What do I do after I hit publish? I don’t see anything in “My Workbooks”
The latest release (Beta2) of Zoomstra has been available for about 10 days now and boy are we learning fast. We are finding out not only about our product but also about the ways that people want to use it – it’s very exciting indeed. Now all is not perfect, but that’s why you do betas. In the short amount of time that has elapsed it has become clear to us that we didn’t quite get the workflow right between the creation of a workbook and it’s distribution. In the past week our number 1 question is simply “What do I do after I hit publish”. On our whiteboards and in our heads it was all very logical (to us). Yet, in reality with hundreds of people interacting with the system and asking us questions, we can see that the path from creating a workbook to making that workbook available for an audience isn’t so clear.
So as we work on a way to improve Zoomstra to make it a simple flow from creation through distribution, we offer a few pieces of advice.
Distribute a workbook to one user or multiple users
Once your workbook has been created and you have published it, you can now share it with users. To do this you go to the “User” tab and click on “Add New User” or “Add Multiple Users”. You can also click on any user in the list and add a copy of a published workbook at any time.
Go ahead and click on your name in the list. At the top of the modal window that just opened you’ll see “Add Workbook/Collection”. Click that link and then go ahead, pick a workbook from the list and then click save. Now you can visit the “My Workbooks” tab and see your work the same way a user will see it.
Enable Self Service Registration
Just like an email opt-in form, Zoomstra also has a built in way to let people gain access to your workbooks. Found in the “Library” tab you’ll see a button for “Collections”.
A collection is simply a grouping of one or more workbooks that you want to distribute to a user at once. The grouping is fluid which means you can add or subtract from it at anytime. The “collection” also has a feature that allows you to turn on self registration and provides you with a URL and HTML link. You can even limit self registration to specific email domains if you want to make a special collection only available to a special partner.
Don’t worry we will continue to work on the process flow to make it more intuitive for everyone to use Zoomstra. Thanks for you feedback so far and if you have suggestions for us or just can’t figure something out, please don’t hesitate to call us or contact us at the email address we sent you in the welcome letter.