Guides

Course 4 of 7 in Pendo Essentials for Web On-Demand

Guides allow you to assist users where they need it most. Learn how to create in-app guidance and use the Resource Center.

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About this course

Guides

This module of Pendo Essentials introduces you to Guides in Pendo -- the types available and how to set them up.  Be sure to download the Guide Governance pdf. You’ll want to follow the best practices outlined there as you start using Guides within your app.
We'll cover: 
  • Choosing the layout for your Guides
  • How to create a guide
  • How to activate your guide
  • How to test your guide
  • How to measure guide success
  • What the Resource Center is

Curriculum40 Minutes

  • Introduction to guides (1:56)
  • Worksheet: Guide planning and launching
  • Build guides
  • Identify the right guide type (2:04)
  • Create an overlay guide (4:14)
  • Choose an activation method (2:48)
  • Create an embedded guide (3:27)
  • Test your guide (2:19)
  • Measure effectiveness
  • Measure guide success (2:05)
  • Resource Center
  • Resource Center overview (2:04)
  • Practice
  • Try it out!

About this course

Guides

This module of Pendo Essentials introduces you to Guides in Pendo -- the types available and how to set them up.  Be sure to download the Guide Governance pdf. You’ll want to follow the best practices outlined there as you start using Guides within your app.
We'll cover: 
  • Choosing the layout for your Guides
  • How to create a guide
  • How to activate your guide
  • How to test your guide
  • How to measure guide success
  • What the Resource Center is

Curriculum40 Minutes

  • Introduction to guides (1:56)
  • Worksheet: Guide planning and launching
  • Build guides
  • Identify the right guide type (2:04)
  • Create an overlay guide (4:14)
  • Choose an activation method (2:48)
  • Create an embedded guide (3:27)
  • Test your guide (2:19)
  • Measure effectiveness
  • Measure guide success (2:05)
  • Resource Center
  • Resource Center overview (2:04)
  • Practice
  • Try it out!