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Quick Start Guide

Your journey to success starts here.

Updated over 4 months ago

We get it. Learning a new tool is intimidating. Especially if you're not sure yet if it's the right tool.

You're not alone. Your customers feel the same way.

Which is why we built in interactive guides, professional templates, and award-winning creative services right inside your workspace. So you can get to value as fast as possible. And then do the same for your customers.

We designed ScreenSpace's onboarding process to be play-based. The Help Center and guides are here to help, but the best way to learn ScreenSpace is to dive in and start playing around.

Prefer a the step-by-step guide? Here it is...

Step 1: Explore Your Workspace

The first step on your journey – make yourself at home! Getting comfortable with your workspace will help you stay focused on what matters most: storytelling.

Your workspace is broken down into five sections:

  1. Home – Get a quick overview of your workspace with our user-friendly dashboard. Access interactive guides, create and view your Stories, browse templates, get performance insights, explore the Inspiration Hub, and connect with our team – all in one place.

  2. Story Center – Your hub for designing, organizing, and sharing Stories. Either start from scratch, or select from our gallery of templates.

  3. Insights Hub – Your strategic command post for analytics and performance metrics on ScreenSpace. Uncover the impact of your Stories with real-time performance dashboards, engagement metrics, conversion insights, and trend analysis to optimize your storytelling and achieve business objectives.

  4. Learning Center – Your hands-on guide to mastering ScreenSpace. Experience step-by-step tours, real-time learning, best practice tips, an inspiration gallery, and quick help — all designed to showcase the full capabilities of the platform and inspire your interactive storytelling journey.

  5. Workspace Settings – Manage your ScreenSpace environment effortlessly. Here, you can personalize your workspace, manage integrations, create lead capture forms, view subscriptions, purchase credits, and redeem services — all in one place.

🤩 Make your workspace more accessible by downloading our native app.

Step 2: Learn the Basics

Use our in-app interactive guide to explore how to turn your product or idea into a compelling Story that moves audiences.

The interactive guide is designed so you can explore at your own pace.

Start by quickly browsing through each stage of the guide to get a high-level overview of your ScreenSpace journey and understand what's possible. Shouldn't take more than 5 minutes.

Then dive deeper into each section as needed.

Before you know it, you'll be exploring step-by-step tutorials, interactive examples, and expert tips – while learning how to design engaging narratives, enhance visual elements, and effectively communicate your message to captivate and inspire your audience.

🏃🏼 In a rush? Explore the Learn the Basics journey at minimum before proceeding.

Step 3: Create your First Story

By now you should be familiar with how ScreenSpace works – and I imagine you're anxious to create your first Story. So let's dive in!

Start with a template

We recommend starting with The Lightbulb Moment template. Or if you're designing a Story for Product Hunt, select The Upvote Driver.

You can find the Template Gallery in the Story Center – accessible via the sidebar.

Click through the template preview to understand the flow. Both templates suggested above start with an Overview Scene that leads into a linear product tour.

Storyboard

Once you've selected your favorite template, you're ready to storyboard.

For linear Stories, you can use a simple table structure like this:

Scene

Hero Content

Interactive Content

[Scene Name]

[Graphic or Screenshot]

StoryPoint: [Title]

Tooltip 1: [Title]

Tooltip 2: [Title]

Tour • Step 1

Dashboard_01.jpg

StoryPoint: Introducing AcmeShield

Tooltip 1: Streamline Roadmapping
Tooltip 2: Lightning Fast Search

For non-linear Stories – and a more visual storyboarding approach – we recommend using a free whiteboard mapping platform like Miro.

Design your storyboard to reflect the template you've selected. This will help guide your narrative and make Story creation that much easier.

In many cases, our templates include an interactive overview for guidance. Click on the template, and select View Storyboard to better understand the flow and implementation.

In most cases, our templates also include a customizable Miro storyboard. Click on the template, and select Download Storyboard.

Focus on the high-level flow and key points. Who is your audience and what do they need to see or experience to motivate action? You'll dial in the visuals and copy later from inside the ScreenSpace Visual Designer.

🧘🏼‍♀️ Keep your first Story simple and concise. No more than 4-6 steps to start.

Capture

Now you're ready to capture your screenshots. Our native capture tool is in the works.

So in the meantime....

  • Install the free Nimbus and Design Mode Chrome Extensions – and pin to your browser

  • Set your browser to full screen to ensure size consistency between screens

  • Increase browser zoom size to about 125%

  • [Optional] To modify text on screen, click the Design Mode icon, select and modify text, and then click the Design Mode icon again

  • In Nimbus, change "Action after the capture" to "Download"

  • In Nimbus settings, change Format to PNG and Delayed Screenshot to 2 seconds

  • Navigate to each screen and select "Visible part of page" in the Nimbus dropdown to capture your screen

Customize your template

Let's dive back into ScreenSpace and start modifying that template to fit your storyboard.

1. Open the Story that was generated from your template. Navigate to your Story Center and click on the respective Story.

2. Adjust the step count in the Story to match your storyboard. Simply Delete unnecessary steps, or Duplicate existing steps until it matches. Both options are under the Scene's menu on the left side of the screen.

3. [Optional] Got a mobile product or prefer a borderless screen? Click Device Options on the right side of the canvas and select your favorite device.

4. Replace screenshots with the ones you captured earlier. With the scene selected, click Replace Media under the Upload Media tool on the right side of the canvas.

5. Adjust interactive objects to match your storyboard. Simply drag and drop existing StoryPoints, Hotspots, and Buttons to align with your product – or create new ones under the Create Items tool in the Toolbar.

6. Add content inside each StoryPoint. You can either modify the existing placeholder text, or replace it entirely. Be sure to delete the purple "This StoryPoint Should..." Text Block before publishing.

7. Update the CTA buttons. Click on any CTA buttons, and modify the URL under the Action tab. Do the same inside StoryPoints – and anywhere else in the Story.

8. Dial in the design. Click the Appearance tool on the right side of the canvas. For a quick win, simply step through each of the tabs and change the purple color to your website's accent color (that would work well behind white text).

If you feel ambitious, go ahead and dial in the rest of the design settings.

Select Copy Design under the current Scene's menu inside the Storyboard. Then Paste the design to each of the other scenes.

9. If you're using "The Upvote Driver" template, we've included a discount offer triggered by the Product Hunt "Glasshole" kitty image. Feel free to modify accordingly – or delete both the kitty image and the hidden StoryPoint.

And just like that – you completed your first Story! 👏🏻

Step 4: Share your First Story

Congrats! Your Story is now ready to share with the world.

Share your Story with a Link

  1. Open Share Modal: Click the Share button on the right side of the canvas

  2. Publish Your Story: Click Publish to generate a live link

  3. Copy the Share Link: Click Copy Link and then paste it in Slack, Gmail, or LinkedIn to share it with colleagues and customers.

  4. Personalize Your Link [Optional]: Enter a title and description under the Link Preview to personalize your link. Replace the preview image to really WOW your audience.

Embed your Story on your Website

  1. Access Embed Link: Click thePrimary Embed link and enter the embed domain if prompted.

  2. Grab the Embed Code: Copy the Embed Code and paste it inside an Embed, Code, or HTML element of your website builder. Typically labeled with an icon.

Add your Story to your Product Hunt Launch Page

  1. Generate Product Hunt Link: Click the Plus button in the sidebar and select Product Hunt to generate a unique link.

  2. Set the Launch Date: Enter the date of your launch (if you have one).

  3. Customize (Optional): Personalize the link with specific info, adjust the starting point, and set a custom thumbnail image.

  4. Share Your Link: Click Copy Link to copy your link to the clipboard.

  5. Paste Your Link: Paste your link inside the Images and Media page of your Product Hunt Launch Post.

🥳 Nice work – you just shared your first Story! Head over to your Insights Hub to see how it's performing. And don't forget to ask for direct feedback!

Step 5: Try Growth Plan

Congratulations on creating and sharing your first Story! Now, it’s time to elevate your Story with our on-demand 14-day trial of the Growth plan. No credit card required!

Here’s what you'll unlock:

  1. 🗺️ Choose Your Own Adventure Storytelling: Add additional journeys to target multiple personas or use-cases.

  2. 💎 Account-Based Insights and Lead Capture: Add a form to capture leads right inside your Story – and then dive into your engagement data to see who did what and why.

  3. 🤩 Personalized Share Links: Use dynamic variables to personalize your Story for different prospects and audiences.

  4. 🧑🏼‍💻 Embedding: Embed your Story directly on your website without a watermark to drive engagement and conversions.

  5. 🎯 Live Interactive Embeds: Enhance your Story with live apps, prototypes, or documents.

Additional Features

Watermark-Free Sharing

Video Uploads

Unlimited Stories

Premium Templates

Content Library

Give Yourself a Hand! 👏

Congratulations on completing the Quick Start Guide! You’ve come full circle from learning the basics to creating and sharing your first Story. You’ve experienced firsthand how ScreenSpace can transform your ideas into compelling, interactive narratives.

See? It wasn't as intimidating as you thought...

Whether you’re creating choose-your-own-adventure stories, capturing valuable leads, or embedding dynamic content, you have all the tools at your fingertips to emotionally engage and inspire your audience.

Now, it’s your turn to help your customers get to value as fast as possible.

If you need any assistance or have questions, don’t hesitate to reach out to our team at team@screenspace.io. We’re here to help you every step of the way.

Enjoy the rest of your journey! 💜

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