Tours

What is a tour?

A tour is a sequence of tooltip-style steps anchored to elements in your UI. Each step highlights one element and explains what it does. Users click Next (or interact with the element) to advance through the steps.

Tours are best for:

First-time user onboarding
Introducing a new feature to existing users
Walking users through a multi-step process

Creating a tour

Tours are built with the Chrome extension. Open the extension on your live site, click New Flow → Tour, and add steps by clicking elements on the page.

Step types

Each step in a tour has an advance mode — how the user moves to the next step:

| Advance mode | When to use | | ---------------- | --------------------------------------------------------------------- | | Next button | The default. User clicks "Next" to proceed. | | Target click | User must click the anchored element. Good for interactive tutorials. | | Auto-advance | Moves to the next step after a delay (in seconds). Use sparingly. |

Step content

Each step has:

Title (optional) — short label for the element
Body — the explanation text. Keep this to 1–2 sentences.
Button label — customise the "Next" button text (e.g., "Got it", "Continue")

Positioning

By default, Zenstep positions the tooltip automatically (above, below, left, or right of the element — whichever fits the viewport). You can override the preferred position per step.

Tour step card shown in four positions around a UI element — Cards can appear above, below, left, or right of the target element

Tour settings

From the flow's settings page in the dashboard:

| Setting | Options | | ----------------- | ---------------------------------------------------------------------- | | Frequency | Once / Every session / Until completed | | Start trigger | Automatic (on page load) / Manual (via window.zenstep.start(flowId)) |

Frequency "Once" is the right default for onboarding — each user sees the tour exactly one time. After they complete or dismiss it, it won't show again.

Targeting

Set targeting rules to control which users see the tour and on which pages. See targeting overview for the full reference.

Common setup for an onboarding tour:

URL rule: page starts with /dashboard
User attribute: createdAt is within the last 7 days

Editing a published tour

You can edit a live tour at any time from the dashboard. Changes take effect immediately — users who haven't started the tour yet will see the updated version. Users mid-tour see the version they started with until they complete or dismiss it.

Tour analytics

The analytics page for a tour shows:

Views (how many times the tour was started)
Completion rate (users who finished all steps)
Per-step dropoff (which step users abandon most)

Tour analytics showing views, completion rate, and per-step dropoff chart — Track views, completion rate, and where users drop off at each step

Tooltips — persistent single-step hints, not sequential
Hotspots — pulsing beacons that open a tooltip on click
Checklists — task lists that reference individual flows