Your first product tour

Create and publish your first product tour with a small test audience.

Create

1. Select Tours in the sidebar.
2. Select the create action.
3. Enter a clear internal name and customer-facing content.
4. Save the draft.

Configure

Add a small number of steps, attach each step to a stable element, then configure URL, audience, trigger, and display behavior.

Preview and test

Preview every step or question. Test links, close behavior, mobile layout, URL rules, and audience rules with a known test contact.

Publish

Publish only after the test passes. Start with a narrow audience when possible, then expand. Return to the module's analytics or results view to monitor delivery and engagement.