A core benefit of inline onboarding experiences or upsell experiences is that a user can access it repeatedly until they’re done. But some users just aren’t going to engage or find the form factor useful. How do you remove UI experiences that aren’t adding value?
In addition to scheduling when a guide is paused (i.e. no new users are added to it), Bento allows you to choose when a guide should be hidden. The guide’s analytics won't be deleted, but the end user will no longer see it when they log into your app.
How to set it up
In the Targeting tab of each guide, you can choose the duration of a guide: when does it go live, when does it stop getting launched, and when should it be hidden.
By default, guides will be hidden 2 months after a user first gets it.
Adapt defaults to your use-case
Hide guides only when completed
This is most appropriate for critical, blocking onboarding steps
Hide guides based on last step completion
This is a variation of "time since user got the guide" and effectively "resets" the clock whenever the user completes a step
Therefore users who get a guide but never complete any steps will still have the guide hidden based on time since they got the guide
Auto completed steps also count towards step completion!
Modify the amount of time before a guide is hidden
For example, 2 months might not be the right amount of time if you know that users are generally ramped up faster
Application for different guide types
This mechanic is valid for the following guide types:
Onboarding checklist guides
Tooltips
Cards
This is not relevant for:
Announcements (modals & banners) because they are ephemeral
Sidebar contextual guides, because users may need that additional guidance when they're ready to adopt a certain feature, and not just when they first “got it”