It makes sense to create and test guides on staging domains. But, when it's time to publish everything on the production environment, you don't want to re-create everything from scratch.
Follow the directions below to move your guides from one domain to another.
- Guides are made up of steps and, you can create a guide by creating either one or more steps.
- Guides come into view on their page targeting URL(s).
- A guide's default page targeting & flow is the same as the URL of the page in which you've created its first step.
⚠️ You can update a guide's both Flow and Page Targeting Settings on Chrome Extension. Page Targeting can also be updated on UserGuiding's Panel > Guide > Settings.
How to move a guide from staging to prod domain?
Follow the below steps;
2-) Update your guide's flow settings to match the guide's Starting URL in the prod domain.
Alternative 3rd step -)
If you have embedded different container codes in your test/staging and production environment, don't forget to update the container of your guide to move it to your prod domain.
You can update a guide's container in the Settings both on UserGuiding's Panel and Chrome Extension.
Final Step -) Don't forget to Save and Click Green Publish Changes once your work is done.
Here is an example;
When Guide A is moved to the prod domain, it's targeting and flow settings should be as the following:
When Guide A is triggered, when the targeting rule will not match with the current url, the browser will automatically switch to the Starting URL (https://userguiding.com/home) to start the guide.