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. 

⇨ Start this Guide to learn how to create page segments in your Userlane Dashboard. 

Use these 3 steps

  1. Create a page segmentation concept.

  2. Create the page segments.

  3. Apply the segments to your Guides

1. Create a page segmentation concept

Use these questions to create a concept:

  • Does the URL structure of your application have unique text on different sections?

  • Which Guides show content that is only needed in a specific section? 

  • Which Guides need to be accessible everywhere in the software? 

  • Which processes have a generic part and additionally specific elements that need some further explanation?

2. Create the page segments

⇨ Start this Guide to create a page segment in your Dashboard.

Good to know

  • You can add any patterns (path, parameters, fragments, etc.) of the URL after the domain.

  • You can’t use the domain or subdomain

  • Simply copy a unique part of the URL

  • You can add more than one part of a URL

Example 

This is the URL: https:// family.userlane.com/app/12345/users/list/users?filters=. 

We want to filter the Segment section. That’s why we copy & paste one part of this URL that is unique to the Segment section: users/list.

Advanced cases

When you have varying parts in a URL that are between 2 unique parts: You can use Asterisks (*) for the varying part in a URL (app/*/users/list). This is only necessary if you really need both of the unique parts.

3. Apply the segments to your Guides

⇨ Start this Guide to apply page segments to your Guides. 

Considerations

Page Segments applied for a whole chapter will affect every Guide within this chapter. 

  • If you apply another page segment for a Guide within this chapter, the chapter and Guide segment will be connected with a logical AND for this Guide.

  • A chapter will not be visible on general pages anymore if all the Guides within it are only visible on specific pages.

  • The icon in the Userlane Assistant (showing the number of Guides uncompleted in a chapter) varies depending on the active page segmentation. It shows the number of uncompleted Guides in the first uncompleted chapter.

  • Segments that are in usage can’t be deleted. If you want to delete a page segment you need to remove the applied segmentation first.

  • You can also apply a page segment to the whole assistant, to only show it eg. on your main page. Apply this setting in the Customize → Behavior section.