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Building Guides ​

Step Types ​

Every guide is made up of one or more steps. GuideSail has three step types, each suited to different situations.

Tooltip ​

A small pop-up anchored to a specific element on your page.

Best for: Pointing out a specific button, field, or section of your UI. Walking users through a flow step-by-step.

How to configure:

  1. Click Add Tooltip

  2. Select an Element: Click the element on your page you want to highlight.

  3. Add a step title and optionally add a description for more context.

A centered dialog box that appears in the middle of the screen, not anchored to any element.

Best for: Welcome or introduction messages, announcements, end-of-tour summaries, or any message that doesn't need to point at a specific UI element.

How to configure:

  1. Add a Popup step and give it a title.
  2. Add a description — this is the main body text of the dialog.
  3. Optionally customize the button label in Guide Settings.

Click ​

An invisible step that automatically performs a click on a target element before moving to the next step.

Best for: Advancing the UI state automatically — for example, opening a dropdown or navigating to a sub-page — so the next visible step can point to something that only appears after an interaction.

Users do not see a Click step. It runs silently between other steps.

How to configure:

  1. Add a Click step.
  2. Click Select Element and click the element on your page that should be clicked.

Tip: Place a Click step before a Tooltip that points to something inside a menu or modal. The Click step will open the menu first, then the Tooltip will highlight the target element.

Step order and mixing types ​

You can freely mix step types within a single guide. A typical onboarding flow might look like:

  1. Popup — Welcome message
  2. Tooltip — Point to the main navigation
  3. Click — Open a sidebar
  4. Tooltip — Highlight a feature inside the sidebar
  5. Popup — Done / call to action