Top 5 Self-Guided Product Tour Software in 2024
Think about the times when a visitor landed on your website only to lose hope and drop off.
This happens almost every day, with most of the brands that don't use effective product tours.
Sure, you may have a video product tour embedded on your website. But the truth is: that no one has enough time to pause their work and watch a 1-minute movie on your product.
Enter: Self-guided product tour.
With these product tours, you can prompt the visitors to simply click on the CTA and move to the next step.
But the next question is, how do you create such successful product tours? The answer is simple: using self-guided product software.
What is a Self Guided Tour Software?
Self-guided tour is basically a product tour that guides the viewer through the entire product by letting you click through different features of the product until the end.
Such interactive product tours are useful when you want to:
- Enable self-onboarding process to onboard new customers
- Reduce churn because of lack of product adoption
- Provide in-app communication experience to increase user engagement goals
- Show website visitors to use the product themselves without actually going through a trial
Self-guided tour software creates a demo sandbox environment where you can capture your product screens and leverage screen guidance for users, upload it, and customize it based on your preference.
Here are a few tips to create effective guided product tours:
Tip 1: Segment the tour into categories
Define the different categories you want to include in your guided product demo. This way, the viewer knows the different categories the guided tour has and they can choose the appropriate category they want to know about.
For example, Stairwell has divided its guided tour into different categories like the introduction, platform overview, and product features: search, rich file analysis, variant discovery, and so on.
💡Pro tip: For each category, add context to help the viewer understand what's inside each category.
Tip 2: Make each category bit-sized lessons
Just like courses are broken down into shorter lessons, you break down each category into crisp, bite-sized lessons. Explain everything from the start to end that educates the reader about that particular category.
For example, Fulcrum has added detailed lessons inside each category.
When the viewer clicks on any of the categories such as Quoting & Sales, you’ll see a screen where you’ll see the complete tour to understand how the specific feature of Fulcrum works — making it a bite-sized lesson.
Tip 3: Identify the number of steps to include in each category
Identifying the number of steps in your guided tour helps you (and the viewer) understand the length of your demo. The shorter the demo, the better it is. For each lesson, have 5-10 steps in your guided tour if your product is not too complex.
For the lessons where the feature is a bit complicated to understand, you can include up to 15 steps.
For example, Stairwell’s product is a bit complex to understand so the number of steps included in each bite-sized lesson is longer. Like, for the category ‘Search’, the guided tour has used 10 steps to explain the feature.
Let’s take a look at another example by Toplyne. It uses two categories for its guided tour segmented by its ICPs. For the first category or view, they used 4 steps in their guided tour.
Tip 4: Use copywriting techniques to spruce up instructions
Make sure to write instructions for your guided product tour in active voice. Also, use bullet points to format your instructions well for the viewer to scan your instructions quickly.
Besides, you can spruce up your instructions by adding the following 2 copywriting techniques:
Include the benefits
Apply the What-So What-Now What approach. Here you first explain what the feature is. Then you emphasize the benefit and finally give a call-to-action (CTA).
💡Pro tip: Add examples for more contextual information, and to help the viewers understand the given information in detail.
For example, Toplyne directs the viewer to its dashboard and tells what the viewer can do when they get inside the dashboard i.e., send conversion, expansion, and churn prevention pipelines to your Go-to-Market applications.
Add a relevant call-to-action (CTA)
How do you want to direct the viewer to the next step or instruction? Add a clear and relevant CTA. If you want to direct the viewer to the next step, use CTA like 'Next', and if you want to drive key actions after a particular demo category is completed, you could use CTAs like Book a Demo.
For example, at the end of each category, Stairwell adds to CTAs — ‘Contact Team’ and ‘Next Feature’.
5 Best Guided Tour Software in 2024
Based on user reviews from G2 and Capterra, we curated the 5 best-guided product tour examples to improve your product experience.
Whether you're evaluating a guided tour software for the first time, or reconsidering your product experience tool options, any of these comprehensive solution picks will make the perfect addition to your tech stack.
Storylane is a no-code platform that enables you to build guided product demos in just 10 minutes (without any coding skills and coding experience). It is an affordable tool that enables screenshots and HTML captures allowing flexibility for customization. The platform allows you to track the demo analytics like leads, viewer engagement, CTA clicked, time spent on the demo, completion rate, and so on.
Why we suggest this tool: It provides screenshots and HTML screen captures (that can be captured via Storylane's Chrome Browser Extension). And, can be used to create incredible product tours that can be embedded on websites, in-app, in your sales outreach, and in your SaaS onboarding process.
- The no-code editor is a built-in code-free editor that lets sales teams, marketing, and product teams create customized, interactive demos without engineering work. Some of the powerful editing features include deleting the demo screens and adding a blur effect to mask the data, inserting video clips, and adding voiceovers.
- The Storylane AI helps provide AI Guide Writer and AI Guide Improve, and multi-language support to create better self-guided demos.
- Usage tracking analytics such as impressions, demos engaged, leads, CTAs clicked, last view, time spent, and completion.
- Allows both screenshot and HTML captures making the customization for guided tours easier.
- Offers native and custom lead form integration with Hubspot, Marketo, and Pardot.
- Incredible customer support
- Affordable option
$40 per month; offers a free pricing model for users
Navattic is a custom coding platform that helps medium businesses and enterprise-level companies create interactive tours by capturing impressive product screens with HTML captures. Also, it is a customizable tool that lets you edit the demo, and share it with potential customers.
Why we suggest this tool: They have top-notch customer support and even when you may find that they have limited functionality, they listen to your feedback requests and regularly come up with newer updates.
- The Magic Editor provides editing features that allow you to delete the demo screens and add a blur effect to mask the data.
- With Userlane Assistant, you can organize guides, convert them into chapters, and send product announcements
- Intuitive interface
- Above-average customer support experience
- Higher price point
- Doesn't offer screenshot captures
$500 per month
Pendo is an all-in-one digital adoption platform for product managers, medium companies, and enterprise customers that deliver wow-worthy digital experiences to customers and employees. It offers you a wide range of solutions like:
- In-app guides to communicate with its users within the app (for feature adoption and in-app announcements),
- Customer feedback to centralize product feedback and feedback from customers, in-app.
- Roadmaps to collaborate with internal stakeholders and bring data into product planning.
Why we suggest this tool: It provides in-app guidance to customers and strengthens in-app communication strategy to increase feature adoption and user engagement.
- With advanced user segmentation options and capabilities, you can target app guides to the right employees and customers, and personalize user experience based on in-app user behavior such as page views.
- Comes with a reporting product widget that lets you track metrics like feature adoption to understand which features bring the most value to its customers.
- With so many advanced features that Pendo offers, it becomes overwhelming for users to use the platform.
- The interface to building guides can be improved.
- User interface of Pendo is complicated
- Expensive to use on the market for product tours
On request; comes with a free pricing plan option
Watch the product demo here
Userlane is a no-code digital adoption platform that helps in employee training through product tours, provides in-app guidance, and creates faster user onboarding process and real-time customer support.
Why we suggest this tool: It streamlines employee onboarding, reduces training time, and improves the adoption rate.
- Customize Guides targets content (to provide contextual guidance) towards a specific audience to ensure delivering the right information to the right people at the right time.
- Ease of creating tooltips, guides, and product announcements
- Top-notch customer support
- Lacks multi-directional guides
- No functionality to create and download reports
Reprise is a guided product tour software that serves sales and marketing leaders in enterprise-level businesses. It lets you create a guided product tour for your customers, customize and share it with them.
Why we suggest this tool: Along with a tool that improves sales efficiency, it provides great customer support — timely communication, organized, meaningful insights, and connects to the right people.
- Reprise Replay provides advanced and interactive elements like inserting videos, replacing or updating product screenshots, building animations, default linking of all pages, animation elements, anonymizing the data for a specific target persona, and so on.
- Top-notch customer support
- Reprise Academy is embedded on its website to provide educational materials for learning about the product
- Provides advanced and interactive elements like default linking of all pages, animation elements, anonymizing the data for a specific target persona, and so on.
- Has a steep learning curve.
- The App Capture feature needs improvement.
How to Choose the Best Self-Guided Tour Software?
The first and foremost thing you need to do before choosing a self-guided product tour solution is to understand your requirements.
- Do you have enough time to train your team on how the software works? If not, you'll want a product with a minimum to zero learning curve.
- Do you want to be able to edit the text on screen, and make additions or personalize different decision-makers?
Here are some of the common factors users must consider before purchasing a self-guided tour software:
Ease of use
Users want an intuitive, impressive, and easily understandable modern product. So, when you go for the free or paid trial, look for the following things:
- Is it easier to navigate the key features of the guided product tour tool?
- Does it take you more time to learn about the tool?
If yes, then you need to look for a simple product that has an intuitive interface and doesn’t have a steep learning curve.
Plus, whether the tool is easy to use or requires a steep learning curve, maximize the use of the resource center/ knowledge base for user education.
💡Pro tip: Estimate the time active users take (who have purchased or used the same guided tour software that you’re evaluating) and find how much time is it taking for them to set up their first guided product tour.
What level of customization does the guided tour software tour is the second most important thing to note.
- Does the software offer basic editing capabilities like changing the images, updating the content of your demo, and masking confidential information?
- Can you personalize the demo with the prospect's name, company, or logo?
Understand all the customization elements of the product tour features the software offers you and determine how the customization abilities of software A are different from software B.
For example, along with the basic personalization abilities, Storylane offers additional features like adding voice-overs (for voice guidance tours) and multi-language support for translating the guided tour to 25+ languages.
Compare if customization abilities like this are available in other guided tours and make the purchase decision.
Does the guided tour software integrate with just CRMs? Or does it provide a wide variety of integrations too?
If you require to add lead gen forms to your interactive guides, check if it offers deep integrations with a native form builder or if it offers custom form builder integrations.
Storylane offers integration options with Hubspot, Marketing, Salesforce, Slack, Zapier, Google Analytics, Segment, G2, Pardot, and Webhooks.
If we talk about the must-have in your guided tour software, it is having access to advanced analytics tools and integrations.
Once you have built the guided tour and shared it, the next step for you is to monitor the performance of the demo. So, you need top-notch analytics the product offers to help you track the performance of your self-guided demos.
What does the built-in analytics dashboard look like? What are the different metrics you can track? You need to find how limited or extensive the analytics of the tool you're evaluating is.
Know this: many guided tour software offer the factors that we shared above but the deal breaker is their pricing model.
So, you need to be specific and choose the exact factors (and features) you want in your product for a cost-effective product tour solution. This way, you only pay for the features that you want to use.
Check whether the guided product tour software solution is offering a free trial for users (maybe a 7 or 14-day free trial), or a free pricing plan option. If any of these is available, leverage it to explore the tool, and find its strengths and weaknesses to make the final purchasing decision.
Last but not least, customer support is your bestie. If you run into a problem or find it hard to set up the demo version — reach out to customer support.
If you don't have easy access to customer support or they are too slow to provide the resolution, you need to rethink purchasing the software.
Find your Perfect Fit
To choose the best self-guided product tour, first check in with yourself, and your team, and understand your needs. In any case, today, the priority is to have an all-in-one tool that provides value from day 1. So whether it’s creating product demos, tours, or in-app tutorials, get yourself a tool that can be multipurpose, and scalable.
Q1. What is the difference between a product tour and a walkthrough?
Interactive product tours are the shareable replicas of your product that help the viewer see what your product looks like and the value it offers.
Whereas, interactive walkthroughs are a form of product onboarding tours where you guide or educate the user on how the product works. These product walkthroughs start when the user uses your product for the first time — either in the form of a free trial for users or when they opt for the freemium or paid plan.
Q2. How many steps should be in a product tour?
Your guided product tour steps should range between 5-12. More steps create friction for the visitor, which leads to dropping from your website.
However, the number of steps you include in your demo also depends on the complexity of your product.
According to Intercom’s community, people have also seen completion rates for tours with 15 steps. The gist of the conversation and the analysis of an anonymized tour by Intercom is that:
- If you have a non-complex product, include 4-5 steps
- If you have a complex product, include 11-15 steps
Q3. What is the completion rate for a product tour?
The completion rate for a product tour depends on two things: factors and the purpose of the tour.
The purpose of the tour could be:
- Providing advanced user onboarding experience
- Increasing user adoption and user activation
- Increasing user engagement
Next, the factors that impact the product tour's completion rate include:
- The tour's timing
- Design and content
- Length of the tour
Based on these factors, you'll know the completion rate of the product tour.
When you use product tour software options like Storylane, you get the added benefit of tracking built-in analytics functionality. On the analytics page, you can analyze the completion rate for your demos.
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