Admin accounts must have the Tours Manager admin role permission checked to access this tool.
The Tours Manager, located in Admin Panel > Site Building Tools, lets admins create guided tours used by site visitors to learn more about accessible pages in your Event Portal.
Tours help to strengthen the end-user experience as they begin exploring your portal. Use tours to showcase specific blocks, also called modules, and draw focus by providing custom details and information highlighted with each step.
Jump to Section:
Built-In Tours
Your Event Portal is deployed with two standard tours ready for use by your Exhibitors and Attendees.
The Exhibitor Hub Tour educates exhibitors about navigating and using their Exhibitor Hub page. This tour is triggered when the exhibitor clicks a custom button placed on the page. After clicking, the user is guided through eight steps that detail site features and highlight call-to-action items to prepare for the show.
The Attendee Tour helps non-exhibitor portal visitors learn how to navigate your site. This tour consists of seven steps and leads users to relevant pages highlighting features and important information regarding individual user accounts.
Site Admins can add, edit, or remove individual steps configured in both tours, as preferred. Alternatively, you can create and place new tours throughout your site that explore a curated set of actions based on custom content defined for your event.
Create New Tour
Create a new tour by navigating to Admin Panel > Site Building Tools > Tours Manager.
The Tour Builder has two main components: Tour Details and Tour Steps. Collapse or expand either section by clicking the carat ( ^ ) to the left of the section header.
Define Tour Details
In the Tour Details section of this site-building tool, admins will find up to four definable settings.
Settings include:
- Tour Name - The name of the tour listed in the Tours Manager.
- Tour Description - An explanation of the tour and its intended purpose or target audience that is only visible on the backend.
-
Tour Trigger - The definable action that activates the tour. Options include:
- User Clicked Custom Button - Begin the tour when a user clicks a custom button with a defined button ID.
- User visited a site page - Begin the tour immediately upon a user visiting a specified site page.
- New User - Begin the tour immediately for all new users upon first-time login.
- User Added to Segment - Begin the tour immediately for all new users added to a specified segment upon first-time login.
Create Tour Steps
The Tour Steps section of this site-building tool allows you to add steps to a new tour or manage existing steps for the built-in tours.
To begin adding steps, click the Create Step button to launch the New Step form.
Settings include:
-
Page - The target page where users are directed for this step. Additional options become available based on the defined page.
Hint: Showcase a specific booth or user profile by selecting the 'Exhibitor' page or the 'User Profile' page option from the dropdown, then populating the relevant Organization or User Id. - Module - The target block that is being highlighted for this step.
- Title - The name that appears in bold when the user is viewing this step of the tour.
- Content - Text that teaches, explains, or highlights the importance of this step. This field is limited to 500 characters.
- Placement - Determines whether the tour block appears at the top or bottom of the selected module.
- Backdrop - When checked, this setting focuses the user on the target block and fades all other page elements.
Enabling the Tour
Tours can exist in one of three states:
- Saved - Retain progress and changes to new and existing tours in either Published or Unpublished status.
- Published - Indicates the tour is actively enabled and can be used by site visitors.
- Unpublished - Disables the tour and prevents site visitors from accessing it on the front-end of your site without deleting and removing it from the back-end.
Click the Publish button when the tour is ready to be enabled for site visitor use.
Click Cancel to exit the tour builder and return to the Tours Manager without saving any new changes.
Reviewing Tour Metrics
The Tour Metrics section is at the bottom of each tour. This section lets site admins view and track user-related tour data.
Data includes a visualization and percentage number for users who have completed each step of the tour. Beneath that, you'll find a detailed table that provides information including the user id, username, current step, status, start date, and modified date for each user that has taken it.
Troubleshooting
The tour leads to 404 Error: Lost?
If the tour leads to a 404 Error: Lost? page, investigate the following to resolve the issue:
Resolution: Missing Base URL
1. Access the page on the backend via the Page Editor site-building tool. Edit the desired custom HTML block or button block, then confirm a page link is entered in the Base URL block setting.
The Base URL should link to an existing, valid page to successfully trigger and launch the tour. This URL does not have to be on the same page as the first step of the tour and links can be set to any internal event portal page, or externally to any web address.
Resolution: Check Accessibility
If the tour does not target the desired block, this may be caused when the step is configured to point toward inaccessible or missing pages or blocks. If this occurs, the user cannot complete the tour or continue exploring your site. Most commonly, this is caused by block segment restrictions or unpublished pages.
To resolve this issue:
- Using the Page Editor tool, confirm all site pages associated with a step are set to Published status.
- Confirm all blocks assigned as modules have been added to the published page.
The custom button ID is not listed in the Tour Trigger dropdown.
If the custom button ID is not visible to be selected in the Tour Trigger > Button dropdown list, investigate the following to resolve the issue:
Resolution: Confirm Button ID
Access the page on the backend via the Page Editor site-building tool. Edit the desired custom HTML block or button block, then confirm a unique value has been entered in the Button ID field.
--
The block is not listed in the Module dropdown.
Resolution: Check Block Segment Restrictions
If the desired block is not visible to be selected in the Module dropdown list, navigate to the Page Editor site-building tool and confirm the checkboxes in the Allowed Member Segment field are de-selected.
De-select all checkboxes in the Allowed Member Segments block setting and the block appears in the Module dropdown.