Guides and Surveys - Tour Automatic Steps

Automatic steps are non-interactive parts of a tour that progress without user input, creating seamless navigation and logic flows. Use automatic steps to redirect users between pages, add pauses, or create conditional branching in your tours.

This article covers the following:

• Redirect
• Delay
• Condition
• Trigger Event
• Page Action

Redirect

A redirect step moves users to a different page, allowing the tour to continue on the new page. Use redirects when your tour needs to guide users through multiple pages in your application.

When you add a redirect step, specify the URL where users should be taken. The tour will automatically continue on the destination page.

Delay

A delay step pauses the tour for a set amount of time before moving to the next step. Use delays when you want to give users time to observe a change on the page or when you need to wait for an animation or page load to complete.

Specify the delay duration in seconds (e.g. 3 or 0.5).

Condition

A condition step creates logic branching in your tour. Specify a condition for the tour to evaluate: if the condition is met (Then), the tour performs one action; if not (Else), the tour takes an alternative path.

Condition types:

• URL contains: Checks if the current URL contains a specific value.
• URL equals: Compares the URL to a specific value for an exact match.
• Tag value: Verifies the value of a specific user tag.
• Element exists: Ensures that a particular element exists on the page.
• User segment: Targets users based on defined segments.

Then/Else actions:

For each branch, you have the following options:

• Next step
• Previous step
• Go to step
• Go to...
• Another tour
• Check again later
• Close tour

Trigger Event

A trigger event step allows you to fire a JavaScript event or send data to a webhook. Use trigger events to integrate your tours with analytics tools, notify external systems, or execute custom code at specific points in the tour.

You can configure the trigger event to:

• Dispatch JavaScript event: Fire a JavaScript event and specify the Event name, Element (optional, otherwise window is used), and Event details (optional).
• Send data to a webhook: Send an HTTP request to an external URL with tour data (link to additional documentation to be updated when available).

Page Action

A page action step automates an action on the page, such as clicking a button or filling in a form field. Use page actions to guide users through complex workflows by automating repetitive steps.

You can configure page actions to:

• Click an element: Automatically click a specified button or link.
• Fill in a value: Enter text into a form field or input.