Choose the format that matches what you need the user to do.
Choose the format that matches what you need the user to do.
| Format | Use it for |
|---|---|
| Product tour | Explain a sequence of actions in the application. |
| Checklist | Let users work through a set of tasks. |
| Survey | Collect a rating, choice or written response. |
A tooltip beacon helps users discover a tooltip. It is configured on the tooltip rather than created as a separate tour step type.
Checklist task actions are Read only, Execute JS, Go to Page and Start a tour. A Manual checkbox is not a separate action type.
You can connect experiences through supported task actions, links or SDK calls. Do not assume one experience automatically starts another merely because both are published.
Before publishing, test the complete flow as a demo user. Check identity, audience, trigger and frequency settings for each experience.