Internal Role/Plan based onboarding guides
My app has internal roles/subscription plans in it based on which different sections are visible to different users. For example, Role/Plan A can see a featured section on homepage but Role B will be not be able to see that section. In the similar way there are multiple roles and multiple scenarios for each role/plan where section are made visible on the basis of role. Premium role/plan will be able to see every section but other roles/plan might not be able to see some of the sections.
I want to create onboarding for each role/plan user so that they can have their seprate onboarding experience. I have tried doing it using segments but not sure how exactly it should be created and implemented while URL remains same for each role/plan user.
Please suggest the appropriate solution for this.
Comments
You're definitely on the right track with segments! You need to ensure Pendo is capturing your role/plan information as visitor metadata, then creating targeted segments for each role type. From there, you'll build separate onboarding flows that activate based on those segments rather than URLs. The tricky part here is making sure your metadata structure is clean, your segments are properly configured to avoid overlap, and your guides are sequenced correctly so users don't see content for features they can't access.
If you'd like help setting up a scalable role-based onboarding system that works smoothly across all your plans, feel free to reach out.
Because guide steps can be targeted to visible elements on your page, you can actually create a single onboarding guide with multiple steps, and use guide logic to have steps skip if the element is not present for them based on their role. This helps keep the experience consistent for everyone and less guides to maintain.
Please sign in to leave a comment.