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

Question

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?

Shauna · Accepted Answer

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 🤩

Ankita Goyal · Answer

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

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