Upcoming 'Tech Talk' webinar on Guides

Hi everyone, the next session in our webinar series “Tech Talk” will be focused on Guides.  This webinar will be led by product experts from the Pendo Customer Success Engineering team, and we will also have a short Q&A session at the end.

 

Guides - September 1, 2022 12:00 PM ET 

By the end of the session, you’ll be able to answer these questions:

  • How are Pendo guides structured? 
  • What logic is used to determine when and how a Pendo guide will be displayed to an end-user?
  • When should I consider using a custom code block in my Pendo guides?
  • What advanced guide settings should I know about?
  • What are some common things to check when a guide or guide step isn’t displaying?

 

Who should sign up:

  • Everyone responsible for building Guides at their company on an ongoing basis. 

 

 

To register, please click here:

Please note you will need to be an existing Pendo customer to register. Please choose the above link based on which Pendo instance your subscription lives in (US vs EU). 

 

If you can’t make this specific session, don’t worry! This webinar will be offered again and you can see all available dates in the links above. We will also post the recording and slide deck in a comment below.

 

For more information about each session, and to register for specific dates, please go to the Pendo Academy Tech Talk section: https://academy.pendo.io/page/tech-talk or https://academy.eu.pendo.io/page/tech-talk

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Comments

2 comments
  • Update

    The slides and recording from our September 1st session on Guides can be found below: 

    Recording
    Slides

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  • Thanks to everyone that joined us for our recent Guides Tech Talk. There were a ton of great questions that came in through the chat so we wanted to post those questions and short answers to them here. 

     

    1. Can we loop a guide? We have a setup guide where clients will select from a dropdown go through the guide steps, and then go back to the dropdown, select another option, and go through the guide steps again. Is this possible?

      Yes, this should be possible. One common way to accomplish this workflow is to use the ‘Go to Step’ guide button action so that the button on the last step of the guide navigates the user back to the beginning step of the guide. More information on Guide Button Actions can be found at - https://support.pendo.io/hc/en-us/articles/360032204131-Guide-Button-Actions

    2. Can we set up a specific date on when the guide should be deactivated?

      Yes, this is definitely possible. On the guide details page, there is a scheduling section that allows you to schedule both a start and end time for the guide. More information on scheduling can be found at - https://support.pendo.io/hc/en-us/articles/360031864612-Guide-Details-Settings-Visual-Designer-#4-scheduling-0-6

    3. Is there a way to use the same guide on multiple pages? So say a site has a similar feature that is not coded the same way, so it needs to have the same guide used in multiple places. I'd prefer not to duplicate guides if content needs to be updated later.

      Yes, this is definitely possible. To do this you will create one page tag that encompasses all of the URLs you need to be included for that specific guide. We have a Tech Corner video that walks through creating a rule like that - you can find that video at https://academy.pendo.io/tagging-pages-in-pendo-with-multiple-page-rules

    4. For a guide with automatic activation, if a user views the guide from a permalink, will it still be displayed automatically on page load if they visit the page at a later time?

      It would not. Because the visitor saw the guide - the guide would no longer be eligible for automatic activation for that user (assuming you have not set up the repeat guide display settings for that guide). More information on Permalinks can be found at - https://support.pendo.io/hc/en-us/articles/360032203891-Guide-Permalinks

    5. Wondering if there is any way to have a guide with multiple steps appear automatically on Step 1 but then have Step 2 appear automatically when the “correct” target element is selected?

      The Pendo agent is constantly scanning the page for changes to elements on the page. Assuming that step 1 of the guide has advanced, and step 2 is tied to a specific target element - step 2 will appear as soon as that element appears on the page.

    6. Is it possible to show multiple target elements above the backdrop?

      Unfortunately, this is not currently possible - but would make a great feature request. Please feel free to use the Pendo Resource Center to submit a feature request if you would find this functionality helpful.

    7. Can we use permalinked guides so the guide only displays to users who specifically clicked the link?

      Yes - this is definitely possible. To do this you will simply need to turn off all of the activation methods of the guide. Once the activation methods are turned off you can set the guide to a status of ‘Public’ and any user that fits the guide segment can access that guide through a permalink. More information on Permalinks can be found at - https://support.pendo.io/hc/en-us/articles/360032203891-Guide-Permalinks.

    8. Are there size restrictions for embedded media?

      While we don’t have set limits on the size of embedded media overly large file sizes will delay the time it takes for the guide to display to end users (since that content needs to load before the guide can display). In general, I would just recommend thoroughly testing the guide after adding media to it to make sure you aren’t seeing any delays.

    9. Do you have additional information on how to ensure guides appear in your resource center library? Some of my guides appear all the time, but others only appear on certain pages (even when they are public), I'd like to learn how to control what appears within the guide for my users better.

      The most important thing to keep in mind is that for the guide to appear in the resource center that guide has to be eligible to display to that user in that specific area of the application. This means that a guide set to appear on a specific page will only appear in the resource center when the user is on that page. More information on the resource center can be found at - https://support.pendo.io/hc/en-us/articles/360031866712-Resource-Center-Overview
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