Below you will find the details on adding a new guide. Here's a quick video overview as well to get you started:
The Editor is how you will build Guides in Variance. We have tried to make it as intuitive as possible. To get started navigate to the application you want to build a guide for an open the Overlay.
In the guides section of the Overlay (if you have permissions) you will see a Create a new guide button. If you click that you will start building a Guide for the application you're currently in (remember, you can always add new applications through the Variance Manager). To get started click + Create new guide.
First you'll get asked which type of guide you want to build. For more details on Guide Types check out our Guide Types help page. Choose the Guide Type that works best for you and remember you can always fall back to a Workflow later.
That will bring up the Guide Editor. Add a Title, Description, and Owner (who is responsible for updating). You can also add a specific page of the application you want the Guide to open on (or to have it open on whatever page the user is currently on). [Note: If the user opens the Guide from another application it will always take them to the Home URL for the application the Guide is associate with.] Once you start adding these details you should see a Card pop up to the right.
At this point you can either jump straight into adding Cards to your guide, or start with some triggers. For now let's jump down to the display options at the bottom of the Guide Details pane.
Display Settings are how you can automatically start Guides and make them relevant (this means when the user is on that section of the application they will see a little notification bubble on the Dot). There are a few things to understand about Display Options:
Suggestions: We always try to make smart suggestions on which triggers you should use to open guides. It should always suggest the current page you're on as well as the Area of the application you're in if applicable (think of Areas as the different sections of the site).
Clicks an Element: Next you'll see an option to open this guide when someone clicks something on the page. This is a very popular way to kick guides off and if you choose this you'll be directed to a small window that will show you all the different items available to create a click trigger on. (See screenshot below)
Visits a page: This will allow you to have this Guide be displayed when a user is on a specific page or in a specific section of the app. This is great if you want this guide to come up every time someone creates a new Contact in Salesforce or new ticket in Zendesk or even if you want it to come up on a specific Google Doc.
Once you add Display Options you'll be asked to choose When you want this guide to open. Here you'll have three choices:
- Until user acknowledges: If you choose this option, the guide will continue to pop up until the user acknowledges that they don't need it anymore. This is the default option.
- Every time: This will pop up every time without the option for the user to turn it off. Only use this if you're really sure you need this to show up every time.
- At most once per user: This will show up just once per user.
One important note: No matter which one you choose, the user will always be able to access the guide from the Overlay. For now, let's choose Until user acknowledges.
Now we're going to move over to the Card. Each card has a few key parts:
- Title: This is your card title (it's optional)
- Close/Minimize/Expand: Basic card options
- Block: The different sections of a card are called Blocks, you can learn more about the Block Types we offer here.
- Block Settings: If you start writing and want to change your block type you can do it here.
- Highlights: This allows you to highlight functionality on the page as part of your guide.
- Add Block: Add a new block (same as previous type).
- Add Block Dropdown: Allows you to add a different block type (you can also always change block types using button #4).
- Back: Go to last card (if there is one)
- Go to Guide Overview: This will take you back to the view to see Guide Details/Display Options and all card view (which also allows you to rearrange cards).
- Preview: See your Guide as users would see it. Also works for testing Transitions.
- Save & Exit: Will bring you back to Guide Overview.
Once you're all ready you can click Publish at the bottom of the Guide Details section. This will publish your guide out to your team members. Congrats on creating your first guide!