Overview

Share a Product Tour when a customer needs help with a specific task. A link can take them from an email, support reply, or Help Center article to the tour in your product.

Sharing works separately from automatic targeting. You can offer a tour on demand without making it appear automatically.

Create a share link

Before sharing, build and test the tour. The page you share must have the Featurebase Messenger installed for the same workspace.

1. Open your tour from Dashboard → Outbound

2. Turn on Start your tour from anywhere

3. Under Where should this tour begin?, enter the full URL of the page where customers should start

4. Save and set the tour live

5. Return to the sharing section and click 'Copy link'

Choose a page that the intended customers can open. Avoid a URL that belongs only to your account or points to a staging environment. Customers may need to sign in to your product before they can reach it.

A tour that is still a draft cannot be shared with customers. Use the preview to review it before launch.

Use a customer-specific start URL

If the page URL contains a customer or company ID, click 'Insert attribute' to add a value you track in Featurebase. This lets a Workflow tour card open the relevant page for that customer. Make sure the attribute is available for everyone who receives the tour.

Before sending a copied link, replace any remaining {{...}} placeholders with the recipient's actual values. A link pasted into another tool must already point to a page the customer can open.

Share the tour with customers

Use the copied URL as a normal link:

• Support replies - Send it when a customer asks how to complete a task

• Emails - Link from an onboarding email or feature announcement

• Help Center articles - Put it beside instructions that customers can follow in your app

• Banners - Use it as the destination for a button that offers a walkthrough

• Updates - Let customers try the feature described in a product update

Give the link a clear action label, such as Create your first project or Show me the new reports. The tour runs on your website; it does not play inside the email or article.

Test the link with a customer test account. Check sign-in redirects, page access, and the first tooltip's target before you send it more widely.

Start a tour from your app

Add a button or help link inside your product so customers can start a tour when they need it. Copy the tour's code from Your code and give it to your developer to connect to the button using your existing Featurebase installation.

Keep sharing enabled and the Messenger installed for the same workspace. Test the button from the pages where customers will use it.

Send a tour from a Workflow

The Send a product tour action lets a Workflow send a tour card in the web Messenger. Choose a live tour with sharing enabled. The card shows the tour's name and a 'View tour' button, so use a name that makes sense to customers.

Use this for a support or onboarding flow where the customer has already chosen what they need help with. Tour cards are for the web Messenger; they are not sent through email or native mobile channels.

FAQ