In-Product Step-by-Step Guided Walkthroughs Now Available in *Beta*

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We’re always looking for ways to help our customers use Altru more easily and for ways to incorporate help and training right into Altru. Recently, we’ve been exploring a new tool that we think will help us to meet those two aims.

Many of you may have noticed that on March 31 there was a new Walk through option in the Help menu and new little green walking men icons in a few places in Altru. Both of those are ways to launch our new walkthroughs. Walkthroughs provide step-by-step interactive guidance within Altru to assist you in performing day-to-day and configuration tasks.
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Why we love walkthroughs


What we love about walkthroughs is that they are in-product, practical help. You use them as you are actually performing a real-life task in Altru. It doesn’t require using a fake scenario in the sandbox or practicing once in a staging copy of your data first and then reproducing that in your live database.

It’s also available to you 24 hours a day, 7 days a week and is even faster than chat support! We think walkthroughs will be great for new users as they are learning to perform their day-to-day tasks in Altru and for experienced users learning new parts of the system. But, we also think that walkthroughs will help all of you with the tasks that you only need to do periodically throughout the year – the kind of tasks that you always end up needing to go back and look up how to do every time. A walkthrough, easily found in Altru, could guide you step-by-step every time.
wt3When a scenario needs a little context or some connection to the bigger picture, we can also embed a video right into the walkthrough, to help you understand why we follow the steps that we do, rather than just how the steps work. The people we’ve got building the walkthroughs aren’t just product experts. They are also the same people who work with Altru customers every day and they are building the walkthroughs with best practices in mind.
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Walkthroughs are still in beta & we need feedback


While we believe all of the wonderful things I mentioned above, we want to prove that they are true. Being in beta means that we don’t have walkthroughs for everything yet. In fact, currently, we’ve only released walkthroughs for Group Sales and a handful of initial database setup tasks. However, another really fantastic thing about walkthroughs is that we can release new ones any time – we don’t have to wait for the regular Altru product updates. We’ll be able to drop in new walkthroughs as they are completed.

Additionally, because we are still in beta, we really need your feedback on the walkthroughs. Tell us what you think, including what you think we should add walkthroughs for, by filling out this super quick survey.

See it in action


Watch our video Introduction to Walkthroughs in Altru and then log-in to Altru and try it out!

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