1. Type of onboarding flow
Think about what type of flow you want to create upfront, e.g. do I want to use a Walkthrough flow or a Hotspot flow. See our FAQ for the differences between these flows.
1. Type of onboarding flow
Think about what type of flow you want to create upfront, e.g. do I want to use a Walkthrough flow or a Hotspot flow. See our FAQ for the differences between these flows.
2. The shorter the better
Try to keep a flow concise and short, to prevent a flow from becoming too complex and cluttered. This will make maintaining it much easier. Also it will be easier to link to a specific flow if this isn’t part of a larger flow.
2. The shorter the better
Try to keep a flow concise and short, to prevent a flow from becoming too complex and cluttered. This will make maintaining it much easier. Also it will be easier to link to a specific flow if this isn’t part of a larger flow.
3. Think about the step order
Think about the step order in advance. It's possible to add steps to a guide (group of steps) later on and to change the order of them but you cannot move a step from one guide to the other. So try to group steps as much as possible.
3. Think about the step order
Think about the step order in advance. It's possible to add steps to a guide (group of steps) later on and to change the order of them but you cannot move a step from one guide to the other. So try to group steps as much as possible.
4. Avoid linking (PDF) documents
Try to avoid linking text heavy manuals. Doing this will invalidate the power of the Experience Layer since you don't want to distract a user from his or her task. It's better to make a more comprehensive guide in this case.
4. Avoid linking (PDF) documents
Try to avoid linking text heavy manuals. Doing this will invalidate the power of the Experience Layer since you don't want to distract a user from his or her task. It's better to make a more comprehensive guide in this case.
Don’t use too much text
Avoid putting words in all-capital letters
Make sure you set the correct publish settings