Use the Userlane Academy to get a solid overview of the Editor.
Start the editor: Open the editor via the Browser Extension Menu or via the Start Editor button in the Userlane Assistant. Choose a Userlane or record a new one.
You can use the Editor to:
The record mode captures every click you conduct and automatically creates a step. You can easily add steps to a userlane afterwards.
Just click through the process you would like to guide your users through. You can add the text and change other options later.
You can change the example title and text of a step directly in the Userlane window of the recorded step. You can also adjust the settings of this step. The available options for the step are located right next to the step box.
The step options of the Editor
Here you can reposition the selected element. This is useful if you have selected a wrong element by accident.
Here you can change the alignment of your step box. This is where the explaining text box should be shown. You are selecting a preference only, as the optimal position can differ depending on your users' screen size or visible elements.
The selector gives you access to the technical description of the selected element. You can adjust it manually.
The Skip option allows you to make specific steps of your userlane optional for users.
This determines how a user proceeds to the next step of the guide. They can either press the "next"-button or interact with the highlighted element.
This feature enables you to either restrict or enable a user's ability to interact with an element. You can use this when the “next” button is activated in the option above.
When set to "yes", this option tells Userlane that the page needs to reload first before it continues to the next step. Usually, it is set automatically when Userlane detects a page (re)load.
By clicking on "Language" you can choose between the languages that you set up. Here you can add different texts in the respective language.
This deletes the selected step.
Add step after this
This option enables you to add a step right after the selected step.