Overview

Prerequisites & limitations

• You must have Company, App Administrator, or App Member permissions in Recurly Engage.

Definition

Traditional onboarding tours interrupt the user flow with step-by-step callouts. The Personalized Onboarding Journey guide delivers prompts only for actions or sections the user hasn’t yet seen—and can span multiple visits—for a frictionless, contextual experience.

Key benefits

• Contextual guidance: Show prompts only for features the user hasn’t accessed.
• Multi-visit flexibility: Space your onboarding steps across sessions to avoid overload.
• Higher engagement: Streamlined education that respects the user’s flow.

Key details

Traditional approaches to onboarding new users include a step-by-step homepage tour with highlighted callouts to various features. This method may work for B2B, but B2C users often find it disruptive.

Recurly Engage’s Journey guide lets you predefine a sequence of prompts linked to key site elements. Each prompt fires only if the user hasn’t completed the associated action, and you can schedule them over multiple visits—resulting in a more user-friendly onboarding flow.

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Important

Create usage trackers for your key features and content, then reference those trackers in your onboarding guide to target only first-time interactions.

Guide

1. Create a new Guide (Settings→Guides) and set the type to Journey.
2. Configure the first prompt as a Popup targeting first-time visitors.
3. Set the CTA on that prompt to either trigger the feature directly (1-Click) or redirect to the relevant page.
4. Add a second prompt in the guide and schedule it for the user’s next visit.
5. Add a third prompt scheduled for a subsequent visit as needed.
6. Target the guide to the Test Users segment.
7. Specify the trigger conditions (e.g., specific page URLs or tracker events).
8. Start the Guide.
9. Add your User ID to Test Users (Settings→Users→Test Users).
10. Verify that each prompt appears in the correct order across visits.

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Important

To experiment with different onboarding sequences, run an A/B test on your guide prompts.