View the guides list

Last updated: July 31, 2024 11:21

Product managers, content creators, or anyone working with customer engagement can use the tools provided in the Overview tab to visualize guide health and activity.

The Overview tab lists all the guides in your subscription. Use the filters at the top of the page to view guides by status, activation type, device type,. Add columns to the list to view and sort by guide details, such as segment and Product Area. You can complete basic guide actions, like publishing, changing status, or deleting from this list. You can also download the list as a CSV and search for a guide using the search functionality in the top right of the filters section.

Note: The guides list is available in the Visual Design Studio and Adopt Studio. The Ordering and Experiments tabs are relevant for the Visual Design Studio only.

Segment and filter your guides

You can filter guide results based on segment or time range. When you select a segment and time range, the Guide Views column adjusts to show only the views by members of that particular segment and within that time range. The view count only shows the total views for the selected timeframe. These filters don’t adjust the guides that show in the list. They only impact the total views column. The filters are also applied on the guide’s details page. The filters in the Overview tab control the data values shown in the list columns and the guides shown in the list.

Data filters

The filters for Segment, Date, and Accounts filter the data that appears in columns for guide visitors and guide views. These filters are also available in guide Metrics when you select a specific guide.

Guides list filters

The filters above the Guides table filter the guides by the following criteria.

Filter	Description
Search	Search the table by guide name, creator, or user that last updated the guide.
Star icon	Select the star icon to see an individual list of favorited guides. Select the star next to a guide in the Guides table to add it to your favorites. Your starred guides are only visible to you.
Apps	Use the dropdown menu to filter guides by whether they display in selected web or mobile apps. You can select multiple apps.
Product Areas	Use the dropdown menu to filter by the Product Areas assigned to your guides.
Guide Categories	Use the dropdown menu to filter by the categories applied to your guides. This is relevant for guides designed in the Visual Design Studio only. For more information, see Manage Guides using Categories.
Statuses	Use the dropdown menu to filter by guide status: Draft, Pending Review, Staged, Scheduled, Public, or Disabled.
Activations	Use the dropdown menu to filter by the guide activation method: App Launch, Automatically, Badge, Element Click, Guide Center, Page View, Programmatically, or Resource Center.
Expirations	Use the dropdown menu to filter by active and expired guides.
Created by	Use the dropdown menu to filter by the user who created the guide. The list automatically populates with the user names of Pendo users who have created guides.
Device Types	Use the dropdown menu to filter guides by the device they display on. Available options are Desktop, Mobile Web, Desktop and Mobile Web, iOS, or Android devices. Select iOS or Android to view mobile guides.
Group by Category	Select this checkbox on the top-right of the table to group guides in the table into categories. This adds a count to the category to see how many guides are published in each category. This is relevant for guides created using the Visual Design Studio only.

List columns

Guides list columns let you see the details of each guide, sort by different parameters, and quickly assess the activity and health of your guides.

Guide Name and Status always display in the table, but every other column in the table can be added, removed, or reordered.

Tip: You can select named custom segments in the Target Segment column, which takes you directly to the details of that segment on the Segments page in People. Default segments, like Everyone, and custom segments for individual guides aren't on the Segments page and aren't selectable.

Edit columns

To add a new column to your guides table:

Select the Manage column ico ( .
Select + Add Column.
Select the column parameter from the list.
Select the ellipsis and drag the column up or down the list to reorder it.
Select Save to update the columns in the Guides table.

Change guide status

Use the Status column to change the status of a guide without opening the guide's details. Guide status changes immediately when you select an option from the dropdown menu.

Note: Only admins and users with Manage Published Guides permissions can change guide status to or out of Public.

Draft. The guide doesn't appear in any environment but can still be edited.
Pending Review. Guide creators and contributors 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. Setting the guide status to Pending Review doesn't push the guide to Staging.
Staged. The guide is only visible on your designated staging servers ready for testing and validation. Staging servers can be managed by admins of your subscription in Settings > Staging. For more information, see Stage your guide.
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.
Disabled. The guide is no longer public. Use it to filter for guides that have been published.
Delete. Permanently deletes the guide and all of its data.

Changing a guide to Public requires additional confirmation and displays the segment and eligible visitor count.

Modify a guide

You can modify a guide while it's still active. This doesn't affect visitors who've already seen it. The guide doesn’t display again for visitors who've already seen it after any changes are made. If you want the guide to display again for visitors who've already seen it, clear the guide data. This erases historical data for everyone in the guide segment.

It's best practice to set the guide back to Draft or Staged status if you need to make a change or update to the guide. When you move a guide back to Staged, it no longer displays in your production environment and only appears in your staging environment. When it's made public again, the segment of eligible visitors then see the updated guide.

Note: This doesn't restart the guide metrics. If you want to clear the metrics, set your guide to Staged and select Clear guide data. This deletes the previous guide view metrics for all visitors.

For more information about clearing guide data, see Stage your guide.

Delete a guide

Admin users can permanently delete a one or more guides if you're sure that you won't need them again.

When you delete a guide, it permanently removes it from your subscription and it can't be undone. If you want to take down a public guide, change it to any other status. If you want to remove a guide from working queues in Draft or Staged, use the Disabled status.

Note: If you no longer want your guide to be public but don't want to delete it, you can change the status to Disabled and save it for later use.

To delete guides:

In the left-side menu, go to Guides > Guides.
From your list of guides, select the checkbox next to the guide you want to delete and select Delete at the top of Guides table. Alternatively, for a single guide, hover over the guide and select the Delete (trash) icon at the end of the row.
In the Delete Guides window, select Delete Selected Guides or select Delete Guide for a single guide.
Confirm to permanently remove the guide from the subscription.

Download the guide list

The Download CSV icon, next to the Manage columns icon in the top-right corner of the Guides table, downloads the currently displayed guide list and columns as a Comma-Separated Values (CSV) file. This file can be used outside of Pendo in other spreadsheet or data visualization tools. It doesn't contain any examples of guide content or identifiable visitor or account information unless it's named in a Guide Name or Segment.

System changes to guide status

Guides with scheduled start and end dates are published and unpublished programmatically by the Pendo system. When these actions occur, System User appears in the Last Updated field, visible in the list of guides and guide's details pages. System User only appears when a user in your subscription has scheduled guide activation. For more information on how to see which users made changes to a guide, see View guide edit history.