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.

Detail

Guide's name and your description.

Targeting

Targeting is where you determine on what page or pages you want a guide or some other content to display.

Targeting Video Tutorial

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

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:

  1. This triggered guide recalls its Flow URL so that it can start since Guides can come into view only on their targeting URL(s).
  2. This means, your current page's URL changes into the URL registered in the Flow. Guides can only start from their first steps.

Design

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

Themes and Customization Video Tutorial

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.

Related Article:
Guide Settings
Making Guides Live


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