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How Genially turns delight into activation with Candu

Tours from the dashboard, an opt-in checklist with micro-tours, and an in-product updates feed.

Jonathan Anderson
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How Genially turns delight into activation with Candu
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How Genially’s onboarding works wonders

A new Genially user lands on the dashboard. A playful card invites them to learn by doing. They click. A tour begins inside the editor, not on a help page. Each step reacts to real clicks. A tiny flag moves. Progress feels earned. The brand voice is present in every detail.

This is how Genially’s growth and education team, led by Paula Pla Azanza, uses Candu to turn delight into activation. There are no heroics here, just repeatable patterns, careful craft, and a clear sense of what helps users make something.

“We lead with delight, and every moment moves you forward.” — Paula Pla Azanza

The work is beautiful, but it is also measurable.

Day-1 retention
+40%
Day-7 retention
+146%
Sharing / presenting
+16%
Editing created content
+6%

New users, week 1. Control = no help. Test = tour → opt-in modal → editor checklist. Source: Genially internal analysis (published with permission).

See for yourself. Click through their Editor onboarding 👇

1. Orientation tour on the dashboard

Before users enter the editor, they’re greeted with a quick orientation tour.

Orientation tour on the Genially dashboard: a tooltip highlights Explore templates with a Continue button, step 2 of 4.
Dashboard orientation tour. Quick hints before creating. Tap Continue to move on.

2. An Interactive Editor Onboarding Journey

Pattern: Dashboard card → “Show me” → tour starts inside the editor.

Why it delights: Users opt in, so intent is high. Steps can progress when the user clicks the target element. No context switch.

Builder notes: Built with Candu’s interactive product tours. For extra interactivity, set a Trigger click so tapping Next doesn’t just advance the tour, it clicks the coded element as well. Add a light backdrop for focus and start the tour when users click on the next checklist item.

A/B testing an Opt in Onboarding

How do you encourage users to opt-in to onboarding? You A/B test. Genially experimented with  how to motivate users to choose to onboard.

Can you guess which of these worked best? 

The variant that removed “Skip tour” and simplified the copy drove more opt-ins to the editor journey. Microcopy clarity, a single primary CTA, and a shorter visual rhythm made a difference.

An Editor checklist that keeps momentum

Lean checklist with a few items already complete and a small celebration on finish.
Momentum you can feel.

An invitation, not an interruption: Once in the Editor A simple modal invites users to opt in to the checklist and the mini tours.

A lean checklist: A lean checklist appears in the editor (three to five tasks tied to first value). Several items appear completed already, so progress feels real from step one. Completion opens a small celebration. Progress feels real from the first view.

Very interactive: Enable user clicks target to progress so steps advance on real actions.

Builder notes: Build with conditional logic, Step 2 is checked when users click the continue button in the opt in modal. Completion modal with “see more” or “try another.”

A micro-tour for each checklist step

What happens: Each checklist item opens a short micro-tour in the Genially editor. When the user advances the tour step, Candu fires a click on the target element in Genially. Genially’s editor reacts live, the step completes, and the user snaps back to the checklist with the item checked.

Why it works:  It feels like creating, not reading. Guidance shows up only when needed. Progress is visible.

“Tours are invitations, then the checklist keeps you creating.” — Paula Pla Azanza

How it’s built

  • Start the micro-tour from the checklist (card CTA or get param).
  • In the step config, set the target selector and enable Trigger click (when the user taps the Next button). 
  • The Final step dismisses the tour, and the conditional block in the checklist step marks the item complete. 

3. New feature releases

Updates feed

See for yourself. Click through their Editor onboarding 👇

What it is: An in-product feed of release notes that opens in a modal. The left rail lets users switch sections. The right pane is a scannable stream of update cards. Cards can include a micro-video or a Genially embed, plan chips, and links to Learn more or the Academy.

Why it works:  Users browse updates without leaving the app. Motion helps them understand in seconds. The feed feels native, not like a separate changelog.

“Candu lets us customize like it is native Genially. When we want more motion, we embed a Genially inside.” — Paula Pla Azanza

Build it

  • Trigger the product releases modal from an inline banner or a nav item (how to trigger content). Add a little motion to attract eyeballs.
  • Build the modal: Build a multi-step flow stuffed with cards: video, image, short text, and Genially embeds.
  • Plan-aware chips and segmentation help you upsell users on new feature.
  • Add a tiny feedback form (👍 👎) to close the loop.
  • Candu tracks per-card impressions, plays, and clicks

Measure it: Feed opens → card impressions → video plays → clicks to Learn more or Academy → downstream feature use.

A hotspot on the editor surface with one-line microcopy pointing to a new release.
Invite discovery after a relevant action with a hotspot.

Contextual Hotspots

Alongside the Updates modal, Genially uses contextual hotspots to nudge discovery in context. Copy is one short line. One verb, one noun. Many hotspots use a tiny visual built in Genially for a touch of motion.

Why it works: Discovery happens where intent is high. Copy stays short and specific. Motion can be added with a tiny Genially loop for a touch of delight.

Build it

  • Target by URL, route, or element.
  • Delay until users reach the right page surface. Avoid first-time users!
  • Keep copy to one line. Provide one clear action.
  • Allow dismiss and rate-limit re-shows. Optionally open a micro-tour or a docs link.

Measure it: Hotspot impressions → clicks → completion of the hinted action.

4. Gather feedback

Genially closes the loop with a two-step in-product form. Step one is a quick 1–10 rating. Step two asks what worked best. It takes seconds, and users never leave the page.

  • When to show: after a micro-tour completes or when the checklist finishes.
  • What to ask: one rating, one open question.
  • Why it helps: richer signal than a single NPS prompt, without the friction of a long survey.
Two-step in-product form, step 1 of 2: a 1–10 rating asking ‘How would you rate your experience with the templates?’ with an ‘I’ve not used templates’ option.
Quick 1–10 rating (step 1 of 2) before a short follow-up question.

5. Experiments and learnings

In context beats out of context

The gamified version of the checklist outside the editor looked great, performed worse. The in-editor checklist plus micro-tours won because they sit where creation happens.

Full bleed, beautiful onboarding that lives outside the editor.
Beautiful, less effective. The in editor version won because creation stayed in view.
“The out-of-context version was gorgeous. The in-editor version won.” — Paula Pla Azanza

Checklist → Micro-tours are the engine

Let the checklist help understand what they need to do. Use a lightweight tour to show users how to complete each step.  Use the opt-in modal to invite the next step and pre-check progress from actions users already took.

Opt in copy matters

Genially A/B tested the onboarding modal. Removing Skip, tightening the headline and subhead, and keeping one primary CTA increased opt-ins to the editor journey.

Micro-tours that click for you

Advancing a step makes Candu trigger the click in the Genially editor. The page responds, the step completes, and the checklist item checks off. That interactivity helps new users engage. 

Hotspots are great (when late)

New users don’t need to learn about new features. Trigger hotspots only after new users have activated onto core experience.

6. The Results

Population: newly registered users, first week.
Control: no help. Test: tour → opt-in modal → editor checklist.

  • Day-1 retention: +40%
  • Day-7 retention: +146%
  • Sharing or presenting a Genially: +16%
  • Editing (creating content): +6%

Source: Genially internal analysis, published with permission.

7. Why this matters

Genially teaches by creating. Guidance that interrupts feels off-brand. Guidance that co-creates feels like magic. Beauty is not at odds with outcomes, it’s a multiplier for them.  The checklist keeps momentum. The tour forms the habit. The releases feed showcase what’s new without leaving the app. Hotspots add small, contextual nudges while people explore.

Candu makes this level of customization possible at speed. When the team wants extra motion, they build the visuals in Genially and embed them inside Candu, then track what users watch and click next.

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