Tag elements within guides

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Tagging Features is a helpful way to understand user activity. However, you might also want to track activity within your own guide. You can tag a guide element as a Feature to see who clicked a guide button or link and how many times. 

Tag guide elements created in Visual Design Studio

  1. In Pendo, go to Products > Features, then open the Visual Design Studio in your app as if you're tagging a Feature.
  2. Tag anything on the page within your app.
  3. Save the Feature tag, giving it a name that's easy to find.
  4. Return to Products > Features in your first browser tab, select the newly created Feature tag, and manually edit the rule.
  5. In a new browser tab, go to Guides > Guides or Guides > Resource Center and open the guide or Resource Center module you're trying to tag in the Visual Design Studio.
  6. Right-click the guide element in your app and select Inspect to open your browser's developer tool and find the CSS selector for the element that contains the unique ID. Take note of this ID for the next step.
  7. Return to the Feature details page in your previous tab, and enter the CSS selector in the format of #pendo-element-uniqueID. For example, if the CSS selector for a guide element was a#pendo-link-341d3845._pendo-text-link, you'd enter this as the Feature rule: #pendo-link-341d3845.

    VDS_GuideLink.png

  8. Save the Feature rule.

Tag guide buttons created in the classic designer

To tag guide elements of guides created in the classic designer, use the following guidelines:

  1. Open the Visual Design Studio in your product as if you're tagging a Feature.
  2. Tag anything on the page within your app.
  3. Save the Feature tag, giving it a name that's easy to find.
  4. In Pendo, go to Products > Features, select the newly created Feature, and manually edit the rule.
  5. Take note of both the unique ID of the guide, found in the URL on the guide details page in Pendo after the /guides/ parameter, and the site URL that the guide element directs users to after they select it in the guide.
    guideid.png

  6. Enter the Feature rule in the format of ._pendo-group-id-###_ a[href='URL'] where ### is the guide ID found in the URL and URL is the site URL for the guide element.
Note: ._pendo-group-id doesn't exist for guides created in the Visual Design Studio. If you don't see Feature data after tagging the guide button, make sure the guide isn't listed as a Building Block type in the Guides table. If it's listed as a Building Block type, follow the instructions in Tag guide buttons created in Visual Design Studio instead.
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