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.
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.
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?
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.Read More›
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.
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.
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.
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.
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. If you’re familiar with Zendesk Apps – you can use the Iridize App to integrate guides directly into your support messages to users. Read more here.
3. 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. Permalinks are direct links to Iridize guides that “know” where and when to launch a guide.
4. 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.