Creating a new Tour

Creating a new guide

1. Sign in to the Adopt Management Console with your credentials

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

3. Click Guides from the menu pane on the left

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

You will be given two options to choose from.

• Tooltip - one guide

• Tour - a sequence of guides

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.

Note: 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.

1. 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.

Adding a step

1. Open your chosen guide in the Adopt Editor

2. Click Add a Step, or alternatively click the + icon

1. Click Step from the dropdown, or use the keyboard shortcut Shift + A Note: This will activate the element picker where you can choose an element on the page to associate to this step

2. Either hover the cursor over your page and choose an element by clicking on it, or using the Shift + S keyboard shortcut. This will create a step assigned to the chosen element Note: Shift + S keyboard shortcut is handy, especially when an element can’t be chosen by a mouse. This may happen when you want to pick an element in a pop-up menu which isn’t visible when clicked. In such cases, you can use the keyboard shortcut.

Now that you have created a new guide and added a new step, you can add as many as necessary to cover every possible scenario where a user might need guidance.

You can also customize the Step by clicking on the gear icon of the step.