Onboarding module

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The Onboarding module is a checklist module that functions like a guide list, but guide completion is tracked in a checklist element that shows guide progress by step and completion.

Add an Onboarding module

  1. In the left-side menu, select Guides > Resource Center.
  2. In the Resource Center list, select the required Resource Center.
  3. Hover over the Resource Center tile and select + Add module.

    Add_module.png
  4. In the Resource Center page, hover over the Onboarding tile and select the module.Select_module.png
  5. In the bottom-right corner, select Add Modules.
  6. Hover over the new module and select View Module Details.
  7. In the Content section, add guides to your guide list. See the Guide List module for details on how to do this.

Style your Onboarding module

  1. Scroll to the new module, hover over it and select View Module Details.
  2. Select a guide from the guide list in the Content section and select Manage In App to launch the Visual Design Studio.
  3. Use the Edit Onboarding Module container to design the module as follows:
    • Progress Icon. Choose the icon to show progress made through the module.

      progress_icon.png
    • Progress Bar. Choose the progress bar style.

      progress_bar.png
    • Text Style. Set the text style for the module.

      text_style.png
    • Subtitle. Add subtitles to be shown in the module.

      subtitle.png

Each time you access the Resource Center, you can see the progress of the onboarding items.

style_module.png

 

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