Guide Details - Settings (Visual Designer)

Note: This article covers the new Visual Design Studio Guide experience, launched Feb. 18th, 2019. If you were a customer before this date and would like to use the Classic Designer, you can refer back to the previous version.



The Guide Details page gives you a detailed, at-a-glance view of how users are interacting with a specific Guide. You can access the Guide Details page by clicking a Guide’s name from the Guide list. The Guide Details page includes two sections: Settings and Metrics.



The Settings section of the Guide Details page includes Content (1), Activation (2), Segment (3), and Scheduling (4) tiles. These tiles makes it easy to view or manage each of these components accordingly.


Above the tiles, you can find a drop-down box (5) that you can use to set your Guide as a draft, staged, or disabled, as well as delete it altogether. (Note that if you do not have admin access, you may not see all of these options.) The ellipsis (“…”) button (6) gives you additional options, such as the ability to see Guide details, edit history, and clone your Guide. Below the title (7), you can see what group your Guide has been assigned.

1 - Content

The Content section contains a preview of the Guide. If you have multiple steps, you will be able to scroll through each one without having to launch the Designer.


Guide Preview

To preview your Guide click on the "Preview Guide" option (1) or hover over your desired Guide Step and click on the "Preview" icon (2).


Once you choose "Preview," enter your page URL and click on the "Launch" button to see a live preview.


Preview mode allows you to test your Guide regardless of segment, throttling, status, or activation method on the targeted page. If you opened your preview that doesn’t match your Guide’s page target, you will see a "Wrong Page" error message.


Navigate to the Guide’s targeted page in the "Preview" mode to see your Guide.

If you want to experience the Guide exactly like your customer would, test your Guide in a staging environment.

2 - Activation

This tile summarizes the chosen method(s) in which a Guide will display for a user, called the Activation Method. Guides can display automatically (as soon as a user opens an app or page), via a custom badge that users click, or via a target element on an app or page that users click. Guides can also use a combination of Automatic with Badge or Automatic with Target Element. The Guide Activation Method is setup during Guide creation and can be updated within the designer as needed.


Take a look at the Guide Activation Options article to learn more.

3 - Segment

The Segment tile summarizes the Guide targeting rules and the total number of eligible visitors as of today.


4 - Scheduling

If you want the Guide to start and/or expire at a specific date or time, set it from this tile.


Related Articles

To learn more about the Guide Details page for the Visual Design Studio, check out these articles: