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Guide trigger settings
Guide trigger settings

In this article, you will understand your Guides' Auto and Custom Trigger options.

Simay avatar
Written by Simay
Updated over a week ago

Overview

You can manage the trigger settings of your Guides using the Auto-Trigger (on) or Custom Triggers (off) option under the Trigger section on the Guide Settings page.

Auto-Trigger (on)

The Guide will automatically start when the Auto-Trigger is activated as the visitor lands on the pre-set target URL.

When turned on, you can set the Appear Frequency using one of the options below. These conditions will only be applied if the current user is on the correct segment and targeted page.

  • Only Once: your Guide won't be displayed anymore once seen.

  • Once in a Session: your Guide will be shown on each new browser session. A new session is defined when you access a website on a new browser tab/window.

  • Once in 1 day: your Guide will be displayed only once a day.

  • Once in 7 days: your Guide will be displayed only once a week.

  • Once in 30 days: your Guide will be displayed only once a month.

  • Once in 90 days: your Guide will be displayed only once in three months.

  • Always: your Guide will always be displayed to your users.

Note: If you haven't enabled User Identification, and your users access your website through a different device, incognito mode, or clear their browser cache, they will be seen as new users. Thus, if you've set your Guide to be shown only once, these users will see it again.

Display Priority

While previewing multiple Guides on the same page, they won't show up simultaneously, and their order of appearance is not predictable.

This option decides which auto-triggered material takes precedence when conflicts arise with multiple materials.

Stop Trigger

You can pre-define when you want the Guide to stop being displayed.

It can be after the user sees the Guide a certain amount of times, when they complete the Guide, or when a specific goal you have set is reached.

Auto-Trigger (off)

When Auto-Trigger is turned off, your Guide won't show up unless you trigger it with one of the methods found on the Custom Triggers button.

You can reach all the options you need for custom-triggering your guides, namely the JavaScript API, Guide Hyperlink, and Other Available Triggers.

Say you'd like a Guide to show up once the visitor clicks on a specific CTA button. You could easily custom-trigger this Guide using the JavaScript API option. You can find the JS script under the placeholder here.

Please visit this article for more information on custom guide-triggering using JS APIs.

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Say you'd like a guide to starting playing with a hyperlink you provide for your end-users. Then, under the Guide Hyperlink section, you can find the hyperlink URL to trigger your guides using this custom method.

Here you can find further information on Guide Hyperlinks.

Lastly, on the Custom Trigger Options slider, you will see the Other Available Triggers, such as a Checklist, Guide, or Hotspot. This means that your guides can also be activated within those different onboarding materials.

The most prominent usage of custom triggers with this method is the Checklists. As you can see here, once the visitor clicks on a guide on this Checklist, the related Guide will be triggered and display.

Here you can find further information on Checklists.

Additionally, a guide can also be triggered within a guide. Very Inception-like, right? Not that complicated, though.

You will see a "Trigger a Guide" option while editing a button within a guide or a hotspot to trigger another guide within the onboarding content. As you can edit your Guides to be custom-triggered using this option, you can find here on the Custom Trigger Options slider which other guides and hotspots your Guide is triggered.

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