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Wizard Steps

Wizard Steps

Wizards allow you to create sequential step-by-step guides that users follow in order. Perfect for onboarding, tutorials, and multi-step processes.

Overview

Wizards consist of:

  • Steps - Individual pages in the wizard
  • Step Numbers - Ordered sequence (1, 2, 3, etc.)
  • Content - HTML content for each step
  • Linked Articles - Optional references to full articles

Creating a Wizard Flow

  1. Create a new flow and select "Wizard" as the display type
  2. The wizard steps editor will appear in the content panel
  3. Click "Add Step" to create your first step
  4. Continue adding steps in order

Adding Wizard Steps

  1. Click the "Add Step" button
  2. Enter the step number and title
  3. Add HTML content for the step
  4. Optionally link to a full article
  5. Click "Create"

Step Settings

  • Step Number - Order in the sequence (required)
  • Title - Heading for this step (required)
  • Content - HTML content for the step (required)
  • Link to Article - Optional reference to a full article

Content Formatting

Use HTML for rich step content:

<h3>Step Title</h3>
<p>Instructions here...</p>
<ul>
  <li>Point one</li>
  <li>Point two</li>
</ul>
<img src="screenshot.jpg" alt="Example" />

Managing Step Order

  • Steps are automatically sorted by step number
  • Edit a step's number to change its position
  • All other steps adjust automatically

Linking to Articles

Connect steps to full articles for additional detail:

  • Users can click to read the full article
  • Great for providing supplementary information
  • Optional - not required for simple wizards

Editing and Deleting Steps

  • Click the three-dot menu on a step
  • Select "Edit" to modify step content
  • Select "Delete" to remove a step
  • Changes are saved immediately

Best Practices

  • Keep each step focused on one topic
  • Use clear, actionable language
  • Include screenshots or images where helpful
  • Progress logically through the process
  • Test the full sequence for smooth user experience

Example Use Cases

  • User onboarding and getting started guides
  • Product setup and configuration
  • Multi-feature tutorials
  • Step-by-step how-to guides
  • Walkthroughs of complex processes