Periodically serve guide

I want to serve a feedback guide (like SEQ satisfaction scale 1>5) on a core flow of our app. But I don't want each user in the segment to see the guide every time they complete the flow, but rather they see it e.g 1 in every 15 times they complete the flow. How can I achieve that?Would this be through sample groups feature or some other way?



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  • Official comment

    Hi Ash Patel! Thanks for your question and apologies for the delayed response here.

    Unfortunately Pendo Engage does not support this natively (although Pendo Adopt does.) It would help us prioritize if you upvote this feature request and in the meantime, I'd like to share some possible workarounds:

    1. Via JS in a codeblock:

    2. Duplicating the guide and scheduling it for 3-month intervals. If you're only doing this every 90 days, then you can set one guide to show from Jan 1 - March 31, the next one for April 1 - June 30, etc.

    3. Create a tooltip icon for the survey (so it shows up every time the user clicks on it), ​but only make it available for people who have not clicked it within the last 90 days. That way it'll only display if they haven't submitted the survey recently.​​

    4. You can also set up the guide to remove the "X" close button and only have one button on the guide with the "Snooze" functionality. This way, you can have the guide pop up at a regular interval like 1 day later, 1 week later, etc. (Keep in mind that for accessibility reasons, pressing ESC while you're on the guide will "Dismiss" the guide and the users won't see it again).

    Thank you! Hope this helps!

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