Setup Wizard

Follow this step by step guide to work the magic of the Setup Wizard tab!

What is the Setup Wizard?

The Setup Wizard tab allows agencies to display a structured set of tutorial videos for their customers, grouped into collections. This makes it easier for end users to follow a guided onboarding experience directly within the dashboard.


Benefits of Setup Wizard

  • Streamlined Onboarding for Customers: Organize product walkthroughs and feature tutorials in a single, accessible location to reduce the need for manual guidance.

  • Faster Adoption of Key Features: Visual, step-by-step tutorials help customers quickly understand and apply essential product capabilities.

  • Reduced Support Load: With key processes explained via videos, customers can self-serve, reducing dependency on the support team.

  • Customizable Learning Path: Agencies can tailor collections for different use cases, ensuring relevant onboarding experiences for each customer segment.


How to setup the Setup Wizard

Step 1: Add a Video Collection

  • Click on the “Add Collection” button to create a new video collection.

  • Fill out the following fields:

    • Collection Title – Name of the video group (max 80 characters).

    • Collection Description – Optional subtitle/summary (max 200 characters).

    • Collection Icon – Upload a 40x40px icon representing the topic.

    • Open in New Tab Toggle – Enable if videos should open in a new browser tab. If off, videos will open inside the dashboard (recommended: OFF for seamless experience).

Click “Add Collection” once all required fields are filled.


Step 2: Add YouTube Videos to the Collection

  • Click on the collection name to open and manage its videos.

  • Use the “Add YouTube Video” button to add tutorial content.

  • Enter the following:

    • YouTube Video Title – Label for the video (max 50 characters).

    • YouTube Link – Must be a valid and public YouTube URL.

Click “Add YouTube Video” to save the video.

You can add up to 10 videos per collection.


Step 3: Manage and Edit Collections

  • View or Edit: Click the collection name to open it and view the videos inside.

  • Edit Collection: Click the pen icon beside the collection name.

  • Delete Collection: Click the trash icon to remove it permanently.

  • Reorder Collections: Drag and drop using the left handle to set the sequence shown on the customer dashboard.


Step 4: Publish Your Changes

  • Changes are stored as drafts until you click the Publish (✓) button on the top-right.

  • Once published, the updated Setup Wizard content becomes live for customers to view.


FAQ's:

What is the purpose of the Setup Wizard tab?

The Setup Wizard is designed to help agencies guide their customers through product setup by grouping YouTube video tutorials into organized collections.

How many videos can I add to a collection?

You can add up to 10 videos per collection.

What does the “Open in New Tab” toggle do?

When enabled, videos open in a new browser tab. When disabled, they play directly within the customer dashboard.

Can I reorder the video collections?

Yes, you can drag and drop collections using the left-side handle to change their order of appearance on the customer interface.

Do customers have edit access to the Setup Wizard?

No, customers can only view the videos. All configuration is controlled by the agency via the Partner Panel.

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