Resource Center in Q2 Discover
The Resource Center () page is an on-demand repository that allows users to access published guides when additional support is needed.
Create new
Select + New Resource Center to create a new resource center for your users, which will open the Resource Center Overview tab. When you are ready to make the resource center visible to your users, switch from the default Disabled status to Public status.
Module options
The Resource Center lets you organize your guides into two different modules:
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Guide List—lists in-application guides
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Onboarding—lists onboarding guides, with a progress tracker
When selected, modules will display a green check mark in the top left-hand corner.
Options to modify, add, or delete modules include:
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View Module Details—allows you to view and edit your module
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+ Add Module—adds modules
Note: Your Resource Center will default to Draft status after adding your first module, with the Home panel displaying the current build. -
+ Add Guides—adds existing guides to the module
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Delete Module—deletes the module from your resource center
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Edit Segment—allows you to modify who can see your resource center
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Edit Sub-header—allows you to edit your sub-header
Module Details page
Adding a module will open the Module Details page. Options include:
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Sub-header Name—the editable sub-header displayed to users
Note: Select the module's sub-header text to edit what users will see. -
Delete —delete the module from your resource center
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Content—allows you to view and edit existing guides in the module
Note: Guides can be added and reordered as needed, per users' needs. -
Segment—modifies users targeted for module
Note: Select Edit for a list of default segment options or a pre-configured custom segment. The number of users eligible to view the module will display in Segment.
The guide list module
The guide list module allows you to include in-application guides in your resource center. Multiple guides can be added to the guide list, allowing for users to find guidance in a centralized location.
To add the guide list module
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Select + Add Modules.
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Select Guide List.
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Select Add Modules.
Guides will populate into a guide list dashboard as added to the guide list. Dashboard includes the following:
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Name—the internal-facing name, concealed from users
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Display Name—the editable, user-facing name of the guide
Note: To edit, select Edit and then select the display name text. -
Status—the status of a guide, with options including Draft, Public, or Disabled
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Segment—the targeted group of users that can view this guide in the resource center and the application
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Existing Guide Activation—establishes how the guide is activated, currently only available for automatic activation
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Page Location—indicates the page(s) the guide dispays, with the option to set site-wide or on a specific page
The onboarding module
The onboarding module contains guides specific to the onboarding process and can be customized similar to the Guides List module. Q2 Discover recommends use of the onboarding module when a prescriptive list of tasks is necessary for users to familiarize themselves with an application and is most well suited to educating users about key features and workflows. The onboarding module tracks progress visually and persists across multiple user sessions.
To add the onboarding module
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Select + Add Modules.
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Select Onboarding.
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Select Add Modules.
The external content module
The external content module allows you to create an inline frame (iframe) that interfaces with a specified webpage, which allows you to display compatible external resources in the Resource Center.
To add the external content module
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In the Draft view of your Resource Center, select + Add Modules or hover over a panel and select +Add Module.
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Select External Website.
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Select Add Module.
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Select View Module Details to preview the website URL and confirm which sites can be iframed.
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To target specific user, use options in Segment to edit who can see your iframed module.
Tip: A successful preview will allow you to navigate through the page in the Content section. -
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Select Save when after previewing the module.
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Select Save Module in the Save Module window.
To make the external content module public
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Ensure your module is ready for use.
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Select Public from the top-right menu.
Add guides to your module
The content section will be blank when first setting up modules, as no guides have been added to the module yet.
To add guides
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Select + Add Guides or Edit in the content section.
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Select desired guides from the Select Existing Guides menu.
Guides included in your module will display a check next to them and will auto-populate in the content section as added.
Select and drag guides to reorder them.
Guides can be renamed by selecting their display name and editing. Renaming in the module will allow for user-friendly titling without disrupting your internal naming conventions.
Activation badge
Your Resource Center can be activated by selecting a designated badge or by uploading a custom image.
Badge customization options include:
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Icon—can be set to an info bubble, question mark, or star icon
Note: Badge icons are limited by size and circle shape for designated badges. -
Color—can be set to color preferences
Note: Consider color contrast accessibility needs for your users when modifying a badge's color or uploading a custom image.
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Position—can be placed in any corner or middle space of the screen's margins
Preview
To preview your Resource Center before publishing
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Select Preview, found next to the delete () icon and the Guide Status menu.
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Provide the desired URL for your Resource Center.
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Preview as needed in the launched Resource Center Preview tab.
Publish
To publish your Resource Center, select Publish from the Guide Status menu. Confirm your decision in the resulting confirmation window.
Delete
Select the delete () icon, found next to the Preview button, to delete your Resource Center. Confirm your decision in the confirmation window.