Guide Button Actions

Guide Buttons Actions are available when a Button Building Block is added to a Guide in the Visual Design Studio. These actions let you add complex Guide controls and navigation without any coding. 

Changing Button Actions

Buttons are added with a Button or Multi Button Building Block in a Guide Step in the Visual Design Studio. 

Add Button Building Block

ButtonBlocks.png

Note: Multi Button is for Mobile guides only.

Edit Button

The Edit Button menu opens as soon as a new Button is added. The Edit Button menu is also accessible from the Edit button, which appears when you hover the cursor over a Button in a Guide Step.

ButtonEditButtonButton.png

Edit Button Menu

Actions are in the Edit Button menu with Button Style, Button Text, and other Button settings.

ActionEditButton.png

Edit Container Menu

Button Actions are also available in the Behavior tab of the Edit Container menu. This shows the actions for all buttons in the container.

ButtonEditContainer.png

 

Next Step

ActionNext.png

Next Step is the default button action. It advances to the next step in a multi-step Guide. This action does not interact with the UI, and the next step must display on the same page with the targeted CSS element available, if necessary, or the user will not see the next Guide step.

The only available compound button action is URL Link.

Note: If there is no next step, this defaults to dismissing the guide.

 

Dismiss Guide

ActionDismiss.png

Dismiss Guide closes the Guide and indicates the Guide was dismissed in Guide Analytics.

The only available compound button action is URL Link.

 

Submit All Polls + Advance Guide

ActionSubmitPoll.png

Submit All Polls + Advance Guide is only available if a Poll Building Block is on the Guide Step. This action will submit all poll responses to Guide Analytics and advance the Guide to the next linear step or dismiss the Guide if there isn't another step.

The only available compound button action is URL Link.

 

URL Link

ActionURL.png

URL Link is just like clicking a link in text. The browser will go to the target URL. Select if the user should go to the target URL in a new browser tab.

The available compound button actions are Next Step, Dismiss Guide, Submit All Polls + Advance Guide, Previous Step, Snooze Guide, and Go to Step.

 

Note: The following button actions require Pendo Agent version 2.62+ or Mobile SDK 2.3.3+.

 

Launch Guide

ActionLaunch.png

Launch Guide dismisses the current Guide and launches the targeted Guide. The Guide being launched should have the same page and target Segment as the currently displayed Guide step or the Guide will fail to launch and the user experience will stop after clicking the button. The launched Guide must be Public to be seen by users in your production environment. Staged Guides can only be seen in your staging environment.

ActionLaunchSelect.png

This action prompts you to select your desired Guide from a dropdown list. The dropdown list contains your Draft, Staged and Public Guides. The Guides are sorted by activation on the current Page and then in alphabetical order for all other Guides. Disabled Guides and the Resource Center (including individual modules) are not an option for the Launch Guide button action.

There are no available compound button actions.

 

Previous Step

ActionPrevious.png

Previous Step goes to the previous linear step in a multi-step Guide.

 

Note: If you delete Step 1 or move a Step with a Previous Step action to Step 1, you will see an error message letting you know to update your button.

 ButtonAlert.png

The only available compound button action is URL Link.

 

Snooze Guide

ActionSnooze.png

Snooze Guide dismisses the Guide and reactivates it after the set duration has passed. Snooze duration can be set in increments of minutes, hours, and days for web apps or hours and days for mobile apps. Snooze works best with automatically activated Guides.

Snoozed Guides still respect Guide Throttling settings. A Snoozed Guide will count as a Guide view for Guide Throttling and it will reactivate after the Snooze duration has elapsed as allowed by Guide Throttling setting. Snoozed Guides can still be activated manually by a target element, badge, or from the Resource Center. Viewing a Guide manually will cancel the pending Snooze action for that Guide.

Only one Snooze duration can be set per button. If you want the Visitor to select their Snooze duration, add multiple buttons with different times. Snooze cannot be added as a Button action for the Close button. It also cannot be used with NPS Polls.

The only available compound button action is URL Link.

 

Go to Step

ActionGoStep.png

Go to Step advances the Guide to the specified Guide Step in the same Guide. This does not have to be a linear progression and any Step before or after the current Step can be used. Guide Analytics will indicate that the Visitor used Go to Step to view nonlinear Guide Steps.

ActionStep3.png

Go to Step has many creative use cases. It can be used to create a single Guide with multiple flows that can be launched from a single starting point with buttons directing the user to the Step that starts each flow. For example, a single Guide includes multiple workflows. Flow 1 is Guide Steps 2-4 and Flow 2 starts on Guide Step 5. A button on Guide Step 1 can direct the user directly to Guide Step 5 to start Flow 2, skipping Guide Steps 2-4. A Button could redirect a user back to Step 1 to restart a Guide at any point or skip ahead in a workflow. Multiple Buttons can be used to direct the user conditionally to the appropriate Guide Steps based on their selection. For example, "Are you satisfied with our product?" with a "Yes" and "No" button directing the user to appropriate Polls or content.

The target Step must be on the same page with any target element present to display appropriately. This action cannot be used with Element Click or Hover. This action is not conditional based on any Poll Building Block responses or Event Properties.

The only available compound button action is URL Link.

 

Compound Button Actions

Buttons can perform as many as two actions when clicked. This can be useful for site navigation or opening external resources while also interacting with a Guide.

Click + Action under your first action to add a Compound Action. Only certain combinations of Button Actions are allowed.

For Example

  1. Dismiss the Guide and
  2. Go to a new URL in a new browser tab

button-add-action.gif

 

Frequently Asked Questions

To use the Visual Design Studio, Pendo users will need some of permissions:

  • Pendo Administrator Permission OR
  • Pendo User Permissions
    • Manage Published Guides
    • Create Guides & Templates from Scratch
    • Create Guides from templates

Take a look at the User Roles (Matrix View) to learn more about what each specific permission will allow you to do in Pendo.

Related Articles

Now that you’re accommodated with the new Terminology, take a look at how to create a Guide in Visual Design Studio: