The Resource Center provides on-demand access to Guides, Announcements, Listen, Classic Feedback, and integrated modules in a customizable menu that you can add to your app. Each app in your subscription can have one Resource Center.
For more information about using the Resource Center, see Navigate the Resource Center.
Permissions
- You must be an Admin user to set up and edit the Resource Center.
- Pendo users who can create guides from layouts or from scratch can create announcements and edit guides that have been added to modules.
Set up the Resource Center
To set up and deploy a Resource Center, you need to:
- Create a Resource Center
- Add modules to your Resource Center
- Style the Resource Center and modules
- Add segments to a module
- Activate the Resource Center
- Publish the Resource Center
Note: The Resource Center replaces the previous Guide Center and launches guides created using the Visual Design Studio experience. The Resource Center can't use guides created with the Classic Designer.
Customization options
You can choose whether the Resource Center is launched with a badge positioned over your app or with a target element in your UI.
The Resource Center can also be configured to show the right content to the right users at the right time. Use segments and pages to control the modules and guides you want users to see. Configuration and customization options allow you to build a Resource Center experience for all of your users or to fine-tune it for target segments.
You can create a unique Resource Center for each web app in your subscription.
Modules and the content they display are contextual, based on the Visitor ID and the page they're on. To prevent empty modules or unusable guides from displaying in the Resource Center, modules and guides only display in the Resource Center if the visitor:
- Matches the segment setup for that module;
- Matches the segment for a guide in the module; and
- Is on a page where that guide can be activated.
You can add multiple modules of the same type to group similar content or to target content at segments of users. For example, you can:
- Use one announcement module to announce product releases and another to promote marketing events.
- Create a different onboarding checklist for each persona.
- Segment each module to display according to your metadata.
- Present unique Support workflows and levels of service to your customer tiers with multiple Integrations or Sandbox Modules.
Create a Resource Center
Creating a Resource Center involves several steps but can be designed and deployed without any developer involvement or custom code.
- Go to Guides > Resource Center in the left-side menu.
- In the Resource Center page, select + Create Resource Center.
- Select the app where you want the Resource Center to show.
- Hover over one of the modules and select it, then select Add Modules in the bottom-right corner.
- Add Modules to your Resource Center.
Add modules
The Resource Center contains modules that must be added to use the Resource Center. Modules allow you to organize the content you serve to users in the Resource Center.
- Guide list module is a list of guides in a module in the Resource Center and enables users to manually activate guides at any time.
- Announcements module delivers announcement guides in the Resource Center. Announcements were known as What’s New guides in our classic designer. If you have existing What’s New Guides, you can add them to your Announcements module.
- Onboarding module is a checklist module that functions like a guide list, but guide completion is tracked in a checklist element that shows guide progress by step and completion.
- Listen module lets you add the ideas portal to your Resource Center so your customers can see what you're working on, what you're researching and send in their own feedback.
- Classic Feedback module enables your customers to send in their suggestions and see what other customers are requesting.
- Sandbox allows your developers to create bespoke modules with custom code launched in the Resource Center.
- Integrations provide additional functionality with third-party tools to access knowledge base content, submit Support tickets, or talk to someone via live chat.
You can add each module in the Add Module workflow when you create your Resource Center. Hover over the module type you want to add to select the module.
The same type of module can be added multiple times. Repeat the workflow to add multiple versions of the same module type. Use different styling and segments to deliver distinct groups of content or target content to different user groups.
To add an integration as a module option, select + Add Integrations, which takes you to the Integrations hub. For information on which integrations are available to you, see the Integrations section in Pendo.
The Module list shows the selected modules.
To remove a selected module, hover it and select Deselect Module.
After choosing your modules, select Add Modules in the bottom-right corner. The Resource Center Details page shows all modules that have been added to your Resource Center.
If you already have a Resource Center that you'd like to add modules to:
1. Go to Guides > Resource Center in the left-side menu.
2. From the list, select the Resource Center where you want to add the module.
3. Hover over the Resource Center's home preview and select + Add Module.
4. Choose from the list of available modules.
Style your Resource Center
The Resource Center can be styled to match your brand and naming conventions in the Visual Design Studio to make it feel like a native part of your app. Text can be changed for titles and subtitles. Styling, including color, size, and position, can be adjusted for the Container, Header, Modules, and Alert Badge.
Modules have unique options that are also available while styling the Resource Center in the Visual Design Studio.
Internal name
The internal name is visible on your list of Resource Centers and anywhere that the Resource Center is identified. The internal name isn't the name published in the app. To change the internal name, hover over the name of the Resource Center on the Details page to edit the internal name of the Resource Center.
Resource Center styling
Manage the style of your Resource Center in the Visual Design Studio.
1. Navigate to your Resource Center Details page and select Manage in my app.
2. Enter your app URL to open the Visual Design Studio.
3. Edit your Resource Center in the Visual Design Studio. A preview of your Resource Center shows your Resource Center with any changes you've made. Here, you can edit:
- Resource Center and module text
- Module display order
- Resource Center and module styling
- Resource Center badge and alert badge styling
- The activation method for your Resource Center
Add segments
Use different segments to deliver distinct groups of content or to target content to different user groups. To edit the segment of a module:
- Hover over the module in the Resource Center's details page and select View Module Details.
- Select Edit in the top-right corner of the Segment section.
- Choose a segment from the dropdown menu or select + Custom Segment. If creating a new segment, follow the instructions in the Segments article.
- Select Save in the top right, and then Save Segment.
Delete a module
You can delete a module while the Resource Center is in Draft mode.
- In the Resource Center list, select a Resource Center that's in Draft Mode.
- In the Resource Center Settings page, hover over the module you want to delete and select View Module Details.
- Select the trash can icon in the top-right corner of the page to delete it.
- In the window that appears, select Delete Module to confirm this decision.
After you have deleted a module, push the Draft to the staging or production environment to see the changes take effect on your live site.
Activate your Resource Center
You can activate your Resource Center in two ways:
- With a badge icon.
- Select an existing element in your application.
Badge activation
The Resource Center can be activated by selecting the Badge icon like the one you see in your preview.
In Activation settings, you can customize the Badge icon, color, Z-index, and location. You can also adjust the placement of the unread Announcement Alert.
Badge icon
The Resource Center badge is limited to a circle shape with a set size. However, like a Guide badge, you can also upload your own custom image. Image size upload is limited to a maximum of 30MB. It's recommended to keep the image as small as possible. The larger the image, the slower the load time will be for your end users. Keeping the image as small as possible while maintaining image quality helps to improve user experience.
The image is automatically scaled to fit the badge size.
Badge color
The default color is set to Pendo Pink. To change this, select the color and use the palette that appears. If you already know your color HEX code, you can enter the code manually.
Note: Color only applies to provided icon images in the dropdown. If you want to change the color of your custom image, change the color before you upload the image.
Z-Index
This specifies the stack order of the badge, or whether it appears in front of or behind another element on the page. By default, the Z-Index is set to a very high number (19000) so that it'll appear above any other element. Increase or decrease this number according to your specifications.
Alert badge position
The Alert Badge appears when the visitor has an unread Announcement in the Announcements module. The dropdown menu is used to reposition the notification bubble to any corner of the Resource Center badge.
Badge location
The Resource Center Badge can be placed in any corner or the middle of any side of the screen with the dropdown menu and then adjusted from its anchor location using Offset. The default location is the bottom-right corner with a 10-pixel offset from the bottom and right edges of the window.
Element activation
You can also choose to activate your Resource Center by clicking on an existing element in your application.
Preview your Resource Center
Previewing a module in-app opens the Visual Design Studio, where you can edit the look and feel of the Resource Center. The top action bar displays the home view of your Resource Center, as well as the modules you have added to your Resource Center.
You can edit the following settings in Home View:
- Resource Center title
- Top Bar Color
- Close Button
- Module Names
Each module in the action bar also allows additional customization options, including:
- Progress Icon and Fill Colors
- Progress Bar and Fill Colors
Publish your Resource Center
Home page - staging environment
In this state, you'll see a preview that includes anything that’s currently in the staging or production environments. If you made changes in your Draft state and you’re ready to promote it to staging, select Push to Staging from the Draft view.
After you push changes to staging, you'll see your preview update accordingly.
Home page - production environment
If you never pushed anything into the production environment (which makes content public), you'll see a message telling you that there is no production content. If you have a module with no content and push the updates to production, the module won't display to your end users.
Alternatively, if you've pushed content into production before, you'll see a preview of that content. After you’re ready to promote your staging environment updates to production, you can use the button in the middle of the page to promote to staging.
Warning: For customers who already have Guide Center in production, be sure to disable it before pushing your Resource Center into your production environment. Pushing the new Resource Center doesn’t disable the Guide Center automatically. However, you can edit the Resource Center in Draft or Staging states so you can prepare for the switch as you need. The different states allow you to create updates in various states so you’re not pushing premature updates to your end users.
Delete the Resource Center
The Resource Center can't be deleted. However, you can disable the Resource Center so that it doesn't display to customers, by disabling all methods of activation.
To disable the Resource Center:
- Go to your Resource Center in the Pendo UI and launch Manage in my app to open the Visual Design Studio.
- In the Visual Design Studio, select the activation tile, turn off all methods of activation and select Save.
- Navigate back to the Resource Center and push your changes to Staging.
Multiple Resource Centers
If your subscription has multiple web apps, each web app can have a unique Resource Center. A single Resource Center can't be shared across multiple apps.
Navigate to Resource Center to see a list of created Resource Centers. If all web Apps have a Resource Center the + Create Resource Center button is disabled.
1. Select + Create Resource Center to add a Resource Center to a web app that doesn't have one.
2. Select the app you want to add the Resource Center to. The dropdown only shows web apps.
Localize the Resource Center
The Resource Center has the same localization feature as guides and can display the translated version automatically based on language metadata. Pendo can export the XLIFF file for the Resource Center and you can translate the contents of the file and import the translation into the Resource Center.
For more information about localization in the Resource Center and the steps for translating an XLIFF file in our Localization article.
For information about creating a Resource Center in a UI that uses a right-to-left language, see Use right-to-left languages in the Resource Center.