Use the checklist to make sure you are considering the most relevant topics before going live with Userlane on your application.
1. Understand the difference between the Userlane Portal and Editor
With the Editor, you build your Guides directly on your application. In the Portal, you can customize, manage, define settings and structure your Guides and Announcements.
2. Define a structured concept
The very first step before building Guides is to define your goals and create a clear content structure to reach them. Avoid going straight into recording without planning before.
3. Make sure Userlane is implemented
4. Style Userlane your way
To ensure Userlane matches the way you present and talk to your end-users, you can adjust Userlane so it matches your brand.
5. Visibility of Userlane
To ensure Userlane is shown where and to who it is supposed to be shown to make sure to check these settings.
Minimum screen size setting for whole Assistant
Page segmentation check for Guides and whole Assistant
User segmentation check for Guides
ℹ️ If your Assistant is not visible to your users, have a look at this checklist!
Define in what languages your Guides and Assistant should be available.
7. Content & Communication
Make sure you have everything set up and have a clear plan on how to engage your users.
Internal communication regarding Userlane Go-Live
8. Offer support to your end-users
Make it easy for your end users to receive support and easily find what they need.
9. Activate Userlane
Last but not least, make sure Userlane is switched on.