Guide metrics

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After your guide has been published, you may want to see how it is performing. The Metrics tab gives you a detailed, at-a-glance view of how users are interacting with a specific guide. You can see the views of your guide, time spent on guide, and the guide activity.

Filters

You can filter the data by segment, date range, and language using the global filters at the top of the Guide Metrics tab.

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Top stats

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Guide Views

The Guide View chart highlights the key metrics for analyzing guide reach and consumption. Guide eligibility is based on the guide’s targeted segment. The targeted number is the total number of visitors eligible to see the guide based on the targeted segment. 

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For each time period, the chart shows the total number of views or visitors broken down by first-time and repeat views. Hovering over a block in the bar chart will give you more detail about the number of guide views for that particular time period. 

Chart filters include:

  • First Time Views or Repeat Views. First time and repeat views. A guide continues to display until it is dismissed even if it can't be manually activated. Hover over a bar to see the detailed information.

  • Weekly or Monthly. View weekly or monthly metrics.

Add Feature

You can add Features to the chart to see the Feature clicks during the selected time period.

  1. In the Add Feature field, select the arrow to display a dropdown list of all the Features.
  2. Select the checkbox next to the required feature.

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A line representing Feature clicks is added to the chart, along with an additional y-axis on the right side to display the number of Feature clicks. Hover over a point on the line to view detailed information about the Feature clicks during that time period.

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Time on Guide

The Time on Guide chart shows the average time that users spend on each step in the guide. Hover over a bar to see the number of views for a guide step for that time increment. Average time calculations exclude outliers that exceed the average time on guide by more than 10 minutes.

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Select a bar to see a breakdown of the time spent on the guide step.

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Visitors per Guide Step

The Visitors per Guide Step shows the number of visitors that viewed each guide step. Select a step to open a side panel that shows a list of all the visitors or accounts that viewed that step.

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Guide Elements

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The Guide Elements table shows the usage of building block elements in the guide. The table includes the name of the element, type, button actionnumber of clicks, and percentage of clicks per step. For a multistep guide, toggle if elements are grouped by step or shown in a single list view.

Deleted elements are elements that Pendo has usage data for but are not present in the current version of the guide. They can be toggled on and off to see the complete history of guide element usage. The deleted element may display as Unknown if the deleted element was on an older version of the Pendo agent or text collection is disabled for the subscription and the element name cannot be identified.

Guide Activity

The Guide Activity table provides detailed information about the guide activity. You can filter the table by visitor or events.

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Depending on the filter selected, the table shows:

  • List of visitors
  • Progress through the guide steps
  • The time spent viewing the guide
  • The date the guide was last seen
  • The last step the visitor viewed
  • The status of the guide

    • Displayed. The guide was presented to the visitor. They did not take any action to advance (walkthroughs only) or dismiss the guide. If the guide is set to display automatically, it will be presented to them again.

    • Closed. The guide was presented to the visitor. The visitor selected to dismiss the Guide by clicking on the “X” icon. Automatic Guides will not be shown to the visitor again.

    • Action Taken. This refers to any advance on a Guide that isn’t a walkthrough. Actions taken will include events from buttons that have pendo.onGuideAdvanced logic tied to them. A single step poll is an example of this: if the user submits the poll, Pendo will display "Action Taken."

    • Advanced. This is specific to walkthroughs and refers to when a guide was presented to the visitor and a transition event was recorded. This means that the visitor saw the current step then advanced the guide to the next step without dismissing it. Automatic guides may be shown to the visitor again if they don’t ultimately dismiss or complete the walkthrough. The visitor will see the last seen step in the guide for 10 minutes from the last advance. After a 10-minute timeout, the visitor will see the first step in the walkthrough.

    • Completed. This is also specific to walkthroughs and indicates that the visitor has fully progressed through all of the steps without dismissing the guide.

Download CSV of Guide Activity

Select the download icon in the top right corner of the chart to download a .csv version of the Guide Activity report.

Manage table columns

To customize columns, select the Manage Columns icon mceclip2.png in the top-right corner of the list. In the window that opens, you can add, remove, and move columns in the table.

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