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

I used badge and automatically as my guide activation, but the tooltip is not working automatically, I want this activation automatic for my first-time users. is there any direct way in pendo to apply this activation or need to try custom code for the same?



  • 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


  • 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 

  • 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?

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



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