Before You Launch Checklist
The "Before You Launch Checklist" guides users through essential pre-launch steps for their Tourial marketing tours, including integrating with marketing automation platforms, testing lead tracking and attribution, configuring CTAs in key locations, setting up social sharing tags for better previews, optimizing for mobile responsiveness, and verifying the tour's appearance across various screen sizes to ensure seamless engagement and accurate data capture.
1. Have I Set Up My Integrations?
- Seamless Integration: Ensure you've connected Tourial to your marketing automation platform (MAP). Confirm that your Tourial forms are linked to your MAP forms and that you've whitelabeled your Tourial account to receive detailed, contact-level engagement data.
2. Can I Track My CTAs and Attribute the Leads Back to Tourial?
- Lead Flow Test: Run a test lead through a Tourial form to ensure it enters your marketing automation platform correctly.
- Attribution: Clearly label these leads as "Tourial" to differentiate them from other website demo leads, ensuring accurate tracking and reporting.
3. Have I Configured My CTAs?
- Best Practice: Your tour should include CTAs in at least two key areas: the end of the tour and the persistent nav bar.
- In the outro screen, use a modal for your CTA.
- In the persistent nav bar, consider adding a "restart tour" button and a "book a demo" CTA to keep engagement levels high.
4. Have I Set Up Social Sharing Tags for the Title and Body Text?
- Social Media Preview: To make your tour stand out when shared on platforms like LinkedIn or Slack, set up social sharing tags in your tour settings. This will generate a text snippet that shows a headline and description, enticing viewers to click through to your content.
5. Is My Tour Mobile-Optimized?
- Mobile Preview: If you haven’t enabled "mobile responsive" in your tour settings, your tour won't be optimized for mobile devices. Turn on this feature in your tour settings, then preview your tour in the mobile viewer in-app and make any necessary adjustments.
- Pro Tip: You may need to rearrange some tools or shorten the tour to enhance mobile engagement.
6. Have I Checked the Tour on All Frame Sizes?
- Responsive Design: Tours dynamically adjust to fit the viewer's browser window. Use the frame size tool in Tourial to preview your tour across different sizes, ensuring it looks great on any screen.
7. Have I Tested an Embed?
- Embed Testing: Each Tourial tour generates a unique landing page and embed code, making it easy to share across platforms. If you're embedding the tour on your website, test the embed code on a staging page to ensure everything displays perfectly.
- Our Recommendation: While third-party embeds can work, we strongly recommend using the Tourial embed code for performance and stability.
Finally, while most content in your tours can be updated on the fly without needing to re-embed, there are a few fundamental elements that, if changed, will alter the embed code of your tour and require re-embedding. These include:
- Turning mobile responsiveness on or off.
- Turning the persistent nav bar on or off.
- Changing the white label status of your tours.
Related
Engagement Data with Pardot
After integrating Pardot with Tourial, engagement data from known contacts—such as Tourial name, completion rate, and form submissions—is tracked via cookies and displayed under external activities in Pardot contact records, enabling users to segment contacts, create lists, run engagement programs, and automate actions like sending emails or adjusting scores based on Tourial interactions.
Engagement Data with Marketo
After setting up the Marketo Integration, Tourial engagement data—including detailed metrics like time spent, clicks, CTA interactions, form submissions, and Tourial metadata such as name, URL, IDs, and UTM parameters—will appear as custom activities in lead or person activity logs, enabling users to create targeted Smart Lists and workflows based on specific Tourial engagement criteria within Marketo.
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.
Form Fails | Navless Product Documentation
Navless' Tourial sends email alerts to admins only for three specific form submission failures—Blocked Email, CAPTCHA enabled on HubSpot forms, and missing required fields—when using the HubSpot integration, while Marketo and Pardot users do not receive such alerts, and issues with field mismatches between Tourial and HubSpot forms can cause submission failures with internal notifications handled differently across integrations.
Lead Forms with Marketo
This guide explains how to create and customize a Tourial form integrated with an existing Marketo form by importing fields (including hidden UTM parameters), styling the form and confirmation modal, ensuring field matching to avoid data issues, and testing lead submission to confirm successful data transfer into Marketo, with additional tips on using Tourial engagement data for advanced Marketo features.
Tour Building Best Practices | Navless Product Documentation
The Navless Product Documentation outlines best practices for creating effective product tours by recommending concise, linear tours of 10-15 clicks with clear, action-oriented copy, consistent branding, minimal filler steps, and strategic embedding of "take a tour" CTAs to maximize user engagement, pipeline generation, deal acceleration, and onboarding efficiency.