Conditional Guides

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Wei Kao

• October 08, 2021 19:46

Are we able to create and display different messages/options within guides based on certain user conditions?

For example: if user has taken action, show message A. Otherwise, show message B.

This would help decrease the number of guides we create and easily account for all criteria combinations.

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  Howard Lio

  • October 08, 2021 20:25

  Hi Wei Kao,

  Thanks for sharing your question in the Discussion Community. Right now this is not possible out of the box for Pendo guides and this is a feature request that has been brought up before. I can add your profile as another vote. 

  • https://pendo-feedback.pendo.io/app/#/case/2911?section=requests

  We do have some other workarounds that have been suggested such as the following:

  • Splitting Paths for a Guide
  • Embedding guides within a guide to set up a choose your own adventure
  • If the user has an element present compared to other users, you can try this snippet code for a guide step (https://github.com/pendo-io/snippets/blob/master/guides/advancingGuides/advanceGuideOnElementAppear/advanceGuideOnElementAppear.js)

  I hope some of these suggestions help, but if others want to chime in with other workarounds or want to upvote the feedback request, please do so!

   

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  David Marshall

  • October 19, 2021 20:27
  • Edited

  For our guides we use snippet codes just as Howard mentioned above. The two snippet codes we use the most is SkipStepNoElement and GotoStepNoElement. 

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