Iridize Features

Unroll the Poll – Connect with Users

 

 

What is the best way to gather information about people’s thoughts and opinions on certain matters? Asking them, of course. Which is why we have developed our very own polling tool.

 

Now you can poll your users to understand a bit more about their preferences and challenges. Many of our clients use polls as a feedback tool, to maintain important interaction with their customers. Others match polls with HR, and use it for internal communications (“where would everyone like to have the New Year’s party?”). Others still, use our Polls feature as a multiple choice testing mechanism. In this way, not only can our clients receive feedback from end users, but they can also ascertain understanding.

 

Whatever your goal may be, polls are a quick and easy tool to get important information – just go to the Manage menu (top left in your dashboard) and select Polls.

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Step Settings – Control Users’ Onboarding Journey

So, you’ve invested time and effort in creating a help center, or maybe even a real-time guide, but your users still lose their way and give up, or turn to support? Maybe the reason is that the correct way to navigate through the product still remained unclear. Iridize’s enhanced Step Settings feature gives you ultimate control over users’ learning process and allows you to ensure your users never “stray off the path.”

Generally speaking, users like quick and easy solutions to problems they encounter. Salespeople need to focus on selling, instead of navigating through CRMs. But how can you ensure users follow all the steps required of them, and not get lost, or skip important steps along the way? How can you reduce churn rates and the number of support requests? The answer is – by reducing the number of “unknowns” which new users face between point A and point Z. This understanding has led Iridize to develop the most advanced Step Settings tool in the market as part of its performance support solutions. These are just some of our clients’ favorite options:

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5 Enterprise Features Our Users Love

Being an enterprise-oriented platform, we do our best to listen to Iridize enterprise customers and address their needs. It comes as a small surprise that enterprise needs differ from what SMBs or mid-range companies’ users require. This can mean a whole different level of security requirements or a variety of features that allow training teams to efficiently control onboarding programs for thousands of users. And that’s only the beginning.

 

 

From conversations with customers, we learned that at least in 2018, some features are particularly loved by technical communications and product professionals in enterprise companies. Here they are:

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The Iridize Zendesk App is Here!

 

We’re excited to launch the new Iridize app on Zendesk marketplace. From now on, our customers using Zendesk will be able to send their users guides directly through Zendesk, instead of creating permalinks and sending them by chat/email.

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Report Engine: Generate Custom Activity Reports

We’re excited to launch Iridize’s all-new Report Engine, where you can build, customize and generate activity reports on guides and users.

 

The report engine joins Iridize’s robust analytics and reporting tools and corresponds with our “data at your fingertips” strategy that’s designed to help optimize training and performance by understanding user behavior patterns, bottle necks and guide bugs.

 

generate performance reports independently

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Content Validation: Ensure Clean Data Input and Error Prevention

Tired of having to clean up data bases and CRMs because of silly oversights? Iridize’s content validation feature helps users check and correct themselves to make sure only the right parameters are entered and recorded.

 

Iridize error prevention content validation

 

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Desk.com Integration

Do you manage your customer service with Desk.com? We built an API to allow Iridize and Desk to work better together. Here are a few things you can do with the Iridize & Desk.com integration to boost your support automation:

 

  • Create permalinks to Iridize guides and set up triggers to send them to users in chat bot conversations. Users will be able to use the guides as live help, which will reduce support calls.
  • Install Iridize’s Help Widget and connect it to your Desk help center. That will allow your users to search the help center from the help widget, effectively bringing your help center/knowledgebase inside your product.
  • Have your support representatives follow up calls with permalinks to guides, helping the users step-by-step even after the support session is over.

 Would you like to learn more?

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How to Launch a Successful Product Release with Iridize

One of the practices Iridize users love the most, is the ability to send in-app product releases to their end users. Our power users have long since found fun and engaging new ways to serve the release notes to users. We collected a few “best practices” for new (and veteran) users who want to make sure end users are not skipping important new functionalities in a SaaS product.

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Export Guide to PDF: Instantly Create a Knowledge-base

This feature has been received with such delight and excitement, we almost feel bad we didn’t think of it earlier: export your guides to PDF/HTML with a click and create an instant static help center.

Also good for backing up your guides.

 

 

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Iridize Goals: Set Benchmarks and Measure Training Progress

We like to think of goals as the first step toward knowing where you are.

 

Iridize’s training goals are performance goals you can set when you kick off an onboarding, training or product adoption project. These can be events, clicks, page visits, page element interactions, etc.

 

Once you have your training goals in place, you can easily measure what matters. Simply put: goals help highlight the important metrics. When that’s set – you have everything you need to optimize guides and improve your onboarding results. You can also use Iridize as a silent tracking agent for third party applications.

 

When your goals are set up, you can track guide performance in the Guide Analytics Dashboard and monitor user progress with User Analytics Reports.

 

Iridize training goals | stock skateboard

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