I cant imagine this is a new problem, so how do you all organize/manage guides in mass quantities?
Consider a library of 500 guides where 10 of which are explicit to a given business function (Sales). The rest is just noise to them. I'd like a way to filter on those 10 to make it easier for the designers responsible for the sales guides. How do they find their needles in the haystack?
- Product Area doesn't make sense as that is reserved for actual product areas and is visible in Feedback.
- Created by doesn't work as there are more than 1 users who would manage these guides.
- Naming convention - helps but is human error-prone
thanks for any advice!
Yeah this is definitely unfortunate. We have been trying to create a naming convention, but that is a poor mans tool to a good categorizing field attached to these.
I am seeing that we have different initiatives in Pendo, UX - recruiting, Onboarding - Guides and education, Marketing - Communication and promoting. Alerts - Notifications for issues or new features.
Too often people that have access to pendo muck with each other's guides and even with this naming convention, we are unable to sort through all of our guides and we only have 130 so far. Just last week, we had 3 people turn on and off a guide they knew nothing about because they mistook it for some other guide. Our customer support blew up with people frustrated with a guide notice coming on and on again.
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:
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:
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