Overview
While creating a Resource Center, you can add multiple content sections called modules. Their primary purpose is to empower the onboarding process in a diverse and meaningful way.
There are four module types that you can include:
- UserGuiding onboarding materials for Guides and Checklists
- External URLs (e.g., blog pages, webinar events, landing pages, Knowledge Base)
- Code Snippet (e.g., trigger a live chat, an animation, onboarding materials using our JS API, or any other Javascript code).
Types of Modules
Guides
You can include and trigger Guides from a Resource Center to welcome new users, present a new feature, or any other activity linked to your onboarding process design.
Checklists
When you need to guide your users more sequentially and structuredly, you can trigger your checklists directly from a Resource Center.
External URL
You can redirect your end-users to external URLs from the Resource Center, so tasks such as announcing a webinar, offering an ebook, etc., are now easy to do!
By default, when your end-users interact with this module by clicking on it, they'll be redirected to a new browser tab, as you can see below.
Check the Display in Widget option if you prefer the URL to be opened within the Resource Center widget. You can preview this behavior on the Panel by clicking on the play icon.
Nevertheless, your users will still be able to open the URL in a new tab.
Code Snippet
This is the module you'd use to present content that requires running a Javascript snippet.
You can use it to trigger a chat launcher, an animation, a UserGuiding content, or any other client-side script.
In the example below, we've added a snippet from our own JavaScript API to trigger a specific Guide.
And here is the Code Snippet module in action!
Search Function: Resource Center also has a built-in Search Function that allows you to search through the Resource Center Modules and any external knowledge base.
The Search Function allows users to search your Knowledge Base directly from the Resource Center and read your articles when the Display in Widget function is enabled.
Rich Content
The Rich Content Module lets you add fully formatted text, images, and links directly to your Resource Center without needing code.
What You Can Do
Add open text modules to your Resource Centers with full rich formatting support:
- Headers to structure your content clearly
- Lists for step-by-step instructions or feature highlights
- Links to direct users to relevant pages or resources
- Images to add visual context and clarity
How to Use It
Open any Resource Center in the panel editor
Click Add Module
- Select Rich Content
- Write and format your content using the editor
- Show update beacon enabled displays a beacon on the module and in the Resource Center Launcher for existing users until the user interacts with the module.
- Save and publish
Why It Matters
Rich Content modules give you the flexibility to put any message in front of your users right where they're looking for help. Use it for quick tips, contextual notes, policy updates, or anything that fits your Resource Center experience.
Groups
You can easily organize your resource center modules by using groups! It's a convenient tool that can help you stay organized and efficient. You can add up to eight items in each group.
Here's how to create a Group and organize your modules:
