Builders

The Builder is the core workspace for creating and managing all Jimo experiences. It is designed to help you structure, design, and refine your experiences efficiently, no matter the type.

Introduction to Builders

All experiences in Jimo share a similar builder structure but with specific variations based on their type:

• Flow Builder: For managing sequential steps in experiences like Tours and Surveys.

• Content Builder: For editing the content, design, and behavior of individual steps.

• Legacy Builder: Serves as a simplified content editor for non-sequential experiences.

• In-App Builder: An overlay that lets you design directly in the context of your website.

Each builder adapts to the needs of the experience type, ensuring flexibility and consistency in creating tailored user journeys.

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When to Use Each Builder

Flow Builder

• Purpose: To manage sequential logic and the progression between steps.

• Applicable For: Tours and Surveys.

• Key Features:

  • Add, reorder, and connect steps to create a logical flow.

  • Preview the entire user journey within a centralized view.

Content Builder

• Purpose: To customize the design, style, and behavior of each step.

• Applicable For: All experiences, with varying access modes:

  • Sequential Experiences (Tours & Surveys): Open via the Content tab in the Flow Builder.

  • Non-Sequential Experiences (Banners, Hints, Checklists): Directly accessible as a standalone Legacy Builder.

• Key Features:

  • Edit individual step content and parameters.

  • Add elements like text, media, and buttons.

  • Configure behaviors, styles, and positioning.

Legacy Builder

• Purpose: A streamlined content builder for non-sequential or single-step experiences.

• Applicable For: Banners, Hints, Checklists, and Changelog posts.

• Key Features:

  • Manage and design one step at a time.

  • Accessible top bar for step selection and management.

In-App Builder

• Purpose: To design experiences directly on your website for real-world context and precision.

• Applicable For: Tours, Surveys, Banners & Hints.

• Key Features:

  • Attach steps to UI elements on your site.

  • Visualize how content will appear in context.

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Accessing Builders

Sequential Experiences (Tours & Surveys)

Access the Flow Builder first, then transition to the Content tab to refine each step.

Non-Sequential Experiences (Banners, Hints, Checklists)

Directly access the Legacy Builder to manage and edit individual steps.

In-App Builder (Tours, Surveys, Banners, Hints)

Check the option on creation or click the Edit in App button from the builder interface to switch to the overlay view.

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Builder Structure

All builder types share a consistent structure for ease of use, designed to simplify creating, editing, and managing Jimo experiences. Each part of the builder has distinct roles to streamline the process, whether you’re working on sequential flows, single-step experiences, or unordered steps.

Top Bar

The Top Bar provides key navigation and action tools, tailored to the current builder type.

Content

Flow

Legacy

In-app

⇒ From left to right:

Arrow Button

Go back to the Dashboard.

Name & Type

• Displays the type of the current experience (e.g., Tour, Survey, Hint, etc.).

• Edit the name of your experience.

Builder-Specific Controls

• Flow/Content Tab Switcher for sequential experiences (Tours, Surveys).

• Fixed/Editable Steps List for non-sequential types (Hints, Checklists, Banners).

Status Info

• Save Alert: Green Checkmark confirms that changes have been saved successfully.

• Missing Alert: Indicates if the Chrome extension is missing and what that implies, with a link to the Extension Page.

• Live Edit Alert: Notify that you're editing an already published experience and tell what does it .

Action Buttons

• Save: Save progress.

• Edit In-App: Launch the In-App Builder for direct editing on the target site.

  • Replaced by Interact with App when already in the in-app mode.

  Learn more on the In-app Builder page.

• Preview: Simulate the experience to see how it looks and behaves.

  Learn more on the Preview page.

• Target & Publish: Manage targeting and publish the experience.

  ⇒ Replaced by Publish Changes for edits.

  • Disabled when the experience flow is invalid, with hoverable tooltips listing missing or invalid configurations.

  Learn more on the Target & Publish page.

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Menu Sidebar

The Menu Sidebar serves as the central navigation within the builder, displayed differently based on the mode:

Vertical Sidebar (Content Builder)

Visible in Flow, Content, and Legacy Builders.

Content

Horizontal Menu (In-app builder)

Shown in the movable menu within the In-App Builder.

In-app

⇒ Key tools in the menu:

(Optional) Add Icon

Opens the Flow Builder to add more steps (only for sequential flows).

Navigator

Manage all elements in the current step, add new ones, and configure their parameters. Learn more on the Navigator page.

(Optional) Triggers & Conditions

Define logic to progress steps, including triggers for Tours and conditions for Surveys. Visit the Triggers & Conditions page.

Theme

Save and apply visual designs for a consistent style across the experience. Learn more on the Theme page.

Translations

Manage text alternatives for multiple languages. See the Multiple Languages page for details.

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Center View

The Center View is the main preview area for designing and reviewing step content.

Flow Builder

Displays a preview of all steps and their connections within a structured flow. Easily manage step order, rename them, and access quick controls for triggers, conditions, and positioning.

Flow

• Sequential Flows (Tours & Surveys):

  • Reorder, rename, and manage steps directly in the central view.

  • Quick access to triggers, conditions, and positioning options for targeted steps.

  • Preview targeted elements directly on the steps.

Content Builder

Focuses on a single step, highlighting the currently selected element in the Content Builder. The right sidebar updates dynamically based on the selected element.

Content

• Element Interaction: Click on any element in the preview to open its parameter settings, similar to accessing them through the navigator.

In-app Builder

Overlays the selected website in the background, allowing you to build experiences directly in context. See real-time positioning and interactions within the live environment.

In-app

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Parameters Sidebar

The Parameters Sidebar allows detailed configuration of steps, tailoring behaviors, styles, and positioning.

Right Sidebar (Content Builder)

Content

Movable Sidebar (In-App Builder)

In-app

Dynamic Content	Core Sections	Options
Updates based on the selected element in the Navigator.	Parameters are grouped into categories like Behavior, Content, Style, etc.	Each parameter is detailed within the Components section for each experience type.
Tours	Main features	Components
Surveys	Main features	Components
Banners	Main features	Components
Hints	Main features	Components
Checklists	Main features	Components