Release management

You can use funnels to ensure tours correctly show based on the current version of your software. For example you may want to create and test your tours on a staging site prior to the release of a new version into production. Since your tours maybe showcasing features not yet available in production, you will want these tours to only show on production once the new version is released.

1. Install

Ensure you have installed the same HelpHero scripts on both staging and production sites. You can find your install instructions here.

2. Pass version to HelpHero

In this example we are going to pass a version property to HelpHero then only show tours to users based on the current version.

<script>
  HelpHero.identify('<?php echo get_current_user_id(); ?>', {
    version: 1.1
  }); 

  // OR if using anonymous tracking
  // HelpHero.anonymous({ version: 1.1 });
</script>

Note: this code will vary depending on the server language and frameworks you are using. Please consult with your development team and get in touch if you need more information.

3. Setup a funnel

Now that HelpHero knows about the current version of your software you can setup tours with funnels to target particular versions. In the HelpHero Editor edit your tour and add a new funnel step after the first URL match.

This ensures that this tour will only run on version 1.1 and above.

Alternatively you can use:
- URL matches to manage tours per environment. See the managing environments docs.
- Scheduling to show tours after a specific time. See the scheduling docs.