Manual steps are interactive prompts that require user action to proceed through a tour. These steps engage users, ensuring they understand and interact with key features before moving on to the next part of the journey.
Different Types of Manual Steps:
1- Modal: A window that overlays the main content, capturing the user's attention by appearing in the center of the screen.
Configure options:
- By default, the modal appears center with a 100px top margin, and its position is not fixed.
- Position: Adjust the placement by modifying the border margin.
- Fixed position: Enable this option to keep the modal fixed in place, ensuring it stays visible as the user scrolls.
2- Pointer: A tooltip that highlights and points to a specific element on the page, helping users focus on important parts of the UI.
element Positioning: link the pointer step to a specific HTML element using the browser extension.
Configure Options:
- Highlight: Set whether the element should. be highlighted by darkening everything except the element and the pointer bubble.
- Coordinates: Define the absolute position of the pointer.
- Orientation: specify whether the pointer appears at the bottom, top, left, or right of the element.
3- Slideout: A panel that slides into view from the bottom left or right corner, providing additional information without covering the entire screen.
Configure Option:
- Set its position to appear at the bottom left or bottom right corner.
Configure Button Options and Progress in Tour Steps
1- Buttons and Their Functions
- Next Step: Moves the users to the next step in the tour.
- Previous Step: Returns the user to the previous step.
- Go to Step: Takes the user directly to a specific step within the tour.
- Go to URL: Redirects the user to a specific web page.
- Another Tour: Starts a new tour after the current one.
- Check again after 3 days: Once clicked, the tour will pause and resume after 72 hours.
- Close Tour: ends the current tour.
2- Button Alignment
- Left: Align the buttons to the left side of the step.
- Center: Centers the buttons within the step.
- Right: Align the buttons to the right side of the step.
3- Tour Progress Options
Note: The following progress options are available for the Pointer and Slideout steps.
You can define how users progress through the tour based on their actions,
- Click of button: Clicking the designated button moves the user forward in the tour.
- Click of element: Clicking a specific element (defined in the Element field) moves the user to the next step.
- Click Anywhere on the screen: A click anywhere on the page will move the user to the next step.
- The Next Step Trigger: The user will move to the next step once a trigger condition is met (e.g., an element appears or a hover event).
- On a reply to survey: After a user responds to a survey (e.g., emoji or NPS), the next step is automatically shown without displaying the "Thank you" message.