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Unable to resolve steps in checklist automatically. How do I make this happen?


I see two options: Product trigger or content/attribute/event rule. I’m unsure if both of these are necessary to resolve each step automatically. I want each step to resolve as soon as the user clicks the CTA button. Which settings do I need to update to make this happen?

Best answer by Shauna

Hello @Ankita Goyal  👋🏼 Shauna here from Intercom Support! 

Do you have an event trigger set up when a user/lead clicks this ‘CTA’ you’ve got set up? If so, you could use this to ‘mark the step automatically’. 

Let me know and I can help you with this 🤩

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4 replies

Shauna
Intercom Team
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  • Intercom Team
  • 159 replies
  • Answer
  • April 21, 2023

Hello @Ankita Goyal  👋🏼 Shauna here from Intercom Support! 

Do you have an event trigger set up when a user/lead clicks this ‘CTA’ you’ve got set up? If so, you could use this to ‘mark the step automatically’. 

Let me know and I can help you with this 🤩


  • Author
  • New Participant
  • 4 replies
  • April 25, 2023

Hi @Shauna, no, setting those event triggers will take some time. Meanwhile, is there an option to resolve the steps as soon as the CTA button is clicked??


  • Author
  • New Participant
  • 4 replies
  • April 28, 2023

Hi @Shauna, I can’t figure this one out. Does your offer to help still stand?


Shauna
Intercom Team
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  • Intercom Team
  • 159 replies
  • April 28, 2023

Hey @Ankita Goyal 👋🏼  Unfortunately there’s no way to do this! You’d have to have an event set up to trigger on the CTA in order to resolve the step automatically! Here’s an article on setting up events 👇🏼

https://www.intercom.com/help/en/articles/175-set-up-event-tracking-in-intercom

Let me know if you’ve got any questions when you’ve got this set up 🙏🏼


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