Archiving guides helps you keep your guides list organized by removing guides you no longer need from your active guide lists and any related dropdown menus. Archived guides retain all their data and analytics, and you can restore them at any time.
Before you begin
To archive guides, you must have the correct level of permissions.
- Subscription admins and Guide publishers. These roles can archive both public and non-public guides.
- Guide creators and Guide content editors. These roles can archive non-public guides.
For more information, see Roles and permissions.
Understand archiving
When you archive a guide, its status changes and it moves out of the guides list in the Overview, Ordering, and Guide alerts tabs, as well as any dropdown menus. Archived guides move to a separate Archive tab where you can view, restore, clone, or delete them. Your guide's content, settings, and data are all saved, and the archiving action is recorded in the guide's edit history.
Archiving is different from setting a guide inactive or deleting it:
| Action | What happens | Data |
|---|---|---|
| Archive | Guide moves to the Archive tab and is removed from Overview, Ordering, Guide alerts tab, and all relevant dropdowns. | Retained |
| Set to Inactive | Guide is unpublished and removed from public view, but stays in the active guides list with an Inactive status. | Retained |
| Delete | Guide is permanently removed and can’t be restored. | Permanently deleted |
Note: You can't edit an archived guide. To make changes, restore it first. Learn how to restore an archived guide.
Archiving restrictions
Most guides can be archived. However, the following guides can't be archived:
- Guides in active experiments
- Guides that are part of NPS surveys
- Guides added to active Orchestrate journeys
Archive a guide
You can archive a single guide from its details page or archive multiple guides at once from the guides list.
Archive a single guide
1. Go to Guides > Guides and select the guide you want to archive.
2. From the guide details page, select the status button in the top-right corner.
3. Select Archive.
Archive more than one guide
1. Go to Guides > Guides.
2. Select the checkbox next to each guide you want to archive.
3. Select Archive from the top of the table.
You can now find these guides on the Archive tab.
Work with archived guides
Archived guides remain accessible at any time, with all their data. You can filter and search within the guide list on the Archive tab to find specific guides.
- Go to Guides > Guides
- Select the Archive tab.
- Select a guide, then choose an action.
From the top of the table, you'll find the Delete and Restore icons.
| Action | Result | Status |
|---|---|---|
| Delete | Permanently removes the guide. | n/a |
| Restore | Guide moves back to the guides list on the Overview, Ordering, and Guide alerts tabs and all related dropdown menus. | Inactive (unpublished) |
From the more menu (...), you can choose to Clone or Copy to subscription.
| Action | Result | Status |
|---|---|---|
| Clone | Creates an editable copy. | Draft |
| Copy to subscription | Creates an editable copy in a different subscription. | Draft |
Archived guides in other areas of Pendo
Reports, dashboard widgets, segments, and completed experiments that reference an archived guide will continue to work and its metrics will be included, but the guide will be labeled as archived in its detail page.
Links to archived guides
If a guide is linked to another guide, a task list, or a Resource Center, archiving it will affect those experiences. Any launch action pointing to the archived guide will stop working. When a visitor selects it, nothing will happen. If you're editing a guide in the Visual Design Studio that's set to launch an archived guide, the archived guide will appear as inactive and can't be selected.