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*New User*

I'm trying to build onboarding guides for trial users, so basically there's a pop-up box that needs to be filled so I'm out of options of navigating to the next steps.

Options I've tried and didn't really work: 

  1. With 'next’ button, as you click next the desired pop-up closes ​​​​
  2. hovering causes it to close too early and unable to choose previous option hence moving to next step
  3. text input doesn't really work as there's some predefined options and even if you choose one it doesn't really move to the next step

Any help or guidance will be appreciated

TIA

Hi ktak,

Without seeing how your pop-up box was designed, it’s hard to pinpoint the solution. However, I will assume this is a pop-up with lots of fields to complete before you go to the next screen. Here is what I did for one of my pop-ups that consisted of multiple steps:

  • Step 1: For the pop-up box with lots of fields, I used a tooltip guide for the entire pop-up so that users can enter the text while the pop-up is still visible. Make sure you map the tooltip to the entire pop-up dialog. Use the Navigation Bar for this step.

     

  • Step 2: I will assume your pop-up has a “Next” button that takes you to the next step. So the next step of your guide will be mapped to this button (use the Click in Target Element navigation)

     

  • If you have required fields in the pop-up box, there is that risk that users clicked the navigation button without entering the required fields. I ended the guide on Step 2. If they did not enter a required field, the user can complete the fields and click the Next button again. 

  • I had another screen that continued after this popup so I created a separate guide that would launch only after the user completed this last guide.

    Hope this helps you!

Hi ejung,

Thanks for your reply, but i did try most of the things 

Issue is if we click somewhere outside the box (e.g. Next button) popup closes. If there was a delay option in individual steps that would have solved the problem. Moving from walkme, which had a lot of options in editor. 

Any other solution in mind?

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