Creating a new Guide

Sign in to the Adopt Management Console with your credentials

1. Click on the name of the Space you want to work on

2. Click Guides from the menu pane on the left

3. Click Create Guide in the top right corner of the screen

You will be given options to choose from.

• Tour

• Tooltips

• Playlists

Guide Settings

The process for configuring a Tour, Tooltip or Playlist guide is the same. In this example we will use a Tour.

1. From the Create Guide button, select Tour

2. Name the Guide

3. Provide an initial URL

Note: This URL will be used to navigate to the application where you can start modifying your guide in editor mode. We recommend you add a brief description for your future reference. This will come in handy to keep track of the guides as you add more to cover all the journeys that a user might take in your application.

4. Once you have filled the information in, click Create

The created guide will now sit here:

Now that you have created a new guide, either repeat the process to create other guides for different parts of your application or add steps to the guide and define its parameters. Click Open in Editor and you will be redirected to the Adopt Editor where you can modify your guide with many personalization settings provided.

Note: At this stage, newly created guides do not have any steps, meaning the guide does not yet know where to start or what the next step is.