BLOCKS: Trails Block

The Trails Block allows you to embed polished, AI-generated how-to guides and video walkthroughs directly on any Dashboard, Portal Page, Public Page, or LMS course. Trails is a dedicated third-party tool that records your screen, automatically generates a step-by-step guide with annotated screenshots, and produces a branded narrated video. Once your guide is created in Trails, simply add the Trails Block to any page in the Content Block Editor and paste in the guide URL to display it inline within your portal.

What This Block Is Used For

Use this block wherever you need to explain a process, train a team member, or walk a Client through a workflow. It turns any repeatable task into a professionally documented guide that anyone can follow, without the need for video editing software, manual screenshot capture, or writing up documentation afterward.

Embed Client onboarding walkthroughs directly on a Client's portal landing page so they can follow along at their own pace
Create searchable internal SOP libraries on Staff dashboards so your team can access process guides without asking for help
Attach step-by-step process guides directly to Project or Task pages so the exact instructions are always alongside the work
Build LMS courses using branded AI-narrated video walkthroughs instead of static slide decks
Publish how-to content and help centre articles on Public Pages for prospects and existing Clients
Document edge cases, billing processes, and third-party tool workflows that cannot be automated, so the knowledge is never locked in one person's head

What Users Will See

When users access a page containing a Trails Block, they will see the embedded guide displayed directly within the page content. The experience is clean, professional, and fully white-labelled within your portal. Trails branding is not visible to your Clients or Staff.

A polished step-by-step guide with annotated screenshots displayed inline on the page
An AI-narrated branded video walkthrough that users can watch as an alternative to reading the guide
The option to choose between the written guide format or the video format, depending on their preference
Sensitive information such as passwords or confidential data can be blurred within screenshots
Content displayed in the user's own language if translations have been enabled in your Trails account

Trails Pricing

Trails offers two plans that have been negotiated specifically for you.

Business Plan at $40 per month

This is the top tier of the Trails lineup and is the recommended option for businesses with a team. It includes every feature Trails offers, unlimited users with no per-seat charges, AI-generated videos, translations, version history, role-based access, and priority support. Trails normally charges $299 per month for this plan. The $40 per month rate was negotiated specifically our users because the unlimited-users model fits the way your platform is built. If you have a team, this is the plan that covers everyone without penalising you for growth.

Creator Plan at $18 per month

This plan is designed for solo operators who need polished guides for their own use. It includes the core Trails feature set and is a cost-effective starting point. You can upgrade to the Business plan at any time as your team grows.

TIP: If you are unsure which plan to start with, begin with the Creator plan to get familiar with the tool and upgrade to Business when you are ready to involve your team in creating and managing guides.

How to Claim Your Exclusive Partner Discount Code

Three steps. About a minute.

Every account generates a unique Partner Code. Start by retrieving your Exclusive Partner Discount Code from inside your account, then use that code during checkout at Trails to lock in your discounted rate.

Step 1 — Go to Manage Account, then Partner Offers

Navigate to your Flyout Menu and click Manage Account and select Partner Offers. This is where your unique discount code is stored.

Step 2 — Grab Your Code

Your Partner Code is unique to your account. Copy it ready to use at checkout.

When you click the button you will be shown your code and the link to Trails.

Step 3 — Redeem at Trails

Head to the Trails website, select your plan, and enter your Partner Code at checkout. Your discounted rate will be applied and locked in.

TIP: Your Partner Code is unique to your account and cannot be shared. Make sure you are logged in to the correct account before retrieving your code to ensure the discounted rate is applied properly at checkout.

How to Add This Block

1. Open the Content Block Editor on the page or portal you wish to edit.

2. Click the Add Block (+) button to open the block selection menu.

3. Select Trails Block from the list.

Once added, the block will appear in your layout and is ready to be configured.

How to Configure the Block

After adding the block you will be in the General block section where you can add your Trails details, alternatively, you can click the pencil (edit) icon at anytime to return to the the block options.

Trails Guide URL: Paste the URL of the Trails guide you want to display. This URL is generated within your Trails account when you create or publish a guide.

The Share button is located at the top right of the page.

This will open up your Share settings where you can change it 'Anyone with this link'

Once the URL is entered and saved, the guide will appear embedded directly within the block on your page.

TIP: You can update the guide content at any time from within your Trails account without needing to edit the block. Because the block references a live URL, any changes you make to the guide in Trails will appear automatically on the page.

IMPORTANT: A Trails account is required to use this block. The Trails Block displays content hosted within your Trails account and cannot be used without an active Trails subscription.

Display Mode: You have three options with the display mode, Guide, Slideshow or Video. Select your preferred method from the dropdown.

Height: Height can be 'auto' or you can customized it by adding the height in Pixels.

Full Width: Full width is optional, use the toggle to turn this setting on / off.

Language: You can choose your preferred language from the dropdown.

Once your General settings are configured, you can use the Styling and Access Tabs on the left side to add additional Customization.

CLICK HERE to learn about Styling and Access options.

Best Practices

Getting the most from the Trails Block comes down to identifying the right processes to document and placing guides where users naturally need them.

Start by documenting the processes that generate the most repeated questions from Clients or Staff, as these will deliver the greatest immediate value
Embed onboarding guides directly on the first page new Clients or Staff see when they log in, so the information is available the moment it is needed
Attach process guides to the specific Project or Task pages they relate to rather than storing them in a central library, so users find the right guide at the right moment
Keep each guide focused on a single task or process. Shorter, focused guides are easier to follow than long multi-step recordings
Use the version history feature in Trails to update guides whenever a process changes, keeping your documentation current without starting from scratch
Use the Access Options tab on the block to control which roles or users can see each guide, ensuring the right content is visible to the right audience

TIP: The Trails Block works especially well on Client onboarding pages. Record a walkthrough of the Client's portal once, embed it on their onboarding page, and every new Client gets the same clear guided experience without you needing to repeat the same explanation on a call. Record once and train forever.

CLICK HERE to learn about the Content Block Editor.

CLICK HERE to learn about all Block Editor Block Types.