What has to be connected before a Userflow guide can appear?
Install Userflow’s browser script in the web app and give it the current environment’s token. Then identify a user with the stable ID your app already uses. Use only the extra details needed to decide who sees the guide.
A flow can point to the New project button. A successful save should still be confirmed by the app itself. Decide whether to show the flow to everyone eligible or only to a new account that has yet to save a project.
Who counts toward Userflow’s monthly limit?
Userflow counts unique users it identifies within a rolling 30-day window, whether or not they see a flow. Anonymous visitors count if you call its anonymous identification function. People identified in staging count too.
Essentials and Studio list 1,000 included at the entry level. Userflow says exceeding the included amount triggers an upgrade to the next user tier. Review where the script identifies people before estimating cost.
Can someone dismiss the tour and keep working?
Userflow documents a visible focus highlight and says Escape closes a flow only on a step with a backdrop. Give each planned step a reachable dismissal control and verify where focus returns.
Userflow supports translated content tied to a locale such as English (US). The installation must pass the matching value and the plan may cap supported locales. Review translated button text alongside your app’s wording.
How would you check a first-project guide on paper?
Sketch a first-time user and a returning user on the same project screen. Use made-up accounts and leave any script, data connection or deployment untouched.
- Name the resultThe app has saved the first project. A click on the guide’s Next button is not enough.
- Check who sees helpThe new account gets a hint near the creation button. The returning account sees its projects and can start work. Write where a keyboard user can dismiss the hint.
- Keep a way backRecord the guide wording, trigger and stop rule outside Userflow. Its analytics can export session CSVs, which are evidence of guide activity. Keep the real project action available when you disable the guide or remove the script.