Fullstory Guides and Surveys is in Early Access. 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.
Because Guides and Surveys is in Early Access, product functionality and documentation may change without notice.
Tours guide users through your application step-by-step, improving onboarding and helping users discover features. Tours consist of interactive steps that appear as tooltips, modals, or slideouts, walking users through workflows at their own pace.
This article covers the following:
Creating a tour
To create a new tour, click Guides and Surveys from the Fullstory menu and select Create Product Tour. Give your tour a descriptive name, then begin adding steps.
Step 1: Add interactive steps
Once you have created your tour, define the steps users will see by clicking Add Step in the left panel. Tours support two categories of steps:
Manual steps are interactive prompts that require user action to proceed. Use manual steps when you want users to engage with specific elements or acknowledge information before continuing.
- Modal: A centered window that overlays the entire page for major announcements.
- Pointer: A targeted tooltip that points to a specific element on your page.
- Slideout: A panel that appears in the corner of the screen without blocking content.
- Survey: An interactive step to collect user feedback during the tour.
Automatic steps progress without user interaction, creating seamless navigation between pages or adding logic to your tour flow.
- Redirect: Moves users to a different page to continue the tour.
- Delay: Pauses the tour for a set duration before the next step.
- Condition: Creates logic branches based on URL, element presence, or user segments.
- Trigger Event: Fires a JavaScript event or sends data to a webhook.
- Page Action: Automates actions like clicking a button or filling a form field.
Note: For detailed configuration options for each step type, see Tour Manual Steps and Tour Automatic Steps.
Step 2: Configure tour settings
Click the Settings button in the top navigation bar to configure:
- Tour Name: Give your tour a descriptive name to make it identifiable in the dashboard.
- Page & Audience Targeting: Define where and to whom your tour appears using URL patterns, page elements, device types, and user segments. See Guides and Surveys Page Targeting for details.
- Trigger: Control when your tour starts—automatically when page conditions are met, at specific intervals (every time, just once, or every X days), or manually via a button or custom trigger.
- Theme: Customize colors, fonts, and styling to match your brand (link to additional documentation to be updated when available).
- Priority: Manage display priority when multiple tours could appear on the same page (link to additional documentation to be updated when available).
- Localization: Translate tour content into multiple languages (link to additional documentation to be updated when available).
Step 3: Preview your tour
Before publishing, preview your tour to see how it behaves on your website. Use the Guides and Surveys Chrome extension to preview draft tours on any page.
Step 4: Save and publish
All new tours are saved as Drafts by default. Once you are satisfied with your steps and settings, click Save and then Publish to make the tour live.
Updating and managing tours
Keep your tours up-to-date to ensure users receive relevant guidance. This section covers how to edit tours and understand how changes affect your users.
Editing draft vs live tours
To edit a tour, click the Edit button next to the tour in the Guides and Surveys dashboard.
- Draft Tours: Changes are saved automatically as you work.
- Live Tours: You must click Save to push updates to active users.
Understanding the Restart Tour option
The Restart Tour feature resets the completion status for all users. This is useful after a major product redesign or significant update to the tour flow.
Note: Restarting a tour does not reset or delete your historical data in Reports. Your analytics remain intact.
Impact on existing users
When you modify a tour, the experience for your users changes depending on the type of update:
| Change Type | Impact on Users |
|---|---|
| Content Updates | Only the text or media within tour steps changes. User progress remains the same. |
| Restart Tour | The tour triggers again for everyone, even if they completed it or it was set to "Show only once." If the tour is part of a checklist, it appears as unchecked for all users. |
Version history and backups
Guides and Surveys provides a safety net for your content. Click the version history icon to the left of the save button.
- Automatic Backups: Tour content is saved daily, ensuring you always have a recent recovery point.
- Manual Snapshots: Create a content snapshot before making major changes to capture a specific version.
- Restoring Content: Access the Version History menu to restore a previous version of your tour.
Frequently Asked Questions
Will my users see my changes immediately?
If the tour is Live, changes take effect as soon as you click Save. If the tour is a Draft, changes are saved internally but will not be visible to users until you publish the tour.
Can I undo changes after clicking Save?
Once you save changes to a live tour, they are pushed to production. However, you can use the Version History feature to roll back to a previous state if needed.
Does editing a tour step break the Restart logic?
No. Editing the text or content of a step does not force users to see the tour again. Only clicking the Restart Tour button triggers a reset for users who have already completed the tour.
What happens if I delete a step while a user is mid-tour?
The tour dynamically updates. If a user is on a step that is removed, the tour skips to the next available step or ends gracefully, depending on your transition settings.
Is there a limit to how many times I can restart a tour?
There is no limit. However, use this feature sparingly to avoid "onboarding fatigue" for your users.