User Engagement - Promote Feature Adoption and Discovery

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Questions and Answers

What is the primary purpose of a walkthrough?

To guide users through multiple steps to help them adopt a feature or discover multiple related features (correct)
To provide a single prompt for a short message to help users quickly discover one feature
To create a floating prompt with an optional image and a call to action
To display a docked prompt with step-by-step instructions

When should you use a single prompt?

When you want to help users quickly discover one feature (correct)
When you want to display a docked prompt with step-by-step instructions
When you want to create a floating prompt with an optional image and a call to action
When you want to guide users through multiple steps to help them adopt a feature

What is the benefit of a floating prompt?

It can only be placed in one position on a page
It can be connected to a specific page element
It stays in place as the user navigates through the app
It provides a nonintrusive way to nudge users toward a feature or opportunity (correct)

What is the main difference between a floating prompt and a targeted prompt?

The placement positions on a page (D) Signup and view all the answers

When should you use a docked prompt?

When users need to refer to content while exploring a feature on their own (D) Signup and view all the answers

What is an example of a use case for a docked prompt?

Providing next steps or takeaways in the last step of a walkthrough (D) Signup and view all the answers

What is the benefit of using the In-App Guidance: Boost Sales User Productivity in Lightning Experience managed package?

It is a helpful starting point for building your own prompts (C) Signup and view all the answers

What is a requirement for installing the In-App Guidance: Boost Sales User Productivity in Lightning Experience managed package?

The org must already have the Sales or Service Console app installed (D) Signup and view all the answers

What is the primary benefit of using walkthroughs?

They encourage users to take the time to complete all steps (C) Signup and view all the answers

What is the main difference between a walkthrough and a prompt?

The number of steps involved (C) Signup and view all the answers

What is a common characteristic of suitable use cases for prompts and walkthroughs?

Having something short and helpful to say (D) Signup and view all the answers

What is the primary goal of using prompts and walkthroughs in feature adoption and discovery?

To quickly call attention to something new or important (D) Signup and view all the answers

What should you consider when developing prompts and walkthroughs?

Both the subject matter and the target audience (B) Signup and view all the answers

What is a key difference between users that you should consider when creating prompts and walkthroughs?

Their experience levels, educational backgrounds, assumptions, and jobs to do (C) Signup and view all the answers

What is a characteristic of unsuitable use cases for prompts and walkthroughs?

Having lots of information to share (A) Signup and view all the answers

What is the primary purpose of a prompt?

To direct users' attention to a feature, update, or call to action (D) Signup and view all the answers

In what scenario would you not use prompts and walkthroughs?

When sharing lots of information (D) Signup and view all the answers

What is the ultimate goal of using prompts and walkthroughs?

To help users quickly absorb and acknowledge information (D) Signup and view all the answers

Study Notes

Identifying When to Use Prompts and Walkthroughs

Prompts and walkthroughs are useful for onboarding, feature adoption, discovery, and deeper learning scenarios.
Features refer to a wide range of complexity, accessibility, and longevity.

Suitable Use Cases

Prompts and walkthroughs work best when:
- You have something short and helpful to say.
- You want to quickly call attention to something new, interesting, or important.
- Helping users quickly absorb and acknowledge information and continue with their workflow.

Unsuitable Use Cases

Prompts and walkthroughs are less effective when:
- You have lots of information to share.
- You need to explain prerequisites or establish context.

Considering Your Audience

Users have varying experience levels, educational backgrounds, assumptions, and jobs to do.
Considerations can help develop prompts and walkthroughs that support multiple types of users.

Prompt vs Walkthrough

A prompt is a single, small window that directs users' attention to a feature, update, or call to action.
A walkthrough is a series of connected prompts that provide a step-by-step, guided experience across a single page or multiple pages for in-context learning.

Types of Prompts

Prompts come in three flavors: floating, targeted, and docked.
Choose the appropriate prompt type depending on the use case:
- Floating prompt: non-intrusive, short and sweet message, ideal for most steps of a walkthrough.
- Targeted prompt: connects to a specific page element, shows users exactly what you're referring to.
- Docked prompt: stays in place as the user navigates, ideal for content that needs to remain on screen, such as step-by-step instructions.

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Description

Learn when to use prompts and walkthroughs for onboarding, feature adoption, discovery, and deeper learning scenarios. Identify suitable use cases for these tools.