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Tips (beta)

Slack inspired onboarding tips.

Note: Tips is currently in Beta. Left, much work there is. To see a backlog of features and work currently in progress checkout the HuBoard.

Installation

Add this line to your application's Gemfile:

gem 'tips'

And then execute:

$ bundle

Or install it yourself as:

$ gem install tips

Examples

Usage

Tips uses HTML data-attributes to pass the majority of its configuration.

Creating a tip

Creating a tip is easy. Just add the necessary data-attributes to your target element and call Tips.init(). For example, if you want to target a div on your page you'd add the following data-attributes to the div:

<div  data-tips-id='my-unique-tip-name'
      data-tips-content='{"page1Header" : "This is my header",
                          "page1Body"   : "This is the body of my tip",
                        }'
      data-tips-hot-spot-position='top-right'
      data-tips-card-position='right'
      data-tips-priority='1'
      data-tips-pages='1'>
</div>

Once the data attributes have been added add this line to your javascript

Tips.init()

Creating multiple tips on a single page

Use the same data-attributes as a single tip just make sure data-tips-id is unique for each tip and set the data-tips-priority appropriately.

<div  data-tips-id='my-unique-tip-name'
      data-tips-content='{"page1Header" : "This is my header",
                          "page1Body"   : "This is the body of my tip",
                        }'
      data-tips-hot-spot-position='top-right'
      data-tips-card-position='right'
      data-tips-priority='1'
      data-tips-pages='1'>
  <button>My 1st Button</button>
</div>

<div  data-tips-id='my-unique-tip-name-number-two'
      data-tips-content='{"page1Header" : "This is my header no. 2",
                          "page1Body"   : "This is the body of my tip no. 2",
                        }'
      data-tips-hot-spot-position='top-right'
      data-tips-card-position='right'
      data-tips-priority='2'
      data-tips-pages='1'>
  <button>My 2nd Button</button>
</div>

Once the data attributes have been added add this line to your javascript

Tips.init()

Creating tips with multiple pages of content

To do this just add the extra pages to data-tips-content

<div  data-tips-id='my-unique-tip-name'
      data-tips-content='{"page1Header" : "This is my header",
                          "page1Body"   : "This is the body of my tip",
                          "page2Header" : "A second header?",
                          "page2Body"   : "Yes! If you so choose, you can have
                                          tips with multiple pages."
                        }'
      data-tips-hot-spot-position='top-right'
      data-tips-card-position='right'
      data-tips-priority='1'
      data-tips-pages='1'>
  <button>My 1st Button</button>
</div>

Once the data attributes have been added add this line to your javascript

Tips.init()

Attributes overview

data-tips-id

data-tips-id should be unique for each tip you have on your website. These are used as references when we check if a user has previously seen a tip.

data-tips-id='some-unique-name-for-this-tip'

data-tips-content

data-tips-content is a JSON string representation of the content for your tip. To allow Tips to support multiple pages of content we use keys in the form of page1Header and page1Body. Pages should be sequential. Shit will fail otherwise.

data-tips-content='{"page1Header":"The header for the first page of this tip",
                    "page1Boy":"The body for the first page of this tip",
                    "page2Header":"The header for the second page of this tip",
                    "page2Body":"The body for the second page of this tip"
                   }

data-tips-hot-spot-position

data-tips-hot-spot-position controls the position of the throbbing hot spot icon in relation to the element you're targeting.

<!-- Default value: 'right' -->
data-tips-hot-spot-position='bottom-left'

Acceptable values:

top-right
top-left
top
bottom-right
bottom-left
bottom
left
right
middle

data-tips-card-position

data-tips-card-position controls the side your tip modal will show up on.

<!-- Default value: 'right' -->
data-tips-card-position='left'

Acceptable values:

top
bottom
left
right

data-tips-priority

data-tips-priority is used when you have multiple tips on a given page. Priority 1 will be shown first.

data-tips-priority='1'

data-tips-pages

data-tips-pages tells Tips how many pages you want on a given tip. Required attribute. There is no default set at this point.

data-tips-priority='1'

Storage

Default Storage (localStorage)

By default Tips will use localStorage to store which tips have been seen. This works, however, it's sub-optimal. Using localStorage means tips may be seen twice. When using localStorage the following scenarios may show tips twice:

  • User opens pages in incognito mode
  • User opens pages in multiple browsers
  • User opens pages from multiple devices

Because the lack of persistence with localStorage, Tips comes with the ability to define your own customStorageDevice.

Here's the defaultStorageDevice:

var defaultStorageDevice = {
      optOutKey: 'tips-opted-out',

      addTip: function(tipName){
        localStorage.setItem(tipName, true);
      },

      tipHasBeenSeen: function(tipName){
        return !!localStorage.getItem(tipName);
      },

      optOut: function(){
        localStorage.setItem(this.optOutKey, true);
      },

      userHasOptedOut: function(){
        return !!localStorage.getItem(this.optOutKey);
      },

      removeAll: function(tipNames){
        tipNames.push(this.optOutKey);
        tipNames.forEach(function(key){
          localStorage.removeItem(key);
        });
      }
    };

Custom Storage Device

You can define your own custom storage device and pass it in as an argument when you initialize with Tips.init(myCustomStorageDevice). Example using jQuery:

(function initTipsWithCustomStorage() {

  // Make an ajax call for a list of seen tips and if the user has opted out
  // On success, init tips with out customStorageDevice
  (function(){
    $.ajax('/tips/data', {
      method: 'GET'
    })
    .success(function(data){
      var userHasOptedOut = data.optedOut;
      var seenTips        = data.seenTips;
      var storageDevice   = {
        seenTips: seenTips,

        addTip: function(tipName){
          $.ajax('/tips/tip_seen', {
            method: 'POST',
            data: {name: tipName}
          });

          // Add tip to list of seenTips so it doesn't show again in the same
          // window session
          seenTips.push(tipName);
        },

        tipHasBeenSeen: function(tipName){
          return seenTips.indexOf(tipName) != -1;
        },

        optOut: function(){
          $.ajax('/tips/opted_out', {
            method: 'POST',
            data: {name: 'opt-out'}
          })
        },

        userHasOptedOut: function(){
          return !!userHasOptedOut;
        },
      };

      // Begin the magic
      Tips.init(storageDevice);
    })
    .fail(function(jqXHR, textStatus){
      console.log('Failure? Yes, failure with status: ' + textStatus)
    });
  })();
})();

Important things to note here

  • You're passing an object with public methods, not a function
  • You must have the following methods defined
storageDevice.addTip()
storageDevice.tipHasBeenSeen()
storageDevice.optOut()
storageDevice.userHasOptedOut()

Contributing

  1. Fork it ( http://github.com//tips/fork )
  2. Create your feature branch (git checkout -b my-new-feature)
  3. Commit your changes (git commit -am 'Add some feature')
  4. Push to the branch (git push origin my-new-feature)
  5. Create new Pull Request

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Rails gem for Slack inspired on-boarding tips

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