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Getting started (Page Tour)

How to configure and use the Page Tour app by Accelerator 365

The Page Tour app helps you create an interactive, step-by-step tour on your SharePoint pages, helping walkthrough important content and features of your intranet. It gives users a self-service guide, making your intranet more intuitive and engaging.

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Configuring the app for the first time

To add the Page Tour app:

  1. Select Edit on your SharePoint page.

  2. Select + Add a new web part, then choose the Page Tour app.

  3. Once added, the Page Tour app will display as a placeholder and is ready for you to add your first step.

Create a data source

The Page Tour app uses a background SharePoint list to log the users who have dismissed the tour after completing it. Whilst you won’t need to interact with this list, the lists are essential for the app to function, to ensure the tour isn't shown again to users who have dismissed it.

  1. In the property pane, select the Create data source button, which will create a data source on your site.

    Page Tour - Create data source

Note:

  • Only users in the Site Owners group can create a data source.
  • You can only create one data source per site.

Adding steps to your tour

  1. In the web part property pane, select Customize steps.

  2. A larger panel appears for managing your steps.

  3. Select Add step. You can choose from three types of steps:

    Page Tour - Add steps

    1. Web part: Targets a specific web part on the page.

    2. Page Element: Highlights a SharePoint UI element, such as the navigation bar or search box.

    3. Message: A standalone message not linked to any page element, ideal for opening or closing messages.

  4. All step types allow you to add content consistently:

    1. Title – Add a clear title for each step.

    2. Description – Include formatted text with options for font size, color, hyperlinks, bulleted or numbered lists.

    3. Images – Add images to highlight content; include alt text for accessibility.

  5. Select Save once complete.
Page Tour - Add step content

    Customizing the layout

    In the property pane, the Layout section lets you adjust the look and feel of your Page Tour:

    1. Background:

      • By default, a solid color is applied based on your SharePoint site theme.

      • Optionally, upload a background image.

      • If you upload an image, you can set alt text for accessibility.

      • Adjust overlay color and overlay opacity using the slider to ensure text is legible.

    2. Labels:

      • Add a description on the Page Tour web part. This is often used to greet users to the intranet.

      • Edit the Call to action text (default is Take the tour) directly in the property pane.

    Page Tour - Layout

    Managing the tour behavior

    In the property pane, you can also control when the Page Tour behavior.

    • Open page tour for new users: Toggle this option on or off to control whether new visitors to your site see the tour automatically.

    • Reset the tour to make it visible for all users:  Select Reset to make the tour visible for all users again. This is useful if you’ve added new steps.

    Page Tour - Options

    Managing steps

    You can easily manage your Page Tour steps from the property pane. Next to any step, you can:

    • Rearrange steps using the draghandles to change their order.
    • Edit steps to update titles, descriptions, images, or settings.
    • Delete steps you no longer need.
    • Preview individual steps or the entire tour before saving your page.
    Page Tour - Manage tour steps

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