Guide settings

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The Guide Settings page gives you a detailed, at-a-glance view of how users interact with a specific guide. You can access the Guide Settings page by selecting a guide’s name in the Guide list

Note: This article provides information about the guide settings. See Metrics for information about guide metrics.

The Guide Settings page includes:

  • Guide information. shows guide description and guide status
  • Content section. shows a preview of the guide.
  • Guide component tiles. component tiles such as Guide Goals, Activation, Segment, and Scheduling make it easy to view or manage each component accordingly.
 

Guide information

Below the guide's title, you can see which group your guide has been assigned to and the category assigned to the guide.

In addition:

  • The drop-down box is where you set the status of your guide as a draft, pending review, staged, or disabled, as well as delete it altogether. If you don't have admin access, you might not see all of these options.
  • The ellipsis (“…”) button  gives you additional options, such as the ability to see guide details, edit history, and clone your guide.
  • Use the Description field to add a description for the guide. You can edit this field to add context about the guides, such as tracking usage and sharing notes.

    Note: You can see the description in the Guides Overview list by adding it as a column.

Content

The Content section contains a preview of the guide. If you have multiple steps, you can scroll through each one without having to launch the Designer.

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Guide Preview

To preview your guide, click Preview Guide (1) or hover over your desired guide step and select the Preview icon (2).

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Once you choose Preview, enter your page URL and click Launch to see a live preview.

Preview mode allows you to test your guide regardless of segment, throttling, status, or activation method on the targeted page. If you open your preview that doesn’t match your guide’s page target, you will see a "Wrong Page" error message.

wrong-page.png
 

Navigate to the guide’s targeted page in the Preview mode to see your guide.

If you want to experience the guide exactly like your customer would, test your guide in a staging environment.

Important: If you are using Location API to transform the URL passed to Pendo, Guide Preview does not see the transformed URL, which can result in a misleading ‘Wrong Page’ error. Instead of using Preview, you will need to test the guide in a staging environment or production environment with a narrowly defined segment.

Component tiles

Below the content section are various tiles to enable you to define additional settings for your guide.

guidesettings_1.png

 

Guide Goals

Guide goals track how many visitors performed a specific action after viewing the guide. Set an adoption goal for the feature, page, or track event you want users to use after viewing the guide. The goal is used to measure effectiveness. An effective guide results in more users taking the action you're directing them to.

guide_goal_tile_1.png

See Understanding Guide Goals for more information.

 

Activation

This tile summarizes the chosen method(s) a guide displays for a user, called the Activation Method. Guides can display automatically (as soon as a user opens an app or page), via a custom badge that users click, or via a target element on an app or page that users click. guides can also use a combination of Automatic with Badge or Automatic with Target Element. The guide activation method is set up during guide creation and can be updated within the designer.

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Take a look at the Guide Activation Options article to learn more.

 

Segment

The Segment tile summarizes the guide targeting rules and the total number of eligible visitors as of today.

segment-tile.png
 

Scheduling

If you want the guide to start and/or expire at a specific date or time, set it from this tile.

scheduling-tile.png
See Manage your Guide for more details.
 

Localization

See Localization for detailed information.

 

Guide status

The guide status can be found in the upper right-hand corner of the guide's Settings page. 

guides_status_1.png

  • Public. The guide is public to all visitors targeted in the guide’s segment and appears in the designated location on all environments with Pendo installed. Public guides still appear on your designated staging servers.
  • Scheduled. Displays when a start and expiration date and time to display the guide is set. When a guide reaches its expiration date and time, it stops displaying to users immediately, even if the guide still appears as Public. The guide status changes from Public to Draft shortly after the expiration date.
  • Staged. The guide is only visible on your designated staging servers. Staging servers can be managed by admins of your subscription here. More information on staging here.
  • Pending Review. Designers can use this status to indicate that their guide is awaiting review. Publishers and reviewers can use this status to filter the guides list to see which guides are awaiting review.
  • Draft and Disabled. The guide does not appear in any environment but can still be edited. While there is no functional difference between Draft and Disabled, these categories are helpful for guide organization.
  • Delete. Deletes the guide and all of its data permanently.

More options

The ellipses (...) button provides access to additional details about the guide. 

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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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