Contextual Page Level Help

Let's say that a new feature has been added to your application and you've written a detailed article about how to use this feature and have added this article to your knowledge-base/help-center/wiki.

How do I get the users who use this feature to read the article and to see the full power of the feature?

What if you could:

  1. Open a splash window for the first 3 times the user lands on the feature page
  2. Embed a 30-second overview video of this feature
  3. Write the key benefits of using this feature
  4. Link to your detailed article for more information

Actually, you can do this! We call this Contextual Page Level Help.

Here is how Guided Learning can help you look like a pro:

  • Create a new walk-through guide on your guides page
  • Make the first step a splash.
  • Use the display settings to change the placement of the tip to be inside-top-right

entering display settings

  • Now open the extended text editor and write/embed the desired content.
  • Be sure to remove the Back button and consider using remind me later
  • Remove the Highlight; this would allow the user to interact with the page as he sees fit while reading your content.
  • Under the Advanced Settings, set Fixed Position; this will make the tip stay in view as the user scrolls the page up or down.

Here's the result:

overlay example