Tour Guide Builder for RISE CRM – Zero-Code Onboarding and Walkthroughs

Note: This is a module for RISE CRM

Interactive Tour Builder for RISE CRM – Zero-Code Onboarding & Walkthroughs

Transform the person expertise inside RISE CRM with the Interactive Tour Builder, a robust but easy-to-use plugin designed that can assist you create partaking, step-by-step guides, walkthroughs, and onboarding excursions – all with out writing a single line of code!

This plugin is ideal for admins and companies that need to increase person adoption, streamline worker coaching, or assist clients perceive advanced processes inside RISE CRM. Whether it’s guiding new customers by way of preliminary setups or highlighting necessary options, this device makes onboarding seamless and interactive.

Key Features:

Zero-Code Tour Creation – Create totally custom-made, interactive excursions with out writing any code. Simply drag, drop, and outline steps utilizing a user-friendly interface.
Multi-Page Tours – Build excursions that seamlessly information customers throughout a number of pages inside RISE CRM (together with third occasion modules pages), robotically monitoring their progress by way of numerous steps.
Advanced Triggers – Control when and the place steps seem primarily based on particular circumstances like person position (admin, consumer, visitor), web page URL, or browser particulars (language, referrer, working system, and so forth.).
Tour Chaining – Chain excursions collectively, guaranteeing excursions out there solely after customers have accomplished prerequisite excursions. Ideal for progressive coaching and step-by-step onboarding.
Drag-and-Drop Step Reordering – Easily reorder steps with drag-and-drop performance to fine-tune your excursions for an optimum person expertise.
Localization & Translation – Add and handle translations for your tour steps to make sure customers can observe guides of their most well-liked language. Support automated translations for simple localization.
Personalized Experiences – Engage customers with customized greetings or references by using dynamic tags that adapt to every person.
Auto-Save Functionality – Automatically save your progress as you create and configure excursions, making certain no knowledge is misplaced.
Customizable Design – Customize the looks and content material of your excursions, together with tooltip types and textual content, to match your model for a cohesive person expertise.
Dedicated Tour Widget – Provide customers with a handy widget to entry and begin any out there tour at any time.

Why Use This Plugin?

Enhance User Training – Simplify onboarding with intuitive, step-by-step excursions that information new customers by way of an important options and workflows inside RISE CRM. By offering clear directions, you scale back the necessity for one-on-one coaching periods, permitting staff or purchasers to study at their very own tempo. This additionally decreases the probability of errors and enhances total person satisfaction.
Increase User Engagement – Ensure customers don’t miss out on important options or updates by strategically putting excursions all through RISE CRM. By immediately guiding customers by way of necessary workflows, the plugin actively encourages them to discover and use extra of the platform’s capabilities, leading to deeper engagement and a extra fulfilling expertise.
Boost Productivity – Streamline the educational curve for your workforce or purchasers. With guided excursions, customers shortly learn to successfully use the CRM’s instruments, enabling them to turn into proficient in much less time. This elevated proficiency results in quicker job completion, fewer bottlenecks, and improved productiveness throughout the board.
Reduce Support Requests – By offering complete, easy-to-follow excursions, you empower customers to search out solutions and perceive processes on their very own. This reduces the variety of frequent help inquiries associated to fundamental CRM features, releasing up your help workforce to deal with extra advanced points.
Improve User Retention – A smoother onboarding course of and ongoing help by way of interactive excursions contribute to a extra constructive person expertise, decreasing frustration and growing total satisfaction. Users who really feel assured utilizing your CRM usually tend to proceed utilizing it over the long run.

Requirements:

RISE CRM 3.6.* put in and lively
Basic familiarity with RISE CRM’s admin interface

Questions/Support

RISE from model 3.6.* to newest model is required.
We present documentation masking set up and utilization.
We reply to your questions as quick as potential inside few hours however can typically be as much as few days.
We dont present refund for the extension after buy, so affirm and make full take a look at earlier than buy.
Any customized work together with setup, set up and extension (that may require expert hours) aren’t
free. You can rent us for this.