Accessing Adopt Studio
1. Click the Guides icon in the left hand navigation.
2. Select the "+ Create Guide" button .
3. Name your Guide, select an application, and enter the URL where you would like to place your in-app guide.
Once Adopt Studio loads on the application you've selected, you can select between two content types: Tooltip and Lightbox.
Tooltips are in-app messages that typically appear when users navigate to a specific area or perform a certain action in the product. The most common type of tooltips are “hovers,” which are messages that appear when the user moves their cursor over a navigation menu, interactive element, or pre-determined “hotspot.”
Tooltips should primarily be used to provide supplemental explanations for features that would otherwise clutter the UI if permanently displayed.
A lightbox is a type of guide that is centered on the page. Lightboxes are commonly used for global announcements such as outages or major new feature releases.
Adopt Studio Panels
Adopt Studio is broken down into a top and bottom panel. The top panel allows you to edit a Guide name, save a step, exit out of the designer, and move the panel to either the left or right side of the screen. The bottom panels allows you to enter Target mode and begin adding guides to your application.
Edit Guide Name
Hover over the text or click on it to update the name of the Guide itself. This does not name the step within the guide, but instead names the Guide itself.
Clicking "Exit" will exit you out of Adopt Studio. You will then return to the Guide Details page.
Adopt Studio's panels can be shifted to either the left or right side of the page.
Start Guide Building
When you first open Adopt Studio, it will launch over your application. Click "Start Building Guide" to enter Target mode. Target mode allows you to search for existing tagged features, but you cannot tag features while in Target mode.
Locating Tagged Features
Tagged features are highlighted in pink. The name of the tagged feature will appear when you hover over it.
Note: Not every clickable element on the page is able to be tagged.
Once you've targeted a tagged feature, you enter Editor Mode. Editor mode allows you to add text to your guide and customize your tooltip. To begin editing the text of your guide click on the text within the dotted rectangle. The text can be italicized, bolded, underlined or hyperlinked. When you're done editing the tooltip press "Save & Close". The step are saved in the order they were created. Pressing "Delete" will end your Editor Mode session.
Edit an Existing Step
Click the pencil icon in the bottom panel of Adopt Studio to edit the Guide step. Clicking "Edit Step" (1) will bring you back into Editor mode. Editor modes allow you to modify your text. To delete a step click the trash can next to the pencil icon.
Click the arrow in between the two panels to hide the bottom panel containing your Guide steps. Click the down arrow when you'd like to view or modify the steps again.
Choose Content Type
After clicking "+ Add new content here" either above or below a content block, you will have the option to select either a Text block, Image block, or Open Text Poll block.
While in Editor Mode you can bold, italicize, underline, and hyperlink your Guide content.
Select your text and select the bold icon.
Select your text and click the italicized icon.
Select your text and click the underline icon.
Select your text and then click the paperclip icon and type in the link.
The Image option allows you to add an image to a content block. In order to add an image to a content block, upload your image to an image hosting service like Imgur, Flickr, or Dropbox, and then copy the URL of the image into the Image URL field.
After providing a valid image URL, provide your image Alt Text (2). Alternative Text (Alt Text) is read aloud to users by screen reader software and it displays on the page if the image fails to load, as in this example of a missing image.
Open Text Poll
An Open Text Poll is comprised of two components: a question, and an answer. The Open Text Polls allows you to customize the poll question (1). However, the placeholder text is greyed out since it cannot be edited (2).
To access a Guide's poll responses, click on the guide from the Guide's tab. Poll responses are collected in the "Poll Responses" tab. You can then click on a specific poll to open a poll question's Poll details. The Poll details table displays the app in which the poll was displayed, the Poll type, the Poll step, and how many Visitors have seen the poll.
Adding, Removing, Modifying Content Blocks
To learn more about Content Blocks and how to use them, click here.