With Userlane users can learn and complete a specific task or process without requiring previous training.
Userlane overlays the application, guiding the user through an end to end process.
| Content Type | Why use it | |
|---|---|---|
| Process Tracking | Tasks | Track multi-step workflows and user actions inside your application |
| Tags | Track simple or single-interactions, e.g. did a user click a button, visit a page | |
| Validation | Validators | Checks if an input is done correctly |
| Guidance | Guides | Step-by-step walkthroughs through processes in the application |
| Tooltips | Explain an element to help users complete a process, can also be linked with a Guide | |
| Beacons | Highlight an element by drawing the user's attention with the help of a pulsating icon | |
| Messages | Announcements | update Users on important update, process changes or reminders |
| Standard Surveys | Gather feedback with customizable questions about application functionality or specific processes | |
| NPS Survey | Track your user’s loyalty and opinion based on how likely they are to recommend your app | |
| Welcome Slide | Welcome new users to the Userlane Suite within your application |
When to use which Userlane content type
1. What's the User's Goal?
Goal | Example Use Case | Suggested Pattern(s) |
Teach users how to perform a task or process | "How to create a report" or "How to configure account settings." | Guide |
Explain or clarify an element on-screen | "What this field means" or "Why this checkbox is important." | Tooltip |
Inform users about an update or change | "New dashboard design released!" or "Feature X moved to Settings." | Announcement |
Track completion of a multi-step workflow | "User finished setup process" or "Completed training module." | Task |
Track a single user interaction or visit | "User clicked 'Export' button" or "Visited Billing page." | Tag |
Collect feedback or data from users | "How satisfied are you with this feature?" or "Was this guide helpful?" | Survey |
2. Decision Criteria & Pattern Mapping
Criteria | User Action/Context | Complexity | Attention Required | Suggested Pattern |
Purpose: Educate or onboard | User-triggered or on-demand | Few or many steps (one or multiple pages) | Moderate (walkthrough) | Guide |
Purpose: Clarify or explain | User-triggered or on-demand | Simple or single-step explanation | Low (inline help) | Tooltip |
Purpose: Announce or inform | Automatic or update-based | N/A | High (banner or modal) | Announcement |
Purpose: Measure completion | Triggered by user actions or milestones | Multi-step workflow tracking | None (background tracking) | Task |
Purpose: Track engagement | Triggered by user actions or milestones | Single interaction tracking | None (background tracking) | Tag |
Purpose: Gather feedback or insights | Triggered after key interactions or at session end | Questionnaire or feedback form | Active input required | Survey |
3. Quick Reference
Pattern | Desired Outcome | Trigger/Timing | Complexity | User Attention |
Guide | Educate or onboard | User-triggered/On-demand | Few or many steps | Moderate |
Tooltip | Clarify or explain | User-triggered/On-demand | Simple/Single-step | Low |
Announcement | Announce or inform | Automatic/Update-based | N/A | High |
Task | Measure completion | User actions/Milestones | Multi-step tracking | None |
Tag | Track engagement | User actions/Milestones | Single interaction tracking | None |
Survey | Gather feedback/insights | Key interactions/Session end | Questionnaire | Active Input |
