Create a product tour to guide a user through a task in your application.
Create a product tour to guide a user through a task in your application.
Build the steps
- Open Product Tours and create a tour.
- Choose an appropriate template or starting format.
- Select Edit In App and open the page where the tour begins.
- Add and edit the steps in the visual builder.
- For tooltips, select the target element and check the target match.
The Userorbit SDK must load on the application pages used by the tour.
Set targeting
Review the audience, start trigger and frequency. Do not rely on an assumed default audience.
Tours offer Show once, Show every time and Show N times. Review delivery priority if other experiences may be eligible at the same time; higher priority wins.
Test and publish
Preview the complete tour with a demo user. Check buttons, targets, page changes and completion. Save and publish when the workflow behaves as intended.
Use the tour's analytics to review starts, completed steps and user states after publication.