Iridize Features

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?

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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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New Feature: Step Conditions that will put you on the Iron Throne of walkthroughs

Iridize launched a new feature that allows you to control when certain guide steps will be activated. Remember the features that allow you to “Delay tip by X seconds” and “Show tip after page refresh”? Well, the Conditions feature is like those. On Speed. Shooting laser beams from its eyes.


How can page conditions help me?

SaaS applications are complex and multi-layered. We understand that when designing a guide for your users, you need to be able to walk them through a complex process with multiple steps that are sometimes built on each other, stone on top of stone. Like clicking certain buttons or links, going to specific pages, encountering certain messages. The Conditions allow you to place those stones, one after the other.

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A/B Testing Platform for Guides

A/B testing is a method of testing which of two versions is better: by delivering version A to a random half of your audience and version B to the other half – you can soon tell which version is more effective.


Iridize offer this service for guides in staging environments. If you’re trying to decide between two guides -or two guide versions- we help you run an A/B test to help determine which version is more successful, which one is opened/completed more.


A/B testing guides can reveal treasures about your audience: are they receptive to long guides? Do they prefer textual explanations to images or video? Do certain calls-to-action work better than others?


Your test results will be waiting for you in your Guide Analytics Dashboard.

Iridize A|B testing | stock shoes different color

Want to learn more about A/B testing guides? 

get a demo

Guide Analytics: Optimize Guide Performance

Iridize’s Guide Analytics Dashboard reveals great mysteries: how many times has each guide been launched, how many times were they completed (if at all), when were they launched – and more.

You can work with our A/B testing platform for guides to test different guide versions and find out which are more effective.

If you want to drill-down further and gain insights into user behavior patterns, you can dive into the User Activity Analytics dashboard.


Iridize guide analytics | stock gold sextant


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