Adding and editing steps

Steps are the building blocks of your guide — each one is a task or piece of content your contacts work through. Each step lives inside a section and can contain different types of content.

Adding a step

1. In the guide editor's left panel, find the section where you want to add a step
2. Click + Add Step at the bottom of that section
3. The new step appears and is automatically selected for editing

Editing a step

Click any step in the left panel to select it. The center panel shows the step's content, and the right panel shows its properties.

Title

Every step has a title, shown in the right panel under Title. This is what your contacts see as the step name in their sidebar navigation.

Description

The center panel is where you write the step's main content. You can use basic formatting:

• Bold — click the B button in the toolbar
• Italic — click the I button in the toolbar
• Links — click the link button in the toolbar

Step type

Use the Type dropdown in the right panel to choose what kind of content this step contains. See the Step types reference for details on each type.

Call to action

Optionally, you can add a call-to-action button to any step:

• Call to Action Label — the button text (e.g., "Get Started", "Open Dashboard")
• Call to Action URL — where the button links to

Reordering steps

Drag and drop steps within a section or between sections to change their order.

Deleting a step

Hover over a step in the left panel and click the delete option from its menu. Unlike sections, deleted steps can be restored from the trash.

Auto-saving

Changes save automatically as drafts. You'll see a "Saved" indicator in the top-right corner of the editor. See Publishing your guide for details on making changes live.

Next steps

Learn about the different step types you can use.