You’ve added a walkthrough. Now you’re probably wondering how you can launch it for your users. There are multiple ways on how to launch a topic (any content created in Inline Manual, eg. a walkthrough). By default, users can start a walkthrough by selecting it from the list of topics in the widget. However, you can give your users more options to start a guide.
With Inline Manual, you can:
- Launch a topic by selecting it from the widget list,
- Launch a topic with a direct URL link (permalink),
- Place a topic launcher (eg. small tooltip icon) and assign it to the specific element of your application,
- Automatically launch a topic for the specific segment of users or visitors,
In this article, we’ll briefly describe each of these options.
Launching a topic by selecting it from a widget list
With Inline Manual widget, you can offer in-context help to your users, so they don’t have to leave your application to see advice. The widget is enabled on your site by default. And as you add new content such as a walkthrough or tooltips, these will be listed in the widget. Your users can then launch a guide by selecting it from a list of topics.
You’ll notice the widget appears in the lower right-hand corner, it’s blue and it says “Inline Manual.” You can customize every last bit of the widget to suit your needs. You can change the appearance or change the title to make it say Tutorials. You can also reorder the list of topics and even hide them if you’re launching them another way such as through an email campaign, or using an autolauncher for targeted users.
If you don’t need the widget, you can hide it entirely.
Launching a topic with a direct URL link
In Inline Manual, you can launch a topic with a direct link. It is especially useful when you want to send a specific tutorial eg. in a support ticket or an email campaign. Use the URL of your website with a parameter imTopic to launch a specific tutorial - no coding needed.
123 is the topic ID which you can find in the Topics list, next to the title.
You can even launch a specific tutorial on a specific step with an additional parameter: imStep=[stepId]
Note that the first step index is 0, therefore if you want to jump to step 6, you will have to enter 5
This will launch tutorial id 123 on 6th step.
Additional parameters that you can use:
- ?imDeactivate=1 will deactivate the Inline Manual Player at any topic or step,
- ?imDeactivate=1&imTopic=topicId will deactivate the Inline Manual Player only when topic topicId is active at any step,
- ?imDeactivate=1&imTopic=topicId&imStep=1 will deactivate the Inline Manual Player only when topic topicId is active at step 1.
Launching a topic with topic launchers
Topic Launchers will let you add a launcher icon such as a tooltip or pulsing hotspot to your application. It is a great way to grab users’ attention and help them with known troublespots of your website. By default the launcher is a red circle with a question mark. You can fully customize it. For more information about topic launchers, go here.
Launching a topic automatically
If you want to, you can launch your topics automatically after a specific set of rules is met. This is ideal for on-boarding tutorials, where you can target new users that logged in for the very first time. You can also use this if you have new announcements or updates.
To automatically launch a topic, follow these 3 steps: implement people tracking, create segments and add autolaunchers.
Take a look at those articles for further instructions:
inline_manual_player.activateTopic(topic_id); this will activate any topic you like, that is part of your player.
inline_manual_player.activateStep(topic_id, step_id); activates a specific step within specific topic.
TIP: When you are using links within popover and you want to deactivate the currently running topic, add parameter "?imDeactivate=1" to the URL you are linking to or use onclick=”inline_manual_player.deactivate()”