Generalize In-App Permanent Tips

Enhance user navigation on key pages with cohesive hints, offering direct access to deeper feature tours and tailored hint visibility for all users.

User Type: All Users (with a focus on New Users for optional targeting)

Domain: Universal

Jimo Feature Used: Hints, Segments, CTA

Aspect: Education, Personalization

The Challenge:

Navigating a feature-rich homepage or dashboard can be overwhelming, especially for newcomers. Users might miss out on valuable tools or functionalities simply because they're not aware or unsure of how to use them. The aim is to make every element on these key pages self-explanatory, enhancing user confidence and feature adoption.

The Solution:

We're rolling out a cohesive set of hints, each designed from the same template, to illuminate every actionable element on key pages. Here's the plan:

Unified Hint Design: Create a series of intuitive hints that maintain a consistent look and feel, guiding users through key page elements effortlessly.
Direct Access to In-Depth Tours: Equip hints with CTAs that can trigger more detailed tours, providing users with an option to dive deeper into specific features directly from the hints.
Intelligent Segmentation for Hint Visibility: Utilize Jimo's segmentation to tailor the visibility of hints, ensuring new users receive these valuable insights by default while offering seasoned users the choice to explore hints as needed.

Step-by-step Guide:

Planning Your Hints Group:

Set Clear Objectives: Describe shortly and redirect to the doc for each experience in our sidebar.

Starting Point: For any page with our menu, think to enable on/off those hints (like opt-in/out use case)

Timing and Context: May only target new users the few 1st week after their onboarding

Using Presets:

Based on your planning, choose a few presets that align with your goals. We'll adapt those presets to go further.
To have a harmonized group of permanent tips we'll use only normal icon hints components.

Customize the selected preset to fit your platform's unique features and branding.
You can start by defining the overall look of your tips, themes are here to help.

Define a pattern including CTA for annex resources such as tours or doc pages.

Designing the Experience:

Create engaging, concise content to adapt the template to each feature, incorporating CTAs or links to be more engaging/educative.
We'll use an image or GIF to catch the eye of our users with a preview of the feature.

Ongoing Feedback and Continuous Improvement:

Encourage users to provide also direct feedback on their experience through surveys, follow-up communications, or even a secondary cta CTA.
We generalized the 'What do you think? CTA'.

You can simply use "mailto:<support@company.com>" in the Open URL action field, use a link to any external form or even trigger your own Jimo survey via a link.

Target & Publish:

Utilize Jimo's user-friendly builder and target settings to set up your modal, defining rules for its initiation (e.g., user's specs, navigation to a particular section).

Trigger

To finalize your first draft, start with the most practical way for you to trigger, it will help you test.
The default trigger is perfect for testing from a single URL starting point.

Where

Use the "Where" setting to specify the URLs or app sections where the modal should be triggered. Avoid using Everywhere without a manual Jimo initialization, it will prevent triggering your onboarding on login pages or other bad timings.
For a well-timed experience, you might start with a single homepage and expand it to everywhere if you only target a few specific users via the Who field.

In our example, we will use filtered URLs to trigger the review request from multiple pages that are the main dashboards our power users will be working on. (We also added our testing environment to the domains.)

Who

Define your target audience within Jimo's settings, ensuring that the tour reaches the right users at the right time.
If you used an advanced trigger or filtered URLs that make your request review reachable only via some specific user actions, you may not even need to set up an audience.
Use segmentation to tailor the review experience to different user groups, such as oldest sign-ups or users who have completed all your other tours & surveys.
You can use a few default attributes but segmentation will be limited if you don't first identify your users.
For the most accurate way to identify new users, we advise you to get in touch with your tech team to set up a custom attribute manually or via our integrations.

When

You can schedule the tour to trigger, in the case of request review with a monetary reward, it's advised to add an expiration date.
Regarding the recurrence and priority, it's a good idea to use a custom time recurrence with a low priority. The point is to regularly ask for this review but only if he's up to date with all other communications.
Also, the best practice for a request review is

Testing and Refinement:

Test the all URLs you need to start your onboarding from in the test bar of the Where field.

You can preview your experience while editing or use a test link once in the settings.
Here's a tip: Use a Team segment to test in real conditions while keeping it hidden from your users.

Conduct user testing with a small group to collect feedback on the modal's clarity, engagement, and overall effectiveness by doing a few live review requests.

Launch and Analytics Monitoring:

Deploy the optimized experience, ensuring functionality across different devices and platforms.
Monitor the experience's performance through Jimo's analytics, focusing on user engagement and completion rates.

Refine the modal based on feedback, adjusting content, reward, and interactive elements as needed.
You can use the results of your review request to segment more advanced experiences or reminders based on the interactions on this modal.

Integrating Detailed Tours:

Enhance user learning by connecting quick hints to comprehensive tours. This new capability lets you trigger any live experience from a CTA in another experience, keeping users engaged without overwhelming them.

How It Works:

Identify Opportunities: Pick out hints that could lead to more detailed explanations.

Create Seamless Transitions: Add primary CTAs to these hints that will launch deeper dives into your features.

Keep It Cohesive: Ensure the detailed tours are a natural follow-up to the hints, then you need to publish them. You can base yourself on the following use case: Guiding First-time Users Through Core Features

Link the CTAs: Add an Action to the CTAs. Choose the "Launch Experience" option and add an Experience.

Select the previously published Tour from the dropdown list.

You can add a URL on which you want to trigger the selected experience if it doesn't find a targeted element on the current page.

Why It’s Beneficial:

Intuitive Learning Steps: Users progress from hints to full tours with ease.
Flexible Interactions: Empower users to choose their level of detail.
Consistent Education: Maintain a learning thread from the initial hint to a detailed walkthrough.