Map of ion guides

When working in the ion console, you can click the blue ? icon to open the Support Center. In the Support Center, you will find a multitude of interactive guides that will help you explore the page you are currently viewing in your ion console.

In this article, we will map out and describe all of the interactive guides that are available throughout your ion console.

Location: Dashboard

  • Dashboard Tour - The Dashboard is your console’s home page. In this guide, we’ll show you around your Dashboard to show you key metrics and also discuss how your console is organized.

Location: Portfolio Management

  • Portfolio Management Tour - Learn about the screen where all of your portfolios are housed.

Location: Campaign Management

  • Campaign Management Tour - Learn about the screen where all of your campaigns are housed.

  • Download Respondent Data - Learn how to download a file containing all of the raw data collected within your campaign.

Location: Creative Management

  • Creative Management Tour - Learn about the screen where the pages in your creative are housed.

  • Themes - Control the overall look and feel for your ion landing experiences.

Location: URL Management

  • URL Management Tour - Learn about the screen housing your URL settings.

  • How To Point URL Towards New Creative - Quick guide that will walk you through how to point your URL towards another engaged creative within your campaign.
  • Respondents Always New - Learn how to enable a setting that will treat return visitors as new, unique respondents. This will allow data to be collected separately from the original visit.
  • URL Troubleshooting - Learn how to troubleshoot some common issues that could be caused by your URL settings. For example, learn how your integration and respondent count can be impacted by the use of the “respondents always new” feature.

Location: Creative Studio

  • Creative Studio Tour - ion’s creative studio is where you publish content into a creative experience. In this tour, we’ll show you around your creative studio so you can start publishing an interactive experience.

  • Basics - Learn how to add content to your page.

    • Text

    • Images

    • Icons
    • Links

    • Navigation

  • Forms - Learn how to add forms to your ion pages and work with form components.

    • Intro to Forms - learn how to add a form to your page and start adding form components

    • Textbox

    • Dropdown Menu

    • Choice Group - checkboxes and radio buttons

    • Slider

    • Hidden Input - hidden data fields

    • Submit Button

  • Interactive Components - Learn how to add pre-built interactive elements to your page.

    • Lightbox - display content in an overlay on top of your page

    • Reveal - click/hover over content to show additional content

    • Tabbed Content - organize content into multiple horizontal tabs on a single page

    • Accordion - organize content into multiple vertical tabs on a single page

    • Video - embed videos from YouTube, Vimeo, Ooyala, Brightcove and HTML5

    • Flow - move content across a targeted area of your page without changing pages

    • Full-Page Slider - move an entire page's worth of content across the screen

  • Page Structure & Styling

    • Containers - this is the element that all content is published into

    • Grids - add rows and columns to your containers to provide structure to your content

    • Micro-Themes - on-brand style variations available within a theme that can be applied to specific elements

  • Integration Troubleshooting - Learn about the key creative elements to check when you are running into an issue with your integration.

Location: Image Library

  • Image Library Tour - Learn how to add images to and organize your ion console’s image library.

Location: Icon Library

  • Icon Library Tour - Learn how to add icons to and organize your ion console’s image library.

Location: Fulfillment Library

  • Fulfillment Library Tour - Learn how to add and organize files that can be downloaded by your respondents.

Location: Form Library

  • Form Library Tour - Learn how to create forms in your Global Form Library.

Location: Script Library

  • Script Library Tour - Learn how to add scripts to and organize your script library.

Location: Widget Library

  • Widget Library Tour - Learn how to code your own custom widgets.

Location: Frameworks Library

  • Frameworks Library Tour - Check out resources that will help you learn how to code/update themes in ion.

Location: Email Template Library

  • Email Template Library Tour - Learn how to create emails that you can send to your respondents.

Location: Data Management > Data Collection

  • Data Collection Tour - Learn how to create and manage data fields, choice sets and validation patterns.

Location: Data Management > Lookup Tables

  • Lookup Table Tour - Check out helpful resources that will help you understand how to set up and use lookup tables.

Location: Integrations

  • Integrations Tour - Learn how to send your data to third parties.

  • Integrations FAQ - Learn some common reasons your integration might not send all data to a third party, as expected.

Location: Edit Integration screen

  • Integration Troubleshooting - Learn how to use the debug email feature to troubleshoot your integration.

Location: Reports

  • Reports Tour - Learn how to create and automate reports on your ion experiences.

Location: Settings > Accounts

  • User Accounts - Learn how to create and manage user accounts.

    • *NOTE: This can only be accessed by admins (aka “console owners”)

Location: Settings > Permissions Groups

  • Permission Groups - Learn everything you need to know about setting up Permission Groups.

    • *NOTE: This can only be accessed by admins (aka “console owners”)

Location: Settings > Domains

  • Domain Manager Tour - Learn how to add (sub)domains to your ion console.

    • *NOTE: This can only be accessed by admins (aka “console owners”)

Location: Settings > IP Restrictions

  • IP Restrictions Tour - Learn everything you need to know about setting up IP Restrictions.

    • *NOTE: This can only be accessed by admins (aka “console owners”)

 

Total: 52