Skip to main content

Create product tours with Usetiful



Create a new tour

After logging into your Usetiful account, click on the "Add tour" button on the Overview page. You will be asked to add general information about your tour.




  • Tour Name - name your tour for its easier identification.
  • Page Targeting - Define conditions for pages where this tour should be visible on. 
    • Tours can be displayed on any page that contains the Usetiful script or on specific pages.
    • You can target certain pages by their URL address, an element on the page, or text content. Learn more in the following article.
  • Autoplay - set whether the first step pops up automatically once the page is loaded.
  • Remember the last step - set whether the tour remembers the last step. When the tour is closed and reopened, that users can continue where they have finished.
  • Show progress - set whether steps shows a progress bar.
  • Show Usetiful button - set whether the tour can be accessed via the button in the right bottom corner. You can also define the name of the button.
When you are done, click on the "Continue" button.

The next step is to create the tour content in the visual editor. The editor consists of the list of steps (left panel) and the preview area on the right side. The sample step "Welcome!" is presented at the beginning.




Edit step content

To change the content of a step, click on the text in the preview area, and the text editor will show up. You can change text alignment, adjust font style, colors, upload images, place hyperlinks, or edit the content as HTML code.


Set up how a step behaves

Change the step properties or actions by clicking on the Edit step next to the respective step. This contextual panel will appear:



  • Title - Visible name of the step
  • Type - Step can be either modal dialog, slideout, or pointer (bubble pointing to a element).

 

Position (specific for type pointer)

If the step type is pointer, the panel will contain the Position section. These properties allow you to specify whether the step appears linked to a specific element (Position against element) or on given coordinates (Position against screen).


  • Element - You can specify what HTML element the bubble points to. You can easily select the element using our browser extension.
  • Highlight - Set whether the element is highlighted by darkening everything except the element and the pointer bubble.
  • Coordinates - Absolute position of the pointer.
  • Orientation - Define whether the pointer appears below, above, left, or right from the element.
 

Progress on click of (specific for type pointer)

Progress on click of option specifies how user moves to the next step.


  • Button - Clicking on the Next button moves the user forward in the tour.
  • Element - Clicking on the given element (defined in the Element field) moves the user to the next step.
  • Anywhere on the screen - Any click on the page moves the tour to the next step.

For the options "Element" and "Anywhere on the screen" you can specify whether the default action on click is performed (e.g. user clicks on the button that does something on the page).


Buttons

  • Buttons position - define the alignment of buttons on the Usetiful step (to the left, center, or right)
  • Buttons - define buttons available at the bottom part of the step, change their style, and order.

Advanced settings

  • Trigger -  Define when the step should automatically appear (i.e., after clicking on the given element).
  • Autoskip - If this property is enabled, the step is skipped when the element or trigger element isn't available.

Add more steps

You can add more steps by clicking on the "Add Step" button in the left panel. Usetiful supports 4 step types:
  • Modal - window that overlaps the entire page.
  • Pointer - a tooltip that points to the selected page element.
  • Slideout - similar to the modal dialog, it doesn't overlap the entire page but displays in the bottom left/right corner.
  • Redirect - moves users to another page where the flow may continue.





Workflow of a tour


New tours are by default in a draft state (these tours are not visible to your users), and the system autosaves all changes. If you are editing a published tour, remember to save and publish your changes by clicking on the "Save" button.

If you want to change the general tour information (such as tour name, page targeting), click on the "Settings" button in the top bar.)

Preview the tour on your site

Once you created the first draft of your tour, you can preview it on your site using our browser extension. Follow these instructions.



Related:

Popular posts from this blog

How the 40% Rule Can Help You Find and Identify Product-Market Fit

  Finding product-market fit (PMF) is the Holy Grail for startup founders. Figuring out if sustainable demand for your product exists is something you want to do as early as possible so you can change course or make the necessary adjustments. However, many startups only realize they don’t have PMF well after going to market.  This article will look at how you can identify and achieve PMF, even if things aren’t quite going as expected.  Image by creativeart on Freepik What is the 40% Rule? Sean Ellis is well-known in the software development space. In a legendary 2010 blog post, he coined the term “growth hacking ,” which revolutionized how founders think about product marketing. As if that were not enough, he also popularised the Sean Ellis Rule, also known as the 40% Rule. The 40% Rule is very straightforward. All it requires is asking your users one simple question: "How would you feel if you could no longer use our product?" The respondents then have a choice of one of...
Read more

Metrics That Are Better Than NPS?

  Net Promoter Score (NPS) is a deceptively powerful and widely used metric for measuring customer loyalty and satisfaction. It works because it asks one simple question: On a scale of 0 to 10, how likely are you to recommend our product to a friend or colleague? From there, respondents are split into one of three groups, which are: Promoters (9-10): Loyal, enthusiastic advocates for your product. Passives (7-8): Users who are happy enough but could switch to a rival product under the right circumstances.  Detractors (0-6): Unsatisfied customers who are more likely to complain to friends or social media about your product. Once you have counted your responses, you get your NPS score by subtracting the percentage of Detractors from the percentage of Promoters.  However, not everyone loves the NPS score. Here are a few of the weaknesses associated with the customer loyalty metric. It’s too simple to capture the true complexity of customer sentiment. People who respond to...
Read more

Alternatives to Shepherd: Which One Is Right for You?

  Shepherd is a popular open-source tool for building product tours. However, there are better options to meet the demands of modern onboarding. Here are some great alternatives that can help boost user adoption. What is Shepherd? Shepherd is a JavaScript library. It was built to help onboard new users with product walkthroughs. It's a flexible tool that allows you to drop product tours into your app using popular languages like: Angular Ember ES Modules Vue.js  Javascript Shepherd comes with a few default themes, but its primary selling point is that it allows you to customize your tours.  The problems with Shepherd as an onboarding tool We're not here to rip Shepherd. It's a good tool that does what it sets out to do. However, it falls short of a great modern onboarding tool for several reasons. #1. Limited accessibility Shepherd is relatively easy to use if you have good technical knowledge. However, you're out of luck if you don't know how to code. In an era whe...
Read more