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Guide Details (Visual Designer)

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 guide details page provides a detailed readout of interaction and metrics for a specific guide. Click a guide’s name from the guide list to navigate to this view. The Guide Details includes 2 sections: Settings & Metrics. This article covers general options specific to the individual Guide.

Guide Status

Public

The guide is public to all visitors targeted in the guide’s segment and will appear in the designated "Location" on all environments with Pendo installed. Public guides will still appear on your designated staging servers.

Staged

The guide is only visible on your designated staging servers. Staging servers can be managed by admins of your subscription here. More information on staging here.

Draft and Disabled

The guide will not appear on any environment but can still be edited. While there is no functional difference between Draft and Disabled, these categories are useful for guide organization.

Delete

This will delete the guide and all of its data permanently.

More Options

The more options ("…" button) can be found in the upper right-hand corner whether you’re on the "Settings" or the "Guide Metrics" tabs. Clicking this button will show you these options:

more-options.png

View Details

Details will show you a quick summary of the following:

  • Who and when created the Guide
  • Who and when the Guide was last updated
  • Permalink (How Do I Use This?)

view-details.png

View Edit History

The "View Edit History" option is unique to the Guide Details Page and displays:

  • The date and time of the last guide modification
  • The status of the guide when the change was made
  • The user that made the change

guideHistory.png

Clone Guide

This option will allow you to copy or duplicate an existing Guide. Once you choose this option, you will be prompted to update the name of the copy.

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