Embracing best practices in tour creation is pivotal for getting the most out of your Tourial investment and giving the most valuable experiences to your buyers. These guidelines are not arbitrary; they're the blueprint for driving significant outcomes such as increased engagement, enhanced pipeline generation, accelerated deal closures, and streamlined onboarding processes. Ignoring these best practices risks undermining your tours' effectiveness and, ultimately, your strategic goals. Below, we distill these practices into a clear, actionable format to ensure your Tours resonate with and captivate your audience.
Tour Length
Do this:
- Limit tours to 10-15 clicks-for-completion
- Divide longer tours into smaller segments
- When in doubt, stick to linear tours that progress from A to B to C. Linear tours that don’t offer branching paths typically see better completion and conversion rates.
Don't do this:
- Avoid filler steps without direct value. (Example: Screens that just say “click this” or “then click here”)
- Avoid “mega-tours” that try to show everything with many branching paths. Engagement Data analysis proves that shorter, linear tours perform better than long, winding, exhaustive tours.
Branding
Do this:
- Ensure brand consistency across all visual elements.
- Use contrasting backgrounds for readability.
Don't do this:
- Let design elements like tooltips blend into similar backgrounds (Example: White Tourial tools on white product background)
- Avoid having differently colored Tooltips throughout the tour.
Narrative Copy & Clarity
Do this:
- Keep copy per tool between 10-25 words for clarity and brevity.
- Make every step action and value-oriented
- Use the LLM (ChatGPT, Gemini, etc) of your choice to help shorten up and perfect your copy
- Have one main tool+copy per screen, and if needed limit the number of additional Hotspot Hover steps to 1 per screen.
Don't do this:
- Avoid overloading steps with unnecessary information.