A product tour is a sequence of steps that guides visitors through your product's UI one element at a time. Each step can be anchored to a specific button or panel, or float in the centre of the screen. You build tours visually in the dashboard — no code required.
1. Open the tour builder
Go to Outreach → Tours and click New tour. Give the tour a name (internal only — visitors never see it) and click Create.
2. Set the start URL
Enter the URL where the tour should begin. When a visitor triggers the tour, they'll be redirected to this URL before the first step appears. This ensures the right UI is visible when the tour starts.
3. Add steps
Click Add step to create the first step. Each step has a type:
| Step type | Description |
|---|---|
| Centered post | A modal-style card in the centre of the screen. Not anchored to any element. Good for welcome screens and full-page announcements. |
| Pointer tooltip | An anchored tooltip that points to a specific UI element using a CSS selector. The arrow updates its position as the element moves. Most common tour step type. |
| Pointer with video | Same as a pointer tooltip but with an embedded video above the text. Useful for showing a short screen recording of the feature. |
| Link step | Navigates the visitor to a new URL before displaying the next step. Use between steps when the next UI element is on a different page. |
4. Write step content
For each step, fill in:
- Title — The headline. One short phrase, no period at the end.
- Body — One or two sentences explaining what the visitor should do or notice.
- Button label — The "Next" button text. Defaults to "Next" on intermediate steps and "Done" on the last step. Customise as needed ("Got it", "Let's go").
- Element selector (pointer steps only) — A CSS selector targeting the UI element this step points to. See Anchor tour steps to UI elements for how to pick a reliable selector.
5. Reorder steps
Drag steps in the step list to reorder them. The tour runs from top to bottom.
6. Set the trigger
Like all outreach, tours use the shared trigger engine — choose when and to whom the tour appears. The most common setup for onboarding tours is Session start with Session count = 1 (only first-time visitors) and Show once per visitor frequency. See Trigger rules for all options.
7. Publish
Toggle the tour to Published and save. The tour will appear to qualifying visitors the next time the trigger fires.
Previewing before publishing
Use the Preview button in the tour builder to walk through the tour yourself on the live start URL. The preview always shows the tour regardless of trigger or frequency settings, so you can verify every step looks right before going live.
What's next?
Learn how to target specific UI elements in Anchor tour steps to UI elements, or set up the trigger so the right people see it at the right time in Trigger a tour by URL or event.