Advanced Features
The content explains how to enhance Tours using Tourial's advanced features, including adding zoom effects by creating new steps and customizing interactive tools by selecting elements, configuring click or hover interactions, and choosing from various destination options like jumping to pages, toggling tooltips, or linking externally.
All of your Interactive Tools can be customized to create a seamless experience! Using some of these features can help you take your Tours to the next level.
Zoom Effects
One of the greatest things about Tourial is the zoom effect. To add one, just add a new step using the + icon in the Storyboard, and then edit your zoom state from the sidebar editor. That's it!
Customizing your Tools
We already have default interactions in place for you! In the event that you want to modify the interactions, you can do so by doing the following:
- 1.Click the element you want to add an interaction to (i.e. button, hotspot).
- 2.Navigate to the Configure tab in the right sidebar editor and scroll down to where you can see the Hotspot, Click Zone options.
- 3.Add an On Click or On Hover from the dropdown options.
- 4.Choose your interaction destinations. You have several options such as Jump to page, Toggle Tooltip, and External link (and several others).
Related
Tourial Event Propagation Integration Guide
The Tourial Event Propagation Integration Guide explains how embedded Tourial demos send user interaction events like SESSION_START, TOURIAL_VIEW, and CLICK via window.postMessage() to hosting websites, enabling developers to listen for these events with JavaScript event listeners and trigger actions such as launching chat windows, displaying schedulers, sending analytics data, or firing webhooks, though implementation requires coding knowledge.
How to Create a Pardot Dashboard to Measure Tourial's Impact
The guide explains how to create a Pardot dashboard to measure Tourial's impact by first setting up a dynamic list that segments contacts who engaged with Tourials using specific filters (e.g., last Tourial viewed, company exclusion, session date, lifecycle stage), and then building reports such as a bar chart showing Tourial views by lifecycle stage over time to analyze engagement across marketing and sales stages.
How to Create a Salesforce Dashboard to Measure Tourial's Impact
The guide explains how to create a Salesforce dashboard to measure Tourial's impact by first setting up a custom report type with Tourial engagement fields linked to Contacts or Leads, then building detailed reports—such as tracking Tourial views by lifecycle stage—to analyze user interaction and influence on the sales pipeline.
Engagement Data with Salesforce | Navless Product Documentation
The documentation explains how Salesforce administrators and Tourial admins can install the Tourial Salesforce package to create a custom object called "Tourial Content View," enabling the flow of detailed engagement data—such as content name, type, view date, URL, total time spent, CTA clicks, and first session date—from Tourial experiences to Salesforce Lead, Contact, and Account records, provided the visitor has submitted a form with an email address.
Create an SFDC report using Engagement Data | Navless Product Documentation
The Navless Product Documentation explains how to create a Salesforce report using Tourial Engagement Data by logging into Salesforce, selecting the "Tourial Content Views with Lead" report, applying filters for all content views and all time, adding key fields like Tourial Content Name, Date Viewed, and Lead Email, and grouping rows to visualize engagement metrics, which can then be added to dashboards for marketing or sales insights.
Triggering HubSpot Workflows | Navless Product Documentation
The documentation explains how to connect HubSpot to Tourial and create a workflow trigger based on Tourial engagement data—such as Tourial name and time spent viewing—to automate actions like adding viewers to campaigns, tagging them, notifying teams, retargeting ads, or updating lead statuses within HubSpot workflows.