Create & Build

Learn all about creating engaging content with Userlane's Editor.

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Editor overview
If you have a Userlane account, you can access the Userlane Academy to get a solid overview of the Editor. Start the editor : Open the editor via the browser extension menu or via the Start Editor button in the Userlane Assistant. Choose a Guide...
Access to the Userlane Editor
The Userlane Editor is visible only to users that had been invited to the Userlane Portal as an admin, contributor, or moderator. These user roles have distinct rights to create, edit, or manage content. There are two ways to open the Editor:&nbs...
Launch the Editor via the browser extension
The Userlane browser extension enables you to build and test your Guides right away while they are still hidden for your end users. Installation Click  Open Editor in your Userlane Portal. After you have installed the extension, it shou...
Welcome your users with the Welcome Slide
⇨ Start this Guide to learn how to activate and configure your Welcome Slide. There is the moment when your end users enter your service for the first time. This is a mission-critical situation because you want to avoid user confusion at all tim...
Define step navigation for your Guides
There are several options you can choose to determine how users proceed through your Guide steps. You can use the “Next” option in the menu next to a step to define how your users proceed to the next step. The following options are poss...
Adding media to your Guides
Adding media to a Guide step is a simple way to increase engagement.  Content Enrichment : Give your users additional information, tips, tricks, and/or examples. Link to knowledge articles, other relevant websites, or another Guide. Increas...
Working with images
We all know the power of a well-placed, well-chosen image. In the context of Userlane, the images you choose can directly increase user engagement. An image can make your content more discoverable and promote your organization's branding and voi...
Including optional steps in a Guide
How to make steps optional Skip if the element of the next step is found Use Case : Some steps are only necessary to make the element of the next step visible. These are redundant when it is already displayed.  How to activate it : ...
How to record a form
For certain Guides, your users might need to enter an input to continue to the next step. In this article, you will learn about the types of input your users can make and how to record them.  How it works Userlane offers two input types for r...
Target specific text for an element with the content selector
To ensure that Userlane finds the right element in every situation, you can use the content selector. The content selector looks for visible text in the element that you’ve recorded. If the text matches your input, the element will be found. ...
Refine element selection with the code selector
Some applications require selector fine-tuning. This depends on the complexity of your application. With the manual selector option, you can hook into the automatically recorded selector to make sure that it always finds the right element. How it w...