Configuring your text step onboarding wizard
-
Open the navigation by clicking the tiles menu selector:
-
Navigate to the Programmes section by selecting the "Programmes" tile:
-
Using the Programmes grid and search options identify the programme that you wish to configure:
-
Edit the programme that you wish to amend by clicking the "Edit" option. Click this
-
From the Programme Builder screen click the Onboarding Wizard menu option to launch the Onboarding Wizard modal
-
Navigate to the second tab of the Onboarding Wizard modal called "Steps"
-
This screen shows you the steps you have within your onboarding wizard. From here you can identify which of the steps are "Text step" steps. A "Text step" step allows you to add rich text content to present to users.
-
For each step in the onboarding wizard you can define your own step name which will display to the user. This is shown after the name of of the step. For example, the image below shows where a Custom Questionnaire step has been added and a display name of "Questionnaire" set which will be the step name that the user is presented with.
-
You can add additional Text steps by navigating to the bottom of the steps tab and clicking "Add Text Step"
-
This will add a new step to the bottom of the list of steps. You can move the steps up and down to determine the presented order of the steps using the arrows controls on the right-hand side of each step
-
Click the pencil icon to edit the display name of the step
-
For each "Text step" step you will have a corresponding tab in the top navigation to the right of the "Steps" tab (see illustration below). Navigate to this tab to manage the rich text content that is displayed in this step of the onboarding wizard.
- Content can be entered directly into the rich text editor with the navigation items in the rich text editor used to style the entered text, add images/links/files and videos.
- If you wish to add HTML content or edit the HTML code of the existing content the following button will display the HTML code. You can then use the "Update" button to save your changes to the HTML code.
-
Click the "Confirm" button on the onboarding wizard window to save your changes
-
Click the "Confirm" button on the programme builder window to save your changes