Workarounds to Setting up a Recurring Guide

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    Clare Minnerath

    Thanks for these workarounds! Can you elaborate on how you were able to remove the 'X' close button from a guide?

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    Angus Yang

    Clare Minnerath sure thing, when you have the visual designer up, you can navigate to "Styling" and toggle off the "Close Button" from there.

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    Adam Young

    Following your suggestion #1, how do I avoid the fringe cases where a user qualifies for the guide/survey near the end of the first interval (eg end of December) and then when the new guide goes out (in January), they qualify for the new guide immediately? Ideally, the user would qualify for the new guide only after 90 days, and there would be no instances of someone seeing the same guide twice in a matter of weeks because their visits fall on different sides of the guide interval.

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    Adam Young

    To answer my own question:

    You can add a condition within Guide > Segment > Custom Segment and specify that the user has not interacted with the previous guide within X days.

    Strangely, I can't set the condition described above using the "Guide" option within Custom Segment, but rather must use the "Guide Element" option, and then pick out each interaction individually and connect them with Or statements. Not sure why. (Within the "Guide" option, the timeframe parameter is locked to "Ever", but this is not the case for "Guide Element" option).

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