Installation Overview

Brief overview video (under 5 minutes):
Are you a developer? Click here for our Technical Installation Overview

While Appcues is a "code-free" tool, it does require a quick technical installation to go live in your app. Once installed, your published flows will be visible to users.

⚠️ Important Note: The documentation here is for additional information only. To install Appcues properly, please follow the personalized wizard within Appcues by clicking the button below: Start Installation Wizard

How does Appcues work once installed?

  • Appcues will show your published flows to targeted audiences based on conditions that you set. Conditions can include any combination of URL, domain, device type, browser language, user properties, events completed, and more.
  • Appcues will capture user properties and events that you choose to send to us. This information is what you'll use for audience targeting so that your flows will show to the right person at the right time.

How to get set up with Appcues

To get the most out of Appcues, you'll want to capture user details and behavior, which will then be used for flow targeting. Communicating this to your devs early on will help get you up and running quickly. Here's a set of guidelines to get you started:

1. Determine your users
In addition to the basics such as name and email, your users may have other details unique to your app. By identifying your users with various properties, you can create different segments of your audience to target your flows with highly personalized messages. 

Come up with a list of user properties and send the list to your devs. Here are some examples:

  • Account created at
  • Last logged in
  • Subscription level/plan
  • Is an admin
  • Role, Title
  • Country Code
  • Is a trialer
  • Membership status

2. Determine your events
Your users interact with your app in various different ways. You can track their behaviors and target flows based on events that they've completed or have not completed yet. 

Provide a list of these events to your devs so that they can track them with Appcues. Here are some examples:

  • Signed up
  • Clicked FAQ article
  • Initiated chat with support
  • Submitted help ticket
  • Viewed account profile page
  • Registered for event
  • Subscribed to e-newsletter

By tracking events, you can create  goals to directly measure the impact of your flows on your users behaviors.

3. Create a test flow
We recommend publishing test flows for your devs to ensure that 1) Appcues is correctly implemented on your site and 2) Appcues is receiving the right user properties and events that you have curated from Step 2 and 3. Once Appcues is successfully installed, your devs should be able to view your published flows. You can also instruct them to use the  Appcues debugger to diagnose the install.

4. Invite your devs
Click here to send an invite Invite your devs to your Appcues account and share your user properties and events list with them. By communicating your lists early on, you can alleviate the number of requests with your devs to update the information that is being sent to Appcues and you'll be able to target your flows to the right users right away.

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