Create & Build

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

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Userlane Content Types
Types of content you can create with Userlane There are 5 types of content you can create with Userlane: Guides, Tooltips, Announcements, Pop-Ups (Welcome Slide), and NPS.  Userlane content can be created in both Userlane components aka in ...
Editor overview
Who can use it The Editor is the primary tool for content creators and testers but all user roles (Contributor, Moderator, Admin) can access this feature.  Start the Editor   From an application, open the Editor via the browser extensi...
Userlane Editor checklist
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 three ways to open the Editor:&n...
Launch the Editor via the browser extension
The Userlane browser extension enables you to build and test your Guides and Tooltips right away while they are still hidden for your end users. Installation Click  Open Editor in your Userlane Portal. After you have installed the exten...
Record a Guide
Who can create a new Guide? Any user role can create a new Guide but only Moderators and Admins can publish or edit active Guides. If you are new to creating Guides, we recommend that you review our best practices and have a clear plan of the tou...
Tooltips
What are Tooltips? Tooltips allow you to explain elements of the underlying application.  Tooltips offer a great way to add explanations to an element  within the application for your users. They provide descriptions or expla...
Create and activate Announcements
With Announcements, you can communicate anything you want to your users directly in your app.  What are Announcements? An Announcement is a push message announced within the external application via the Userlane Assistant. With Announceme...
Welcome your users with the Welcome Slide
What is it?  The Welcome Slide is a pop up grabbing your users’ attention right from the start to promote your Guides and get them immediately started on them. It will result in greying out the background and puts the focus on the pop ...
Define step navigation for your Guides
There are several options you can choose to determine how users proceed through your Guide steps. Step types You can record two types of steps when recording: Explanation steps or Interaction steps.  Explanation steps The simplest Guides ...
Working with images
We all know the power of a well-placed, well-chosen image. With Userlane you can quickly upload an image to enrich your Userlane content. Why use it? Adding images helps to  make your content more discoverable  promote your organiz...
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...
Including optional steps in a Guide
What are optional steps Optional steps are steps that have a skip condition applied to it. They do not show up for an end-user in all scenarios.  When to use optional steps You can use optional steps  For navigation For a specific...
How to record a form
If an input field or a system dropdown is recorded, your users need to enter an input to continue to the next step.  ℹ️ This option is only applicable for form input fields and dropdowns. If Userlane does not detect an input field for the st...
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. What is it? The content selector looks for visible text in the element that you’ve recorded. If the text matches your input, the element wi...
Refine element selection with the code selector
Some applications require code selector fine-tuning. This depends on the complexity of your application. With the code selector option, you can hook into the automatically recorded code selector to make sure that it always finds the right element. ...