Accessing the In-App Guidance Tab
Navigate to the Event Dashboard
On the left sidebar of your application, click on Event Dashboard to ensure you're in the correct section.
Expand the Content Menu
Locate the Content section in the sidebar.
Click the + icon or arrow next to "Content" to expand the menu.
Open In-App Guidance
Explore from the expanded "Content" menu to access the In-App Guidance tab.
You will be in App Guidance, where you can click to expand and start configuring your In-app call-to-action notification.
Configuring new In-App guidance
Navigate to the "In-App Guidance" Section
On the left-hand menu, go to the Content section.
Click on In-App Guidance to open the actions panel.
Click on "+ New Action"
In the top-right corner of the screen, click the "+ New Action" button to start creating a new action.
Create Custom Action
Configure Mobile Actions
When (Mandatory):
Choose when the action will be triggered. For example, select "Show Now" for immediate display.
When choosing the " Show Later" option a new tab will be displayed where the exact time and date need to be specified.
Action Type (Mandatory):
Choose the type of action, such as "Link" for directing users to a URL.
Set Action Details
Title (Mandatory):
Enter a clear and concise title for the action. This will be visible to users.
Body (Mandatory):
Add descriptive text to explain the purpose of the action.
Button URL (Mandatory):
Provide the URL for the action if it involves external navigation (e.g., a webpage or document link).
Preview the Action
A live preview of the action will appear on the right-hand side.
Review how the action will look on a mobile interface to ensure it aligns with your expectations.
Save and Create
Click Create in the top-right corner to finalize the action.
If you’re not ready to activate it, use the Cancel button to discard changes.
Tips for Configuring Actions
Be Clear: Ensure titles and descriptions are easy to understand for users.
Test URLs: Double-check that the Button URL leads to the correct destination.
Optimize Timing: Choose "When" settings that align with the user journey to maximize engagement.
By following this guide, you can efficiently configure actions that enhance user interactions and deliver a seamless in-app experience.