You can create product tours to familiarize your users with the various features and functionalities of the self-service portal. This helps your organization reduce overhead on training users and thereby aids in better utilization of resources in your service departments.
This tour is designed as a collection of steps that you can customize by using text, images, and videos. It is shown to the users on the landing page after logging into the self-service portal. If enabled by the admin, an option to access or re-launch the tour will be available under the Profile Settings user panel as well.
Role Required: SDAdmin
You can perform various actions on the tours either from the list view or from the editor.
To access the tour list view, go to Admin > General Settings > Self-Service Portal Settings > Customization.
On the list view, you can see details such as language, status, and the number of views and perform various operations such as creating, editing, deleting, and disabling tours. Also, you can configure repeat frequency and relaunch settings from the list view.
To access editor:
Go to the list view and click Customize Now under the Customize Help tour section. Here, you can either click the language of the preferred tour to open the existing tour or click New Language and select the preferred language to open the editor to create a new tour.
To create and publish a new tour:
Go to the tour list view.
Click New Language and select the preferred language to open the tour editor.
For each step, provide the following details.
|
Field |
Description |
|
Step Name |
Provide a relevant name for the step. This is used to track the steps and will not appear on the tour. This is a mandatory field. |
|
Title |
Provide a relevant title for the step. This will be the title that appears on the tour. This is a mandatory field. |
|
Content |
Add text-based content for the tour. |
To add an image, click Insert Image and choose your preferred image.
To add a video, click Embed Video, add the relevant code to the textbox, and click Insert.
Finally, click Publish.
on the left pane.
on the step-selector card on the left pane and choose the appropriate option.
and drag it to the preferred position.
Based on your organizational requirements, you can repeat the product tour for your users after a specific number of days and also provide an option for users to relaunch the tour when required under the User Profile settings.
To configure these,
Click Settings on the top-right corner of the list view.
On the pop-up that appears, configure the following options as required:
To set repeat frequency, choose the number of days from the appropriate drop-down. The available options are 7, 15, and 30 days. To avoid repeating the tour, select Never.
To provide an option for users to relaunch the tour from their Profile Settings, select the Allow users to view help from the profile settings option.
Finally, click Save.
To edit a Help tour:
Go to the list view and click the language of the preferred tour.
Make necessary changes and click Save for the required steps.
Finally, click Publish.
and then choosing Restore Published.
and then choosing Restore Default.
and select Preview.From the list View: Hover over the preferred tour, click 
and select Disable.
From the Editor: Click 
and then select Disable.
From the list View: Hover over the preferred tour, click 
and select Delete.
From the Editor: Click 
and then select Delete.
From the list view: Hover over the preferred tour, click 
and select Make Default.
To view more information, go to the editor by clicking the language of the preferred tour and click 
and then select More Info.
Alternatively, you can view the complete history of changes made to the tour content under the History tab.
