https://app.pendo.io <- Use this URL to access Convercent's Pendo tool.
Guides is where all of the Tooltips, Banners, What's New content, and other items are created for display. Detailed below are the steps to go through creation of a Pendo guide as well as how to segment to a specific audience.
**If you are using Google Chrome as your preferred browser, please be sure to install the Ignore X-frame headers browser extension from HERE.**
To get started, click the Guides option in the menu on the left, then choose Guides from the slide out menu.
You will see a list of guides that have already been created, which you can review details of as needed. To continue the path of creating a new guide, click the Visual Design Studio button, then select Create New Guide.
You will then be prompted to select the Guide Type that you wish to create. Hover over the desired guide and click the Select Layout button.
On the Guide creation screen, you will want to name your guide. By default, Pendo uses the date and time for the name, but the standard naming convention is:
[Customer Name if applicable] - [Guide Reason] - [Guide Type], where your guide may be named like: Convercent - Reminder of notifications delay - Tooltip
Hover over the Guide image in the middle of the page, and select Manage In My App to open the designer.
When the Designer opens, you will be prompted to enter a web address URL where the Pendo Guide will be shown, i.e. https://app.convercent.com/. You will need to sign in to the app with your @convercent.com user account to be able to see the content and editor correctly.
The placement for the guide is quite robust, and allows you to select down to specific elements on a page as seen in the examples below(the red boxed/highlighted area identifies the element that is being targed for the Pendo guide message).
Once you select your element that you want to add the Guide to, you will then see the container editor which will allow you to modify the styling, location, and behavior.
You can also move this editor to any part of the page for visibility. Grab the bar at the top with the 3 dots (...) to move the editor to your desired location to be able to more clearly see what you are editing.
After setting the controls on the container, click Done. You can then hover over the guide that you are creating, and either edit the container, or add content. To add content, hover your mouse over the center of the guide to see the + and section that it is applying to, and when you click it will show a list of options to enter into the guide.
Once you select your building block, you can then edit the content and have real-time visibility in the guide you're creating.
Once you are done creating your guide content, you can add additional steps to the worlfkow, by using the View/Hide Steps option at the top of the designer window:
Or you can click the Save button to save your work and exit the designer.
Once you are back on your guide details, you can edit the activation methods, audience that you are intending the visibility for, and schedule the guide to start and/or stop at specific times (great for workarounds that are posted or a temporary message to be displayed to inform and curb unnecessary escalations of requests through standard chains).
- You can choose how the guide becomes active - whether on page load, an icon that is hovered over(the i bubble for tooltips), the Pendo menu on the bottom right of the page, or by clicking a specific element on the page if desired.
- This is going to be the second biggest item to pay attention to. Here you will segment by org for specific messaging created for a single organization (e.g. Cognizant's notice to scroll up for any erroneous or missed items before progressing to the next step in a questionnaire)
- you can also segment to Admins, page visitors, etc. based on needs and specificity.
- Schedule your guide to start at a specific date/time, end at a specific date/time, or both - in the event you are creating a guide that only needs to run for 2 weeks, for example. Alternatively, if you do not set a scheduled time on a guide when published, it will remain visible to the intended audience members until archived, deleted, or placed back in a draft status.
Segmenting for Audience-specific visibility
When you create your guide, selecting your segment is going to be key. You have default options which are great, but the focus here is going to be around customer-specific guides.