Main user instructions for Happit

1. CONFIDENTALCONFIDENTAL
Happit main user instructions
03.08.2019
Jukka Koskenkanto
jukka@happit.com
+358 50 560 4607

2. CONFIDENTAL
Discovery Onboarding Productivity Mastery
The four phases of user adoption
Happit business benefits
• Make users aware of the
software capabilities and
most important use cases
• Make the user aware of
“What's in it for me”
• Introduce Happit to the
users
• Less employee’s work time
spent in intro trainings but
the same or better learning
results
• Learn when you need to -
no fixed calendar blockers
• Teach users the most
important use cases
• Inform where to find more
information
• Cultivate / build learning
community
• Make learning content
easily accessible
• Support users by letting
them to ask questions
• Give a chance for “master
users” to help the
community
• Help “master users” to
develop the underlying
application
• Learn while you use –
forgetting the instructions
do not generate problems
• Learn when you need to -
no fixed calendar blockers
• Access to instructions via
search – better information
quality and less time spent
with the problems
• Smoother support process
via improved request
quality
• Better ROI from
investments to underlying
application’s further
development activities via
statistical information
+ + +

3. CONFIDENTAL CONFIDENTAL
How to access admin features?
• Prerequisites:
• you are defined to be as an
admin user
• How to:
• Open Happit by clicking
“Happit icon”
• Click “Admin”

4. CONFIDENTAL CONFIDENTAL
How to select a page element for a
Happspot?
• Prerequisites:
• Admin features are switched on
• How to:
• Move your cursor on top of the
page element where you want to
create a Happspot
• Click right mouse button and
select the Happspot type (see list
on next page)
• Remarks:
• all available elements are
highlighted with red
• Only one introduction per URL is
allowed – if already created there
is no option to create new one
before deleting the existing one
• All dynamic page elements may
not support adding Happspots

5. CONFIDENTAL
Happspot types and suggested use
in user adoption phases
Introduction sequence
• Use for explaining very
shortly why a user should
use the software / feature
in discovery phase
• Overlays the underlying
application and highlights
the element a Happspot is
connected to
• May contain one or more
Happspot in sequential
order
Sequence
• Teach users how to use a
form or process in the
underlying application
during onboarding and
productivity phases
• May contain one or more
Happspot in sequential
order
Happspot
• Teach users how to use a
simple feature in the
underlying application
during onboarding and
productivity phases
• May contain one or more
Happspot in sequential
order

6. CONFIDENTAL CONFIDENTAL
How to create a Happspot?
• Prerequisites:
• Page element is selected
and create Happspot
selected
• How to:
• Add title
• Add content
• Define the settings (see
next pages)
• Preview - Save
• Drag and drop the red dot
to right position
• Publish to users

7. CONFIDENTAL CONFIDENTAL
Happspot settings 1/2
1. Title is used as a search criteria in
Happspot search and as a search
result text in addition to be visible
in a Happspot
2. Content – Happspot text
3. Wysivyg editor for editing the
Happspot content
4. Hyperlink to a picture in Internet
or some folder all the users have
access (like intranet picture
library)
5. Embed code to add videos,
powerpoint presentations, surveys
etc from other sources
6. Action button link can be used to
direct user to in depth user
manuals or somewhere else
1
2
3 4 5 6

8. CONFIDENTAL CONFIDENTAL
Happspot settings 2/2
7. Switch to add (automatic)
translations for 1 & 2
8. Happspot color
9. Happspot width
10. Happspot relative position from
the page element
11. Pinned = a user is required to
check “got it” to close the
Happspot
12. Auto-open = the Happspot opens
automatically if the user has
Happit on and she lands on the
page until the “Got it “ is checked
13. Global = Setting to present the
Happspot everywhere when
underlying page element will be
on the page (eg. search box)
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13

9. CONFIDENTAL CONFIDENTAL
How to create an introduction
sequence?
• Prerequisites:
• No introduction sequence exists
with the same page URL
• Page element is selected and
create introduction sequence
selected
• How to:
1. Add sequence title (works as a
search criteria and search
result text)
2. Create the first Happspot
3. Save / Publish the first
Happspot
4. Click + icon to create the next
Happspots (you may navigate
also other pages for next
Happspots)
5. After all Happspots in a
sequence are created make
sure to publish them to the
1
2
3 & 5
4

10. CONFIDENTAL CONFIDENTAL
How to create a sequence?
• Prerequisites:
• Page element is selected and
create sequence selected
• How to:
1. Add sequence title (works as
a search criteria and search
result text)
2. Create the first Happspot
3. Save / Publish the first
Happspot
4. Click + icon to create the
next Happspots (you may
navigate also other pages
for next Happspots)
5. After all Happspots in a
sequence are created make
sure to publish them to the
users
1
2
3 & 5
4

11. CONFIDENTAL CONFIDENTAL
How to search Happspots as an
admin user?
1. Open admin panel and click
“Content”
2. Add search criteria (Free
text, Happspot type,
Happspot status, Language)
3. Click the result to go to the
Happspot OR
4. Click pen to modify the
Happspot OR
5. Click recycle bin to delete
the Happspot
6. When searching draft
Happspots main user can
also publish one or multiple
Happspots at once
1
2
3 4 5 6

12. CONFIDENTAL
Thank you!
Happier users with Single Click Learning
Jukka Koskenkanto
jukka@happit.com
+358 50 560 4607