Within the Extension, there is the Guides subsection. Here, you can find every guide you've created in the list view.
To take more actions or to see a guide's steps in detail, just click on its name.
Then, go the Settings tab on the upper right and, start to edit and manage your guides.
In here, you can change a Guide's Name, Targeting, Flow, and Design.
Guide's name and your description.
Targeting is where you determine on what page or pages you want a guide or some other content to display.
A target is composed of A Rule and a URL bit and, its functioning is depicted as it is read from left to right.
Let's all look at the guide's targeting that is shown us here below:
Flow is the URL of a guide's first step. In other words, when you start to create a guide on a page, the page's URL registered as Flow.
Flow can be defined as the starting URL and exists as a fall-back URL. Meaning,
if you trigger a guide in a page which is not applying to guide's targeting rule:
- This triggered guide recalls its Flow URL so that it can start since Guides can come into view only on their targeting URL(s).
- This means, your current page's URL changes into the URL registered in the Flow. Guides can only start from their first steps.
Here, you can select a custom theme for your guide.
Guides that you create with UserGuiding can look native-like, if you set a custom theme to them, befitting your web application.
To learn how to create a custom theme for your guides, you can read: Creating Themes
Your existing themes will in the dropdown, ready to be selected.
As seen in the image above, you should click on the Save button before leaving the window.