Organizing Guides


1 comment

  • Avatar
    Greg Nutt

    Hey Jim - 

    This is an amazing question, and I'd love to hear how others are doing this today.  I would offer recommendations around three pieces of functionality, two of which you've already touched upon, but are key to my standard recommendations:

    1. Naming Conventions - For me, a strong naming convention is hands-down the best way to organize your Guides.  I've provided an excerpt from the content I normally share when reviewing Governance around naming conventions, pertaining to guides.  You do call out the correct pitfall that a naming convention must be followed in order to actually be useful and usually my recommendations follow with a weekly check-in on "new" guides to ensure compliance.
    2. Product Areas - It is true that the primary use of most Product Areas is for tags, but I have seen positive benefit to including some Guide-specific Product Areas to support bucketing your guides in a way that is meaningful for your teams.  As per the inclusion within the Feedback product, you can configure which Product Areas are displayed within the Product Area options within your Feedback settings.  You can also configure these to be viewable by Internal Only if you would attach them internally, but not be viewable by your end users.
    3. Favorites - A little known feature available to users is the ability to favorite Pages, Features, Track Events and Guides but clicking on the hollow star icon within the lists.  Once you've selected one or more favorites, you can quickly reduce the list to just those selected by clicking the star button next to the other slicers above the appropriate list.  These favorites are unique by user, and so can be a great way of keeping tabs for only those entities that are important to you.  However, the difficulty is that, since they are unique to each user, there is no way for you to go in and determine another user's set of favorites.

    I hope these help give you some ideas for organizing your guides a little better.  And, as mentioned above, I'm very curious how other clients are actually managing this organization in reality.

    Naming Convention example: 

    [Theme] | [Topic] | [Segment] - {Activation}


    Walkthrough | Navigation Orientation | New Users - Automatic

    Alert | Release Notes v4.2 | Everyone - Automatic

    JIT | Item List - Export to PDF | No Export last 90d - Badge icon

    Comment actions Permalink

Please sign in to leave a comment.