Setup Guided Tour for CSM Portal
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03-10-2024 08:10 AM
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?
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03-10-2024 12:43 PM
Is there a reason why you are using the 'Custom' type and not the 'Service Portal' type?
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03-10-2024 12:46 PM
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03-10-2024 12:48 PM
'Customer Support' is equivalent to /csm portal. Try that
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03-10-2024 12:51 PM
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03-10-2024 12:58 PM
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