Regex and Page Settings

Learn to work with text strings and customize page settings to improve the delivery of your Userpilot experience.


How can I reset an experience for a specific user?

Reset a previously viewed experience for a certain user by calling userpilot.reset() from the console then doing a hard refresh. 

You can find more info in the article Reset Experiences Seen For a User in the Userpilot help docs.


Does Userpilot support wildcard characters?

Yes, you can include wildcard attributes for URLs and domains. 

Here's an example. 

To trigger an experience on the page Company.com/X/Y/:

  1. Go to the Settings page for an experience.
  2. Go to the PAGE heading and select Specific page.
  3. Choose Matches all conditions + Matches Regex + Company.com + X/Y/*

page wildcard


Where can I find custom events on my dashboard?

First, you need to track an event by adding code or by using userpilot.track(). Then you'll be able to find the custom event in Users > Custom Events in Userpilot’s dashboard.

custom event


When should I use “And” for conditions related to my experience?

Use And when you have two conditions that need to be met at the same time.

Let’s say you have two conditions. They are called A and B. You set the trigger for a certain experience only when A and B are met at the same time.

This means you want both conditions to be true in order to trigger an experience. 


My page doesn’t refresh when moved from one URL To another.

Not refreshing is most likely because your application is a single page application (SPA). 

Userpilot depends on page reloads (refresh) to update and trigger new experiences. Thus, single-page applications do not reload after URL changes.

Your developer team must call userpilot.reload() every time the URL changes. We recommend reading, Installation Guide for Single Page Applications (SPAs) in the Developer section of Userpilot docs.


Can I vertically centralize a certain Modal?

No, the default centering for Modals is horizontal. This display produces better onboarding experiences on different screen sizes.


Why is my page not auto-scrolling to find the specified element?

This problem is most likely caused by Tooltip's Trigger tool setting. This setting controls the element's visibility.

  1. Go to the website and then open the Experience Builder.
  2. Open the TOOLTIP GROUP panel and click the Individual Settings tab.
  3. Scroll down and locate the Trigger tool on heading.
  4. Click the box beside the heading. A drop-down menu opens.
  5. Select Try to find element.
  6. Click the X at the top of the panel.
  7. Test the experience.

tooltip try to find element


Do onboarding hotspots keep on triggering until the user engages with it?

Yes, Userpilot hotspots are built to provide users with contextual guidance. Thus, a hotspot keeps triggering until the user consumes the information embedded inside it.


If my onboarding hotspot is the only step in the experience, how can I make it keep on appearing until the user engages with?

You can do that by customizing the settings.

  1. Locate the experience and then open the Settings page.
  2. Scroll down to the FREQUENCY heading.
  3. Select Keep triggering until the goal is met.
  4. Select a goal section from the Adopt a specific feature drop-down menu. Goals are used to specify if the user achieved the intended purpose of the experience like creating a campaign or adding team members.

adopt a goal

Creating a new goal
  1. Go to the Userpilot dashboard.
  2. Click Adoption. 
  3. Click Track New Feature. After creating a new feature, the name of the feature appears in the Goals drop-down menu (as shown above).

track new feature


Why does my experience only trigger after forcing a refresh?

That problem likely happens because you are on a single page application. Userpilot depends on page reloads (refresh) to update and trigger new experiences. Ask your developer team to call user pilot.reload() every time the URL is changed.


What happens if Userpilot refuses to connect to my page?

Here's what typically happens with a connection problem:

  • Userpilot sends data using a web-socket connection. Some networks block web-socket connections. The blockage is likely caused by a content security policy (CSP). 

Here are two possible solutions:

  1. Ask your engineering team to whitelist Userpilot on your domain. 
  2. Check our developer docs to understand what goes in and out of a client’s network.

What happens if a user closes the browser without engaging with the experience?

If a user does not engage with an experience during the first visit to a page, three things can happen:

  • the experience displays again when that user returns to the same page
  • the experience displays up to 3 more times (the first visit plus three more) if the user does not engage at all
  • if the user does not engage after a total of 4 visits, the experience is set to Dismiss for that user (i.e. the user does not see it again)

Is it normal to encounter a small delay when there is a page change in my experience?

Yes, loading delays after a page change are normal. That's because experiences are designed with two display features:

  • stop running after a page change
  • start running once a page is fully loaded

How can I navigate my users to a URL with a random ID and then continue the experience from there?

Let’s say your user is in experience A on page 1. You want the user to navigate to a URL with a random ID “https://X/Y/Z?id=ddc915-5ab3” and then continue to experience B on page 2. 

  1. Go to the Settings page for experience B.
  2. Go to the PAGE heading and select Specific page.
  3. Choose Matches all conditions + Matches Regex + https://X/Y/Z?id=*.

random id


How can I trigger an experience on a page with a dynamic URL?

Let’s assume your dynamic URL changes from https://X/Y/0000, then to https://X/Y/0001, then to https://X/Y/0002, and so on. 

To create that dynamic trigger:

  1. Go to the Settings page of the experience. 
  2. Change the page trigger conditions to Matches Regex. 
  3. Add the dynamic element by entering a *. Thus, it would read Matches Regex https://X/Y/*

dynamic


Can I user Userpilot UI patterns on browser pop ups?

No, Userpilot’s UI patterns can only be used on elements that are part of a page. UI patterns cannot be connected to a popup, which is part of the browser.


How can I keep triggering an experience until a certain goal has been met?

  1. Locate the experience and then open the Settings page.
  2. Scroll down to the FREQUENCY heading.
  3. Select Keep triggering until the goal is met.
  4. Select a goal section from the Adopt a specific feature drop-down menu. Goals are used to specify if the user achieved the intended purpose of the experience like creating a campaign or adding team members.

adopt goal

Creating a new goal
  1. Go to the Userpilot dashboard.
  2. Click Adoption. 
  3. Click Track New Feature. After creating a new feature, the name of the feature appears in the Goal's drop-down menu (as shown above).

adopt new feature


How can I make users walk through experience 1, then be directed right into experience 2, then finally experience 3?

You can walk users through the experience by setting triggers.

  1. Go to the second experience and open the Settings page. 
  2. Scroll down to the AUDIENCE heading.
  3. Set the second experience to trigger after the first experience by selecting Engaged Experience or Completed Experience. 
  4. Repeat settings for the third experience. It triggers when the user engages with or completes the second experience.

engage

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