Create and publish your first product tour with a small test audience.
Create and publish your first product tour with a small test audience.
Create
- Select Tours in the sidebar.
- Select the create action.
- Enter a clear internal name and customer-facing content.
- Save the draft.
Configure
Add the steps your task needs. Attach pointer steps to stable elements in your application. Modal or slideout steps can explain a task without pointing to a page 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.