Need Help with Page Tagging/ Exclude Rules: Triggering Guide AFTER Setup Modal Closes
Challenge:
I'm trying to launch a Pendo Onboarding Guide after users complete an in-app setup step. When users sign up, they land on the app's start page, where a one-time setup modal (not from Pendo) appears. The guide should only display after the modal is closed.
Currently, the guide shows on top of the modal, which isn’t the intended behavior. The modal adds a parameter to the start page URL (e.g., context=abc). When the modal is closed, the url parameter is removed.
What I've Tried:
I tagged the page in Pendo with an include rule and excluded the URL with the parameter. However, the guide still shows up prematurely.
Page Tagging:
- Include rule: //*/cockpit/news/portfolio/scanner
- Exclude rule: //*/*/*?context=regular_signup
Any ideas on how to resolve this?
Thanks in advance
Comments
Hi, Christoph Borer -
This article should explain how to do this with a little bit of custom code in a guide walkthrough. I hope this helps!
Could you also change the guide activation to target activation, and base it on closing the modal?
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