Create & Build

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

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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...
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 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 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
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 times. The Welcome Slide can be configured to pop up in this situation to grab your ...
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 ...
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 There are 2 different use cases for optional steps based on whether or not the step is found.  ℹ️ Navigation steps in Userlane Guides bring users to the correct starting point for the process in your application t...
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.  Types of the input field Userlane offers two input types for recording a form field:  Any value means that a user...
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 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. ...
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 (Beta)
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...