# In-app Builder

## **Understanding the In-App Builder**

The **In-App Builder** is an **overlay-based editor** that integrates directly into your web application, allowing you to build experiences in a **real-world context**. Unlike the **Flow Builder**, which manages step sequences, and the **Content Builder**, which refines individual step content, the **In-App Builder** provides real-time, context-aware editing.&#x20;

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FQ7UHvImqy0Tv1hgC1wpT%2Fimage.png?alt=media&#x26;token=40632857-9e02-4898-8447-0bd613946e6e" alt=""><figcaption></figcaption></figure>

It inherits the interface from the **Legacy Builder**, meaning all steps and elements are managed from the top bar rather than distinct Flow/Content Builder tabs.

The **In-App Builder** is especially useful when:

* **Precise step placement** is required for targeted elements that must attach to UI components.
* **You need to see how experiences behave in real-time** within the actual application instead of using a standalone preview.
* **You want to streamline the positioning and styling of elements** without switching between Jimo and your website.

It is available for **Tours, Surveys, Banners, and Hints**, providing contextual editing within your live application. Other experiences, such as Checklists or Changelogs, have a fixed structure that does not require in-app building.

***

## **First Time in the In-App Builder**

How to Access the In-App Builder:

**At Start (On Experience Creation)**

* When creating a new experience, check the **Edit in-app** option before clicking "Enter Builder."
* The In-App Builder will open in a new tab, where you can immediately start configuring steps in the context of your website.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FjevMO4whYsuOJq2xM0RO%2Fimage.png?alt=media&#x26;token=e10846dd-f757-4f08-b2ce-4883c400bc1a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you start in the **In-App Builder**, you will first need to **add a step** using the top bar menu.&#x20;

![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2Fo0QrrNpzWa3WHpkuCk5n%2Fimage.png?alt=media\&token=502c7573-5b2d-4c20-9f8a-5d86bc709019)

* Choose from preset step structures.
* [Position targeted steps](https://help.usejimo.com/docs/build/positioning) to UI elements immediately after selection.

![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FjRJTcsDSqHwfqcRDVNML%2Fimage.png?alt=media\&token=7ef85f72-e657-4af5-89d9-adb58b3ff096)⇒ ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FlEhfXfBaHpnsghj9Tado%2Fimage.png?alt=media\&token=4227c547-dedd-4e61-933b-bef5fdee8ce4)

{% endhint %}

#### **Open Later (From a Standalone Builder)**

* If an experience is already created, you can enter the In-App Builder by clicking **Edit in-app** from the top bar inside the **Content Builder.**
* This will launch the In-App Builder in a new tab, allowing you to make adjustments in context.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2Fv5YEW4dyHUNQTw5ln3AN%2Fimage.png?alt=media&#x26;token=20b492c5-fa9a-4754-9a27-4241e78fe9be" alt=""><figcaption></figcaption></figure>

> 📝 The In-App Builder opens in a new tab, allowing you to work directly within your application.&#x20;
>
> **⇒ To exit**, simply **save and close the tab** to return to the standard builder.

***

## **Managing the Experience Flow**

Since the **In-App Builder** follows the **Legacy Builder** UI structure, it does not feature separate Flow and Content Builder tabs. Instead:

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FkTdaVq7pnNRnOxOGfoDx%2Fimage.png?alt=media&#x26;token=914f6326-ccb7-4780-9af4-d18d0ad98eea" alt=""><figcaption></figcaption></figure>

* **All steps are managed from the top bar**, where you can add [(+ button)](#user-content-fn-1)[^1], delete [(cross button on hover)](#user-content-fn-2)[^2], or reorder them [(drag & drop)](#user-content-fn-3)[^3].
* **To duplicate steps** just add a new step and select [the copy preset.](#user-content-fn-4)[^4]
* If needed, once positioned **selected step appears directly within your website**.
* If a **targeted step’s attached element isn’t found**, an alert will prompt you to [navigate to the appropriate page](#user-content-fn-5)[^5] or [reposition the step](#user-content-fn-6)[^6].

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FpzESXr3vWBeTQXLqYITn%2Fimage.png?alt=media&#x26;token=ddecd74f-0382-4f66-89f0-0601a6e1706f" alt=""><figcaption></figcaption></figure>

> 📝  This structure makes the **In-App Builder** especially effective for designing **targeted experiences** that rely on elements in the interface.

### **Interacting with Your Website**

One of the key features of the **In-App Builder** is the ability to **freely navigate and interact with your application** while editing.

#### **Using Interact Mode**

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FfeKRG9GxNkVAmFDR9SIz%2Fimage.png?alt=media&#x26;token=fadccd52-0877-4827-8ebf-6bc7a8305535" alt=""><figcaption></figcaption></figure>

To enable **Interact Mode**, click the **arrow button** in the top bar (located between **Save** and **Preview**). This allows you to:

* Navigate your site freely without affecting the builder.
* Interact with dropdowns, modals, and other dynamic elements.
* Click "Stop" in the bottom pop-up to **return to editing mode** while maintaining the current state.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FoEOHe87HWXuph3Afq7lb%2Fimage.png?alt=media&#x26;token=53b55614-77ea-43b4-86dd-fc33c5c5a695" alt=""><figcaption></figcaption></figure>

> 📌 Interact Mode is particularly useful for **placing elements that only appear on user interaction**, such as pop-ups or expandable menus.
>
> \
> You can also freely navigate while [positioning](https://help.usejimo.com/docs/build/positioning) an element by maintaining **Shift** or **Q** in the CSS selector.
>
> ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FXLgFVri2tjXIpx4twaa2%2Fimage.png?alt=media\&token=ebe4bf11-c16f-4113-8ab6-f95930252b26)

***

## **Managing Step Content**

The **In-App Builder** retains the full feature set of the **Content Builder**, but with a streamlined interface designed for on-page editing.

### **The In-App Builder Menu**

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FruWj6FTkxdydRdeOeP9y%2Fimage.png?alt=media&#x26;token=d185b72a-bf36-4c76-9860-846adba732bd" alt=""><figcaption></figcaption></figure>

The **editing menu** appears as a **movable overlay** within the application, consolidating all customization options in a single location. It includes:

* [**Navigator**](https://help.usejimo.com/docs/build/navigator) **&** [**Properties Sidebar**](https://help.usejimo.com/docs/build/content-builder#properties-sidebar): Lists step elements and provides direct access to customization parameters. The **scroll in the properties section** to access more options.
* [**Triggers**](https://help.usejimo.com/docs/build/triggers-and-conditions) **(if applicable)**: Configures conditional progression.
* [**Theme**](https://help.usejimo.com/docs/build/theme): Applies styling presets.
* [**Translations**](https://help.usejimo.com/docs/build/multiple-languages): Manages multilingual content.

You can reposition this menu by **dragging the placement icon** in the top right corner.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FPnkZuUERrZ20zuQIUn4r%2Fimage.png?alt=media&#x26;token=44f1f1e2-e21b-4773-b673-98e327fed08f" alt=""><figcaption></figcaption></figure>

### **Editing Step Elements**

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FtEIseuPh2qRdTHtuSksj%2Fimage.png?alt=media&#x26;token=e9f37d83-c752-4a5e-9c5b-73712a33c8a5" alt=""><figcaption></figcaption></figure>

* Select a step from the **top bar**.
* Edit elements using the **Navigator tab**.
* Adjust **properties and behaviors** in the embedded sidebar.
* All **changes update live in your application**, ensuring precise positioning and styling.

### **Previewing the Experience**

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FoetoDHlW3wmSdjquI4df%2Fimage.png?alt=media&#x26;token=965ef4a6-abfc-4d5a-bda7-82e6b355dc9a" alt=""><figcaption></figcaption></figure>

The **In-App Builder** offers several preview options:

* **Start preview from here**: Runs the preview from the exact page where your In-App Builder is currently open.
* **Begin preview at origin URL**: Redirects you to the page where you first opened the In-App Builder before starting the preview.
* **Go to specific page**: Opens the interact mode where you can navigate to the exact URL from which you want the preview to start.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FmndsJGzGaLPMccYZ1XAq%2Fimage.png?alt=media&#x26;token=894a1f1e-19e5-448f-aced-de8860c62aed" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If the **preview or positioning** mode has **trouble loading** when opened from a standalone builder, **try going in-app first**.&#x20;

⇒ This often improves loading performance, as the tab and in-app overlay will already be open and initialized.
{% endhint %}

***

## **In-App Builder Requirements**

For the **In-App Builder** to function, the [**Jimo snippet must be installed**](https://help.usejimo.com/docs/getting-started/installing-jimo) on the page you are working on. If the snippet is missing, you won’t be able to load the builder properly.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FDqtX8Gqh0uaug0KPGAYA%2Fimage.png?alt=media&#x26;token=b68f43ca-8abf-4809-861c-fb52738b4d73" alt=""><figcaption></figcaption></figure>

If Jimo is not yet installed on your site, you can:

* Use the [**Jimo Chrome Extension**](https://help.usejimo.com/docs/getting-started/extension) to load the snippet dynamically, allowing you to build experiences in context even before full implementation.
* Ensure that Jimo is correctly installed in a test or staging environment where you can preview and configure experiences safely.

{% hint style="warning" %}
If the **In-App Builder fails to load**, confirm that the snippet is present on the page or activate the Chrome Extension. \
\
The first time you use the extension, you may be asked to **re-log into Jimo** for authentication before the builder can function correctly.
{% endhint %}

[^1]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FI83hO62KpEZW1WiFkud3%2Fimage.png?alt=media\&token=8341fac4-ee0e-4e16-8fc8-941d842a7e0d)

[^2]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FDTsD1qHjVtAL8Cnz4Irj%2Fimage.png?alt=media\&token=53c53bdb-9834-4dc2-80d2-4746e590e52e)

[^3]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FsC2mdAxXxFasvqxnonlx%2Fimage.png?alt=media\&token=af5aa2a9-e5b5-4dc3-b642-813c868b3a24)

[^4]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FlJbQKYZimck9w92C7MRE%2Fimage.png?alt=media\&token=3388a266-7571-4d29-b25b-d16a7155d675)

[^5]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FXEPSqkcbKnEcevARZOpI%2Fimage.png?alt=media\&token=3e2d21a9-f241-4b58-8803-85e032292577)

[^6]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FhbUeb8kJ4v2wkiv7qjLB%2Fimage.png?alt=media\&token=78eb9512-d2c9-42b2-972e-1a610acb9f75)
