not be automatically completed when clicked.

onSecondary

StepHandlerProp

Handler for when secondary button is clicked. If this function returns false or a promise that resolves to false, the step will not be automatically completed when clicked.

stepTypes

StepTypes

<Checklist.Collapsible stepTypes={{ custom: CustomStepComponent }} />

The corresponding YAML config would look like:

steps:
 - id: custom-step
   type: custom

variables

Record<string, unknown>

sequential

boolean

If true, all steps must be completed in order. This means that the next step will be disabled until the current step is completed. Default behavior is false.

steps

array

The steps to show in the checklist flow.

steps[].id

string

Unique identifier for the step. Do not change this once the step has been created.

steps[].title

string

The title of the step

steps[].subtitle

string

The description of the step

steps[].imageUri

string

Url to an image to display in the step

steps[].iconUri

string

Url to an icon to display in the step. This is only supported by the carousel checklist component.

steps[].videoUri

string

Url to a video to display in the step such as YouTube, Vimeo, or a direct link to an mp4 file

steps[].primaryButton

object

Config for the primary button in this step.

steps[].primaryButton.action

boolean,string

Primary button action. (defaults to step.complete).
Possible values: false, flow.back, flow.complete, flow.forward, flow.restart, flow.skip, flow.start, step.complete, step.skip, step.reset, step.start

steps[].primaryButton.target

string

Primary button URI target (defaults to _self).

steps[].primaryButton.title

string

Primary button title. If omitted, the primary button will not be shown.

steps[].primaryButton.uri

string

Primary button URI.

steps[].primaryButtonTitle

string

Deprecated: use primaryButton.title instead. The title of the primary button

steps[].primaryButtonUri

string

Deprecated: use primaryButton.uri instead. The url to open when the primary button is clicked

steps[].primaryButtonUriTarget

string

Deprecated: use primaryButton.target instead. The target of the primary button url (default: _blank; use _self to open in the same window). Setting it to # will open the existing page and dismiss any Frigade modals.

steps[].secondaryButton

object

Config for the secondary button in this step.

steps[].secondaryButton.action

boolean,string

Secondary button action. (defaults to step.complete).
Possible values: false, flow.back, flow.complete, flow.forward, flow.restart, flow.skip, flow.start, step.complete, step.skip, step.reset, step.start

steps[].secondaryButton.target

string

Secondary button URI target (defaults to _self).

steps[].secondaryButton.title

string

Secondary button title. If omitted, the secondary button will not be shown.

steps[].secondaryButton.uri

string

Secondary button URI.

steps[].secondaryButtonTitle

string

Deprecated: use secondaryButton.title instead. The title of the secondary button

steps[].secondaryButtonUri

string

Deprecated: use secondaryButton.uri instead. The url to open when the secondary button is clicked

steps[].secondaryButtonUriTarget

string

Deprecated: use secondaryButton.target instead. The target of the secondary button url (default: _blank; use _self to open in the same window). Setting it to # will open the existing page and dismiss any Frigade modals.

steps[].completionCriteria

string

Targeting that automatically completes the step. E.g.: user.property(‘connectedBank’) == true

steps[].startCriteria

string

Targeting that automatically blocks the step from starting until it becomes true. E.g.: user.property(‘connectedBank’) == true

steps[].visibilityCriteria

string

Targeting that automatically shows the step when it becomes true. E.g.: user.property(‘connectedBank’) == true

steps[].props

object

Override the default UI props for the corresponding component

Components

​About this component

​Resources

​Demo

​Code

​Customization

​SDK Properties

About this component

Resources

Demo

Code

Customization

SDK Properties