In some cases, it is necessary to guide a user amongst different pages within the same web platform. This article will explain how to create interactive guides across different URLs.
Should I create separate guides for separate URLs?
When you create a guide, always make sure that your users take a critical action that will lead them to their “Aha! Moments.”
As a best practice, you’d want to guide your users to only one essential action within a walkthrough. The preferred scenario would be to reach this necessary action without changing the URL path.
However, if a user needs to follow a different URL path to take the same key action, you can create guides that span across multiple URLs.
We recommend you create guides that include a maximum of 5-6 steps. Having a higher number of steps might cause your guide’s completion rate to decrease.
How can I make sure the guide will be visible across different URLs?
When creating a guide, you must adjust its targeting settings according to the pages you want your guide to initiate.
Some tasks you want your users to accomplish might be fragmented across different URLs within a walkthrough. Once you ensure that the UserGuiding container code is embedded in those pages, you can directly open the Chrome extension and start editing your steps.
For more information on how to embed the code, you can check out the corresponding articles:
Important: Keep in mind that you’ll only specify the pages in which the guide will initiate. Therefore, you do not need to set the targeting rules to include the different URL paths for the following steps of the guide.
How can I guide users to follow the correct path?
To guide your users through different pages, you’ll generally use Tooltips.
While creating a tooltip, you should designate your users’ actions to proceed to the next step.
You’ll see two options:
Button: Your end-users will need to click on the requisite buttons at the tooltip to proceed to the next step.
Element: Your end-users will need to click on the element you highlighted in your UI.
In most cases, selecting the “Element” option is more appropriate since the URL will only change when users interact with your UI.
I aim to guide my end-users to click on the Users page using a Tooltip in this example.
Note: Ensure that the users who see the guide have access to the different URLs the guide will follow. For example, if only some user groups have access to certain pages, you can segment your users and show the guide only to those user groups.