Goals, of the non-soccer variety. In this playbook, we’ll cover how to set them for your product tours—as well as the best UI patterns for serving them up.
What you’ll learn:
How to outline clear goals for your product tours.
How the three most popular UI patterns for various steps of the product tour work.
Why benefit-focused design and copy just works.
What you’ll need:
Clear objectives for your product tour that align with user goals.
An understanding of your users' needs, goals, and context for using your product.
A map of your user journey.
Suggested playbooks to check out before starting this one:
Ask what the user is trying to accomplish and what they should be able to do after completing the tour.
Pro tip: each product tour should focus on only one goal or task.
We’re a firm believer that learning by doing is the best way to onboard users. The best product tours consist of a hands-on learning experience that guides users through a series of steps to achieve a goal.
Step 3: List the 3–5 things users need to do.
Respect users' time by keeping your tour brief. Avoid unnecessary steps that could add friction to the onboarding process.
Aim for a tour with 3–5 steps. If more steps are needed, consider breaking it down into multiple product tours.
You can present multiple tours through an onboarding checklist, as done by Bynder Orbit, a cloud-based organizational app.
Step 5: Focus your copy and design on the benefits.
Explain why each action or feature matters to the user. Don't merely point to key features—explain their relevance.
Pay attention to your communication with users during the tour. Use clear, concise copy and integrate UX power words wherever possible.
Tip:As part of your design and copy, each step should have a progress indicator letting users know how many more steps are left in the tour. For example, Canva’s four-step product tour has the progress indicator in the upper left corner of the tooltip.