Table of Contents
Table of Contents
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Glossary
About Userlane
What is Userlane?
Requirements and Guidelines for Developers
Support & Services
Userlane Support & Services Overview
Support Response Times SLA
Application Uptime
Scope of Userlane Support & Success Services
Get Started
Userlane Portal
Set up your Account
Set up your application URL
Userlane Editor
Userlane Assistant
Manage your Team
Configure 2-Factor Authentication (2FA)
Single Sign-On for the Userlane Portal
Setup
Implementation Options Overview
Seamless Rollout
SSO Implementation
Installing and Configuring the Browser Extension for Microsoft Edge on Windows (SSO)
Expanding SSO Settings
Central Browser Extension Rollout
Seamless Rollout Troubleshooting
Installing and Configuring the Browser Extension for Microsoft Edge on macOS (SSO)
Snippet
How to implement the Userlane snippet
Secure Snippet
Snippet Implementation in MS Dynamics
E-Mail Invitation
E-Mail Invitation based Browser Extension Rollout
Self-Hosting
How to set up Userlane for self-hosting
Capability comparison / limitations for Self-Hosting Mode
Create & Build
Userlane Content Types
Userlane Editor checklist
Text Formatting in Userlane
Working with images
Guides
Record a Guide
Define step navigation for your Guides
Including skip steps in a Guide
How to record a form
Adding media to your Guides
Target specific text for an element
Refine element selection with the code selector
Add Step input validation
Translate a Guide
Process automation via Guides
Export a Guide as a PDF
Refine the selector
Tooltips
Tooltips
Tags
Tags
Messages
Create and activate Announcements
Welcome your users with the Welcome Slide
Create and activate NPS
Create and activate Surveys
Supported ISO codes for Content Auto-Translation
Manage & Publish
Add and manage multiple languages
Userlane Assistant Help
How to test your Guides before publishing
Userlane Assistant Checklist
Share Guides directly with a link
Promote your Guides
Copy Guides between multiple applications
Customization
Define the behavior of your Guides
Search through the Userlane Assistant
Customize default texts
Customize colors and designs
Segmentation
User segments for better targeting
Page segments for context-based content
Segment based on User Behavior
Analytics
Userlane Analytics
HEART Analytics
Analytics privacy settings - Basic and Advanced (HEART) analytics and Application discovery
HEART Analytics
H - Happiness
E - Engagement
A - Adoption
R - Retention
T - Task Success
Survey analytics
NPS analytics
Content Analytics
Userlane Content Analytics
Guide analytics
Guide step details
Analytics error log
User Details and Activities
Announcement analytics
Tooltip Analytics
App Discovery
Integrations
About Userlane Integration
SharePoint Integration
Confluence integration
KnowledgeOwl integration
Zendesk integration
Best Practices
How to create a solid user segmentation concept
How to structure your content
How to onboard users effectively
How to build successful Guides
How to create a good Announcement
How to create good Tooltips
Best practices for setting up your NPS Survey
Userlane go-live checklist
Alert notifications
Guide Checklist
How to create good Tags
How to use Regular Expressions for Data Validation
Directing your users to the right pages
Dev Reference
Quick reference of commands in Userlane
Implement a command to open the Assistant
Hide Userlane on specific pages of your application
Userlane Language Detection
Start a Guide with a JavaScript command
Hooking into event callbacks
User event export
User profile data export
HEART Analytics API
Security & Privacy
Data Security & Privacy Principles of Userlane
Security & Privacy Certifications
Rolling out the new Userlane Browser Extension to all users
Userlane Partners with Microsoft for Secure Infrastructure & Hosting
Security Operations
Userlane Cookies
Data residency options
Data flow for Userlane JavaScript Snippet implementation
Data flow for Userlane Browser Extension Implementation
Data flow with the Userlane Editor
AI & Data Security
FAQs
Frequently Asked Questions (FAQ)
Release Notes
Improvements and Fixes - October
Improvements and Fixes - September
Fixes and Improvements - August
Fixes and Improvements - July
Fixes and Improvements - June
Fixes and Improvements - May
Fixes and Improvements - April
Fixes and Improvements - March
Fixes and Improvements - February
Fixes and Improvements - January
Roadmap
Userlane Roadmap
2023
Fixes and Improvements - December
Fixes and Improvements - November
Fixes and Improvements - October
Fixes and Improvements - September
Fixes and Improvements - August
Release note - Surveys
Release Note - Process automation via Guides
Release Note - Improved HEART scores
Release Note - Export Guides as PDFs
Fixes and Improvements - July
Release Note - Auto-translation for Guides
Release Note - URL parameters in HEART
Release Note - Element selector: Improved UX and functionality
Release Note - Logos on the Applications dashboard
Release Note - NPS AI insights
Fixes and Improvements - June
Release Note - User and team (settings) export
Release Note - New messages page
Release Note - Manage Guides in the Editor more easily
Release Note - Beacons Clicked Metric
Fixes and Improvements - May
Fixes and Improvements - April
Fixes and Improvements - March
Release Note - New Portal navigation
Release Note - Announcement API
Release Note - User Segmentation for Tooltips
Release Note - Showing URL fragments in HEART analytics
Release Note - Improved user interaction experience with NPS
Release Note - Tooltips: Hints & Beacons
Release note - Assist users when completing tasks by validating inputs
Release Note - Step box interaction improvements
Release Note - Tags over time
Release Note - Page Segmentation for Tooltips
Release Note - Contact Form in the Assistant
Release Note - Analytics export to CSV
Release Note - Tags
Release Note - Task Success
Release Note - Multi-application analytics
Release Note - Tooltip boxes automatically adjust their size
Release Note - Analytics Data for more than one year
2022
Release Note - Copy Guides between multiple applications
Release Note - Manage Single sign-on (SSO) and Browser Extension configuration from the Portal
Release Note - Guide step boxes automatically adjust their size
Release Note - Engagement Page
Release Note - Adoption Page
Release note - Analytics Data up to one year
Release Note - Retention Page
Release Note - Cross Origin iFrame support for Userlane Browser Extension
Release Note - Drag & Drop Steps
Release Note - NPS
Release Note - Understand your Guides' performance with a new metric: failure rate
Release Note - Tooltips Language Translation
Release Note - SharePoint Integration
Release Note - global vs. application roles
Release Note - Manage languages for Tooltips
Release Note - Use Pause in all Record Modes
Release Note - End User SSO: Updating User Profiles
Release Note - Tooltip reposition
Release Note - Tooltips (Beta)
Release Note - New Editing Experience
Release Note - UX improvements within Guides
Release Note - Avatar Reposition
Release note - Customize Help image
2021
Release note - Dashboard renaming
Release note - KnowledgeOwl integration
Release note - UX improvements
Release note - Zendesk integration
Release note - Integrations page
Release note - error-alert notifications
Release note - UX improvements
2020
Release note - contrast and color updates
Release note - adjustment to slides
Release note - Search added to the Assistant
Release note - new Assistant navigation
Improvements and Fixes - November
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Tags
A Tag marks a single element that should be tracked to measure users’ interaction with that element within the underlying application. Learn how to use tags with Userlane.