Customizing Steps

Style and configure each guided step

Each guide that's added as a step can be customized to match your needs:

• Hover on the guide and click on the "Edit step" icon next to it. You'll then be prompted with options "Edit" and "Config" to edit.

Edit

• 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

• 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 flow

• 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 flow?

One or multiple steps can be copied from one flow 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 flow where you would like to paste the step

• In the right sidebar of the correct flow, 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.