Onboarding Popup with YouTube Tutorial for New Users

[Ortydoxx]

I ran into the same issue with getting new users up to speed quickly, and adding a short popup with YouTube links really helped. The top4smm team actually shared how they used a simple onboarding message with a friendly welcome and a link to a short video, and their feedback from new users was super positive. It might be worth trying something similar if you're looking for ideas.

[Amrel1s]

I see it's been a while since you've posted, but I just wanted to ask if anyone has tried using an extension or third-party tool to create a welcome popup like this. I’m curious if it’d be possible to trigger it only for new users or maybe show it once per user. Something lightweight could make onboarding way easier without needing dev work every time.

[elementttt]

I have done something like this, I will see the possibility to share soon on the forum,

hello my friend. Please share this. Would be great for the community

[rabii]

you can hook into the dashboard view and display a modal (create multiple template) and pass the template based on current user type e.g regular - portal etc

[abidoss]

I have done something like this, I will see the possibility to share soon on the forum,

[shalmaxb]

I added a type of "inline" help by displaying a button, which opens a modal with short explanations and even Video would be possible. It is not linked to a certain field or a certain step, but something like the Knowledge Base in short (although with links to tha actual Knowledge Base).

[dreginald]

Yes. You are right. We need to keep updating the training material, in line with the documentations

[yuri]

One of the benefit I see is that the trend for simplistic UI continues. As we add more features, we have UI space to add new elements. Had we filled the UI with all features we have, we would have with no space left resulting in an over clutter.

[yuri]

One of the difficulties is that we would need to use some reference to UI elements. That implies that minor UI changes can render a previously configured flow broken. This adds an additional burden.

Today, services for short interactive screencasts are getting popular. It may be reasonable to look to this direction too.

[dreginald]

You can embed on dashboard as attached. Sharing few video links of general user process that you can paste on your dashboard

https://youtu.be/uo2mqwXe9js?si=DM-AruQTtZEC6c9h

[emillod]

We built something similar for one of our customers.
So basically there is an icon in top navbar which after click open side panel with bug report form. There is no problem to embed an video with some kind of tutorial or iframe.

[rabii]

Thanks for your reply. I agree design is always the hardest part.
I like how espocrm is evolving with a simplistic design system.
One missing part yet to come sometimes in the future is a marketplace, it will help attract more developers and more users to the platform.

[yuri]

Plan, feedback, research & analysis, readiness of the platform (for a particular feature), understanding how it can be designed. Design often takes more time than writing code.

[rabii]

how do you prioritize features development and implementation ? do you rely on any feedback / metrics to decide which features should be added in next version. Also how do you choose features to add in the future?
Just curious to know

[yuri]

Implementing it would be pricy for us. Not sure whether it will be justifiable investment at this stage. And it can be implemented not very well, creating a negative outcome.

For now, we have quite a few significant features in our plans.