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Triggering materials from a dynamic URL
Triggering materials from a dynamic URL

Learn how to trigger a Guide from relative paths/URLs.

Gabriel avatar
Written by Gabriel
Updated over a week ago

Overview

It is a widespread use case to have unique and specific information generated and added to a URL; we call it a dynamic URL that has user-specific information.

As an example, you could choose to add your end-users' company names at the beginning of the URL, such as company1.yourdomain.com, company2.yourdomain.com, and so on.

This article explains how to trigger a guide when page URLs change dynamically.

Creating Target URL rules to support dynamic URLs

Before we start, make sure to access your Guide's settings by clicking on the Guides section under Content and then clicking on the cog icon of the desired Guide.

After that, you'll notice a section called Page Targeting. You can use different target page URL rules to trigger your Guide from your web page(s).
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Using general target URL rules

1. In the beginning

Goal: To target a dynamic URL where the user-specific information is in the beginning.

Solution: Set an inclusive rule based on the common bit of the URLs.

2. In the middle

Goal: To target a dynamic URL where the user-specific information is in the middle.

Solution: Set an inclusive rule based on the common parts present at the beginning and end of the URLs.

3. In the end

Goal: To target a dynamic URL where the user-specific information is in the end.

Solution: Set an inclusive rule based on the common bit of the URLs.

Using regex

The regex solution is relatively straightforward; you just have to replace the unique information with the (.*) symbol.

  • If you're adding unique information (e.g., company1.yourdomain.com) at the beginning of the URL, that would be the final result:
    โ€‹(.*).yourdomain.com

  • If you're adding unique information at the end of the URL (e.g., yourdomain.com/company1), that would be the final result: yourdomain.com/(.*)

Can I have a dynamic URL for the Redirection URL field?

When your end-user triggers a guide from any onboarding material, such as a Checklist or a Resource Center, UserGuiding tries to match your page URL rules with the current URL they're accessing.

If they don't match and the Redirection option for your Guide is turned on, the user will be redirected to the URL informed on the Redirection URL field.

However, in this article scenario, you are meant to have some unique information on that URL; to solve that, you could add dynamic variables to the Redirection URL, such as yourdomain.com/{{company_name}}/profile, where "company_name" is a dynamic variable.

You can learn more about how to add dynamic variables to the Redirection URL field from this article.

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