Userlane go-live checklist

Use the checklist to make sure you are considering the most relevant topics before going live with Userlane on your application.

1. Make sure Userlane is implemented

• Implementation options

• Application URLs are set

• if needed: Exception URLs for HEART are set

2. 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.

• Colour configuration

• Default text configuration

• Avatar image configuration

• Welcome Slide configuration

3. 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

4. Languages

Define in what languages your Guides and Assistant should be available.

• Translations available

• Languages published

• Languages tested

5. Content & Communication

Make sure you have everything set up and have a clear plan on how to engage your users.

• Tooltips

• Validators

• Guides created

• Guides tested

• Guides published

• Announcements

• Surveys

• NPS

• Internal communication regarding Userlane Go-Live

6. Offer support to your end-users

Make it easy for your end users to receive support and easily find what they need.

• Error notification configuration

• Search tab configuration/Integration configuration

• Support contact/Help center link configuration

7. Activate Userlane 

Check with your Customer Value Manager to ensure all is set and you can go live.