What are Guides?
Guides are step-by-step interactive instructions that walk you through processes and flows. You can create guides for any website using the Sidekick Chrome Extension.
Here's an example of a guide:
This guide combines screenshots, click locations, text, and links to create a step-by-step guide for creating a process rule.
Guides are easy to create and even easier to use!
How To Create a Guide
There are 2 ways to create a guide. You can do so from the card builder (recommended), or from the chrome extension directly.
Let's walk through each.
From the Card Builder
In a tab: Prepare the flow you want to record.
Be on the right page to start
Have a game plan for how you're going to record
In another tab: Navigate to build a card
Click "Insert a Guide" icon
Choose to record your tab
Record your guide
Give the guide a title and save it when done
You will be directed back to Supered and your guide will be embedded in the card
From the Extension
You can record directly from the extension, but you'll need to add the guide to a card manually.
Prepare the flow you want to record
Be on the right page to start
Have a game plan for how you're going to record
Open the Supered Sidekick extension (click button on bottom-right of page, or click the logo in the extension bar)
Click "Guides"
Click "Record New Guide"
Record your guide
Give the guide a title and save it when done
(Optional) Embed the guide in a card. Follow the steps 2-4 in the "From the Card Builder" section above
Select "Use Existing Guide" instead
Find and confirm your guide
How To Use a Guide
Guides can be used inside of cards (recommended) or standalone. We recommend guides inside of cards because it gives you the ability to include context with the guide, is embeddable in HubSpot and other apps, and appears in search.
Here's what an embedded guide looks like:
You can view the guide in a step-by-step mode, or a scrolling mode:
How To Export a Guide (PDF)
When a guide is inside of a card, you can export it to a PDF.
Navigate to the card in the Supered backend
Click "Share"
Select "Export to PDF"
Your PDF will be downloaded within a few seconds.
