How to publish

After reading this guide, you will be able to create, connect, and share your in-app onboarding.

This guide is for users who have drafted an onboarding experience already. If you haven't created one yet, see the Creator quickstart.

📍 Step 1: Create a Portal

You can begin creating content in Candu as soon as you have a login, but you will not be able to preview or share your content until you’ve set up a Portal successfully.

The Portal tells Candu where to display content, and it includes important information like the dimensions of the area where your Candu content will display.

If you have not created a Portal, first go to the Portals page to create one. Before you can preview your content, you will need to pass the Portal slug (the Portal’s identifier) to your developers. In order for the code not to break, you will not be able to change the Portal’s slug once set.

Create and name a Portal in Candu.

Your developers will need to add a line of code to the pages where you want Candu content to appear. They will also have the option to style each of Candu's blocks and add eventing for better targeting.

For a technical guide on how to set up a Portal, see the Quickstart Guide.

Once the initial install is done, you will be able to build, test, and update as many onboarding experiences as you like, code-free. 🎉

🔗 Step 2: Connect a Tutorial to a Portal

Tutorials and Portals have a many-to-many relationship. You can connect a Tutorial to many Portals and/or connect many Tutorials to a specific Portal for different audiences. 🤓

After installation, in order to see how your Tutorial will appear in your app, you will need to connect it to a specific Portal.

From the dropdown next to the Publish button, you’ll see whether your Tutorial is currently connected to a Portal. If unlinked, you’ll be prompted to Go to Portals where you will have the option to connect the Tutorial to a list of your application’s active Portals.

In the Portals page, choose the Portal you want to connect, then confirm which Tutorial you want to appear there.

Connect a Tutorial to a Portal.

Once you are done connecting your Tutorial to the Portal, you can return to your Tutorial content and use Preview to see what it will look like in your app.

When you connect your Tutorial to a Portal, your content is not yet visible to your end-users. This step is designed to help you preview how your content will appear before going live.

🔄 Step 3: Sync your Tutorial and Portal

Even after your Tutorial and Portal are connected, you can continue to edit your Tutorial privately until you are ready to share it with your end-users. Any updates you make will be auto-saved.

Your content will only be updated to your app when you hit Sync to Portals.

🔥 Step 4: Share your content

To share your content, you will need to also connect your linked Tutorial and Portal with a group of your end-users, a Segment.

Candu comes preconfigured with two Segments: Only Me and Everyone. If you’d like to target a custom group of end-users, you can build a Segment from the Segment’s page.

To connect a Segment to your Tutorial, navigate to the Portals page and select the Portal where you want to publish content.

From there, you'll be prompted to add a Segment. You can check that the Portal is displaying the right Tutorial in Preview.

Segment prioritization

Because your end-users can fall into multiple Segments, you will need to prioritize which Segments will be evaluated first.

For example, let's say that you have built two Segments: "First 30 Days" and "Acme Corp only" with two corresponding Tutorials: "Your First 30 Days" and "For Acme Corp's eyes only."

If you have an end user in her first 30 days who is also from Acme Corp, you will need to decide whether to show her "Your First 30 Days" or "For Acme Corp's eyes only."

🎉Congratulations! You’ve published your content! 🎉