Iridize Features

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 & Zendesk 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?

request a demo

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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User Analytics: Track Training and Onboarding Progress

The holy grail of SaaS and product onboarding is here: Drill-down User Activity analytics.

The User Activity dashboard allows you to analyze a guide’s success at user level. You can monitor user activity closely, including interactions with every guide. This is helpful when analyzing guide performance and needing to dive deeper into individual analytics, to understand user behavior patterns, engagement, compliance and simple guide effectiveness.

 

Iridize user analytics

 

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Enterprise Feature: Collaboration and User Management

What is your favorite feature in Google Docs? For many, it is the collaboration module. The ability to actually touch the same work materials as your colleagues can often mean the difference between team-work and, well, the other thing.

 

Iridize understands that while you wish to share with your colleagues or managers the data provided through our dashboard (statistics, guide preview, analytics), you may wish to limit the ability to edit and modify guides to a smaller number of users.

 

For that very purpose, we developed Iridize’s Collaboration and User Management platform. We understand that as an enterprise you wish not only to invite colleagues to work with you on guides but also to manage their roles and permissions.

 

 

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Introducing: Zendesk Integration

Do you manage your customer service with Zendesk? We built an API to allow Iridize and Zendesk to work better together. Best practices for getting the most out of your Iridize & Zendesk integration:

 

1. Install Iridize’s Help Widget and connect it to your Zendesk help center. Your users will now be able to search the help center from the help widget, effectively bringing your help center/knowledgebase inside your product.

 

2. Are you using the Zendesk messaging service? Create permalinks to Iridize guides and set up triggers to send them to users in chat bot conversations.

 

3. If you’re using the Zendesk support chat  or call center products, your support representatives can follow up calls with permalinks to guides, helping the users step-by-step even after the support session is over.

Iridize integration with Zendesk

 

 Would you like to learn more?

request a demo

Step Branches: A Guide Within a Guide

Step Branches will allow users to launch guides stemming from guides they are currently on, based on user behavior, user choices, user preferences and user specs.

The idea behind step branches is to allow end users to diverge from certain guides on to other guides. For instance: you can create a “tree” of guides, linked associatively and by related topics.  A user can then follow the information s/he needs from one guide to the other, without interrupting the learning flow and returning to the original guide at any time.

 

Iridize branched guides

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Splash Screens: Enhance User Engagement

We developed Iridize’s splash screen as an effective method of engaging and retaining user attention. The splash screen opens an important message, greeting, video, or any other type of content/media. They are a fantastic medium for delivering important, urgent and highly visible messages to users.

 

splash of color | cc by 2.0 flickr Leonardo Agular 680

This gorgeous splash of color was captured by Leonardo Agular on Flickr, cc by 2.0 

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