Targeting

In order to define on which page your guide starts displaying, go and find Targeting in its Settings.

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 guides' targeting settings and manually determine their starting pages thereby again visiting the settings in you 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.

And for a detailed segmentation you can always benefit from the custom attributes.

   See also: How do I create/set a segment?

Trigger

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

If you prefer the Auto method, your guides trigger automatically once the users arrive to the targeted url. 

Or you can prefer a custom method and show 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 each display (every time a guide is shown to an end user) is counted. 
  • Only Once means each unique display (the first time a guide is shown to an end user) is counted.


Related Articles:
How do I use GTM custom attributes?
Activation Status and Trigger Types
Why can't I see my guides?

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