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Demo Step Images and Flow Guide

Best practices to get the most out of your Demo Step creation

Ania Kwak avatar
Written by Ania Kwak
Updated over 6 months ago

The Demo Step is used to guide a learner through completing a specific task with step-by-step visual directions.

As the administrator creating those directions, it's important to establish key things during its creation process to ensure that learners:

  • will see everything they should;

  • won't see what they shouldn't, and,

  • will understand what they're supposed to learn from it.

Let's go over what to do to get the best walkthroughs!

Step 1: Establish Your Demo's "Flow"

First thing's first: what task are you planning to teach your learner to do? You'll need a clear picture of what they will learn from a given Demo in order to create it!

Choose "What" to Show

Here are some example tasks, the "what" you may want to show:

  • How to log in to the company app;

  • How to add a new customer to the database,

  • How to create a referral for a customer in the company's software.

Keep the focus on one key goal! If more than one is included in your flow concept, split them up into separate Demo Steps!

For example:

  • [How to add a new customer to the database] and [create a referral for them] = two goals!

  • [Log in to our app] and [set up an automatic payment] = two goals!

If you include several tasks in a single Demo, you'll risk losing the learner's interest and focus, possibly overwhelming them in the process. The Demo will also become too long and potentially tedious - something we want to avoid in a micro-learning round!

In addition, you should note whether the Demo will simulate a desktop or a mobile application. The type of screenshot (and size) that best fits the scene will change based on which you wish to depict.

Step 2: Establish "How" to Complete the Task

Once you've settled on the "what," it's time to detail the "how!"

When creating your Demo's flow overview, we recommend interacting with the software you'll be using as you note each actionable step for the most accuracy. This includes documenting every drop-down menu that opens up, every button that gets selected/checkmarked, and every text field that's filled in.

Skipping any of these means skipping a necessary interaction in the process! For example:

When all 3 interactions are included in a 3-step process:

Gif showing 3 images in sequence for demo

When 1 interaction (profile image drop-down menu) is skipped:

Gif showing 2 images of 3-step demo sequence

You should also note the interaction required for a learner to move forward from each individual screenshot. Using the above as an example, the user must:

  • [select the profile picture] on the first image to get to the second image

  • [select "Profile" from the drop-down menu] on the second image to get to the third image

For expert Demo creators, go ahead and take your own screenshots as you go through this process! Not an expert yet? Give it a try anyway! With practice you'll be able to create your flow overview while simultaneously getting those screenshots you need, creating some excellent Demo training games for your learners!

Once you've established your flow overview, complete with noted interactions, it will look something like this:

How to Access your LemonadeLXP Profile Page (mobile):

  1. LemonadeLXP homepage screenshot (learner must select profile picture)

  2. LemonadeLXP homepage with "profile picture" drop-down menu open screenshot (learner must select "Profile" from profile picture drop-down)

  3. Main profile page screenshot

Step 3: Collect Your Images

With your flow ready to go, it's time to get your images!

Choose the method that works best for you:

  • consult your software manual for available screenshot options/capabilities;

  • use a company-approved screenshot program, or,

  • get images directly from your graphics team.

Whatever method you choose, keep your Demo flow overview handy so you know you're acquiring the right screenshots on your first go!

Get the "Whole Picture"

The goal of Demo is to emulate the real-life experience a user will have when interacting with software. As such, you should always take screenshots of the software's entire page, even if the learner will only be interacting with one area of the page! In this way they will get a realistic experience and your Demo won't feel disjointed.

Watch Your Screenshot Size

When taking your screenshots, make sure the width of your screen/browser is consistent for each one. Unless you have a steady hand, avoid click-and-dragging over screen areas to take screenshots and use the "current screen"/"full page" options instead!

You should also avoid taking screenshots that are excessively wide and very narrow in height when possible.

For best results, get all screenshots for a single Demo at once, and establish a standard screen/browser sizing to be used for all Demos!

Hot Tip: Find and download desktop and mobile screenshot sizing templates from this article!

Desktop Demos

Getting all screenshots at once will prevent screens from looking inconsistent, disjointed, and squished/stretched as they're interacted with, like the following:

Screenshots taken using different browser widths and used as-is:

Gif showing 3 images with different widths

Screenshots taken at different browser widths AND wider images are resized to match the width of the other images:

Gif showing sequence where wider images now match width of other images

Screenshots taken at different browser widths AND wider image is resized/squished to match all dimensions of other images:

Gif sequence showing wider images have been shrunk and stretched to fit all dimensions

As you can see, having an inconsistent/excessive browser width when taking your screenshots can really bring down the quality of your Demo - keep those widths as consistent and reasonable as possible to keep it looking great!

Mobile Demos

Unlike Desktop Demos, Mobile Simulation Demos will incorporate "UI Scaling" (as discussed in this article). What this means is, no matter what size image you use, so long as it's wider that the system's minimum requirements, the image will scale itself to fit the Mobile Frame accordingly - just like an actual mobile device!

Why does it do this? To ensure that your screenshots fit the Mobile Frame, like so!:

Example of Mobile Simulation Demo with Mobile Frame

Aim to have images that are more tall than they are wide for the best output, and ensure all your screenshots are taken with the same width for consistency!

Document Every Interaction

The area learners need to interact with to move on to the next image must be shown in every screenshot taken. Otherwise, Demos won't make any sense if a required action is skipped!

Looking at the following example, with the interaction spot unseen on the second image, where should the learner select to move on to the third page? Does the sequence still make sense?

When the second screen doesn't show the required interaction spot (profile picture drop-down menu is missing):

Gif sequence showing image that's missing an interaction spot

Keep this in mind as you take your screenshots to ensure you have all your interaction spots accounted for!

Include "Live" Text Entries

If you have text fields to fill in, you can approach it in two ways!

Your first option is to take an individual screenshot before and after each individual field is filled in. In this case:

  • the learner must interact with each text field individually

  • Demo will load the next image immediately after each selection

Your second option is to take a single screenshot before fields are filled in, and one additional screenshot after all fields are filled in. Doing so gives you two options:

  1. the learner can select any of the text fields (all of which are highlighted as one hotspot), and the second image will load right away, or

  2. the learner interacts with each individual text box on the same image and Demo's "Auto-fill" feature will "type" text in each field. When they've selected the last text box, the second image showing all text fields filled in will load.

For text-heavy Demos containing "standard" fields such as filling out one's name, address, and phone number on a form, option 1 may be preferred. But if there are only a few text boxes to fill, or the fields are unusual, option 2 will ensure learners are paying attention to the type of information they're "entering" in the Demo!

Omit Cursors and Unrelated Software Windows

When taking screenshots, aim to only showcase the software itself. that means:

  • Move your mouse cursor off of the screen you're taking a shot of, and,

  • Don't include other software (e.g., your mailbox) in the screenshots.

Doing so will ensure learners aren't distracted by these elements during playthroughs and will result with a more realistic feel to the walkthroughs.

Step 4: Organize Your Images

As you collect your screenshots, we highly recommend sorting them as you go. This will keep you organized while ensuring all screenshots are documented, accounted for, and easy to find.

Sort Images with Their Flows

Create a new computer file and name it the same as the Demo itself. If you haven't established a name, try titling it by what the Demo is about. For example:

  • "Demo - How to log in"

  • "Logging in to our app demo"

In addition, rename your screenshots accordingly, and include each image's numerical order in its name:

  • "Demo - How to log in 01.jpg"

  • "12 - Create a new client referral.jpg"

Note that uploaded images will keep the same image name in LemonadeLXP. Though they can be edited, save yourself some time by naming it accordingly from the get-go!

Step 5: Edit Your Images

Images can be edited using various available programs. Have your graphics team review and edit images as appropriate, or use your company's own approved graphic editing software to make all necessary changes yourself!

Resize Images

Depending on how you take your screenshots, they may need to be resized to better emulate the platform (mobile or desktop) they represent. Mobile phones, for example, can take screenshots that will appear several-times larger on a computer screen than how it appears on the phone itself - using them as-is won't result with a realistic Demo!

Image editing software typically has a resize menu that will allow you to change its size. Be sure to set the measurement type to "pixels" and have it "scale proportionally" as well:

Example of image dimension options (yours may look different):

Example image of "Image Dimensions" option menu

Not sure what width to use? Our "What Image Size Should I Be Uploading" article should help!

Though images can be as long/high as you wish, if an image is excessively long it's best to crop it (and other similarly long images) to a similar, shorter length!

If you need the learner to scroll a long ways down to find the next interaction point, rather than have one super-long screen you can create two images and have the learner "scroll down" on image 1 (by creating a hotspot on the scroll bar) to open and view image 2!

Omit Confidential Information

It's imperative you make sure there is no personal information on any of the screenshots. You must always cross-reference your internal standards to make sure you are compliant! Should you encounter a screenshot that includes confidential information, such as a client's full name or a financial account number, you must omit that information from that image!

To do so, open the image file in image-editing software. Choose a method of omission (e.g., blur it out), and make a note to use that same method throughout all Demos to maintain consistency. Then, edit the image to "remove/cover" the confidential information, and save.

For example, if a client's full name is shown in an image, like so:

Profile page name in full

You could edit the image to "hide/remove" part of their name...

Profile page name with only first letter of last name

...or, blur the name completely!

Profile page name completely blurred

Be sure to go through each image before including it in your Demo to ensure nothing confidential is included. You can also save yourself some time by identifying which screenshots contain confidential information when you create your flow overview, in turn avoiding having to scan through each individual image afterward!

Of course, once those edits are in place, review your images one last time to confirm all information that should be omitted is no longer visible.

Remove Time Stamps and Other "Revolving" Visuals

To keep the illusion of the Demo as seamless as possible, remove/edit out any "revolving" visuals that may disrupt its flow. This includes visuals like:

  • mobile battery percentage

  • mobile wi-fi connection

  • mobile/desktop clock

If they're left in, the Demo's flow will feel disjointed and less realistic. For example, keeping the following "headers" on these mobile screenshots ruins the feel of this Demo's sequence:

Image 1 showing low connectivity, a 3:03 PM time-stamp, and 100% battery charge
Image 2 showing medium connection, a 2:54 PM time-stamp, and 10% battery charge

When you remove the revolving visuals altogether, it results with a Demo that has smooth, realistic transitions between stages. In addition, the same screenshots can be used for other Demos without an issue - there's no need to try to "match" times or battery life icons between each one!

Image 1 with revolving images removed:
Image 2 with revolving images removed:

Got More Tips?

Of course we do! Follow these links to learn more about the Demo Step:

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