Best Practices

Learn how to create a solid concept to personalize your users' experience through segments in Userlane.  If you have different groups of users that have different levels of access within your platform or who use different functionalities, ...

Having a clear plan of what you are doing and structuring your content before actually creating content will save you and your team a lot of extra work and time, besides making sure that you get the most value out of Userlane.   1. Define you...

Users aren't as interested in the product as they are in striving for the best result for their goals. Effective onboarding, easily and efficiently, guides users to their desired outcomes as quickly and as effectively as possible - so let us fin...

Before getting started Make sure the content of the Guide is relevant to your users. What do your users want to achieve/learn? What are their pains? Who should be addressed with this Guide? Be clear on your goals. What do you want to ach...

An announcement is a push message announced within the external application via the Userlane Assistant. How to create a good Announcement Have a clear strategy and plan when to use Announcements.  Avoid having too many Announcements activ...

Tooltips allow you to explain  and highlight  elements of the underlying application when a user interacts with the external application. To choose the right tooltip type, choose the use case you wish to cover. For example, if you wish ...

NPS is the key to understanding your user’s opinion about your application. With Userlane you can ask your users directly within your application. Check the 4 tips below on how we recommend setting up NPS with Userlane:  1. Do not chang...

Use the checklist to make sure you are considering the most relevant topics before going live with Userlane on your application. 1. Understand the difference between the Userlane Portal and Editor  With the Editor , you build your Guides ...

What is it? Alerts indicate that errors are recurring on a specific Guide step.  Alerts are triggered whenever errors on a step meet the default error threshold of five occurrences within eight-hours.  If you want to adjust these setting...

Functionality 1. Does the Guide have a clear goal? 2. Does the Guide have less / around 12 steps (recommended maximum: 20)? 3. Does the Guide work on every page (starting point) where it is visible in the Assistant? If not, use context-based seg...

What is a Regular Expression? A regular expression (regex) is a sequence of characters that specifies a match pattern in the text. For example, you would like to ensure that your colleagues always use the 24-hour format when submitting the expenses...