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 Userlane account, check this out interactively: 

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

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

If you have already a Userlane account, check this out interactively:

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.