I want my guide activate automatically for the 1st time users, how can i do this activation?

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  Howard Lio

  August 04, 2021 17:58

  Hi Kigan Shah,

  Thanks for your post in the Community. With Pendo, you can automatically activate your guide for a set segment like first time visitor segment. 

  Automatic activation displays the Guide as soon as all of the conditions for displaying that Guide are met. The requirements for Segment, Page, target element, device type, Guide throttling, and localization settings must all be fulfilled for the Guide to deploy. Check out this article here: https://support.pendo.io/hc/en-us/articles/360031864692-Guide-Activation-Options-Visual-Design-Studio#Automatic

  A common first time user segment can be done like this: https://support.pendo.io/hc/en-us/articles/360031862532-Segments#SegmentNewUsers

   

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  Kigan Shah

  August 10, 2021 12:13

  Hey Howard Lio , thanks for the update. I have tried working on the suggested solution but it does not seem to activate the process automatically. I have created segment for new users and required target elements but it is still not working.  Is there any other option for me to try doing this?
  
  Also, there might be custom conditions specific to the website when I would want to launch a guide. So, is there any option that allows my frontend code to automatically trigger a pendo guide to start? IF so, where can I add the code or what function/webhook is to be called to trigger the launch of a pre-existing guide 

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  Howard Lio

  August 10, 2021 21:55 (Edited August 10, 2021 23:07)

  Hi Kigan,

  Thanks for sharing more info. For the first part with the guide not activating, can you try using the Guide debugger here: https://support.pendo.io/hc/en-us/articles/360034229512-Why-is-my-Guide-not-displaying-#LoadingtheDebugger That usually provides some info on what is wrong with the guide activating. If this guide only appears for first time viewers and you've already seen the guide, this may be why the guide is not activating for you.

  As for the second part of having specific conditions of a website to launch a guide, can you share more about what custom conditions you're trying to change? Are you trying to have element dependent automatic activation for your guide?

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  Howard Lio

  August 11, 2021 00:44

  You can call pendo.showGuideByName("Your Guide Name") in order to have the frontend invoke the guide.

   

  Here's the documentation here - https://developers.pendo.io/docs/?bash#guides-and-guide-center

   

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