Tooltips & Banners

Not everything needs a full tour. Tooltips point at a specific element and explain it. Banners announce something to everyone on the page. Both are managed from your dashboard — no code needed.

Tooltips

A tooltip is a small popover next to a button, link, or any element on your page. Use it to explain a feature, highlight something new, or nudge a user toward an action.

Creating a Tooltip

Go to Engage > Experiences > Tooltips and create a new tooltip:

• Title — the heading text
• Body — a short explanation (1-2 sentences works best)
• Selector — the CSS selector of the element it points to (e.g., #settings-btn or [data-callout="export"])
• Position — where the popover appears relative to the element: top, bottom, left, or right
• Target Pages — URL patterns to control which pages it appears on
• Segments — which user segments see it (or leave on "Everyone")

If the tooltip would overflow the viewport, it repositions automatically.

Dismissal

Users dismiss a tooltip by clicking the X button. For identified users, dismissal is permanent — the tooltip won't come back. For anonymous users, dismissal lasts for the browser session.

Banners

A banner is a page-wide message — more prominent than a tooltip. Use it for feature announcements, maintenance notices, upgrade prompts, or success confirmations.

Creating a Banner

Go to Engage > Experiences > Banners and create a new banner:

• Message — the text your users see
• Type — controls the visual style:
  • Info (blue) — new features, tips, announcements
  • Warning (amber) — upcoming changes, maintenance notices
  • Success (green) — completed actions, positive confirmations
  • Error (red) — critical issues, required actions
• Position — where it appears:
  • Top — fixed to the top of the viewport
  • Bottom — fixed to the bottom
  • Inline — appears between your header and your page content
• CTA Button (optional) — add a call-to-action with custom text and a link (e.g., "Enable Dark Mode" → /settings/appearance)
• Dismissible — whether users can close the banner. Non-dismissible banners stay visible until you deactivate them.
• Target Pages — URL patterns to control which pages it appears on
• Segments — which user segments see it

Targeting

Both tooltips and banners support two kinds of targeting:

• By page — set URL patterns so a tooltip only shows on the settings page, or a banner only shows on the dashboard
• By user — assign segments to show experiences to specific audiences (e.g., free-plan users only)

Tooltips and banners also work for anonymous users when targeted by URL — unlike tours and checklists, which need an identified user.

Next Steps