Targeting

To define on which page your guide starts displaying, go and find the Targeting section in the Settings of the guides you'd like to modify.

While creating product tours, for instance, you can choose the default setting which means choosing the page that belongs to the first step of that particular guide.

Or, you can customize targeting settings of guides by manually determining their starting pages on the settings in your guides.

In there, you can add a new target, set a condition and designate its rules with respect to the target URL. 

   See also: What is Targeting?

Segmentation

Segmentation is for you to define a specific user segment for your guides. Thus, by tapping into the Segmentation, you can always display your guides for the right spectator.

Also, using the custom attributes, you can set up a customized segmentation for your visitors.

   See also: An Exemplary Use-case for the Custom Attribute

Trigger

To define a trigger for your guides to show up, go and find the Trigger in Settings. In there;

If you choose the Auto option, your guides will be triggered automatically once the users land on the targeted url. 

Or you can choose the custom option and display your guides via:

  • An Onboarding Checklist, 
  • a permalink or flow action,
  • or by calling userGuiding.previewGuide(guide_id) in Javascript,
  • and by using Google Tag Manager.

Guide ID is located on top of the settings page, right next to the Status Field.

Appear

In order to set the appearance details of your guides, you can always visit the Appear section in Settings. You have two options as Only Once and Always.

  • Always means that your guides will be shown to the visitor every time they land on the targeted page.
  • Only Once means that the guide will appear only once as the visitor land on the targeted page.


Related Articles:
How do I use GTM custom attributes?
Activation Status and Trigger Types
Why my guide does not show up?

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