In this tutorial, you will learn how to set up Userorbit end-to-end in your application. By the end, you will have a fully integrated Userorbit workspace, tracking users, and delivering your first product tour and announcement.
Prerequisites
- An active Userorbit account.
- Basic understanding of your application codebase to integrate the SDK.
Step 1: Create Your Workspace
Begin by creating your new workspace within the Userorbit Admin Panel. This is where all your product data, user engagement metrics, and content will reside. You should now see your newly created workspace dashboard.
Step 2: Install the SDK
Integrate the Userorbit SDK into your application by following the instructions in the Install the Userorbit script on your site guide. This enables Userorbit to track user behavior and deliver in-app experiences. You should now see the SDK successfully initialized in your application.
Step 3: Identify Your First User
Ensure Userorbit can uniquely identify your users. Pass user identity during SDK initialization as described in the User identity API reference. This allows for personalized experiences and accurate analytics. You should now see user activity appearing in your Userorbit dashboard.
Step 4: Create Your First Product Tour
Navigate to the Product Tours section and build a simple tour to highlight a key feature in your application. This introduces users to important functionalities. You can find detailed steps in the How to create a Product Tour on Userorbit article. You should now see your product tour live in your application for targeted users.
Step 5: Set Up the Widget
Configure and embed the Userorbit widget into your application. This widget serves as a central hub for announcements, help content, and surveys. For detailed instructions, refer to the Configure your widget guide. You should now see the Userorbit widget icon visible in your application.
Step 6: Publish Your First Announcement
Create and publish a quick announcement to inform your users about a recent update or feature. This demonstrates how to communicate effectively with your user base. Learn more in the How to create Announcements on Userorbit article. You should now see your announcement appear within the Userorbit widget or as a targeted in-app message.
What You Have Learned
- How to set up your Userorbit workspace.
- The basics of integrating the SDK and identifying users.
- How to create and deploy your first in-app experiences.
Next, try exploring the analytics features to understand user engagement with your new product tour and announcement.