Getting started checklist
The checklist carousel adopted by Mercury is a classic form of user onboarding. It presents the next steps required for account activation.
This checklist works well for delayed user onboarding. Mercury collects a significant amount of information upfront to open new financial accounts, so they wait until that process is complete before introducing additional setup tasks.
To create an effective checklist, it is recommended to keep the list concise to prevent users from feeling overwhelmed. Prioritize actionable steps that are most beneficial for new users or critical for account setup.