Build Jimo's experiences

Basics of Jimo's experiences, our intuitive suite of in-product interactions, is meticulously designed to guide users, announce new features, onboard efficiently, and gather valuable feedback.

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.

Quick access

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 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.

Components for Building Tours & Modals in Jimo

Hotspot Hotspots are interactive markers that draw attention to specific elements on the page.

-> Great for highlighting new features or navigation elements.

To be able to publish tooltips or hotspots, 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.

Tooltip Tooltips provide concise information in a small pop-up adjacent to the element.

-> Ideal for offering explanations or tips about UI components.

Once you've targeted an element you can add a pointer to your tooltip and customize it.

Pop-in Pop-ins are small windows that appear within the app’s interface, offering more detailed information without taking up the full screen.

-> Use pop-ins to engage users with announcements or feature highlights.

Snippet Snippets are blocks of text or media that can be inserted into your experience, often used to convey messages or instructions.

-> Snippets can provide step-by-step guidance or additional context within a tour or modal.

Transition and Flow

Adding Multiple Steps You can add multiple steps to each component, allowing for a layered approach within your modal.

Creating a Tour Transform a modal into a tour by adding a series of components, including hotspots, tooltips, pop-ins, or snippets.

Navigation Step A transitional component that moves the user through different app screens or states, is crucial for the flow of multi-pages tours. Use navigation steps to move users from one point to another, ensuring a coherent journey throughout the app.

Hard Redirect takes the user directly to a URL when they progress to the next step. If you want them to navigate on their own, try Free Redirect.

Reorganizing Components and Steps Jimo allows you to reorganize the order of components and steps at any time, giving you the flexibility to adapt and refine the experience based on user feedback or changes in your app.

With these components and the ability to add and rearrange steps, you have the creative freedom to build comprehensive, engaging, and educational experiences for your users.

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.

There are now also presets which are some preselected templates to quickly structure your steps. These presets provide a quick and efficient way to assemble the steps of your experience with a consistent and professional layout. You can also apply a preset that's a copy of your previous step.

Component's building blocks

Text Elements

Heading: Craft compelling titles and headers to grab attention and set the context.
Paragraph: Convey detailed information with descriptive text to guide users through the experience.
Label: Use labels to annotate images, videos, and other interactive elements for clarity.

Media Assets

Image/Video: Enhance your component with illustrative images or explanatory videos.
Profile: Personalize the experience by including profile pictures or avatars, particularly effective in social proof or testimonial components.

Interactions

Primary Button (CTA): Encourage users to take action with a prominently styled button.
Secondary Button (CTA): Offer an alternative action with a less dominant button style.
Stepper: Include a stepper for multi-step processes, guiding users through a sequence of actions or content.

You can now trigger any already published experiences via CTAs.

To then customize the attributes of each added block use the navigator or just click on the element directly in the preview. It will open the setup options on the side. Click anywhere else on the component to display the general options.

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.

You can create, save, and apply themes to manage more easily your experience designs. Use an auto-generated "smart theme" based on the targeted URL to quickly adapt Jimo's experience style to your own.

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.

Edit in-app or use the preview to ensure your experience content and design are conform to your expectations before you go to the 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.

Components for Building Surveys in Jimo

Opinion Scale Opinion scales are quantifiable metrics that capture the intensity of user feelings on a topic. Adjust the scale range and labels to fit the question context. You can also modify the type of “Icons”, the number of possible answers, etc.

-> Opinion scales are ideal for gauging user satisfaction or opinion strength.

Multiple choice questions Multiple-choice questions offer predefined answers for users to select from. Define the choices and allow for single or multiple selections.

-> Multiple choice questions are perfect for structured feedback where the range of responses can be anticipated.

Open question Open questions invite users to provide free-form text responses. Set open-ended fields for comprehensive answers.

-> Open questions are suited for in-depth feedback and capturing nuanced user opinions.

NPS NPS (Net Promoter Score) measures user loyalty and can predict business growth. Utilize a standardized scoring system for easy analysis. You’ll be able to create the most engaging NPS that you’ve ever seen!

-> NPS is excellent for a quick assessment of customer satisfaction and service quality.

Emoji Slider Emoji sliders offer a visually engaging way to capture user sentiment. Choose from various emotive icons to represent response levels.

-> Emoji sliders are effective for quick, intuitive feedback on user emotions or reactions.

Concept Test Concept tests allow you to gather user input on designs or upcoming features. Pair with visual aids or prototypes for effective feedback by embedding Figma prototypes directly on your platform. More information here.

-> Concept tests are valuable for validating product concepts and design choices before full-scale development.

Interview prompt Interview prompts schedule user interviews or testing sessions. Set calendar slots and allow users to book a time directly. More information here.

-> Interview prompts are useful for qualitative research and in-depth user studies.

Text Block Text blocks provide context or instructions within your survey. Use rich text formatting to highlight or emphasize key points. You can add images or videos to share pieces of information with your users about your discovery.

-> Text blocks are crucial for clarifying survey sections or providing additional information.

Thank you block End the interaction with joy! A thank you message concludes the survey on a positive note. Personalize the message to reflect your brand voice and gratitude. The best way to say thank you 🙂.

-> A thank you message is important for showing appreciation for user time and input, boosting the likelihood of future engagement.

Customizing your components: After selecting your experience structure, it's time to infuse it with content that resonates with your users.

Manage survey flow with conditions

In your step settings, you also have the possibility to 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.

Edit in-app or use the preview to ensure your experience content and design are conform to your expectations before you go to the settings.

Click to continue to the settings section.

Building Banners in Jimo

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.

Attributes for Building Banners in Jimo

In Jimo, Banners could be considered as a single component, so are directly customizable through the attributes of this unique component. Those attributes are a shortened selection within the building blocks available for Tours, Modals, and Surveys components.

Text Elements

Heading: Craft compelling titles and headers to grab attention and set the context.
Paragraph: Convey detailed information with descriptive text to guide users through the experience.
Label: Use labels to annotate images, videos, and other interactive elements for clarity.

Interactions

Primary Button: Encourage users to take action with a prominently styled button.

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.

Edit in-app or use the preview to ensure your experience content and design are conform to your expectations before you go to the settings.

Click to continue to the settings section.

Building Hints in Jimo

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.
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.

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.

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.

Components for Building Hints in Jimo

Normal Icon The Normal Icon is a standard symbol used to represent a hint. It acts as a non-intrusive signal that there's additional information or a tip available.

-> When you want to offer basic guidance without overwhelming the UI.

Label A Label is a text-based hint that provides clear and concise instructions or information directly on the screen.

-> Ideal for straightforward instructions or when you want to label a certain part of your interface for quick user recognition.

Target Element The Target Element hints highlight an already existing element on the page to draw focus or provide information.

-> Use this when you need to draw attention to new features, settings, or any interface elements that might require user action.

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.

There are now also presets which are some preselected templates to quickly structure your hints. These presets provide a quick and efficient way to design all your hints with a consistent and professional layout. You can also apply a preset that's a copy of a previous hint.

Component's building blocks

Text Elements

Heading: Craft compelling titles and headers to grab attention and set the context.
Paragraph: Convey detailed information with descriptive text to guide users through the experience.
Label: Use labels to annotate images, videos, and other interactive elements for clarity.

Media Assets

Image/Video: Enhance your component with illustrative images or explanatory videos.
Profile: Personalize the experience by including profile pictures or avatars, particularly effective in social proof or testimonial components.

Interactions

Primary Button (CTA): Encourage users to take action with a prominently styled button.
Secondary Button (CTA): Offer an alternative action with a less dominant button style.

You can now trigger any already published experiences via CTAs.

(Check our example extending the generic Hints use case.)

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.
1. You can design and position the hint card, through the top section of the navigator.
2. Access parameters specific to your component type at the bottom of the navigator. Here you can edit elements such as the icon or label. That's also where you can reposition your Hint.
3. Finally, you can edit each added element individually.

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.

Edit in-app or use the preview to ensure your experience content and design are conform to your expectations before you go to the 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.

By strategically setting triggers, you can make sure that your experiences are not only seen but are also contextually relevant, enhancing user engagement and satisfaction. Have more information on how to trigger your experience at the right time.

Publish on selected domains and pages

On the Audience page section WHERE, you can control the domains where your experience should display if you installed it on multiple environments or apps. But you can also use URLs and elements to control where your poke appears.

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.

Have more information on when to display your experiences.

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 Getting Started 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!

Last updated 1 month ago