2. User Tours

User Tours are a user onboarding feature built into your site. User Tours help you create self-paced, step-by-step guides to introduce your users to new or upgraded features. These tours can point to specific elements on the page, require users to click on something, and can include formatted text, links, images, and videos. Any Client Admin or site administrator can create a User Tour, which is located in Site Administration. 


User Tours will only display to a user once. Users can reset a tour to display again by clicking the "Reset user tour on this page" link in the footer. 


A tour can also be reset for all users by an administrator or client admin. Open the User Tour in Site Administration, then click the "force the tour to be displayed" link. 


Where User Tours Can Be Displayed

Filters for User Tours allow you to target them to one of four areas of your site:

  1. Site Level Tours: These are typically displayed on a page all users can see, like the frontpage, dashboard, or user profile page. 
  2. Category Level Tours: These tours will only display in all courses in a specified category, including that category's subcategories.
  3. Course Level Tours: These tours are targeted to either a specific course, or all courses on your site. 
  4. Activity Level Tours: Tours can also be triggered the first time users open specific activities.  

Ideas For User Tours

  • One-off Site Announcements: Since User Tours only display once, and can display to all users on the frontpage or dashboard, they make good candidates for simple announcements to all users. 
  • Introducing New Features: If you've added a new plugin, or are rolling out a new feature as part of a site upgrade, a User Tour is a great way to introduce users to how to access and use it. 
  • Guiding Users Through A Process: Some clients add custom fields to user profiles, and make these fields required. If a required profile field is empty when a user logs in, they'll be taken directly to the profile editing page and will not be able to access the site until they update the required field. Some clients have built a User Tour to guide users to the required field, giving them more direction about why they're on the profile editing page, and what to do next. 
  • Pre-emptively Addressing Common Support Issues: Higher education clients in particular field a lot of questions about course availability at the beginning of each semester. A User Tour that reminds learners their courses won't be visible unless their instructor(s) make the course visible to them can help cut off several support requests.