What Can I Achieve With UserGuiding?

Day 1: Intro to UserGuiding!

Embedding the Container Code

Embedding the Container Code With Google Tag Manager

Embedding the Container Code into Your WordPress Site

Downloading the Chrome Extension

Downloading the Chrome Extension on Chromium Browsers

Opening the Chrome Extension

Using the Step Editor in the Chrome Extension

Filtering Materials on the Chrome Extension

UserGuiding Now

UserGuiding Compass

Which Browsers Does UserGuiding Support?

Do My End Users Need to Install the Chrome Extension to Display UserGuiding Content?

Can I Use UserGuiding on Mobile Apps/Websites?

Can I Create Materials on a Website I Don't Own?

Does UserGuiding Work with Single Page Applications?

Does UserGuiding Support Offline Mode?

Analytics Dashboard Overview

Defining and Tracking Goals

Creating Impact Reports

Analyzing Impact Reports

How Can I Use the Date Picker?

How Can I Export Analytics Data?

What is the Completion Rate?

How Do Onboarding Material Views Compare to Monthly Active Users?

Is Analytics Data in Real Time?

Users Page Overview

Managing Filters on the Users Page

Managing User Attributes on the Users Page

Using the AND/OR Conditions in Filters for Users

Exporting Users Data From the Users Page

User Details

Company Page Overview

Company Details Page Overview

What Is User Identification?

Enabling User Identification

Enabling User Identification with Google Tag Manager

Testing User Identification

How to Identify Non-Logged Users in UserGuiding

Excluding Users From User Identification

Disabling User Identification

Sending User Attributes, Company Attributes and Tracking User Actions

Date Attribute Formats

Setting a Default Value to a User Attribute

What is Segmentation?

Creating and Editing User Segments

Uploading User Segments via CSV

Excluding Users From a Segment

Setting Segments to Materials

Creating Segments for HTML Elements or Text on Page

Displaying Materials Only to New Users

Displaying Materials Only to Myself

Monthly Active Users (MAU) Calculation

Utilizing MAU Quota Economically

Exceeding Monthly Active Users Quota

UserGuidingLayer Callback Functions

Getting a List of Completed Guides by an End-User

UserGuiding User API

Resetting User History

Rate Limit for the User API

What Is a Web Session?

How Can I Identify the Users Who Interacted With a Material?

How Can I Filter Users by Relative Dates?

How Can I Delete Users in Bulk?

How Can I Retain User History Even if the Browser's Local Storage Is Cleared?

Can I Track Who Clicked a Button or Link on my Materials?

Do I Need to Implement User Identification for Each Domain?

Will Changes to My Content Impact Users' History?

Why Aren't My Browser or User Attributes Returning Results on the Users Page?

Is There a Limit to Attribute Sizes in UserGuiding?

What are Checklists?

Utilizing Checklists in your web app

Creating Onboarding Checklists

Checklist Settings

Checklist progression option

Displaying Guides in a Checklist

Adding user attributes to a Checklist

Checklist Launcher icon settings

Hiding the Checklist when all steps are completed

Checklist Reports

What Is the Resource Center?

Resource Center Modules

Creating and Styling the Resource Center

Adding user attributes to a Resource Center

Integrating a Knowledge Base into the Resource Center

Knowledge Base providers that are compatible with the Resource Center

Testing and Publishing your Resource Center

Resource Center Reports

Can I Have Multiple Checklists on the Same URL?

Can the Checklist launcher icon be different on two different pages?

Is there a limit on the number of modules added to a Resource Center?

Creating Custom Surveys

Custom Survey Trigger Settings

Creating Logic Rules for Surveys

Adding User Attributes to a Survey

Survey Reports

Monitoring the Net Promoter Score

Identifying the Users who Responded to a Survey

AI Insights for UserGuiding Surveys

Can I Have Multiple Surveys?

Can I receive an email notification for each Survey response?

Can the latest response from a user override the previous responses to a survey?

What is the Product Updates?

Creating and Configuring the Product Updates Page

Analyzing the Product Updates Report

Product Updates Boosters

Custom Domain for the Product Updates

Language Management in Product Updates Page

Controlling Access to Your Product Updates Page

What Is the Knowledge Base?

Creating and Configuring the Knowledge Base

Language Management in Knowledge Base

Creating Knowledge Base Articles

Managing Knowledge Base Articles

Knowledge Base Categories and Subcategories

Adding Frequently Asked Questions and Featured Articles

Analyzing the Knowledge Base Report

Custom Domain for the Knowledge Base

UserGuiding Knowledge Base Integration within the Resource Center

Migrating Your Zendesk Knowledge Base to UserGuiding

Migrating Your Intercom Knowledge Base to UserGuiding

Controlling Access to Your Knowledge Base Content

How Can I Write Good Help Articles?

How to Organize Article Categories?

Can I Prevent Indexing My Articles and Posts?

What is AI Assistant?

Creating and Configuring the AI Assistant

Language Management in AI Assistant

Adding Sources for AI Assistant

Managing Usage for AI Assistant

Configuring AI Assistant's Handover

Testing AI Assistant

Setting AI Assistant Live

Analyzing the AI Assistant Report

Improving AI Assistant's Resolution Rate

JavaScript API Overview

User

Guides

Resource Center

Checklist

AI Assistant

Banners

Survey

Knowledge Base

Product Updates

Utilities

UserGuiding with a Content Security Policy (CSP)

Identity Verification

Adding a New Team Member

User Permission Levels for Roles

Changing Profile Information

Changing Account Email

Resetting Account Password

Unlinking Your Account From Google

Logging to UserGuiding With Google on Incognito Mode

Two-Factor Authenticator (2FA)

Single Sign-On With SAML2

Activity Log

Embedding the Container Code

Embedding the Container Code With Google Tag Manager

Embedding the Container Code into Your WordPress Site

Installing UserGuiding on Certain Pages Using GTM

Testing UserGuiding Installation

What Are Containers?

Displaying Content on Subdomains

Container Code Embed Status Warning

HubSpot Integration

Webhook Integration

Amplitude Integration

Segment Integration

Google Analytics Integration

Mixpanel Integration

Woopra Integration

Intercom Integration

Slack Integration (Legacy)

Automating Intercom Emails and Messages based on your NPS Score

Salesforce Integration

UserGuiding Event Payloads

Data Management Overview

Managing User Attributes and Events

Creating events using existing attributes

Creating Attributes for A/B Testing

No-Code Event Tracking

Page View Events

Localization and Multiple Language Management

Translating Content in Microsoft Excel

Trying UserGuiding Without Committing

Redeeming Discount Coupons

Managing Your Subscription

Add-On Management

UserGuiding Branding

Rate Limiting Your Auto-Triggered Materials

Accessibility in UserGuiding

How Many Containers Can I Add?

Can I install UserGuiding on my Development Environment?

Does UserGuiding Work on the WordPress Admin Dashboard?

How Can I Know When the UserGuiding Script and JavaScript API Are Ready?

Would UserGuiding's Container Code slow down my web platform or trigger bugs?

Does UserGuiding offer an npm package?

Is Tax Included in the Pricing?

How Can I See My Current Plan?

Is the Pricing per Application or Domain?

Why am I Getting "Trial Is Over" Error While Having an Active Subscription?

What is Project Management?

Project Overview

Creating and Managing Projects

Notification Management

Custom Alerts

Increasing Trial Conversions with UserGuiding's Modals

Announcing New Features to Increase Feature Adoption

In-app Communication to Drive Upgrades

Driving Product Adoption by Giving Users Lifecycle Nudges

Gathering Feedback with In-App User Testing Scheduler

In-app Announcements to Drive Engagement with Your Brand

User Onboarding Checklists to Onboard New Users

Segmenting New and Existing Users

Segmenting Users Based On Custom User Attributes, Company Attributes & Event Data

Self-service Support to Allow Users to Solve Problems on Their Own

Launching Live Chat through Resource Center’s Code Snippet Module

Optimizing Onboarding Sequences in SaaS Products Through In-App Surveys

Enhancing Feature Engagement with In-App Surveys

Evaluating New Features’ Effectiveness with In-App Surveys

Leveraging Surveys to Capture Upsell Opportunities

In-app Training to Educate Users About Advanced Features

Guide Length and Completion Rates

Set an objective

Why the first step is important

Don't Try to Teach Everything at Once

Meet and understand your audience

Avoid overwhelming your users

Protect the natural sense of discovery

Choosing which User Properties and Events to send to UserGuiding

Establishing a Baseline Metric to Monitor Progress Towards Success