Guide Details (Visual Designer)

 

 

Note: This article covers the new Visual Design Studio Guide experience, launched Feb. 18th, 2019. If you were a customer before this date and would like to use the Classic Designer, you can refer back to the previous version.

 

Overview

The Guide Details page gives you a detailed, at-a-glance view of how users are interacting with a specific Guide. You can access the Guide Details page by clicking on a Guide’s name from the Guides list to navigate to this view. The Guide Details includes two sections: Settings & Metrics. This article covers general options specific to an individual Guide.

 

Guide Status

The Guide status can be found on the upper right-hand corner of the Guide Details page. It will contain four options: Public, Staged, Draft, and Disabled.

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Public

This means the Guide is public to all visitors targeted in the Guide’s segment and will appear in the designated "Location" on all environments with Pendo installed. Public Guides will still appear on your designated staging servers.

 

Staged

This means the Guide is only visible on your designated staging servers. Staging servers can be managed by admins of your subscription hereMore information on staging here.

 

Draft and Disabled

This means the Guide will not appear on any environment but can still be edited. While there is no functional difference between Draft and Disabled, these categories are useful for Guide organization.

 

Delete

This option is available for Pendo Administrators. Choosing this option will delete the Guide and all of its data permanently.

 

More Options

The More Options button provides access to additional details about the guide and guide copying. Click the ellipse button in top right of the Guide Details page to access more options.

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View Details

View details shows basic information on who created and updated the guide and access the permalink.

  • Created By: - User ID, date, and time of guide creation
  • Last Updated By: - User ID, date, and time of the last edit to the guide
  • Permalink - Permalink used to programmatically launch the guide with a URL
view-details.png
 

View Edit History

Edit history shows an audit of all changes to a guide with some details.

  • Date - Date and time of the change
  • Status - Guide publishing status when it was changed, this can indicate when the status was changed
  • User - User who made the change

guideHistory.png

 

Clone Guide

Clone Guide copies all guide steps and settings into a new guide with the name "Copy of (your guide name)".

cloneguidemoreoptions.png

 

Clone Guide can copy guides between apps in the same subscription. In a multi-app sub, select the app you want to copy the guide into in the Clone Guide modal. Themes can be applied and code blocks can be removed when copying if needed. Some settings cannot be cloned between apps.

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