Configuration

Hussain

Configuring Product Tour Steps on Userorbit

Once you've created your product tour, it's important to configure targeting and settings to maximize effectiveness and user engagement. Let's walk through the essential configuration options available in the Settings and Targeting tabs!<h2>Configure Tour Settings</h2>Access the "Settings" tab to configure your tour behavior:<ul><li>Tour Trigger: Set when the tour starts (page load, button click, time delay, user action)</li><li>Tour Flow: Configure step progression and navigation options</li><li>Appearance: Customize colors, fonts, and styling to match your brand</li><li>Completion Actions: Set what happens when users finish or exit the tour</li></ul><h2>Set Up Targeting</h2>Use the "Targeting" tab to control who sees your tour:<ul><li>User Segments: Target specific user groups based on properties or behavior</li><li>Page Targeting: Show tours on specific pages or URL patterns</li><li>Frequency Control: Set how often users see the tour (once or ever time)</li><li>Conditional Logic: Use advanced rules based on user attributes and actions</li></ul><h2>Advanced Configuration</h2>Fine-tune your tour experience:<ul><li>User Controls: Enable/disable skip options and manual navigation</li><li>Positioning: Adjust tooltip and modal positioning for optimal visibility</li><li>Exit Behavior: Configure what happens when users close or skip the tour</li></ul><h2>Test and Launch</h2>Always preview your tour before launching:<ul><li>Use the preview to test the complete user experience</li><li>Verify targeting rules work correctly with test user segments</li><li>Test all interactive elements and navigation options</li></ul><h2>Best Practices</h2><ol><li>Start simple: Begin with basic targeting and expand as you learn user patterns</li><li>Test thoroughly: Preview tours with different user personas and scenarios</li><li>Optimize timing: Show tours when users are most likely to engage and learn</li><li>Respect user choice: Always provide clear exit options and respect skip preferences</li><li>Monitor and adjust: Use analytics data to refine targeting and settings over time</li></ol><h2>Wrapping Up</h2>Configuring Product Tour Settings and targeting on Userorbit helps you deliver personalized, effective onboarding experiences. Remember, the best tours are well-targeted and continuously optimized based on user behavior and feedback.Need more help? <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="https://userorbit.com/contact">contact our support team</a> or click on the chat bubble below for personalized assistance.Happy touring!

How to configure Product Tour Settings and Best Practices on Userorbit?

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Userorbit is a customer communication and engagement platform
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Userorbit

Mukesh

Tour settings, step config, URL targeting, and triggers