Adding a Custom Checklist to Groups

What is a custom checklist for groups?

When users try to view group offers, whether they are members or not, they’re first shown a custom checklist. This checklist presents important requirements or conditions that must be acknowledged before the group’s offers can be accessed. It’s especially useful for organizations that need to display terms such as co-guarantee agreements, membership fees, or onboarding rules.

This article shows how to enable and configure the checklist using a simple JSON format on the Lendsqr admin console.

1. Log into the admin console and click on the Groups tab under Customer Management

2. Click on the group whose custom checklist attribute you want to edit

3. Navigate to the Group Attributes tab and click on the triple-dot menu besides the Custom Checklist attribute

4. Provide the needed JSON in the textbox available and submit. Ensure the ‘active’ field is set to true, and the ‘label’ and ‘description’ fields reflect what is desired by your organisation. The JSON used for this example is found below:

{
    "active": true,
    "title": "Group Checklist",
    "description": "Here are a few things to know about this group. Kindly acknowledge each of them before proceeding.",
    "conditions": [
        {
            "label": "Co-guarantee applies",
            "description": "Each participant is responsible for guaranteeing each other's loans"
        },
        {
            "label": "Annual fee of ₦250,000",
            "description": "Each participant is to pay an annual fee of ₦250,000. This is to build capital and provide insurance for loans"
        },
        {
            "label": "Invitation Guide",
            "description": "Each participant can invite new members by sharing the group's link with them"
        }
    ]
}

{
    "active": true,
    "title": "Group Checklist",
    "description": "Here are a few things to know about this group. Kindly acknowledge each of them before proceeding.",
    "conditions": [
        {
            "label": "Co-guarantee applies",
            "description": "Each participant is responsible for guaranteeing each other's loans"
        },
        {
            "label": "Annual fee of ₦250,000",
            "description": "Each participant is to pay an annual fee of ₦250,000. This is to build capital and provide insurance for loans"
        },
        {
            "label": "Invitation Guide",
            "description": "Each participant can invite new members by sharing the group's link with them"
        }
    ]
}

5. Afterwards, there will be a confirmation for the successful update of the Custom Checklist attribute.

6. Log into the web app and navigate to the group section to find the concerned group

7. Click on view offers from the group on your organisation and see the enabled and updated checklist

Read further: Managing group visibility setting on the admin console

Also read: Reduce abandoned loan offers by 50% with fewer surprises