Add trigger rules for the page where the tour should start:

• Current page URL - Show the tour on a matching page or group of pages

• Time on page (seconds) - Wait until the customer has spent enough time on the page

• CSS selector - Check whether a particular element is present on the page

Use a specific page rule when the tour depends on controls that are not available everywhere. For URLs that contain a customer or workspace ID, a contains condition can match the shared part of the path.

For example, use a URL containing /reports to introduce a reporting feature. Check that the first tooltip's target exists on every page the rule can match.

The URL used to build the tour does not replace these trigger rules. Without trigger rules, the tour can become eligible on any page where the Messenger runs, subject to its audience and schedule.

Select the audience type, such as Users, Visitors & Leads, or Everyone, then add rules using the available user and company attributes.

For example:

• Welcome new users based on their signup date

• Introduce a feature to customers who have access to it

• Show a setup tour only to people with the role needed to complete it

Use grouped AND/OR conditions when several rules define the audience. The shared Outbound message rules guide explains how to combine them.

Use 'Preview audience' to check who currently matches. This estimates the audience; it does not confirm that each person's page, timing, or previous tour activity permits delivery.

In Frequency and scheduling, choose how new automatic starts should work:

• Send once when the person matches the rules - Once the first step has appeared, the tour does not start automatically for that person again, even if they close it early

• Send based on a fixed schedule if the person matches the rules - Use a weekly, monthly, or yearly schedule

• Send every time the person matches the rules until dismissed - Allow repeat starts after the configured wait. For tours, closing a run does not permanently prevent another scheduled appearance

For repeat starts, set the wait between appearances and the maximum send limit. Every-match delivery requires at least a one-day wait.

Review the remaining timing controls:

• When to send - Allow any time, office hours, outside office hours, or custom times

• Start sending - Start immediately or on a custom date

• Stop sending - Keep sending or set an end date

Dates and time windows use your workspace timezone. The shared scheduling guide explains the common controls.

Save your changes, then set the tour live or schedule it. Test with an internal user who matches the rules before expanding the audience.