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Triggers

Incorporate triggers to specify the conditions under which your product tour will initiate.

Consider the timing, location, and audience to determine when, where, and to whom it should be deployed.

Page visit​

Initiate your product tour when a user navigates to a particular page or any page within your app.

You can configure this by specifying the URL or path or dynamic URL.

Additionally, you have the option to set a time interval in seconds before the product tour appears.

Dynamic URL​

If your URL contains a dynamic ID, select this option.

  1. First, copy the URL where you want to display the widget.
  2. Replace any dynamic part of the path with an asterisk (*).

For example, if your URL is https://www.website.com/18273648332994/example, replace the ID with an asterisk: https://www.website.com/*/example.

Click on element​

Monitor user clicks on your website.

If your HTML includes static IDs and/or classes, you can utilize them to trigger the survey display.

You have three options:

  • Click on an ID
  • Click on a class
  • Click on specific text

Custom event​

They can be retrieved from Told in two ways:

  • Track events if you use segment.com
  • Events added to the dataLayer

1. Configure your custom events​

  • I want to use Told

    told('addEvent', {event: 'test', name: 'toto'})

    The function requires an object as an argument, which should include a variable named "event" for it to be utilized. Additional variables can be added as needed.

    This example will trigger any survey that has a custom trigger named "test" and a variable named "name" with the value "toto".

  • I want to use Segment

    To get started, create a Segment account, configure your source, and install the SDK on your website or mobile app. There's no need to create a Told destination on Segment, as all events are automatically retrieved.

    Once set up, use the Track function to send events to Segment, which will then be automatically forwarded to Told.

    analytics.track(event, [properties], [options], [callback]);

  • I want to use the dataLayer

    The dataLayer is nothing more than a space on which you can store data. If you're using Google tag Manager, a dataLayer is automatically created (included in the GTM installation snippet).

    If this is not the case, you need to create it:

    window.dataLayer = window.dataLayer || [];

    To store an event in the dataLayer, you need to use the push() function and enter the name of the event, "Pageview" in the example below. Other properties are optional.

    dataLayer.push({
     'event': 'Pageview',
     'pagePath': 'https://www.googleanalytics.dev/pancakes',
     'pageTitle': 'Pancake Event Signup',
     'visitorType': 'customer'
    });

2.Trigger surveys using custom events​

Once you've set up and sent events using one of the two previous methods, you can use them to trigger your product tour.

Enter the event name, in the example below "Pageview". You can also add trigger conditions, e.g. I only want to trigger on the "Pageview" event when the "path" property contains "pricing".

Period​

Select a date range during which the product tour should be displayed.

Display​

Show the tour until completion​

The tour will remain visible until it is fully completed. To complete it, the user must click the close button on the final message of the last step.

If the user leaves the page where the product tour is displayed or closes the widget before reaching the final step, the tour will not be shown again.

Save product tour progress​

When enabled, the user’s progress is automatically saved, allowing them to resume the tour later from where they left off.

When disabled, the tour will always restart from the first step.

Stop showing if user closes the tour​

If the user manually closes the tour by clicking the cross button, the tour will no longer be displayed.

Audience​

Enables you to target users based on their informations or actions in your application.