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...
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...
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...
Adding media to your content
⇨ Start this Guide to learn how to add info boxes, links, images/GIFs, or videos. You can add one media item to each step in a Guide. There are four types of media you can add: Info Box Link Image/Gif Video Good to know You can ...
Including optional steps in a Guide
How to make steps optional The two ways to skip steps: Skip if the element of the next step is found  Skip immediately if the element is not found 1. Skip if the element of the next step is found Use Case : Some steps are only nec...
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 Dashboard. After you have installed the extension, it s...
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. ...
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...
Access to the Userlane Editor
The Userlane Editor is only visible to managers that have an account in the Userlane Dashboard and therefore have specific usage rights to edit the logic and the content of the Guides. 1. Are you logged into the Dashboard? Check if you’re lo...
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...