Guided Steps

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

• Adding guided steps

• Editing guided steps

Adding Guided Steps

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.

Editing Guided Steps

Each guide that's added as a step can be customized to match your needs. Hover on the guide and click on the "Edit guide" icon next to it. You'll then be prompted with options:

• "Edit" guide

• "Config" guide

Edit Guide

• Change the guided step's background color

• Choose a beacon color (only for the hotspot guide)

• Add backdrop (darken the surrounding area to focus attention on a specific element)

• Add spotlight (highlight element with a blinking colored border to draw attention to it)

• Choose the width of the frame

• Adjust the guide's arrow alignment

Config Guide

• Add a close "X" button - allows viewers to exit the guide. Learn how can be integrated with a clickable demo.

• Add a "previous" button (allows the viewer to go to the previous step)

• Add a "next" button - allow the viewer to go to the next step, URL, or another chapter

• Add a secondary CTA button - enables more than one action on a specific step. We recommend using this in the middle of your demo to give the viewers an option to jump directly to your call to action i.e. 'Book a call'

• Show a step number - displays step # in the demo

• Hide arrow - hide widget arrow pointer

Copy/Paste

How to copy a step to another chapter?

One or multiple steps can be copied from one chapter to another. Here's how you'll be able to do so:

• Click on the step you would like to copy on the right sidebar of the editor.

• To copy the step, use Cmd + C or Ctrl + C while the step is highlighted (Alternatively, you may hover over the step number to reveal the dotted menu. When clicked, there is an option to copy the step)

• Navigate to the chapter where you would like to paste the step

• In the right sidebar of the correct chapter, highlight the position where you would like to add the step.

• Click the 3 dots and select Paste, or press Cmd + V / Ctrl + V to paste the step at the desired position.