Adding and Editing Guided Steps

Guides form the foundation of interactive demos and product tours.

• Guide options
• Adding guides
• Editing guides

👉 Guide options

Here’s a list of guides that Storylane supports, along with details on how each one works. Note that you can only add one guide per step.

Guide options	How it works	Examples
Hotspots	Pulsating spots designed to draw attention to key parts of your demo. Hotspots may be accompanied by text as well.	Clari - Customer Example
Tooltips	Combine tooltips with backdrops to guide users through complex work flows.	Gong - Customer Example
Text modal	Text modals used to introduce your demos or summarize key points. Consider using them at the start or end of your demo.	Outreach - Customer Example
Media modal	Media modals showcase various media formats and text, including images, videos, and GIFs. It's a great option to improve visual aesthetic	Cascade - Customer Example
Lead form	Use lead forms to capture leads at strategic points in your demo. You can either use Storylane's own form or embed custom forms (Hubspot, Marketo, or Pardot) or capture leads through demo URL params.	Stairwell - Customer Example
No Guide	Don't want a guide? Click the trash can icon to delete the guide. Viewers can click anywhere to continue, although a guide is recommended (:

In HTML demos you need to drag guides onto an element, which snaps into place when highlighted green.

👉 Adding guided steps

Adding guided steps is simple.

By default, when you add a new step to a screenshot demo, a hotspot is automatically created for you. From there, you can customize the guide in a couple of ways:

• Hover over the existing guide and click “Edit Guide” to make changes directly.
• Use the “Guides” button in the top header (always accessible) to view and manage all guides in your demo.

This gives you flexibility to quickly adjust copy, positioning, and behavior at any time.

👉 Editing guided steps

Guides can be customized to match your needs. Hover on the guide and click on the "Edit guide" icon next to it for the following options:

Edit Guide	Description	Reference
Content	Edit in-guide content by selecting the placeholder text
Style	Edit guide colors, background colors, and fonts
Highlight	Toggle backdrops and spotlight
CTAs	Toggle and customize primary and secondary CTAs
Position	Configure the arrow positions for hotspots and tooltips
Config	Toggle step number visibility, previous step button, arrow alignment, and hide text on mouse out

Pro tip: Need to copy a step to another chapter? Just select the step you would like to copy from the sidebar and use Cmd/Ctrl C + Cmd/Ctrl V to copy and paste into another demo's timeline. You could also do the same by right clicking or select three dots against a step. To duplicate a step, select the step and use Cmd/Ctrl D.

If you need help or have any questions, feel free to contact us at [e-mail].