Creating Helpers and Elements with the Helpers Management Screen
Helpers can be added via the Helpers Management screen. `This option is generally recommended if you are familiar with the CSS selectors that make up your site, or are able to easily procure them for placing your Helpers. If you aren't familiar with any of the code, learn how to create a Helper or Element with the Visualizer instead.
- From the left Nav bar, head to the Deliver > Helpers & Hotspots area or simply go to https://app.elev.io/helpers
- Click Manually Create a Helper The Create/Edit panel will open.
- 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.
- 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.
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.
- If you want to add the Helper to a specific URL, and not just on a particular element, check "Show on specific page(s) only" and enter the URL where you want to display the Helper
- Add the 'CSS Selector' of the element that you want to attach the Helper to
- 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.