Creating a Guided Tour
Guided Tours are created from within YOUR web app. Log into both UserIQ and your web app in the same browser. Navigate to the page in your web app where you want to start the tour. Tours are tied to a URL, if you will be changing URL's you will need to create a separate tour on the new URL and link the tours together.
Click the UserIQ bubble in the bottom right corner of the screen.
The UserIQ sidebar will appear on the right side of the screen.
Click the Add New Tour button.
Provide a name and click Create.
A modal will appear in the middle of the screen, this is the default position of any new step.
Click the element on the screen you want to point out, the positioning bubble will now appear by that object. If you want to place the modal on the result of the element click (as long as the URL does not change), click twice on the element to initiate behavior, now you can place the modal on the new section (Again, as long as the URL has not changed).
NOTE: If the URL changes you need to create a separate tour on that URL and link the 2 tours together.
Use the arrows to orient the modal to the selected element. The Preview will display the modal as it will appear. The Grow will expand the clickable area (red box), so if you were clicking on a CSS button but only the text was selected, you can click Grow and it will select the surrounding area.
Once the position is set, click the Save (floppy disc) icon.
Click the Plus + sign to create the next step. You can also remove a step by clicking the Minus - sign.
Follow the same steps above, when you finish adding & positioning all of your steps, click the Save icon, then the Check icon. This will end the tour.
NOTE: It's recommended you keep tours to no more than 5 steps or risk losing user participation.
Click Stay Here when the modal appears or it will redirect your web app page to UserIQ.
Switch to UserIQ, from the menu click Campaigns, View Campaigns. Scroll down till you see the Campaign you created, then click the Edit link to the right.
Configure each step of the Tour by clicking the step tabs and filling in the Step Header, Step Content, and Button settings.
The Left Button is usually used for End or Back. No Button is a common type for the left button.
The Right Button is usually the action button, typically Next. Take will allow you to use the Named Features list to navigate to a page or external URL (depending on the named feature). Link is used to link to another tour.
Brand your tour by selecting or creating a Theme.
Step Resolution determines what happens to the messages, for example, if your page renders slower at certain times, you should click the Wait for it box so the message does not appear before the item it's pointing to displays.
Click Save once you are finished with all of the steps.
WildCarding parts of a URL for Tours. Under View Campaigns, click the Edit link to the right of the campaign you need to modify. Across the top, you will see the link, click Edit Link and replace the portion of the URL with a *
Filter your Audience to target the Segments of your users for which you want the tour presented.