Seeking advice in setting up a "choose your options" wizard

Feb 03, 2021

Hi all.  I'm looking to mine the collective brain for a steer.

But first, a little background.  We create software training material, 90% of which would be e-learning, and we've recently been asked to support a new product in our catalog.

One of the first projects we'll create will be for onboarding new customers.  Not every customer will require the same learning path though, as each one may purchase different add-ons to the main software package.

My question is, what would be the best way to set up a "setup wizard" interface in Storyline 360, where the learner can choose the modules they want to learn about at the very start of the elearn?

I know a simpler approach would be to present the learner with simple choices via a traditional menu or start screen, but I would like to explore the option above.  Thanks!

2 Replies
Judy Nollet

Hi, Vincent.

In essence, a setup wizard is just another way of asking questions (i.e., gathering data). So instead of presenting the choices via a traditional menu, just design them to look like a setup wizard.

  • For example, you could create layers that look like there's a smaller window over the base.
  • Or do each piece on an individual slide (without the Player items showing) in the first scene of the course. 
Walt Hamilton

My opinion is that a setup wizard may look glamorous to a customer, and may therefore be worth the cost. But in terms of actual learning, it seems like the process of putting together a "personalized" learning package would take time from the customer without any real return. They would spend time making choices (which may have the positive result of making them think through what add-ons they can access) and ending up with a large pile of learning. On the other hand, a simple menu (whether in SL or on a web page) that connects small chunks of learning with recognized need (click here to learn how to use add-on X, little-known features of add-on Y, etc.), may result in better actual beneficial learning.

But again, it is conceivable that the PR benefits may contribute heavily to the design process.