Controlling Journey Tracker and Context Help behavior

Journey Tracker and Context Help

Under the Guide Rules, you can set up the conditions under which the guide will be part of the Journey Tracker or Context Help. If and when these conditions match, then the preset behavior will be applied.

The guide/tour will be available in the Journey Tracker only for visitors who visited the page more than two times. In other cases, the guide/tour will still be part of the Journey Tracker, but it will be disabled.

Journey Tracker and Context Help both have three options you can separately set. These are on-off, disabled, and invisible. You can choose one of six combination options listed below. For the created rule;

  1. Journey Tracker; On, or Off

  2. Journey Tracker; Disabled

  3. Journey Tracker; Invisible

  4. Context Help; On, or Off

  5. Context Help; Disabled

  6. Context Help; Invisible

Journey Tracker Rules

  1. Disabled If you turn the Journey Tracker on and select the disabled option, then the guide will be visible and disabled (greyed out) as long as the rule matches the current user's context. The user will be able to see but will not be able to select it.

  2. Invisible If you choose the invisible option for the Journey Tracker, the guide will not be shown to the user.

For further information, refer to Adopt’s Journey Tracker guide.

Context Help Rules

  1. Disabled If you turn the Context Help on and select the disabled option for Context Help when the rule is NOT evaluated as TRUE, then the guide in the tours section will be disabled (greyed out) but it will be visible. The rule is also related to the tours section in Context Help if disabled is chosen.

  2. Invisible If you choose invisible for Context Help and the rule is NOT evaluated as TRUE, then the guide in the tours section will be hidden. If the rule is evaluated as true, then the guide will be displayed in the tours section of Context Help.

For further information, refer to Adopt’s Context Help guide.

Using the same example above; the rule is set up as the number of times the visitor has visited the application is more than two. If the rule matches, the guide will play automatically after a visitor has visited the page more than two times. Journey Tracker disabled means that after fulfilling this rule and after more than two visits of the page, the guide will be visible in Journey Tracker, but the user will not be able to select it (greyed out).

To do that;

  1. Open Guide Settings

  2. Click on the Track tab

  3. Tick the box for Track

  4. Tick the box for Embed in Context Help

  5. Save your settings

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