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Information - Tutorials and FAQs

Create tutorials that guide users through a module, build a list of FAQs, and send push notifications to your users.

Information - Tutorials and FAQs

Create tutorials that guide users through a module, build a list of FAQs, and send push notifications to your users.

What are these features for?

Tutorials are short, step-by-step image guides shown to users in a module of the platform. They help users get started without extra training and can be updated at any time.

Push notifications are short messages delivered to users' devices. The platform sends many of them automatically, and you can also send your own from the backoffice to reach users quickly with important information.

FAQs are a list of frequently asked questions and their answers that users can read in the app.

How do I create a tutorial?

  1. Go to Information > Tutorials.

  2. Select New Tutorial (or Add Tutorial, depending on the version of the page you see).

  3. Choose the Module and the Platform (web or mobile) of the tutorial, and keep it active. The module and platform cannot be changed after the tutorial is created.

  4. Submit the form.

Then add the steps. Each step is an image:

  1. Open the tutorial and select New Step (or Add Step).

  2. Upload the image for the step. In the Add Step version, JPEG or PNG is accepted, with a recommended size of 1080x1920 for mobile and 1920x1080 for web.

  3. Order the steps: use Move up and Move down, or drag the steps into place, depending on the version of the page you see.

How do I send a push notification?

Go to Information > Push Notifications and select Send Push Notification. Write the message, choose the target audience and, if you want, apply an additional filter. The page also lists the notifications already sent. See Push Notifications: send notifications and review sent notifications for the full steps.

How do I create FAQs?

  1. Go to Information > FAQs.

  2. Select Add FAQ.

  3. In Create a new FAQ, fill in the Question and the Answer.

  4. Select Create.

To change the order of the FAQs, drag them in the list.

What will my users see?

Tutorials

The first time a user opens a module that has an active tutorial for their platform (web or mobile), the tutorial is shown automatically:

After that, the user can open the tutorial again from the help button in the app menu:

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