Related Sku's : Boost

Guided Tour is designed to enhance user onboarding and engagement by offering step-by-step walkthroughs of key features on your intranet. With this intuitive tool, you can create personalized tours to help users navigate through essential elements.

Setting up the feature

Guided tour can only be created directly on the site, as they are designed to target front elements.

Enabling Guided tour as a site Owner

• In Site, Open Settings

• Open Manage available tools

• Turn the Guided tour button to "Yes" to activate the guided tour creation form for every site owners and contributors

Create the guided tour as a contributor

To access the Guided tour feature, the user must have at least a contributor role. This role allows access to the Guided tour creation and edit panel directly from the setting menu.

Edit

• Open Settings menu

• Select Guided tour

• Enter the title and description that will be visible in Tools > Guided tour

• Create the first step of your Guided tour 

• Choose the Sharepoint element you want to include in your tour. For this example, we'll start with the News webpart
  
  
• Select "Configure step" to define the details of your step

• Add the title and the content for you step as shown here :

• Select the audience that will see this step and save your configuration once complete. If an audience is selected, the step will only be visible to the specified groups
  
  

• After creating the step, the selected element will appear in a highlighted framed.

• Click on "PLAY GUIDED TOUR" to preview the steps you’ve created.

Publish

• By default, the Guided Tour will be saved as a draft. Once published, it will be visible to the previously selected audience and available in the Tools section to be replayed if needed.