Contact Us

Guides

Pendo Help CenterGuidesResource Center Overview

Resource Center Overview

note: This article covers the new Visual Design Studio Guide experience, launched Feb. 18th, 2019. If you were a customer before this date and would like to use the former Guide Center, you can refer back to the previous version.

Overview

The Resource Center (formerly the Guide Center) houses additional in-context help that you can make readily available to your end users. This can include standard help articles or FAQs, as well as in-app Guides that will walk users through specific processes. This gives users the ability to quickly find answers and learn how to use a product on demand.

This video provides a quick overview:

Required User Permission

To setup the Resource Center, you will need Administrator Permission.

Create New Resource Center

To begin, click on the Guides icon in the main left-hand navigation and choose "Resource Center."

resource-center.png

Modules

Your first step will be to choose which module, or section, to house your resource. The Resource Center lets you organize your Guides and other resources into four different modules:

  • Guides list - A list of in-app Guides
  • Onboarding - A list of onboarding Guides with progress tracker
  • Code Sandbox - A playground to create your own desired module content
  • Integrations - A place for supported third-party tools

add-first-module.png

If you need to setup an integration, click on the “+ Add Integrations” button to temporarily navigate to the Integrations hub. Once you add an integration, you will see it as a module option.

note: The Integrations module currently only supports certain live chat and knowledge base providers. To see supported providers, visit the Integrations section in Pendo.

Home Page - Draft

When you’re ready to customize your Resource Center, choose all the modules you would like to set up, then click on "Add Modules." This will take you to the Draft State preview of your Resource Center home page:

draft-state.png

Within the Draft State, you will see what your Resource Center will look like for your users. You can also view previews for each module. Simply hover over a module and click on "View More Details."

Customizing Your Modules

You have 3 main module options:

  1. Guides List Module
  2. Onboarding Module
  3. Code Sandbox Module

Depending on what integrations you have setup, you may see more options for a Knowledge Base or Live Chat provider. These will appear after you have the integrations setup from your Integrations page.

1. Guides List Module Configuration

This module contains a list of Pendo Guides your end users can access. To choose which Guides you would like in this list, click on the “Edit” button in the top right-hand corner of the Content window.

guides-list-empty.png

Once you add your Guides, you can click and drag to reorder them. You can also click on the display name to rename your Guide to a more user-friendly title without disrupting your internal naming convention.

guides-list-display-name.png

tip: If you have Guides built in the Classic Designer, you can still choose those Guides in this module as needed.

Once you’re finished editing the display names, click on “Save.”

You can then segment this list to your desired target audience by customizing the Segment tile.

edit-segment.png

2. Onboarding Module Configuration

This module contains Guides specific to the onboarding process, and can be customized just like the Guides List module. Edit the Content tile to add all of your onboarding Guides, then edit the display names if you want it to use a more user-friendly title. This will not disrupt your internal naming convention.

onboarding-empty.png

tip: If you have Guides built in the Classic Designer, you can still choose those Guides in this module as needed.

Once you’re finished editing the display names, click on “Save.” You can then segment this list to your desired target audience by customizing the Segment tile.

edit-segment.png

3. Code Sandbox Module Configuration

This module is like a playground to create your own desired module content. Setup your customization using HTML, CSS, or JavaScript after launching it in the Visual Design Studio.

Integrations Module Configuration

TThe Resource Center also lets you add supported third-party integrations. Click on the "+ Add Integrations" to configure your Integrations modules.

note: The Integrations module currently only supports certain live chat and knowledge base providers. To see supported providers, visit the visit the Integrations section in Pendo.

integrations.png

Home Page - Staging

In this state, you will see a preview that includes anything that’s currently in Staging or Production. If you made changes in your Draft state and you’re ready to promote it to Staging, be sure to click on the "Push to Staging" button from the Draft view.

Once you push changes to Staging, you will see your preview update accordingly.

Home Page - Production

If you never pushed anything into Production (which makes content public), you will see a message telling you that there is no production content. Alternatively, if you have pushed content into Production before, you will see a preview of that content. Once you’re ready to promote your Staging updates to Production, you can use the button in the middle of the page to promote Staging.

no-production-content.png

warning: For customers who already have Guide Center in production, be sure to disable it before pushing your Resource Center into your Production environment. Check out the FAQ below to learn how to disable the Guide Center.

Preview In-App

Previewing a module in-app will open the Visual Design Studio, where you can edit the look and feel of the Resource Center. The top Action Bar will display the home view of your Resource Center, as well as the modules you added to your Resource Center.

You can edit the following settings in Home View:

  • Resource Center title
  • Top Bar Color
  • Close Button
  • Module Names

preview-in-app.png

Each module in the Action Bar will also allow additional customization options, including:

  • Progress Icon and Fill Colors
  • Progress Bar and Fill Colors

module-styling.png

Badge Activation

The Resource Center is activated by clicking on a Badge icon that is located in the bottom right-handed corner like you see within your preview. Within Activation Settings, you can customize the Badge icon, color, and z-index:

activation-settings.png

Badge Icon

Resource Center badge is limited to a circle shape with a set size. However, like a Guide badge, you can also upload your own custom image. Image size upload is limited to 2MB but the image will be automatically scaled to fit the badge size.

Badge Color

The default color will be set to Pendo Pink. If you would like to change this, click on the color and use the palette that appears. If you already know your color HEX code, you can

note: Color only applies to provided icon images in the dropdown. If you want to change the color of your custom image, change the color before you upload the image.

Z-Index

This specifies the stack order of the badge, or whether it appears in front of or behind another element on the page. By default, the Z-Index is set to a very high number (19000) so that it will appear above any other element. Increase or decrease this number according to your specifications.

Element Activation

You can also choose to activate your Resource Center by clicking on an existing element in your application.

Frequently Asked Questions

Can I choose Guides that were created in the Classic Designer?

Yes. Choose any Guide that you would like to provide your end users within the Resource Center. You can also edit the display names if you want it to use a more user-friendly title. This will not disrupt your internal naming convention.

Why do I have these different stages?

The different stages will allow you to create updates in various states so you’re not pushing premature updates to your end users.

What if I have a module with no content?

If you have a module with no content and push the updates to production, the module will not display to your end users.

Are ‘What’s New’ Guides included in the Resource Center?

Coming Soon! What’s New Guides will be renamed, "Announcements."

Do I need to disable my old Guide Center before enabling the Resource Center?

Yes. Be sure to disable the Guide Center first before pushing the Resource Center to Production. Pushing the new Resource Center doesn’t disable the Guide Center automatically. However, you will be able to edit the Resource Center in "Draft" or "Staging" states so you can prepare for the switch as you need.

How do I disable the Guide Center from Production domains?

To disable the Guide Center, first navigate to the in-app Classic designer and click on “Global Settings” at the top-right. In the new menu, click on “Guide Center” and perform the following steps:

  1. Disable all of the sections shown
  2. Click “Save” at the bottom
  3. Re-open the “Global Settings” and click on “Copy to Production.”

disable-guide-center.png

note: Disabling your Guide Center is only necessary when you want to enable your Resource Center in all of your Production domains. You will be able to customize and test your Resource Center in draft or staging states as needed without needing to disable your Guide Center.

© 2019 Pendo  |  Terms of Service  |  Privacy Policy