UserGuiding

What does UserGuiding need before you can show a guide?

Add its container code, a small browser script, to the pages that should display the help. Use the browser extension in a supported Chromium browser to author interactive guides. Your users do not need the extension.

For a customer settings page, decide which accounts need help with the first task and which page the guide belongs on. Keep the setting and save confirmation in your app so it can be used independently.

When does a visitor count even if they never see a guide?

The count starts when the container runs on a page they visit. UserGuiding uses a rolling 30-day window. Its default browser-based method and optional User Identification can count the same people differently across browsers.

Current Starter and Growth tiers start at 2,000 active users. The vendor says it stops showing its materials if you exceed your quota until you increase it or usage falls back below the limit. A public page with the script can increase the count even when no guide is active.

What should you check before translating a guide?

Growth lists localization and automatic translation. In Localization settings, use the language your app already knows to match each person to a translation. The guide itself does not need a separate language-based targeting rule. CSV translation is available for guides and hotspots. Several other materials use inline translation.

UserGuiding documents keyboard focus moving into guides and some tooltips. Confirm you can advance or dismiss each real step with a keyboard and get back to the app. Preview localized controls and check where the guide points after a layout change.

How would you rehearse a first settings guide without installing it?

On paper, draw a settings screen for a fictional workspace. Pick one result such as successfully saving the workspace’s display name. Keep browser extensions, live accounts and tracking unchanged.

1. 1
   Write one point of help

   The guide points to the workspace name field. The visitor can still type, save and read a confirmation with no guide.
2. 2
   Check exit and scope

   Give the visitor a reachable way to quit. Mark which pages should load the container and what happens when the visitor changes language or a field moves.
3. 3
   Plan removal

   Save the guide copy and conditions in your own notes. Export the analytics or user attributes you need before deletion, then remove the container code wherever it was added. Verify the setting still works on its own.