Guided Tours and Dynamic Guidance

[Paty Montesinos]

Guided Tours + Dynamic Guidance (Together, by Design)

Table of Contents

• The Role of Guided Tours (Why They Still Matter)
• Where Dynamic Guidance Adds Value
• How They Work Better Together
• The Business Impact of Using Both

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Overview

Guided Tours and Dynamic Guidance are better together—because they serve different moments in the user journey.

Guided Tours are a powerful and proven adoption tool. They’re ideal for introducing users to a new experience, onboarding them to a process, or walking through a workflow in a clear, structured way. Many customers rely on Guided Tours as their first line of enablement, and for good reason—they create confidence and reduce friction right from day one.

Dynamic Guidance doesn’t replace Guided Tours—it builds on them.

Family Release: Zurich Patch 9

Release: April 2026

Roles Required: sn_dyn_guidance_user

The Role of Guided Tours (Why They Still Matter)

Guided Tours excel when users:

• Are new to a process or feature
• Need a linear, step‑by‑step walkthrough
• Are onboarding after a go‑live or major change
• Benefit from seeing the full flow start to finish

They’re easy to understand, easy to reuse, and highly effective at helping users get started quickly. In many environments, Guided Tours are the foundation of a strong digital adoption strategy.

Where Dynamic Guidance Adds Value

As platforms mature and usage scales, customers often notice that not all users need—or want—the same guidance at the same time. That’s where Dynamic Guidance comes in.

Dynamic Guidance delivers context‑aware, in‑the‑moment support that adapts based on:

• The user’s role and experience level
• The task they’re performing
• The data or state of the record they’re on
• Changes to the UI, policy, or process

Instead of replaying a tour, users receive targeted nudges, tips, or next‑best actions exactly when they need them.

How They Work Better Together

Think of Guided Tours and Dynamic Guidance as serving different phases of adoption:

• Guided Tours

→ Teach the workflow

→ Onboard new users

→ Introduce changes with clarity

• Dynamic Guidance

→ Reinforce best practices

→ Reduce errors and rework

→ Support day‑to‑day execution at scale

Together, they create a continuous enablement loop:

1. Guided Tours help users learn the process
2. Dynamic Guidance helps users apply it correctly over time

The Business Impact of Using Both

Customers who leverage both Guided Tours and Dynamic Guidance can:

• Speed up onboarding without retraining
• Increase long‑term feature adoption
• Reduce dependency on documentation and support tickets
• Drive more consistent, policy‑aligned user behavior
• Support change without disrupting productivity

Guided Tours help users learn. Dynamic Guidance helps users succeed—every day.

“Guided Tours are an excellent way to introduce users to a process. Dynamic Guidance extends that value by supporting them in real time, as their work and the platform evolve.”

Conclusion

Guided Tours and Dynamic Guidance work best as a combined adoption strategy: Tours provide clear, structured onboarding, while Dynamic Guidance delivers role- and context-aware support in the flow of work. Together, they create continuous enablement that accelerates proficiency, reduces errors and support burden, and helps customers sustain change as processes and platforms evolve.

Check out the Adoption Services Articles Hub for more resources