When branching a guide you are giving the end-user the option to switch context to a related task. This can be useful when directing users to prerequisites e.g. You cannot sell a product until you have products in your system and therefore may want to give the user an option to go and create a new product first.

To branch a guide, follow these simple steps:

1. Click on a guide to start the guide to be branched
2. Once the guide has started you can either edit an existing step or create a new step for the branch option tooltip
3. The content of the tooltip will be used in the link for the new branch
4. Once you are happy with the step content, click the “Branching” menu item from the left hand side
5. Select a guide to branch to from the “Branch to Guide” drop-down list
6. Optional – If you would like the user to return to the original guide, you can select a step to return to using the “Return to step” dropdown
7. Click “Save”
8. Once you have saved, you will notice that the step will now have turned into a user navigation option