Get started: Optimize

Install the authoring tool in a few seconds, and start building now.

Plan

If you’re trying out Inline Manual for the first time, start with a sample group for a set period of time. Build your step-by-step guides and tutorials, and decide which segment of users you want to help first.

Your goals will determine how you monitor your success and optimize your content. With Analytics and People tracking enabled, you can Automate content for specific groups or Segments of users. By looking at the results of your experiments, you can see what works best, and how you can improve. And then you can repeat that success.

Here are some ideas!

By testing with a specific user group and a focused question you’ll be able to discover the impact on goal completion or support requests.

  • Launch a walkthrough for new users who just logged into your application for the first time. Show them the a-ha moment of your application as soon as possible. Do you notice new users are more engaged with your application?
  • Take a known trouble spot in your application and add a launcher to start a new tour. Do you find that you’re getting less support requests?
  • Add a tour to show new features to users who haven’t logged in recently. Do you notice an increase in feature adoption?
  • Do you want to attract your key clients to your invite-only online event? Create a segment based on your app’s user plan, or even a specific company, and see if they're more likely to respond.

Step-by-step

Here's a quick overview of the process to optimize your content.

  1. Enable Analytics.
  2. Enable People Tracking. This requires a script to be installed in your app.
  3. Create a Segment using Rules based on properties of your user accounts.
  4. Use Automation to autolaunch a walkthrough the next time your users login. Select the content and the segment.
  5. Review the results of your Analytics to see how to improve your content.

Track completion and monitor drop-off funnels in Analytics

Whether you’re helping onboard employees or customers, you’ll want to know who completed which tutorials. You’ll also what to know which tutorials are helping the most users.

Your tutorials and tour will guide users through an ideal customer journey. With our Analytics you can see precisely if they drop off and where they drop off. Then you can immediately improve your content to guide them.

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