Setup Guided Tour for CSM Portal

diana_tat
Tera Contributor

Hi!

I am trying to setup a guided tour for CSM Portal. I put type custom and in the context csm?index.do. I have tried to put the entire URL of the page in the context, but it doesn't work properly. The problem is that the page loads, but with that navigation on top a when I enter in the Portal it shows that there is no tour available. 

Any idea on how I should configure?

14 REPLIES 14

Is there a reason why you are using the 'Custom' type and not the 'Service Portal' type?

If I select Service Portal it doesn't seem to be an option for the CSM portal.

'Customer Support' is equivalent to /csm portal. Try that

JamesChun_0-1710100085305.png

 

So would you suggest to select like this? Because then in the tour designer it doesn't look like the actual /csm page

Looks like someone made some changes to the page "Customer Service Portal". If you select the page where you want to include the Guided Tour in the 'Starting Page', it should be fine.

 

I am guessing it's the home/landing page of the CSM portal? If so, navigate to the CSM portal record ( yourInstanceURL/sp_portal.do?sys_id=89275a53cb13020000f8d856634c9c51&sysparm_record_target=sp_portal&sysparm_record_row=8&sysparm_record_rows=11&sysparm_record_list=) and find the title of the 'Homepage' field. Then you can use that as the 'Starting page' of the Guided Tour.

 

Cheers