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Tutorials (Interactive): Add, edit, and manage interactions in an interactive tutorial's slides

In this article

What are interactions?

Interactions are the components that you can add to your Image slides that allow your patrons to interact and engage with the content of your tutorial—answering questions that you ask them, clicking on hotspots for more information, identifying the importance of what's shown in the image through the use of annotations/callouts, and viewing media embedded on the slide.

When adding and configuring the interactions for a slide you have control over their positioning on the slide, the look of the interaction (annotations, callouts, and hotspots offer options for adjusting their look), the content they show, and when adding questions to a slide you can decide the order they're shown, if they have a correct answer (for grading), and whether or not the user is required to answer them before they can proceed.

By strategically adding interactions to your tutorial you can greatly enrich the interactive tutorial experience for your users while also ensuring that they complete the necessary content.

Available interactions

  • Annotation/Callout: Add a simple annotation or a callout to point to a specific area in your slide.
  • Hotspot: Add a small hotspot to highlight an area on your slide. Clicking on the hotspot will open a tooltip modal with annotations.
  • Questions: Add one or more questions to your slide—setting up the fields just as you would for a form, survey, quiz, or standalone tutorial.
    • Note: Field types for interactive tutorials are limited to: Checkbox, Dropdown, Radios, One-line Text Input, Textarea Input, and Numeric input.
  • Widget: Include simple embeddable widgets such as videos in your slide.
example interactive tutorial slide
An example interactive tutorial slide with callout, hotspot, and question interactions added.

Annotations/callouts

Annotation/callout interactions allow you to place a simple annotation or a callout to point to a specific area in your slide. These may be used to provide additional context to what is being shown on the image, and when set up using the callout styling they will include a callout pointer that allows you to direct the user's attention to a very specific section of the slide's image.

Example of a callout interaction
Example of a callout interaction

Create a new annotation/callout interaction

To add a new annotation/callout to your slide:

  1. When editing an Image slide, click the + Add Interaction button.
clicking the Add Interaction button
  1. On the Add Interaction page, give the new interaction a Name.
    • The name is only used internally to identify the interaction and will not be visible publicly.
  2. Select Annotation/Callout from the Type dropdown.
    1. An empty/incomplete version of the interaction showing the interaction's name will be automatically placed on the slide canvas (and will be customized in the next steps).
  3. Click the Next button.
    1. When adding or editing an interaction you will not be able to interact with the slide canvas—all actions will be made via the left-hand panel.
selection annotation/callout for the new interaction
  1. Continuing in the Add Interaction panel, you can adjust the X Position of the interaction (its left-to-right positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the left-hand side of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the right-hand side of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
  2. You can also adjust the Y Position of the interaction (its top-to-bottom positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the top of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the bottom of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
setting the initial position for the new interaction
  1. Continuing in the Add Interaction panel, click the Open Editor button to create the content for the annotation/callout interaction.
clicking the Open Editor button to add content for the new interaction
  1. On the Edit Callout Content modal, use the rich text editor to add and style the content that will be shown in the annotation/callout interaction.
  2. After you have configured the interaction's content, click the Save button to close the modal and return to the initial setup of the interaction.
adding content to the annotation/callout interaction
  1. Returning to the Add Interaction panel, set the Width of the annotation/callout.
  2. Set the Height of the annotation/callout.
  3. Select the Style of the interaction—choosing from Textblock or Callout.
    1. When Callout is the selected style, additional options for setting the Callout Pointer Location and Callout Pointer Position will be shown.
      • The example callout at the top of this section shows what a Callout-styled interaction will appear as.
  4. Set the Border Width (in a px value) to be used for the interaction.
    • Use 0 as a value to have no border shown.
  5. Set Border Color.
  6. Set the Background Color to be used for the interaction's content.
  7. Click the Save button to add the interaction to the slide canvas.
completing the intiial set up of the annotation/callout interaction

Edit an annotation/callout interaction

After an annotation/callout interaction has been added, you can edit the interaction to make changes to its content, style, colors, etc. as needed.

To edit an existing annotation/callout interaction:

  1. Click on the interaction's Actions () button and select Edit from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Edit () icon that displays above the interaction.
edit options for an annotation/callout interaction

Delete an annotation/callout interaction

If an existing interaction is no longer needed, you can delete the interaction from the tutorial.

To delete an existing annotation/callout interaction:

  1. Click on the interaction's Actions () button and select Delete from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Delete () icon that displays above the interaction.
delete options for an annotation/callout interaction

Hotspots

Hotspot interactions allow you to place a small, pulsating circle overtop of a specific area of your slide. When a user clicks on the hotspot, they will then see any content/text/information that has been added to the interaction. 

These interactions may be most useful to draw the user's attention to a certain area of the image without taking up much visual space (as an annotation/callout interaction does).

Example of a hotspot interaction
After clicking on a hotspot, the user will see the interaction's content via a tooltip.

Create a new hotspot interaction

To add a new hotspot to your slide:

  1. When editing an Image slide, click the + Add Interaction button.
clicking the Add Interaction button
  1. On the Add Interaction page, give the new interaction a Name.
    • The name is only used internally to identify the interaction and will not be visible publicly.
  2. Select Hotspot from the Type dropdown.
    1. A placeholder hotspot interaction will be shown on the slide canvas.
  3. Click the Next button.
    1. When adding or editing an interaction you will not be able to interact with the slide canvas—all actions will be made via the left-hand panel.
selection hotspot for the new interaction
  1. Continuing in the Add Interaction panel, you can adjust the X Position of the interaction (its left-to-right positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the left-hand side of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the right-hand side of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
  2. You can also adjust the Y Position of the interaction (its top-to-bottom positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the top of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the bottom of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
setting the initial position for the new interaction
  1. Continuing in the Add Interaction panel, set the Alt Text to be used for the hotspot's icon.
  2. Select the Hotspot Icon Style—choosing from Solid or Ring.
    1. When adjusting the style and color of the hotspot, the Hotspot Preview will update automatically.
  3. Set the Hotspot Color—using either the default color or a custom color.
    1. When using a custom color, you can use the Custom Hotspot Color field to enter the hex code of the color or manually select the color via the color-picker.
customizing the style and color of the hotspot
  1. Continuing in the Add Interaction panel, click the Open Editor button to create the content for the hotspot interaction.
clicking the Open Editor button to add content for the new interaction
  1. On the Edit Hotspot Content modal, use the rich text editor to add and style the content that will be shown on the tooltip for the hotspot interaction.
  2. After you have configured the interaction's content, click the Save button to close the modal and return to the initial setup of the interaction.
adding content to the hotspot interaction
  1. Returning to the Add Interaction panel, set the Content Location for the hotspot.
    • This is the location where the tooltip will open in relation to the hotspot when the hotspot is clicked on.
    • For example, a Top Right location means that the tooltip will open above and to the right of the hotspot.
  2. Set the Content Modal Width for the hotspot's tooltip.
  3. Click the Save button to add the interaction to the slide canvas.
completing the intiial set up of the hotspot interaction

Edit a hotspot interaction

After a hotspot interaction has been added, you can edit the interaction to make changes to its content, style, colors, etc. as needed.

To edit an existing hotspot interaction:

  1. Click on the interaction's Actions () button and select Edit from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Edit () icon that displays above the interaction.
edit options for a hotspot interaction

Delete a hotspot interaction

If an existing interaction is no longer needed, you can delete the interaction from the tutorial.

To delete an existing hotspot interaction:

  1. Click on the interaction's Actions () button and select Delete from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Delete () icon that displays above the interaction.
delete options for a hotspot interaction

Questions

The Questions interaction type allows you to add one, or more, questions to your slide—allowing you to solicit responses from your users as they proceed through the tutorial. Questions that are added to an interaction can be set up as required fields and also have a correct answer assigned to them so that in addition to prompting the user to answer questions you can also grade their submission.

And the process for setting up the question text, field options, answers, etc. is the same for questions that are added to an interaction as it is when adding a field to a form, survey, quiz, standalone tutorial, or embedded tutorial.

Example of a question interaction
Example of a set of questions added to a slide

Fields that can be added to a questions interactions


Create a new questions interaction

To add questions to your slide:

  1. When editing an Image slide, click the + Add Interaction button.
clicking the Add Interaction button
  1. On the Add Interaction page, give the new interaction a Name.
    • The name is only used internally to identify the interaction and will not be visible publicly.
  2. Select Questions from the Type dropdown.
    1. A placeholder interaction will be shown on the slide canvas.
  3. Click the Next button.
    1. When adding or editing an interaction you will not be able to interact with the slide canvas—all actions will be made via the left-hand panel.
selecting questions for the new interaction
  1. Continuing in the Add Interaction panel, you can adjust the X Position of the interaction (its left-to-right positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the left-hand side of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the right-hand side of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
  2. You can also adjust the Y Position of the interaction (its top-to-bottom positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the top of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the bottom of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
  3. Set the Width of the question interaction.
    • Width can be set using a px, em, rem, or % value.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to resize the interaction once you have set up the fields within the interaction, you can skip this step and follow the instructions below for adjusting the sizing of an interaction after it has been added to the slide.
  4. Set the Height of the question interaction​​​​​​.
    • Height can be set using a px, em, rem, or % value.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to resize the interaction once you have set up the fields within the interaction, you can skip this step and follow the instructions below for adjusting the sizing of an interaction after it has been added to the slide.
  5. Click the Save button to add the interaction to the slide canvas.
setting the initial position and dimensions for the new interaction

Add fields to a questions interaction

After you have added the questions interaction, the next step is to set up the field(s) that will be shown within the interaction.

To add fields you the questions interaction:

  1. Click on the interaction's Actions () button and select Manage Fields from the dropdown menu.
    1. Alternatively, you can click on the interaction in the slide canvas, click the Edit () icon that displays above the interaction, and then click the Manage Fields button at the bottom of the Edit Interaction panel.
clicking the manage fields button for a questions interaction
  1. From the Manage Fields panel, click the + Add Field button and select the field type to add to the interaction.
selecting the field type to add
  1. On the Edit Field modal that displays for the selected field type, set up the field's Display Properties and Answer Properties (optional) as normal.
  2. Click the Save button to add the field to the interaction.
setting up the details of the field
  1. After saving the field, from the Manage Fields panel, you can click the + Add Field button and select the field type for the next field to add to the interaction.
selecting additonal field types to add

Reorder fields in a questions interaction

By default, fields that are added to an interaction will be added after any existing fields. If you would like to reorder the fields within the interaction you can change their order at any time.

Note: You can only reorder fields within one interaction at a time. It is not possible to move fields between interactions.

To reorder the fields within a questions interaction:

  1. When managing the fields for the interaction, click the Reorder Fields button.
clicking the button to reorder fields
  1. On the Reorder Fields modal, click on the field you want to move and drag it into its new position.
drag and drop fields into the new order

Edit a questions interaction and its fields

After a question interaction has been added, you can edit the interaction to make changes to it and its fields as needed.

To edit an existing question interaction:

  1. Click on the interaction's Actions () button and select Edit from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Edit () icon that displays above the interaction.
edit options for a question interaction
Edit and manage a questions interaction's fields

Individual fields that have been added to an interaction can also be edit (and removed) as needed.

  1. Click on the interaction's Actions () button and select Manage Fields from the dropdown menu.
    selecting Manage Fields from the Actions menu
    1. Alternatively, if you are editing the interaction, you can click the Manage Fields button at the bottom of the Edit Interaction panel.
      selecting Manage Fields from the Edit Interactions panel
  2. While on the Manage Fields page you can:
    1. Click the + Add Field button to add additional fields to the interaction.
    2. Click the Edit link for an existing field to make changes to its question text, display properties, and answer properties.
    3. Click the Delete link for an existing field to permanently remove the field from the tutorial.
      • Caution: All submission data for the field will be deleted. If you want to keep submission data, but don't need the field anymore, set the field to hidden.
    4. Click the Reorder Fields button to adjust the order of the fields within the interaction.
managing the fields within an interaction

Delete a questions interaction

To delete an existing questions interaction:

  1. Click on the interaction's Actions () button and select Delete from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Delete () icon that displays above the interaction.
    • Caution: Deleting the interaction will also delete all fields added to it, and all submission data for fields within this interaction will also be deleted. This cannot be undone.
delete options for a questions interaction

Widgets

Widget interactions allow you to include embeddable content directly over top of your Image slide. For example, you may want to embed a video walkthrough of the resource you are walking users through. Or perhaps you want to add a search widget for your LibAnswers FAQs to give users a chance to search for additional help as they work through the tutorial.

Example of a widget interaction
Example of a widget interaction showing an embedded YouTube video.

Create a new widget interaction

To add a new widget to your slide:

  1. When editing an Image slide, click the + Add Interaction button.
clicking the Add Interaction button
  1. On the Add Interaction page, give the new interaction a Name.
    • The name is only used internally to identify the interaction and will not be visible publicly.
  2. Select Widget from the Type dropdown.
    1. A placeholder version of the interaction showing the interaction's name will be automatically placed on the slide canvas (and will be customized in the next steps).
  3. Click the Next button.
    1. When adding or editing an interaction you will not be able to interact with the slide canvas—all actions will be made via the left-hand panel.
selecting widget for the new interaction
  1. Continuing in the Add Interaction panel, you can adjust the X Position of the interaction (its left-to-right positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the left-hand side of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the right-hand side of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
  2. You can also adjust the Y Position of the interaction (its top-to-bottom positioning) by increasing or decreasing the value of the field.
    • A lower value (with a minimum value of 0) places the interaction closer to the top of the slide canvas and a higher value (with a maximum value of 100) places the interaction closer to the bottom of the slide canvas.
    • Springy Tip: If you would prefer to use drag-and-drop functionality to position the interaction, you can skip this step and follow the instructions below for adjusting the positioning of an interaction after it has been added to the slide.
  3. Enter the code in the Widget Code text field.
  4. Click the Save button to add the interaction to the slide canvas.
setting the initial position and widget for the new interaction

Edit a widget interaction

After a widget interaction has been added, you can edit the interaction to make changes to the embedded widget code and its position.

To edit a widget interaction:

  1. Click on the interaction's Actions () button and select Edit from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Edit () icon that displays above the interaction.
edit options for a widget interaction

Delete a widget interaction

If an existing widget interaction is no longer needed, you can delete the interaction from the tutorial.

To delete an existing widget interaction:

  1. Click on the interaction's Actions () button and select Delete from the dropdown menu.
  2. Click on the interaction in the slide canvas and then click the Delete () icon that displays above the interaction.
delete options for a widget interaction

Adjust an interaction's position and size

Drag-and-drop adjustments for an interaction's position

When creating and editing an interaction you can set its X and Y position on the slide canvas by setting specific values for each. To make the positioning process a bit easier, you can also change the position of any interaction on a slide directly from the slide canvas using drag-and-drop tools.

  1. While editing a slide, click on any existing interaction in the slide canvas to select it.
  2. Then, click and hold on the interaction and drag it to the desired position.
    • Repeat the process for any other interactions that you want to move.
  3. Release the interaction and then click the Save Changes button.
    • The X and Y positions for the interaction will be automatically updated to show the new location.
drag and drop an interaction into a new position

Adjust the size of an annotation/callout or questions interaction

When creating and editing an annotation/callout or questions interaction you can adjust the width and height of the interaction by setting specific values for each. To make the resizing process a bit easier for these two interaction types, you can also change their size directly from the slide canvas using drag-and-drop tools.

Note: Callout and widget interactions cannot be resized from the slide canvas.

  1. While editing a slide, click on any existing annotation/callout or questions interaction in the slide canvas to select it.
  2. Then, click and grab onto one of the edges of the interaction and drag it to the desired size.
    • Repeat the process for any other interactions that you want to resize.
  3. Click the Save Changes button.
    • The height and width values for the interaction will be automatically updated to show the new sizes.
drag and drop an interaction to resize it

Manage a slide and its interactions

When viewing an Image slide you can:

  1. Click the + Add Interaction button to add a new interaction to the slide.
  2. Click an existing interaction's Actions () button to edit, delete, or manage its fields (questions interactions only).
  3. Click the Reorder button to adjust the order of the interactions.
    • Note: The order shown onscreen is the same order in which users will interact with the interactions when using their keyboard (or other assistive technology) to navigate the tutorial.
  4. Use the slide canvas to preview, reposition, and resize the slide's interactions.
  5. Click the Manage Tutorial button to return to the slide builder to add additional slides and/or adjust the tutorial's settings.
  6. Click the Edit Slide Settings button to make adjustments to the slide's content (changing the image used or switching to a Video slide).
    • Reminder: If you change an Image slide to a Video slide, it will not show any existing interactions.
  7. Click the Preview button to enter Preview mode for the slide currently being viewed.
manage a slide and it's interactions

Reorder a slide's interactions

If needed, you can change the ordering of a slide's interactions. The order set here is the order that users will interact with the interactions when navigating the tutorial using a keyboard (or other assistive technology).

  1. On the Reorder Interactions modal, click on the field you want to move and drag it into its new position.
drag and drop interactions into their new ordering