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

  • 18 April 2023
  • 4 replies

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 21 April 2023, 15:42

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Userlevel 3
Badge +4

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 🤩

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??

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

Userlevel 3
Badge +4

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 👇🏼

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