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Pendo Help CenterGuidesIn-app designer

In-app designer

Overview

The in-app guide designer is where Pendo guides are created and edited. Your application is loaded within the inner frame to provide a streamlined guide creation experience over your environment.

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1. URL Bar

Type the URL of your application into the top navigation bar to load your application and the guides list on the left panel. Make sure to include https:// or http:// within the URL.

tip: Still getting a "Loading Error" on the left panel when attempting to load your app? Check out in-app designer troubleshooting here.

2. Global Settings

Global Settings is where Templates, Global CSS, and Guide Center settings are found.

note: Only users with admin permissions have access to the Global Settings and Guide Center Settings. Only certain users have template editing privileges.

Find more information on:

3. Back to Pendo

Click "Back to Pendo" to navigate to the guides list page.

Guides List

Search Guides

Type part of all of a guide’s title to filter all existing guides on the left panel.

Filters

You may not always want to see all of your guides in the left panel. Click "Show sort / filter options" to reveal the current filters applied. Click "+ Add Filters" to add additional filters based on guide location, type, status, activation method, device type, and expiration.

Edit and Copy Guides

Change a guide’s status by selecting the dropdown at the bottom of each guide block. When hovering over a guide block, click "Edit Guide" to enter editing mode for the guide or "Copy Guide" to create an exact replica of the guide.

Create a Guide

For full information on guide types and guide creation within the designer, click here.

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