How to use the Idea Generator Template

The Idea Generator quickstart is a simple solution finder that is perfect for sales enablement. This three question solution finder will help your visitors narrow down and provide custom suggestions on what they might be interested in based on their inputs. With this template, you can display products, services or ideas that are relevant to your visitor’s needs on the results page. The visitors are required to complete the form at the end of the questionnaire to access their full results. 

  • Type: Solution Finder
  • Complexity: Low
  • Use case: Sales Enablement

Features available

Here are the major features, abilities, and interactive elements used in this template.

  • Anchor
  • Animation
  • Flow
  • Form
  • Quiz

How-to use

Here is a helpful guide on how to handle all the major features, abilities, and interactive elements available to make the most out of this template.

>> Framing screenshots

Anchor

Step 1: Select a section where you want the CTA to scroll to then add an anchor by clicking on the Anchor Icon.

Step 2: Assign a unique name for the anchor and press OK.

Step 3: Select the element that will link to the anchor and click under the Behaviors panel to open the edit window. 

Step 4: Choose the anchor that was previously assigned, from the dropdown menu, then press OK.

Animation

Step 1: To edit or add an animation, first select the element you wish to animate on the canvas. 

Step 2: Under the Animations panel, click on the (trigger) dropdown menu and select an animation trigger. 

Step 3: After selecting an animation trigger, click on the (choose) dropdown menu and select the animation you wish to apply. 

Step 4: To remove an existing animation, click on the X to the right of the blue animation tag. 

Flow

Step 1: To edit the flow, first select the Flow element on the canvas. 

Step 2: If you want to add another flow step you can make a copy on a mac, by holding down the option key (alt key on a windows) to copy and drag the Flow Step to the bottom of the Flow element. 

Step 3: Adjust the elements within the new copied flow step to your liking.

Step 4: If you wish to remove a flow step, select the flow step on the canvas and click the trash can.

Form

Step 1: To edit the form field within your form, locate the Form element on the canvas. 

Step 2: Select the Textbox element within the Form field element.

Step 3: Under the Variables panel, click under the Data field  panel to open the edit options. 

Step 4: Select the data field you wish to apply then press OK to save.

Quiz

Step 1: Each question is created using a Form element. To edit or add additional choices, first locate the Form element on the canvas. 

Step 2: Each Form element consists of a Form Field, Choice Group and a Choice element. To add a new choice, hold down the option key on a mac (or the ctrl on a windows) and drag it into the Choice Group container. 

Step 3: Change the contents within the new copied choice and remember to adjust the Data Value accordingly.  

Content Writing Template

Here is the content structure’s template to make it easier for you when providing content guidelines or creating the copy for this template, from understanding the content structure to getting to know the amount of words needed to each text piece.

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Have a question?

Still have questions or are facing troubles when handling this template? Please do not hesitate to send any additional questions to [email protected], so we can make sure to have this article constantly up to date.

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Silvia is a UX/UI designer at Rock Content who has been designing for over a decade. Silvia is driven to create interactive experiences that are user-friendly, visually appealing, and functional for all. Aside from designing, she is passionate about learning and improving her logic skills. When she's not working, find her working on puzzles or spending time with family and friends.

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