Define the behavior of your Guides

This article outlines the options available to you for customizing the behavior of your Guides. 


The following options are available from the Customize page in the Portal.

Require your end users to complete Guides in a specified order

If activated, Userlane will lock the Guide until the previous Guide has been completed. Our data shows that activating the lock increases conversion. Activating the lock helps you to design better Guides because you can rely on users having completed prior Guides. 

Choose the position of the Assistant within your application

You can position the Assistant icon in any corner of your application. The Assistant icon launches the Assistant menu with the list of chapters and Guides displayed by default. 

Define where the Assistant should be visible within your application

You can show the Userlane Assistant on a specific page segment only. This setting is useful if you want to make sure that the Assistant icon only shows after the user logged in. Learn more about Page Segments and context-based targeting.

Confirm exit from a Guide

Determine if your end users should be required to confirm that they want to exit the Guide when they click on the "X" in the top right corner of a step. 

Our research shows that exit confirmation increases the completion rate. A negative impact on the user experience could not be confirmed. Users showed even more courage to play with the product once they saw that they couldn't destroy anything without confirmation.

Add the option for end users to restart the Guide or go back one step

When activated, every Guide step displays an additional button to the left of the next button. It can be omitted entirely or used to offer your users more flexibility. This option is especially interesting if you want to guide users through forms so that they can edit their last entry easily.

Display an additional hint

If your end users have to interact with your application and remain inactive, we’ll show a large arrow that points at the elements that they need to interact with.

General Settings

The following options are available on your application's General Settings page in the Portal:

Switch on the entire product for your end users

With this setting, you can deactivate Guides for your end users. You will still be able to use the editor.

Hide Userlane for your end users who signed up prior to this date (and time)

If you specify a date and time here, only end users who signed up for your service after this date and time will be able to see your Guides. This requires some changes in your code snippet. Read this article to learn about the required changes in the snippet.

Hide Userlane on screens smaller than a specific size

You can define the minimum width of screens in px. On screens smaller than this width Userlane will not be available for your users. When left blank Userlane will be shown on all screen sizes.