Help Text & Tooltips Library
- Amish Ladhu
- Barnaby Murtagh (Unlicensed)
This page documents all tooltips and help text for new front-end. A multistage approach for implementing new tooltips and help text is detailed below:
Stage 1 - Fix any existing errors, typos, sentence structure and punctuation or improve any existing copy.
Stage 2 - Add help anywhere that will help reduce any frequent and simple questions occur through zendesk for CS team.
Stage 3 - Add help to the most popular platform sections (e.g. publishers, leads, processr, reports, etc.)
Stage 4 - Add help to more technical areas of the platform (e.g. connected apps, processr, etc.)
Stage 5 - Add help anywhere else that makes sense.
Help Text Log:
Location | Description | Link |
|---|---|---|
Platform Wide | Tooltips and helptext across entire platform. | https://docs.google.com/spreadsheets/d/1HRnoE8j0ETCyZp6w8TDYp_kxDpLrflCslXYiHBxYEY4/edit?usp=sharing |
Processr > ‘Configure’ Dialog | Tooltips and help text for processr jobs. | https://docs.google.com/spreadsheets/d/1j4fvUO-C077DE7n-6ptTX4qqGZhyZmQWA4btDKQS8KM/edit?usp=sharing |
Release Timeline:
Ticket | Stage | Description | Approval |
|---|---|---|---|
Stage 1 | Various punctuation changes and slight wording improvements. | Not required | |
Stage 1 | Various punctuation changes and slight wording improvements. | Not required | |
Stage 2 | Processr, advertisers, publishers help text. | CS Team - 09/06/21 | |
Stage 2 | Leads table, global form dialogs, widgets. | Not required | |
Stage 3 | Campaign creation, global forms thank you page. | CS Team - 20/07/21 | |
Stage 1 | Forms, campaign publisher contract dialog. | Not required | |
Stage 2 | Tracking links, tracking events. | CS Team - 30/11/21 | |
Stage 5 | Advertisers campaigns, lead export, lead flag/manage, leads table filters. | Not required | |
Stage 3 | Publisher bands, report builder, publisher contract dialog. | CS Team - 04/05/22 | |
Stage 4 | Campaign admin setup, campaign publisher tracking, campaign processr, system supression. | Not required | |
Stage 4 | Campaign assets, landing pages, lead import, forms. | Not required | |
Stage 4 | First 5 processr job tooltips and help text. | CS Team - 16/08/22 | |
Stage 2 | Get started document header, duplicate, import campaign. | Not required | |
Stage 4 | Integration jobs | Not required | |
Stage 5 | Bulk edit, job breakdown. | Not required |