Product Tours allows you to create a better first-time product experience for your customers, so you can drive faster adoption. You can build a series of in-app messages to guide customers around your product, so they can discover its value faster.
Designing a tour is fast and easy, and doesn’t require any code. Here’s how to get started:
Design a Product Tour
First, go to Outbound, then choose 'Product Tours':
Then, create a new tour:
You can choose to create a tour from scratch, or duplicate an existing tour:
To get started faster, you can also create a tour from a template:
Next, give your tour a short and snappy title and description. For example, if you’re designing a tour to onboard new users, you could call it ‘Get started’:
Important: Customers will see your tour’s title and description when you share a tour in conversations, bots or messages.
You can send your tour from any teammate:
If you use account-based marketing you can also send your tour to key accounts from their owner:
Choose a site to build your tour on
To start designing your tour, click ‘Add steps’:
A new window will open. Here, add the website you’d like to build your tour on:
Note: This URL is just for building your tour - it’s not the target URL where you’ll show your tour to customers. You can choose page and audience targeting rules in a later step.
Once you’ve added a URL, click ‘Open website’ to start building your tour.
Choose the page to build your tour’s messages on
At the bottom of your site, you’ll see a blue banner - this is your tour builder.
Go to the specific page in your product where you’d like to start building your tour. Then, click ‘Begin tour here’:
Now, start creating your messages.
Create your tour’s messages
There are three types of messages to choose from - a post, a pointer and a video pointer.
Here’s how each of them work:
Introduce a new feature with a post
Posts are perfect for capturing your customers’ attention at the start of a tour.
A post shows in the middle of the page - it doesn’t point to a specific element. You can help introduce your product by inserting an image or embedding a video. You also personalize your message with attributes, like greeting customers using their first name.
Show customers around with pointers
Pointers are perfect for showing customers how to use your product. You can guide them by pointing to a specific website element, such as a button, heading or anything you’d like to show customers. Just hover over and click the element you’d like to point to:
Note: If the element you'd like to choose is behind the tour builder bar, just click 'Hide' on the left to hide the bar.
Once you’ve pointed to an element, add content to your pointer.
As well as text, you can insert an image, add emojis, embed a video and add attributes to make your pointers more engaging. Once your pointer displays, it will automatically dim the background to highlight the message. If you create pointers on different parts of your page, the page will automatically scroll to each message.
By default, customers click ‘Next’ on your tour to advance each message. If you’d like them to type in a field, or click on the website element to proceed to the next step, select how the tour should advance:
Note: If you’ve selected an element that contains multiple text fields, like ‘title’ and ‘description’ for example, your customers will need to type in all of them to proceed.
Read this article to learn more about creating Product tours across multiple pages.
Personally guide customers with video pointers
Video pointers allow you to personally engage and guide customers, by using short videos of yourself or a teammate to show them around.
You can learn more about creating video pointers here.
Create a sequence of messages
To give your customers a comprehensive tour, you should create a sequence of messages. You can use any combination of posts, pointers and video pointers to build the best tour for your customers.
If you need to re-order your steps, just hover over the step you’d like to move, and drag it with this icon:
Once you’ve finished creating your tour, you can easily preview it:
Here, you’ll see how your tour will appear to customers:
Once you’re happy with your tour, click ‘Save and close’:
Once you're happy with your tour, choose how you’d like to show it to customers:
- Show your tour automatically to a target audience.
- Share your tour in messages, conversations, bots, emails and more.
- Customize the 'action color' of your tours' buttons in Messenger settings.