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Overview

Flows are guided user experiences designed to onboard, engage, or educate users within your product. It consists of interactive steps such as tooltips, driven actions, modals and slideouts that help users navigate features, complete tasks, or discover new functionalities seamlessly.

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Use Cases

  • Announce new product updates and improvements to increase feature adoption.
  • Guide new users through key features and set up to ensure a smooth start.
  • Provide step-by-step guidance on how to use specific tools or functionalities.
  • Assist users in completing processes by providing in-app guidance, minimizing the need for additional support.

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How to create a Flow

Creating flows with Userpilot is simple and intuitive. However, before you begin, ensure that the Userpilot Chrome extension is installed to access the builder. Once the Userpilot builder is installed, you can start building your flows in two ways:
  1. Navigate to your web application and launch the Userpilot builder by clicking the extension icon in your browser’s toolbar.
  2. You can also start creating your flow from the Userpilot web app by navigating to Engagement Layer > Flows > Create New Flow.
Once the builder is launched, click on “Create New Content” and navigate to the page where you want to build the flow. Once you’re ready, select “Start Here” to begin creating the flow on the chosen page. You will then see a selection of content types available. Click “Create a Flow” to proceed.

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Adding UI patterns

Choose the type of step to begin with from the following options:

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FAQs

Yes, you can trigger a JavaScript function from the button and include the JS code to launch the checklist. You can find this code on the checklist settings page under the “only-manually” tab.
You can add the HTML embed code of your video to the flow Modal as mentioned below: Hover over the modal -> click on the ’+’ icon -> select “video” -> paste the HTML embed code.
Yes, you can add a back button to tooltips if they belong to a group. Simply drag and drop the steps to create a new group and the back button option will appear in the builder settings.
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