Storylane Docs
PRODUCT RELEASESPLAYBOOKS
  • 👋Welcome to Storylane
  • 📚Storylane Playbooks
  • 🚀Quick Start Guide
    • Planning your Demo
  • ⭐Demo Type Examples
  • 📸RECORDING DEMOS
    • Recording - Overview
    • HTML Demo
    • Screenshot Demo
    • Mobile Demo
  • 💻EDITING DEMOS
    • Guides & Chapters
      • Adding Guided Steps
        • Adding Video Clips
        • Editing Video Clips
      • Customizing Steps
      • AI Assist
      • Chapters & Product Tour
    • Editing Screens
      • Cover, Fit, and Fill
    • Personalization
      • Personalize from Lead Form
      • Personalize from URL params
    • Sandbox Demo
      • Presenter Notes
    • Videos & Voiceovers
    • Demo Settings
      • Convert CTA Button
  • 🎊SHARING DEMOS
    • Sharing - Overview
    • Embed
    • Share Link
    • Via Email Campaigns
      • Share via Gmail Plugin
    • Socials
    • Download
    • Link Security
    • Conference Mode
  • 🌟Lily AI
    • Overview: Meet Lily
    • Lily For Demo Creation 🚀
      • Create & Improve with AI
      • AI Video Avatars
      • AI Voiceovers
      • AI HTML Editor
    • Coming Soon: Lily for Buyer Discovery 🔍
  • 🌐DEMO HUB
    • Demo Hub Overview
    • Demo Hub Configuration
    • Demo Hub Analytics
  • 📈TRACKING AND ANALYSING
    • Lead Capturing
    • Lead Attribution
    • UTM Tracking
    • Account-Level Insights
    • Viewer Data Enrichment
    • Usage Tracking
      • Analyzing Demo Performance
  • 🔗Integrations
    • Integrations
      • HubSpot
        • HubSpot Lead Forms
        • Hubspot Integration Features
        • Hubspot Website Embeds
        • Storylane App for HubSpot
        • Matching HubSpot Tokens to Storylane Tokens
      • Marketo
        • Marketo Lead Forms
      • Pardot
        • Custom Pardot Form
      • Salesforce
        • Storylane App for Salesforce
      • Slack
      • FreshSales
      • Dynamics 365
      • Zapier
      • Google Analytics
      • Gmail
      • Segment
      • Intercom
      • Clearbit
      • SourceForge
      • G2
      • Webhooks
      • Cross-Frame Events
      • External API
  • 🤓Account
    • Managing Demos
    • Managing Team
    • Branding
      • Custom Theme
      • Custom Domain
    • GDPR Compliance
    • SSO
    • FAQs
      • How and Why to use Cookie Tracking?
      • How to capture HTML screens from multiple tabs?
      • How to edit the background of a screen with a pop-up?
      • How to copy a chapter to a demo?
      • How to add pop-up message for non-clickable elements?
      • How to Add/Embed a Storylane Demo in a Zendesk Article
      • Customizing and Tracking Demo URL Links
      • How to combine Desktop and Mobile captures?
      • If I Cancel My Subscription, What Happens To My Demos?
      • What accessibility standards do you support?
      • How to add or subtract a Date & Time token?
      • Why is part of my screen cut off in a demo?
      • How to Install & Connect Storylane via HubSpot Marketplace?
      • How do I send data to 6Sense?
      • Lead Attribution Tracking?
      • How to record a video avatar?
      • How to rearrange folders?
      • Do I need to update my cookie policy if I use Storylane?
      • Is it possible to connect a LinkedIn tracking pixel to Storylane?
Powered by GitBook
On this page
  • Hotspots
  • Tooltips
  • Text modal
  • Media Modal
  • Lead Form
  1. 💻EDITING DEMOS
  2. Guides & Chapters

Adding Guided Steps

PreviousGuides & ChaptersNextAdding Video Clips

Last updated 5 months ago

Guided steps form the foundation of an effective product tour on Storylane.io, helping users grasp the key benefits of your offering.

Here is a breakdown of different guides that can be added as a guided step in the chapter:

Hotspots

Hotspots in Storylane draw attention to key parts of your demo, like new features, with a pulsating effect. Viewers need to click on either the pulsating beacon or the entire guide, to go to the next step.

Tooltips

Combine tooltips with backdrops to guide users through complex processes or critical UI elements. Use them to show step-by-step interactions or to lead users through a specific workflow. Viewers need to click on the CTA (in this case 'Next') to proceed to the next step.

Text modal

Text modals are versatile and can be used for various purposes. Use them to introduce your demo, provide explanations, or summarize key points. Consider using them at the start or end of your demo to set the stage or wrap up the experience.

Media Modal

Media modals can showcase various forms of media, including images and videos.

Images help users visualize concepts and establish branding.

Videos are the best for short, impactful intros, product demonstrations, or personalized messages. Check out how to add videos.

Lead Form

Capture leads at strategic points in your demo, at the beginning to capture initial interest, and in the middle for engaged users. Use them for lead generation and data collection. Learn more about how to embed custom forms (Hubspot, Marketo, or Pardot) or capture leads through demo URL params.

By selecting the right guide for each step of your tour, you can enhance user understanding, engagement, and conversion.

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

Hotspot example by Clari
Tooltip example by SentinelOne
Text Modal example by Cognism
Media Modal example by productboard
Lead Form example by Toplyne