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Create a Guide

note: This article covers the Guide experience launched Feb. 18th 2019. If you were a customer before this date and would like to use the Legacy Designer, you can refer back to the version that uses the legacy designer.

Overview

The purpose of this article is to help quickly understand how to create a guide in the Visual Design Studio, whether it’s to highlight new features, drive preferred behavior, and provide in-context support.

Requirements

To use the Visual Design Studio, Pendo users will need some of permissions:

  • Pendo Administrator Permissions OR
  • Pendo User Permissions
    • Manage Published Guides
    • Create Guides & Templates from Scratch
    • Create Guides from templates

Create

To start your Guide creation process in the Visual Design Studio, click on create a new Guide.

note: If you have multiple web applications setup in your Pendo account, you will be asked to choose which app you would like to Guide to display.

Choose a layout from your options. In this example, choose a Pendo provided layout called, “New Feature Announcement.”

choose-a-layout.png

note: Your available layouts may vary from these screenshots since your Pendo administrator can add/remove as desired. If this option is not available for you, choose one to your liking.

Once you choose your layout, you will be asked to rename your Guide. Add your desired Guide name.

tip: Because you will soon have multiple Guides, it’s best practice to have naming conventions for easier searches and color coordinated groups for easier identification. Take a look at naming best practices help article to learn more.

Click on “Manage in App” to open the Visual Design Studio to edit your Guide and add the page URL you would like the Guide to appear on.

manage-in-app.png

tip: Hover over the Guide preview to see the “Manage in App” option to launch the designer.

Once the designer loads, be sure to open the "Step Tray" so you can see all your customization options and Guide steps. If you wish to target an element but the "Action Bar" is covering it, move it to the bottom of the screen by click on the dual arrows button in the top right-hand corner of your screen.

open-step-tray.png

Within the Guide Preview, you will be able to hover over the placeholder items and click to edit. If you need to add a new building block to your Guide. Hover between items to see the cotton thread and add your desired building block.

tip: Periodically save your changes as you edit your Guide. This will help you save your progress as you go.

Want to add a step in your Guide? Click on the "+ Add Step" option in the Step Tray so you can add a new step without having to start over.

add-a-step.png

Once you’re satisfied with your Guide (one or all Guide steps), hover over a Guide Container (the edge of the Guide) in a step to edit it’s settings:

edit-container.png

The styling, Location and behavior options will display after you click the edge of Guide container for additional customization:

edit-container-settings.png

Lastly, make sure you are using the Guide Activation method you want in the Action Bar:

choose-activation-method.png

Save your changes and exit the designer.

Test

To test your Guide, segment the Guide to yourself.

Locate the “Segment” tile in the Guide Details Page and click on the “Edit” icon. Then, choose the dropdown to select “Custom Segment.” Here you will add your segment rule as “Visitor ID” equals yourself.

For example - if my Visitor ID was my email address, my rule would look like this:

segment-example.png

Once you’re done, choose “Save Custom Segment” and then save on the segment tile.

Before you change your Guide status, review your Guide details to see if you’re satisfied. Once you’re ready, you can choose “Staging” (if you have a Staging setup) or “Public” (if you don’t have staging setup). Since the Guide is segmented to just yourself, the Guide will only present itself to you.

Launch

If you’re satisfied with what you saw, you can navigate back to your Guide’s Detail Page to re-adjust the segment to the correct audience.

To launch your Guide, you have 2 options to choose from:

  • Publish your Guide now by updating the Guide status to Public.

publish.png

  • Schedule when your Guide should live (and if needed, when it should no longer be active.)

schedule.png

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