Onboarding

How to Create a Product Tour

Product tours are interactive walkthroughs that guide new users through your application. A well-designed tour can dramatically improve activation rates and reduce time-to-value. This guide walks you through creating a product tour from scratch.

1

Define your tour goals

Identify the key actions new users need to complete to experience value. Focus on 3-5 critical steps rather than showing everything.

2

Map the user journey

Outline the exact sequence of pages and actions your tour will cover. Each step should flow naturally to the next.

3

Write concise copy

Keep each tooltip under 2 sentences. Use action-oriented language that tells users what to do and why it matters.

4

Choose step types

Use highlights for UI elements, modals for important context, and tooltips for inline guidance. Mix types to keep the tour engaging.

5

Set up targeting

Configure your tour to show only to new users or specific segments. Avoid showing tours to returning users who already know the product.

6

Add progress indicators

Show users how many steps remain. This reduces drop-off by setting clear expectations about tour length.

7

Test across devices

Preview your tour on desktop, tablet, and mobile. Ensure tooltips position correctly and elements are visible on all screen sizes.

Pro Tips

  • Keep tours under 7 steps to avoid overwhelming users.
  • Allow users to skip or dismiss the tour at any time.
  • Use animations sparingly to draw attention without distracting.
  • A/B test different tour lengths to find the optimal engagement point.

Conclusion

A great product tour balances education with simplicity. Start with a minimal tour focused on your core value proposition, then iterate based on analytics and user feedback. Remember, the best tours feel like helpful guidance, not forced training.

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