Clew

How to create an interactive product guide without a developer

Instead of a help article with screenshots, give users a “How do I…?” list inside the product. Each topic opens the right page and walks them through it with tooltips on the real interface.

Time
● 30 minutes
Price
14-day free trial, no card
Format
Onboarding checklist + Step-by-step tooltips

How a guide is built from two formats

A Clew interactive guide combines two items:

  • a Onboarding checklist titled, for example, “How do I…”, where each item is a topic and its link points to the page with ?tutorial=<tour-slug>;
  • one Step-by-step tooltips tour per topic. Opened with ?tutorial=, a tour starts immediately — even for users who have seen it before.

The guide can open On click on an element on your existing “Help” button and show Every visit, so users come back to it whenever they need it. Links open in a new tab, keeping the page they were on.

A “How do I…” help checklist next to a tour tooltip it launched on the same page
schematic illustration

When a guide beats a tour

Features used once a month

Exports, closing a period, bulk imports: nobody remembers the steps, so an on-demand walkthrough beats a first-day tour.

Top support questions

Take the five most frequent “how do I” tickets and make each a topic.

Portals for clients and partners

Dealers, students, tenants: occasional users who shouldn’t need training.

Internal tools

Admin panels and back offices where new colleagues ask the same questions.

How to create an interactive guide in 5 steps

  1. Step 01

    Copy your Clew snippet

    Create a free account (or sign in), add your site and open Admin → Overview. Click the line in the “No signal from the widget yet.” card to copy it — it carries your real site key instead of the placeholder.

    <!-- Clew: replace PASTE_YOUR_SITE_KEY with the site key from Admin > Overview -->
    <script src="https://tryclew.io/widget/PASTE_YOUR_SITE_KEY.js" async></script>
    Clew admin Overview with the embed line and a masked site key
    Step 1 · schematic illustration
  2. Step 02

    Add the line to your site once

    Paste the snippet wherever you manage the site. Each guide takes 5–10 minutes and never has to be repeated: everything else happens in Clew.

    Where the head code field is in popular site builders
    Step 2 · schematic illustration
  3. Step 03

    Create the tours, then the guide checklist

    First build one Step-by-step tooltips tour per topic with Edit on your site and Pick element, and note each tour’s Slug (used in links). Then create a Onboarding checklist: one item per topic, and in Link URL the page address plus ?tutorial= and the tour slug.

    A “How do I…” help checklist next to a tour tooltip it launched on the same page
    Step 3 · schematic illustration
  4. Step 04

    Choose where, when and for whom it shows

    In the same editor, set Where to show (page URL), When to show, Audience targeting and Frequency. These are the settings of the example above:

    SettingValue
    Checklist
    FormatOnboarding checklist
    Where to show (page URL)Section by prefix /app
    When to showOn click on an element: [data-tour="help"]
    Audience targetingNo rules — everyone who opens the page
    FrequencyEvery visit
    Product tour
    FormatStep-by-step tooltips
    Where to show (page URL)Section by prefix /app/integrations
    When to showRight on page load
    Audience targetingNo rules — everyone who opens the page
    FrequencyOnce per visitor
    Clew tour editor with the format, page URL rule, trigger and audience rule fields
    Step 4 · schematic illustration
  5. Step 05

    Publish and check it on the live site

    Set Status to Published and save. Open the page in a private window — Clew remembers who has already seen a “once” item, so your usual browser may skip it. Views, completions and drop-offs appear in the tour stats.

    Clew admin Overview with the green “Widget is live” card
    Step 5 · schematic illustration

Step-by-step: interactive product guide on your platform

Pick the platform your site or app is built with. Every guide has the insertion steps, a worked example with ready settings, and the pitfalls of that platform.

Is it free?

This format is part of the Pro plan. Every new account starts with a 14-day free trial with all formats and audience rules, no card required. When the trial ends nothing is deleted and published items keep showing; the Free plan keeps tours and tooltips free.

Questions and answers

Is the guide free?

The tours are free, but the checklist that lists the topics is part of Pro. The 14-day trial includes it, no card.

Why does the topic open in a new tab?

Checklist links always open in a new tab so the user keeps the page they were on. The tour starts in that tab straight away.

Can I link a tour from my own help center?

Yes. Any link to a page with the widget and ?tutorial=<slug> starts that tour — from an article, an email or a chat reply.

How many topics?

Five to seven. Each tour should be three to six steps; split longer procedures into two topics.

One line on your site — then tours, tooltips and checklists without releases.

Get your site key — freeHow Clew worksFree plan forever, no credit card

Product tours, popups and onboarding in the age of AI

7 patterns with step counts, copy rules and what to measure, what AI changes, and a checklist before you publish. PDF, 2 pages. What is inside →