Onboarding Module - Customize Checklist
Hi all, we are setting live an onboarding module with 2 product tours that show the progress.
The tours are each around 10 steps, but only 5 are the "main" steps - aka the other guides are substeps or duplicates of the guides attached to different elements to accomodate a user's clicks. Is there a way to show 4 of 5 steps and customize the guide steps that are counted as progress?
Hi Meghann MacDonald,
Thanks for your post in the Discussion Community and sharing this great use case.
I would recommend using this code snippet: https://github.com/pendo-io/snippets/blob/master/guides/customGuideAssets/progressBarBubble/progressBarBubble.html
You can add this snippets in code blocks on the 4 or 5 specific "main" steps you want to emphasize and leave the other 5 steps alone. Let me know if that works for you!
listed out in the step and java I'm still seeing 9 steps here:
Hi Meghann MacDonald,
This should be HTML and you can tailor the list items to match your steps and are you saying that you see the progress bar account for all 9 steps?
Hey Howard, Ok, in HTML it is showing the text for support, investing, content, usability. can that part be removed?
I wasn't checking the progress bar but rather the step 1 of 9, still seeing 9 instead of 5
Hi Howard, checking back in on this as I have much more knowledge of using custom code blocks in Pendo now. My goal is to show in the resource center only the steps that are relevant - so, as in the above picture, some of my tours have 9 guide steps, but to a customer I want to show "1 of 5" instead of "1 of 9" in the resource center. The progress bar bubble that you are sending seems to be a visual that shows up on the guides itself. I am trying to target the problem in the Onboarding Module of the Resource Center. Can this snippet still be used?
If not, I am checking these out: https://github.com/pendo-io/snippets/blob/master/resourceCenter/guideCenter%20(Legacy)/onboardingProgress/guideProgress/guideProgress.js
Which I was hoping would help, but can't seem to figure out where they go - not in the resource center module.
Basically, I'd love to find a code that I can put in each guide step to indicate it as "visible step" or "hidden step", and then the onboarding module would display "<%current-step%> of <%total-visible-steps%>
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