Creating Helpers and Elements with the Visualizer
Using the Visualizer is the best and easiest method to create Helpers and Elements.
- From the left Nav bar, head to the Deliver > Helpers & Hotspots area or simply go to https://app.elev.io/helpers
- Click Launch Visualizer
- Add the URL of the site where you want to insert the Helper
- A new window will open, with the Visualizer modal. Using your mouse, hover over sections of the page to see where your Helper or Element can be added.
- Click the section where you want to place your Helper or Element.
For example, on the below page, the Visualizer has loaded on a webpage. To add a Helper or Element on the blue button in the top right, simply hover over it and click it.
- Click 'Next' to proceed
- Choose what you want to create. You can either add Helpers that open an article, open a module, or open the Assistant, or you can choose to add an Element.
If you choose to create a Helper:
- You will be able to customise the visual display of it, i.e. whether it should just appear as an underline on the text that you specify, or as a pulsating dot or question mark button.
- Select its display frequency. Helpers can be displayed once per user or permanently. Once per user means that it will disappear once the user has viewed it*. It's a great way to onboard people, or show them a new feature.
- If you want the Helper to appear on the inner text of the element that you have selected (e.g. if you want the Helper to display on the corner of text within the button, as opposed the corner of the button itself), check the "Refine to Containing Text" checkbox
N.B. If your Helper's action is "Open Article", you will see a button to "Create Article". If you click "Create Article", a modal will open allowing you to input the article's title and body text. On save, it will saved to the Contextuals category in your Content Dashboard. Additionally, its Access Control will be set to 'Restricted' so that it cannot be found unless a user clicks on the helper.
- Scroll down and click 'Next' to proceed
- Enter a 'Name' for your Helper, so you can identify the Helper that you have created. The 'Name' is used internally and is not visible to your users.
- Click 'Save' to save the Helper that you have just created.
N.B.: To setup a once per user helper, you'll need to make sure you're passing the email and user_hash so elevio can keep track of whether each user has seen the helper.If the user is anonymous, we can still track helper views as long as theyuse the same browser and are not using the Incognito or Private Browsing mode.
See it in action:
- Other Ways to Add Helpers
- Editing Helpers