Triggering a second guide based on completed action on first
Hi there,
I'm looking to create a workflow in the application I'm creating, in which there are two guides. Essentially I am looking to have Guide A take a customer to a button inside of our application where the customer should essentially be creating the page I'm guiding them to.
Ideally, I would like Guide B to be triggered once the customer creates that new page in our application. From there they would be able to move forward in that guide to complete the steps.
Is this possible?
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Hi Sierra Diaz you can achieve this using buttons or code block.
Below are the step by step instructions based on 2 solutions I use for these scenarios regularly.
Guide 1: Last step of the guide should be on the new page created as a result of previous steps.
Guide 2: First step of this guide should be on the page created by the user.
How to stitch them together:
1. At the last step of the first guide you can use the diamiss (x) or any other button like a "Next" button.
2. You can choose 2 solutions to do this first solution would require a button which you can use to trigger or launch another guide on the same page using the primary button actions found in behaviour tab for this last step.
Example:
(function wireGuideAdvanceButton(step) { step && step.attachEvent(step.guideElement[0], 'click', function (e) { var advanceButton = pendo.dom(e.target || e.srcElement).closest('.BUTTON-CLASS-HERE'); if (advanceButton.length) { pendo.onGuideAdvanced(); } }); })(step, guide);
4. Inspect the dismiss (x) or the "Next" button and copy the elements button class, refer the attached image.
Example:
5. paste the button id with # prefix like the following example in your code, for example in the above image the id is 'pendo-close-guide-4f68f987' this needs to pasted in the code as '#pendo-close-guide-4f68f987'.
var advanceButton_1 = pendo.dom(e.target || e.srcElement).closest('#pendo-button-b3b263d3');6. Add the second guide's id in pendo.showGuideById('GUIDE-ID-HERE'); within quotation marks in the javascript in js tab of the first guides last step, you can find the guide id from the URL, open the guide in a new tab and copy the guide id.
Example:
How to test the results: push both guides live in staging or production with a test segement which only allow you to look at these guides, run through the whole sequence and check if the next guide is launching.
Hope this helps you and other who are looking for similer solutions.
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