The Primary UI Patterns for Designing Great Guided Tours
There are two steps to deciding which UI patterns to use for your guided tour: learning the different UI patterns available to you and understanding their unique strengths.
A digital adoption platform (DAP) gives you access to the five key UI patterns that make up effective guided tours. Combine these different options to create the perfect guided tour for your unique SaaS experience.
Pop-ups: Quickly engage users and explain the value of your application with pop-up elements in your guided tour. Pop-ups can be simple splash screen graphics. Or they can be modal windows that require users to take action.
Interactive walkthroughs: Provide step-by-step instructions for key workflows. Users see these instructions as they follow the steps of your guided tour, learning about processes as they work. Product walkthroughs are especially useful for simplifying the training processes for complex enterprise applications. You can use them to engage users both during initial onboarding and when you roll out new features.
Beacons: Create alerts that draw user attention to certain elements of your application. You can deliver crucial information about feature updates, workflow changes, and advanced use cases with these UI patterns. Beacons allow users to interact with training material when they’re ready, which is key to a self-serve onboarding process.
Tooltips:Give users a quick overview of what a feature or UI element can do. Tooltips don’t prompt action from users. Instead, they convey key information in a way that’s less obtrusive than guided product walkthroughs.
Explainer Videos: Combine this guided tour UI pattern with pop-up modal windows to create engaging welcome messages for new users. When users log in for the first time, you can present a video overview of your product’s key features. This is an effective way to engage first-time users and increase the likelihood that they complete key actions.
No matter how you combine your guided tour UI patterns, the goal remains the same—give users prompts to learn your application in an interactive way. The most well-designed guided tours engage people at all stages of the tech adoption curve without frustrating tech-savvy users or overwhelming slower adopters.