Create a Product Tour
Last updated
Last updated
Product tours can serve many purposes. However, the most frequent are onboarding a new user or explaining a new feature. That's why we've created templates to save you time. You can, however, create one from scratch to suit your needs.
To begin creating a product tour, you need to choose how to display the first stage of the tour.
You can then fully customize your experience to suit your brand and needs using the builder.
🎓 Use themes to customize your experiences
You then have the choice of adding a step within the page on which the first step is presented, or redirecting the user to a new page to continue the tour. You can then customize each stage of your tour to suit your needs.
The last step lets you set the non-visual options for your experience. You can define how, where, to whom, and when the experience should be displayed.
🎓 Show your experiences to the right people 🎓 Trigger your experiences at the right time 🎓 Show your experiences on the correct page and domain
To create a successful product tour that effectively onboards users to a new feature, it's important to follow several best practices. Here's a slightly expanded version:
Concise and Interactive: Keep the product tour brief and focused. Break down the feature into easily digestible steps and leverage interactive elements like tooltips, hotspots, or overlays. This engages users and encourages active exploration.
Contextualization: Make sure the product tour is relevant and contextual to the user's workflow. Trigger the tour at the appropriate moment, such as when the user accesses the new feature or encounters a related use case. By aligning the tour with the user's needs, you enhance its value and effectiveness.
Clear Instructions: Provide clear and concise instructions on how to utilize the feature effectively. Use simple language and avoid jargon to ensure that users can easily follow along and understand what actions to take.
Visual Demonstration: Incorporate visual elements, such as screenshots, videos, or interactive demos, to demonstrate how the feature works in action. Visual cues make it easier for users to grasp concepts and understand the functionality more intuitively.
User Interactivity: Allow users to interact with the product tour by providing options to control the pace or skip certain steps if they are already familiar with particular aspects. Offering flexibility empowers users to personalize their learning experience.
Additional Resources: Offer links to supplementary resources, such as related documentation, help articles, or tutorials. This enables users to explore further if they have specific questions or want to dive deeper into the feature's intricacies.
Test and Iterate: Continuously gather user feedback and data to evaluate the effectiveness of the product tour. Analyze user interactions, identify pain points or confusion, and iterate on the tour to optimize its impact and ensure it aligns with user expectations.
By adhering to these best practices, you can develop a product tour that effectively introduces users to a new feature, streamlines their onboarding process, and ultimately enhances their overall experience.
