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Guide permalinks

Overview

A permalink (permanent link) is a persistent identifier in the form of a URL that preserves the exact settings and is intended to remain unchanged - producing a hyperlink that can be used in a variety of content. These guide permalinks can be embedded in emails, knowledge base articles, help centers, and anywhere else you would like to use them.

Display Criteria

Guide permalinks are subject to standard guide visibility restrictions:

  • The visitor is included in the guide segment
  • The page matches location of first (or only) step of guide
  • The matched element is visible (if applicable)
  • The scheduled date is in range (if applicable)
  • The guide is set to "Staged" or "Public" status

If the visitor does not meet the criteria required, then the guide will not display even if a permalink URL is used.

note: The permalink will not respect the Activation type of your guide. For example, if your guide has "Automatic" activation and a Visitor has already seen the guide and clicks on the permalink, we would expect them to see the guide again.

Login redirects

If your app drops parameters upon login, and your user is not logged in when they click the link, the guide will not appear as they have not yet been identified by Pendo. In this case, you can ask your users to make sure they are logged in before clicking the link.

Dynamic URLs

If your app has URLs that contain IDs that change from user to user or session to session, then this feature will be difficult to use on those URLs as you will not be able create a URL that can be shared with all users.

For example, let’s say you have a page for reports that has a URL of: https://app.acme.com/report/4820829203/details

This example URL included the dynamic user ID of 4820829203. You would be able to create and use a permalink for an individual user to share with them, but would not be able to create a permalink to share with all of your users in that situation.

For this scenario, we suggest you start a guide at a place in the app that does not have the dynamic URL, such as: https://app.acme.com/reportList and then have the permalinked walkthrough guide walk the user to their own specific report detail page.

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