🚀Quick Start
Learn how to use Jimo with an overview of the main components. Here are the basics on navigating our builder and dashboards to easily create your first Jimo's experience.
Quick access
Welcome to the beginning of your journey in enhancing user engagement!
With the latest release, we're excited to unveil a more streamlined approach to creating these interactions. Say goodbye to the term "Poke" and hello to "Jimo's Experiences," now elegantly categorized into Tours & Modals, Surveys, Banners, and the soon-to-come Hints. Our revamped builder and dashboard offer an array of sophisticated templates and customizable presets to elevate your users' journey within your product.
Let's embark on crafting your first Jimo Experience with a clear overview of our enriched components and a navigation guide to our newly structured builder and dashboard.
Note that Tours & Modals remain designed to focus on feature adoption and Surveys are designed to easily manage some product discovery. Those experience types are easier to understand but keep the same structure and use as the legacy "adoption pokes" or "discovery pokes" terms.
Sign-up to Jimo
Getting Started with Your First Project
Sign Up for Jimo:
Visit the Jimo website and click on the 'Sign Up' button.
Fill in your details or sign up using a Google account for quick registration.
Confirm your email address to activate your account.
Creating Your First Project:
Once logged in, navigate to the top left corner and select 'Switch project > New Project'.
Enter a name for your project that reflects its purpose or the target application.
Go to 'Settings > General' to add a picture to identify your project.
By following these steps, you'll have successfully signed up for Jimo and created your first project, ready to start crafting engaging user experiences.
Get started with Jimo's experiences
With Jimo, you can create different types of experiences and deliver them in a contextual, personal manner.
You can start by installing our extension to easily open our in-app builder directly on any page you want to start a Jimo's experience.
Just go to the targeted page, open the extension, and follow the same steps as below. It only affects some settings that will be prefilled.
Building Tours & Modals
Tours & Modals are powerful tools within Jimo that facilitate onboarding and feature discovery through interactive guides. Whether you're crafting a comprehensive tour from scratch or a simple, impactful modal, Jimo's builder provides a versatile canvas for all your design and content needs.
These are very effective for showcasing new features and guiding users through your product’s functionality.
Creating Your First Experience
Starting Fresh or Using Templates: Initiate your tour or modal directly in the builder, opting to start from a blank slate or select from a variety of new templates.
Naming Your Experience to Start Build: Assign a descriptive name to your new Tour or Modal, which will help you organize and identify it later in the dashboard.
Opening In-App: Opt to open the builder directly within your application, enabling you to design and edit your experience in the actual user environment.
This option enhances the design process, allowing you to align each step with the actual user interface.
Selecting and Adding Components: Dive into the builder's array of components, each offering unique functionalities to enrich your user's journey.
Customizing your components: After selecting your experience structure, it's time to infuse it with content that resonates with your users.
Designing in the Builder: Design your content and visuals through the component general or by-element settings in the builder, which can be accessed in-app for real-time editing and previewing.
Targeting and publishing your Experience: Once you've crafted your experience, it's time to ensure it reaches the right audience and goes live smoothly. Click on " Target & Publish" to access your experience settings.
Click to continue to the settings section.
Building Surveys
Surveys in Jimo empower you to capture valuable feedback, understand user preferences, and enhance your product based on real user insights. With an intuitive creation process, you can easily build surveys that align with your specific goals. You’ll be able to create a single experience (e.g., just a question) or a sequence of steps (e.g., a series of questions).
Creating Your Experience
Starting Fresh or Using Templates: Initiate your Survey directly in the builder, opting to start from a blank slate or select from a variety of new templates.
Naming Your Experience to Start Build: Assign a descriptive name to your new Survey, which will help you organize and identify it later in the dashboard.
Opening In-App: Opt to open the builder directly within your application, enabling you to design and edit your experience in the actual user environment.
This option enhances the design process, allowing you to align each step with the actual user interface.
Selecting and Adding Elements: Dive into the builder's array of components, each offering unique functionalities to enrich your user's journey, build an engaging survey, and get qualitative feedback.
Customizing your components: After selecting your experience structure, it's time to infuse it with content that resonates with your users.
You can start your component from scratch, Jimo provides a diverse set of building blocks across three categories—Text, Media Assets, and Interactions—that you can manually select to tailor each component of your experience. You can use the same building blocks as for Tours & Modals.
Manage survey flow with conditions
In your step settings, you also can add conditions between each step, to display another survey question depending on previous answers.
Designing in the Builder: Design your content and visuals through the component general or by-element settings in the builder, which can be accessed in-app for real-time editing and previewing.
Targeting and publishing your Experience: Once you've crafted your experience, it's time to ensure it reaches the right audience and goes live smoothly. Click on " Target & Publish" to access your experience settings.
Click to continue to the settings section.
Building Banners
Banners in Jimo serve as impactful tools for announcements, promotions, or alerts. They provide a non-intrusive yet effective way of conveying messages directly within your app's interface.
Creating Your Experience
Starting Fresh or Using Templates: Initiate your Banner directly in the builder, opting to start from a blank slate or select from a variety of new templates.
Naming Your Experience to Start Build: Assign a descriptive name to your new Banner, which will help you organize and identify it later in the dashboard.
Opening In-App: Opt to open the builder directly within your application, enabling you to design and edit your experience in the actual user environment.
This option enhances the design process, allowing you to align each step with the actual user interface.
Selecting and Adjusting Banner Building Blocks: Dive into the banner list of attributes, each offering unique functionalities to customize style and behavior.
Banner building blocks Designing in the Builder: Design your content and visuals through the component general or by-element settings in the builder, which can be accessed in-app for real-time editing and previewing.
Step style settings Targeting and publishing your Experience: Once you've crafted your experience, it's time to ensure it reaches the right audience and goes live smoothly. Click on " Target & Publish" to access your experience settings.
Click to continue to the settings section.
Building Hints
Hints in Jimo are designed to subtly guide users through your platform, highlighting key features and functionalities without interrupting the user journey.
Creating Your Experience
Starting Fresh: Begin crafting your Hint on a blank canvas.
Empty state button Naming Your Experience to Start Build: Assign a descriptive name to your new Hints group, which will help you organize and identify it later in the dashboard.
Naming
Opening In-App: Opt to open the builder directly within your application, enabling you to design and edit your experience in the actual user environment.
This option enhances the design process, allowing you to align each step with the actual user interface.
Selecting and Adding Components: Dive into the builder's array of components, each offering unique functionalities to enrich your user's journey. For each, you'll have predesigned presets to help you build.
Main components
To be able to publish hints, you'll need to select something on your page to target through the general options of the component or click on the pop-up. It can be done manually or by using the embedded CSS selector.
Adding Multiple Hints You can add multiple hints to your experience, allowing you to apply the same targeting parameters to the whole group. (Unlike the Tours & Surveys the order doesn't matter.)
Customizing your components: After selecting your experience structure, it's time to infuse it with content that resonates with your users.
Target element main parameters Designing in the Builder: Design your content and visuals through the component general or by-element settings in the builder, which can be accessed in-app for real-time editing and previewing.
Step style settings
Targeting and publishing your Experience: Once you've crafted your experience, it's time to ensure it reaches the right audience and goes live smoothly. Click on " Target & Publish" to access your experience settings.
Click to continue to the settings section.
Experiences Target & Publish settings
Hints are fixed elements so they have no TRIGGER or WHEN fields.
Triggers for Your Experience
On the Audience page first section TRIGGER, setting the right triggers ensures your experience appears to users at the most opportune moment.
Event-Based Triggers: Configure experiences to launch based on specific user actions, such as clicking a button or completing a form.
Time-Based Triggers: Set experiences to appear after a user spends a certain amount of time on a page or within the app.
Behavioral Triggers: Trigger experiences based on a user's journey or interaction patterns within the app, like visiting a certain number of pages or performing a sequence of actions.
Publish on selected domains and pages
Domain Targeting: Set experiences to appear in designated environments for testing or live production.
URL and Element Targeting: Define visibility on specific pages or sections within your web app, accommodating single-page applications (SPAs) where URLs may not change.
Target a specific audience with segmentation
User targeting for your experiences starts on the audience page section WHO. From there, you can define the audience who will see it. Enhance the impact of your experiences by targeting them to the right people, in the right place, at the right time.
Segmentation Tools: Use Jimo's segmentation features on the audience page to define who sees your experiences based on user behavior and attributes.
Tailored Engagement: Access detailed guides on segmentation to ensure your experiences reach the intended users.
Have more information on the Segmentation overview and how to show your experience to the right people.
Trigger your poke at the right time and set a recurrence
On the Audience page section WHEN, Jimo provides flexibility in timing your experiences for optimal engagement. Define when your experience should be displayed, after an event?, a timelapse?, a specific date?, etc.
Scheduling: Plan for experiences to go live on specific dates, with options for recurrence and scheduling.
Prioritization: Assign priority levels to organize the sequence in which multiple experiences are displayed. It allows you to create an ordering queue of experiences. The highest prioritized experience will be displayed first.
Test & Publish
Summary and Testing
Review Your Experience: Summarize the settings and content to confirm everything aligns with your objectives.
Generate Test URLs: Use Jimo’s feature to create test URLs that simulate how your experience will appear in different environments.
Going Live
Publish Button: Once you're satisfied with your experience and have thoroughly tested it, hit the publish button. This will deploy your experience across selected domains and to your targeted audience, bringing your interaction to life for your users.
End this stage with confidence, knowing that you’ve crafted an experience designed to engage and delight.
As we wrap up our Quick Start guide, remember that Jimo is here to streamline your engagement strategies with powerful, customizable experiences. From the precise targeting of Tours & Modals and Banners to the insightful feedback from Surveys, each step has been designed to be user-friendly and impactful.
Embrace the flexibility of Jimo’s editor, leverage the targeting capabilities, and utilize detailed analytics to continuously refine your approach. Your journey with Jimo is just beginning, and the possibilities are as limitless as your creativity.
Dive in, explore, and watch your user engagement soar!
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