Guide button actions

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You can add buttons with different controls and navigation actions when creating your guide in the Adopt Studio. This article describes the button actions available to you.

Buttons are added in Adopt Studio by selecting the plus (+) icon next to the default button at the bottom of the Editor, or + Add Button if there is no button there. For more information on adding buttons, see Guide Designer: Adopt Studio.

Edit button actions

To edit a button's actions, hover over the button and select the edit icon. Select the behavior you want the button to trigger from the Actions dropdown menu. For a list of available actions, see Button Actions, below.

After selecting a primary action, you can add compound button actions, such as opening a URL, opening another Guide, going to a specific step, or adding an amount of time for snoozing the Guide. For more information, see Compound Button Actions, below.

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Compound button actions

Buttons can perform up to two actions when selected. This can be useful for site navigation or opening external resources while also interacting with a Guide.

Select + Action under your first action to add a Compound Action. Only certain combinations of Button Actions are allowed. For example, if you choose to Dismiss Guide with a button, the only available additional action is to direct the user to a URL Link.

Button actions

Next Step

Next Step advances to the next step in a multi-step Guide. This action doesn't interact with the UI and the next step must display on the same page with the targeted CSS element available or the user won't see the next Guide step.

The only additional button action available after this is URL Link.

Dismiss Guide

Dismiss Guide closes the Guide and shows the Guide being dismissed in Guide Analytics.

The only additional button action available after this is URL Link.

Submit All Polls + Advance Guide

Submit All Polls + Advance Guide is only available if a Poll is in the Guide step. For information on adding polls to your Guide, see Guide Designer: Adopt Studio.

This action submits all poll responses to Guide Analytics and advances the Guide to the next linear step, or dismisses the Guide if there isn't another step.

The only additional button action available after this is URL Link.

Submit All Polls + Go to Step

Submit All Polls + Go to Step is only available if a Poll is on the Guide step. For information on adding polls to your Guide, see Guide Designer: Adopt Studio.

This action submits all poll responses to Guide Analytics and advances the Guide to a step you specify in the same multi-step Guide. For more information and use cases for using a button to select a specific step in a Guide, see Go to Step.

The only additional button action available after this is URL Link.

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URL Link

URL Link behaves the same way as a link in text. The browser goes to the target URL in a new browser tab. You can add an additional button action after this, including:

  • Next Step
  • Dismiss Guide
  • Submit All Polls + Advance Guide
  • Submit All Polls + Go to Step
  • URL Link
  • Previous Step
  • Snooze Guide
  • Go to Step

Launch Guide

Launch Guide dismisses the current Guide and launches the Guide you select from the dropdown menu. The dropdown list contains your Draft, Staged, and Public Guides. Disabled Guides and the Resource Center (including individual modules) aren't available options.

The Guide being launched should have the same page and target Segment as the currently displayed Guide step or the Guide won't launch and the user experience stops after they select the button. The launched Guide must be Public. Staged Guides can only be seen in your staging environment.

There are no additional button actions you can add after selecting a Guide to launch.

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Previous Step

Previous Step takes the user back to the previous linear step in a multi-step Guide.

The only additional button action available after this is URL Link.

Snooze Guide

Snooze Guide dismisses the Guide and reactivates it after a set duration that you specify. Snooze works best with automatically activated Guides.

Snooze duration can be set in increments of minutes, hours, and days.

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Only one Snooze duration can be set per button. If you want the Visitor to select their Snooze duration, add multiple buttons with different times. Snooze can't be added as a Button action for the Close button or with NPS Polls.

The only additional button action available after this is URL Link.

Go to Step

Go to Step advances the Guide to a step that you specify in the same multi-step Guide, which can be any step before or after the current step. Guide Analytics will indicate that the Visitor used Go to Step to view nonlinear Guide Steps.

This action can be used to create a single Guide with multiple flows that can be launched from a single starting point, with buttons directing the user to the step that starts each flow. For example, you could have a single Guide with two flows: flow 1 could be Guide Steps 2-4, and flow 2 could start on Guide Step 5. A button on Guide Step 1 can direct the user directly to Guide Step 5 to start Flow 2, skipping Guide Steps 2-4.

You could also use a button to redirect a user back to Step 1 to restart a Guide at any point, or to skip ahead in a workflow. You can use multiple Buttons to direct the user conditionally to the appropriate Guide Steps based on their selection. For example, "Are you satisfied with our product?" with a "Yes" and "No" button directing the user to appropriate Polls or content following their answer.

The target step must be on the same page with any target element present. This action is not conditional based on any Poll responses.

The only additional button action available after this is URL Link.

Automation

You can configure an Automation button to do one or both of the following when the user selects it:

  • Autofill. Add static text to input fields that you configure to autofill.
  • Autoclick. Preselect clickable or selectable elements, such as checkboxes or dropdown menu items.

After choosing the Automation button action, select Configure Automation and:

  1. Provide a name for your automation.
  2. Choose the element you want to autofill or autoclick. We recommend using Features that are already tagged in Pendo. For guidance, see Tagging and viewing Features in Adopt.
  3. Check that the element path rule is valid. 
  4. If the automation is an autofill, enter the text you want to add to the text field. This can be text that the user doesn't need to worry about, or it could be prompt text, such as what type of information to enter or a template description.
  5. Select Update.

An automation button can autofill and autoclick multiple elements. To create automation for additional fields with the same automation button, select Add Selection and configure the automation as you did above. You can reorder these automations by dragging and dropping them up and down the list. This creates an automation queue, accounting for dynamic elements and for conditional logic in a form.

We retry the automation if we don't immediately find an element that you've configured to autofill or autoclick. If we can't find an element after retrying, the automation fails. The end user isn't informed that an element failed to autofill or autoclick and can still complete these manually.

You might also have multiple automation buttons in a step if, for example, you know you'll have multiple user types filling out a form, such as part-time employees and full-time employees. You can have the different buttons fill in and select different information, which can be in the same fields or different fields.

To add additional automation buttons, select the plus (+) icon next to an existing button and select Automation from the dropdown menu.

If you want to advance your guide to show the user more information after they select the automation button, you can add a button action by selecting + Action. For example, you might want to inform the user which fields they still need to fill out for themselves. The additional actions available for an automation button are either Next Step, Go to Step, and Previous Step

 

 

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