Overview
When people ask why a Flow or Checklist did or did not appear, the answer is usually a little more nuanced than “the start rule matched” or “the start rule did not match.”
In Usertour, there are two layers involved:
- Auto-start rules decide whether the content is eligible to start
- Temporary hide rules decide whether the content must stay hidden for now
That matters because a Flow or Checklist can match its auto-start conditions and still not show up. It may be blocked by temporary hide rules, repeat settings, a Wait condition, or another item with higher priority.
What auto-start rules do
Auto-start rules answer a simple question:
Should this content become eligible to start?
You can use them to start content based on conditions such as:
- User attribute
- Current page is
- Flow/Checklist completion or seen state
- Element is present/clicked/disabled
- Text input value is
- User fills in input
- Current time
- Wait
In practice, auto-start rules should do most of the targeting work. They define when a Flow or Checklist is relevant enough to appear.
- You can combine multiple conditions using AND/OR groups
- Flows start once per user by default, but you can change this to multiple times or unlimited
- Checklists stay on screen until manually dismissed unless you prevent dismissal
- The Wait condition is useful when your UI loads asynchronously
What temporary hide rules do
Temporary hide rules answer a different question:
Even if this content is eligible, should it stay hidden right now?
Use them when content would be distracting, badly timed, or simply not relevant in the current context. For example:
- Hide a checklist on login or settings pages
- Hide a Flow during billing or checkout
- Hide a launcher inside a resource center
The easiest way to think about temporary hide rules is as a safety layer, not your main targeting system.
If you want precise control over when content starts, start with auto-start rules. Temporary hide rules are usually best for preventing interruptions, not replacing targeting.
How the rules work together
Before content starts, Usertour checks a few things.
In practice, the decision looks like this:
- Are the auto-start rules active?
- Do the repeat settings allow the content to start again?
- Are temporary hide rules blocking it?
- Has the wait condition finished, if one is configured?
- If multiple items are eligible, which one has higher priority?
So if a Flow or Checklist does not appear, it does not necessarily mean the start rule was wrong.
A simple mental model
One helpful way to think about it is as two gates:
- Eligibility gate: auto-start rules
- Safety gate: temporary hide rules
If content passes the eligibility gate but fails the safety gate, it will not appear.
That is what makes onboarding feel contextual without getting in the user’s way.
Recommended patterns
First-time onboarding
Use a User attribute auto-start rule such as is_new_user=true.
That is usually better than trying to infer who is new based only on page behavior.
Feature discovery on a specific page
Use Current page is for page targeting. In single-page apps, it often works better when you combine it with:
This helps prevent a Flow from starting before the UI is actually ready.
Progressive onboarding
If Flow B should only start after Flow A is completed, use a Flow/Checklist condition such as:
Flow A completed
Flow A seen
This is usually the cleanest way to build a multi-step onboarding sequence.
Preventing interruptions
If users enter sensitive workflows such as billing, checkout, or payment, use temporary hide rules to keep onboarding out of the way during those moments.
This is especially helpful for persistent content like checklists.
Showing checklists at the right time
Because checklists stay visible until they are dismissed, it is usually better to start them only when the user is ready for them.
A common pattern is:
- Start the checklist after setup is complete
- Hide it on pages where it would create noise
Common mistakes
Using temporary hide as the main targeting system
This usually makes behavior harder to understand, explain, and debug.
A better approach is:
- Use auto-start to define when content should start
- Use temporary hide to define when content must not interrupt
Relying only on page rules in single-page apps
If the route changes before the UI is fully rendered, your Flow can start too early.
When a specific element matters, combine page conditions with:
Starting checklists too early
Checklists are persistent. If they show up before the user is ready, they can feel like permanent clutter.
Usually it is better to gate them behind setup completion, user readiness, or another onboarding milestone.
Troubleshooting: why a Flow or Checklist did not start
If a Flow or Checklist did not appear when you expected it to, these are the first things to check:
- The auto-start rules are enabled and the conditions actually matched
- The repeat settings still allow the content to start again
- A temporary hide rule is not active
- A Wait condition is not still counting down
- Another eligible item did not win because of priority
- In a single-page app, the target element is actually present when the rule is evaluated
Summary
Use this rule of thumb:
- Auto-start rules define eligibility
- Temporary hide rules prevent interruptions
When you keep those two jobs separate, Flows and Checklists become much easier to reason about and troubleshoot.