The Resource Center houses additional in-context help that you can make readily available to your end users. This can include standard help articles or FAQs, as well as in-app Guides that walk users through specific processes. This gives users the ability to quickly find answers and learn how to use a product on demand. For customers who have multiple applications enabled, you can specify and configure a dedicated Resource Center for each of your web applications.
Requirements
To set up a Resource Center for any of your web applications, you need Administrator permissions for your Pendo subscription.
Add an additional Resource Center
In the left-hand navigation, go to Guides > Resource Center. If you have multi-app enabled on your account, a list view shows.
The table shows a list of Resource Center that already exist. You can see the following information:
- Last Updated. This date reflects the latest date that the Resource Center of the current status (Draft, Staging, or Public) is edited. For example, if the Resource Center version is public, the Last Updated date reflects when it was promoted to Public since it was the last edited action. If the Resource Center is in Staging status, then the Last Updated date represents the last date that the Resource Center was promoted to staging. And lastly, if the Resource Center is in Draft status, then the last updated date represents that last date that the Resource Center was edited in draft.
- Application. The application where you set up the Resource Center.
- State. The current state of the Resource Center; Draft, Staging or Public.
- Production Status. The production status of the Resource Center.
Create a Resource Center
- To create a new Resource Center for another web app, select +Create Resource Center.
Note: If the +Create Resource Center button is disabled, you have created a Resource Center for all available web applications. If you need to add another web application, add it from your Subscription Settings and install it in your web application. Once installation is successful, you will be able to start configuring a new Resource Center.
- Select the web application you want for this Resource Center.
- Select the modules you want to add and customize as you need.
- When you have finished configuring your new Resource Center for a web app, you can Push to Staging or Push Staging to Production when you’re ready to proceed to the next stage. The new Resource Center is added to the list in the Resource Center home page.
Rename the Resource Center
Your Resource Center's default display name is named Resource Center for all apps in your home view list. You can rename it in your list as needed.
- To rename the Resource Center, select it in the Resource Center home page.
- In the Settings tab, select the name and enter a new name. This is the display name shown in the list. To change the Resource Center name when end users activate it, edit it from the Designer when you “Preview In App.”
For more information about customization options, see the Add modules section in Resource Center Overview.
Frequently Asked Questions
Can I add Classic Guides to My Resource Center Modules?
Yes. Choose any Guide (excluding What’s New guides) that you would like to provide your end users within the Resource Center. You can also edit the display names if you want it to use a more user-friendly title. This will not disrupt your internal naming convention.
Can I add multiple Resource Center for a single web app?
You will find adding multiple Resource Centers is not necessary since you will be able to add multiple modules and segment them as needed. For example, I can create two Onboarding Modules and segment one module for Admins and another for Read-Only users. Segmenting my modules will allow me to show applicable content to users as needed.
Can I add multiple knowledge base or live chat integrations for each web app?
Not at this time. If you configure your knowledge base or live chat integration for your Pendo subscription, you will only have the one option available for all of your web applications at this time. For example: If you have multiple Zendesk knowledge bases (or multi-brand) for each product line, you will only have an option to configure one knowledge base that can be added your Resource Centers.
Refer to the larger knowledge base or live chat integration articles to learn more about setting this up for your Pendo subscription.