Iridize Features

Embedding an iFrame in a Guide

Why just tell when you can show and tell? “Level up” your guides by embedding an iframe into any step.

Sometimes, you just need that little extra to help an idea come across perfectly. If only you could incorporate an external source–that help guide, or knowledge base article–to go with that step in the guide… Well, with Iridize’s embedding iframe feature you can now incorporate external aids and provide users with exactly what they need to know, at the exact moment they need it, without having to direct them to go outside your system.

But the buck, as they say, doesn’t stop here. Embedding an iframe doesn’t just allow you to show materials to your users, it also facilitates interaction. For example, Provide your users with a survey that you’ve created (in SurveyMonkey or in Google Sheets) directly over the interface of your product. The immediacy of this option enables you to collect user input at the most accurate moment, instead of retroactively. What more, Iridize’s other features allow you to make progress contingent on cooperation. In this way, you can make sure your audience will not take shortcuts along the way, and ensure their completion of the guide with all the steps along the way.

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Resume Redirect Recharge!

Resume Redirect:  Allow Users to Choose Where to Start

 

Version 4.4.0 invites you to recharge your users’ onboarding experience with the help of our Resume\Redirect feature, and allow them to choose where and how they wish to start a guide.

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Improved Task List: Offer Users Unique Training Flows

 

You asked for it, we listened and now, it’s finally here! Iridize’s new and improved Task List.

 

The Improved Task List is a personalized list of guides, videos and links, that are presented as one group, which allow your users to see how far they have advanced in completing/viewing the list.

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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:

control onboarding journey

 

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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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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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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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