Hotspots, areas, and callouts
Guide attention with a point, region, or message, and add an authored zoom when a step needs focused framing.
Point to the right target, explain the next action, and keep the guidance readable at the size viewers will use.
Choose the right guidance
| Type | Use it when |
|---|---|
| Hotspot | One precise point is the target. |
| Area | A larger region is the target. |
| Callout | The viewer needs a guidance message attached to a target. |
Use the smallest target that remains clear. The guidance should name the action or expected result without repeating everything already visible on screen.
Add and refine guidance
Select the step and target
Choose the step, open Insert, then choose Hotspot. Place it on the control or region the viewer should use.
Choose the guidance type
Select the guidance, open its type menu, then choose Hotspot, Area, or Callout. Confirm that the target remains attached to the intended interface element.
Write the instruction
Use a direct action such as “Choose Add member.” Include the result only when it helps the viewer confirm the action.
Adjust the selected guidance
Use the contextual toolbar to format text, add a link when appropriate, choose readable colors, and open the position menu.
Keep formatting secondary to the instruction and target. Place the message
Choose Auto first. If the message covers the target or important content, choose Top, Left, Right, or Bottom, then check the full step.
Use a fixed position only when Auto does not keep the target and message clear. Preview the viewer path
Choose Preview. Check that the target is accurate, the message does not cover important content, and the next action is obvious on desktop and mobile.
Add an authored zoom
Use an authored zoom when one step needs a specific focus region. Add the zoom to that step, select it, then choose Preview Zoom to check the framing.
Each step supports one authored zoom. Delete it when the framing no longer helps. Authored zoom is separate from the tour-level Auto zoom setting.
When guidance is not what you expect
The message covers the target
Choose Auto or move the message to another side. Shorten the instruction if it still takes too much space.
The target moves away from the control
Return to the editor, select the guidance, and place it again. Preview at desktop and mobile sizes.
Zoom makes the step harder to understand
Preview the Zoom, then delete it if the wider context is more useful than the focus region.
What to do next
Configure tour playback