Build
Playbooks & Integrations. Move from strategy to execution with technical blueprints. Access ready-to-use templates and step-by-step guides for syncing Beacon with platforms like Shopify and NetSuite to create seamless user flows.
19 articles
How to A/B Test Your Onboarding Tours with Beacon's Analytics
Learn how to define success metrics, set up a simple A/B test for your Beacon onboarding tours, and use our analytics to boost completion rates.
Build a Product-Led Onboarding Flow in 30 Minutes (No Code Required)
Learn how to design and deploy a self-serve onboarding sequence that guides new users to their "aha!" moment fast, without writing a single line of code.
Embedding Video in Beacon Tours: Show, Don't Just Tell
Sometimes a screenshot just won't cut it. Learn exactly how and when to embed video into your Beacon product tours, covering everything from YouTube to Loom clips, to make your guidance crystal clear.
Automate Staff Onboarding: Group-Based Training Assignments in Beacon
Say goodbye to manual training assignments. Learn how to set up group-based automation in Beacon so new staff get the right training the moment they join a team.
Turn PDFs into Interactive Tours: Generate Steps with Beacon's AI
Tired of manually translating SOPs into training? Upload any PDF or text document to Beacon and let our AI draft interactive tour steps automatically. Here's how to streamline your onboarding and staff training.
Assign and Track Staff Training Tours in Beacon for Rock-Solid Compliance
Streamline your internal training and compliance workflows. Learn how to assign Beacon tours to staff, set due dates, and track completion with immutable audit evidence.
Tour Triggers: How to Launch Your Beacon Tours at Just the Right Moment
A well-timed product tour can be incredibly helpful; a poorly timed one is just annoying. This guide breaks down Beacon's three tour trigger options: URL matching, manual launch, and the launcher widget, so you can deliver help precisely when it's needed.
How Beacon's Autofill Step Can Slash Form Friction by 80%
Tired of users dropping off at tedious forms? Beacon's `autofill` step lets you pre-populate fields in your product tours, drastically reducing friction for onboarding, training, and complex workflows.
When a Tooltip Isn't Enough: Mastering Spotlight and Modal Steps for High-Stakes Onboarding
Tooltips are fantastic for guiding users, but some moments demand full attention. Learn when to strategically deploy spotlight and modal steps to ensure critical actions are seen and understood.
Personalizing Product Tours: How to Use Beacon.identify() for Role-Based Onboarding
Stop showing generic product tours. Learn how Beacon.identify() lets you deliver personalized onboarding and feature guides based on user roles, segments, and other attributes, ensuring every user gets the most relevant experience.
SDK Deep Dive: Crafting Seamless Onboarding Flows with Beacon
Integrating product tours directly into your web application is straightforward with Beacon's SDK. This guide walks developers through setting up the SDK, identifying users, and triggering multi-step onboarding flows programmatically.
Install Beacon with Google Tag Manager: No Dev Required
Get Beacon's interactive product tours running on your site in minutes using Google Tag Manager. This guide shows you how to add the SDK without touching your codebase, empowering your marketing or operations team.
Build Your First Beacon Product Tour in Under 10 Minutes (No Code Required)
Forget complex setups and endless code. I'll walk you through building your very first interactive product tour with Beacon, from signup to live deployment, in less than 10 minutes.
Where Your Product Tour Breaks Down: Using Beacon Analytics to Pinpoint Drop-offs
You've built an onboarding tour, but users aren't completing it. Beacon's step-level analytics show you precisely where they're bailing and how to fix it.
Beyond SEO: How to Engineer Your Web App for Autonomous AI Agents
AI agents don't see your beautiful UI. They parse underlying code. Learn how to optimize your web applications for machine-readability, from the Accessibility Tree to WebMCP, to ensure AI agents can understand and interact with your site reliably.
Boost Sales Productivity: Train Your Team Inside HubSpot with Beacon's No-Code Tours
Train your sales team directly inside HubSpot with interactive, guided tours they can replay anytime. Learn how Beacon's Chrome Extension makes this possible without touching a line of HubSpot's code.
Overlay a Training Tour on Salesforce Without Touching Salesforce's Code
Empower your team with interactive training directly on Salesforce, no developers or custom code required. Learn how Beacon's Chrome Extension lets you build guided tours visually, right on the live page.
SOC 2 Audit Ready: Exporting Immutable Training Evidence from Beacon
When your SOC 2 auditor asks for proof of staff training, you need clear, immutable evidence. This guide shows how Beacon's compliance reporting delivers exactly what they're looking for, in a few clicks.
Building SOC 2-Ready Compliance Courses: Sequential Training with Beacon
Learn how to create structured, sequential compliance training courses with Beacon, ensuring staff complete essential modules in the right order for robust audit evidence.