Manage & Publish

Learn more about publishing options and customization.

Articles

Define the behavior of your Guides
This article outlines the available options for setting up your Userlane Solution. Customize The following options are under the Customize tab in the Portal. Require your end users to complete Guides in a specified order Customize > Guid...
Adding custom fields to user attributes
Custom data are fields that you can add as user attributes to your user profiles. They can be filled with data. This data will help you to build better user segments that allow you to target specific user groups. Before you proceed, make sure you&r...
User segmentation
Learn how to segment your Guides using custom attributes. A user segment defines a specific user group. The user segments can be built using custom attributes. There is a standard set of attributes that you can use: Customer User ID , First Time ...
Using tags to define user segments
The JavaScript commands to implement tags for user segmentation If you are about to create your user segmentation, we recommend that you use custom data attributes. You can pass any user information within a custom attribute. Compared to tags, attr...
Page segmentation
Learn how you can provide context-based help for your users by using page segmentation.  Page segmentation enables you to show specific Guides only on specific URLs. You don’t need to implement any code.  If you have already a User...
Customize default texts
About Default Texts Your Userlane content should match your organization's style and branding. Userlane has one area ( customize > text ) for you to manage default texts. By default texts,  we define any generic texts that are already...
Customize colors and designs
To customize the colors and designs of your Guides, go to Customize > Design in the Userlane Portal. If you have already a Userlane account and you are based in Europe ⇨ Start this Guide for a walkthrough of the design options. If you are ba...
Add and manage multiple languages
Add a new language You can create a new language in the “Customize” - “Languages” section of the Portal. The language name is displayed to identify the language. The language key will be compared to the HTML and br...
Create and activate Announcements
With Announcements, you can communicate anything you want to your users directly in your app.  What are Announcements? An Announcement is a push message announced within the external application via the Userlane Assistant. With Announceme...
Search through the Userlane Assistant
If you offer your users a lot of content, finding what they're looking for can sometimes be difficult or time-consuming. That's why we developed the Userlane Search! Your users can quickly search content directly from the Userlane Assistant....
Userlane Assistant Help
The Assistant Help option allows you to add two links to additional resources such as a help center, support chat, or a communication platform channel such as Slack or MS Teams. Enable the Help button to link users directly to these resources with...
How to test your Guides before publishing
There are several ways to test your Guides depending on the functionality you are testing and where you are in the rollout stage.  1. Preview a single Guide With the Preview mode, you can test the functionality of a specific Guide and preview...
Userlane Assistant checklist
Use the checklist to make sure you and your users can see Userlane. Userlane's targeting settings can prevent users from seeing Userlane. Here is what you can do: 1. Make sure Userlane is loaded in the correct application Userlane can be loade...
Share Guides directly with a link
Use a link to direct your users to a specific Guide. How to copy and use a link You can use this link for all your users; when clicked, they are redirected to the default URL that you have set up in the application settings. The linked Guide start...
Promote your Guides
With the Userlane Promotion feature, you can highlight important processes and features of your app in a Guide. Our Userlane AI will show the activated Promotions at the best moment. The users will see a pop-up next to the Userlane Assistant avatar ...