If you would like to evaluate Guides and Surveys, please reach out to a member of your account team.
Who can use this feature?
- Part of Guides and Surveys, an add-on for Business, Advanced, and Enterprise plans.
- Requires an Admin, Architect, or Standard role to configure.
Guides and Surveys is in active development. Product functionality and documentation may change without notice.
Guides and Surveys requires a JavaScript snippet installed on your website to display content such as tours, smart tips, checklists, banners, and surveys to your users. This article covers how to install the snippet, verify the installation, and set up the Chrome extension for previewing content.
This article will cover the following:
Finding the installation page
- Navigate to any content type in Guides and Surveys (such as Tours, Smart tips, Checklists, Banners, or Surveys).
- Click Install to your site... from the menu at the bottom of the sidebar.
Install for web
The installation page provides a JavaScript snippet unique to your account. Follow these steps to install Guides and Surveys on your website:
- Click Copy code to copy the JavaScript snippet.
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Paste the snippet into the HTML of every page where you want Guides and Surveys content to appear, immediately before the closing
</body>tag.Note: Guides and Surveys content will only display on pages where the JavaScript snippet is installed.
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- Update your Content Security Policy (CSP) rules as instructed in Configuring Content Security Policy (CSP) for Guides and Surveys.
- Identify users and define user properties. Guides and Surveys automatically supports user properties sent via the Fullstory Browser API. Define user properties to personalize your content and target specific audiences.
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Click the Verify installation button to confirm that the snippet is installed correctly.
Note: The Guides and Surveys Chrome extension is required to verify the installation.
- When successful, you will see a message confirming that the script was installed.
- When unsuccessful, you will see a message indicating that the script does not appear to have been installed.
Preview in browser
The Guides and Surveys Chrome extension allows you to preview content before publishing. While the browser extension is optional, it is recommended for testing how content appears on your website.
With the Chrome extension you can:
- Preview any content like product tours and checklists in your browser, ensuring alignment with your website's design before going live.
- Select and sync website elements with the editor for updates.
- Display content on third-party platforms where direct installation is not possible, which is useful for internal training and demos.
For full installation and usage instructions, see Installing the Guides and Surveys Chrome Extension. You can also install the extension directly from the Chrome Web Store.
Frequently Asked Questions
Do I need both the JavaScript snippet and the Chrome extension?
The JavaScript snippet is required for Guides and Surveys to function on your website. The Chrome extension is optional but recommended — it enables you to preview content, select and sync website elements, and display content on third-party platforms where the snippet cannot be installed directly.
Where should I place the JavaScript snippet?
Place the snippet immediately before the closing </body> tag on all pages where you want Guides and Surveys content to appear.
How do I verify that the installation was successful?
After installing the snippet on your website, return to the installation page in Guides and Surveys and click the Verify installation button. The Guides and Surveys Chrome extension must be installed in your browser for verification to work.
Is the Chrome extension required to verify the installation?
Yes, the Guides and Surveys Chrome extension must be installed and active in your browser to use the Verify installation button. Install the extension from the Chrome Web Store before verifying.
Why do I need a separate snippet if I already have the Fullstory snippet on my site?
Guides and Surveys currently requires its own JavaScript snippet, separate from the core Fullstory snippet. The Fullstory team is exploring the option of deploying Guides and Surveys through the existing Fullstory snippet in the future, but for now the separate snippet is the only supported installation method.