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.
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