In-app Guides: v2 Overview & FAQs

Overview

In Guides v2, Guides organizations will transition to a new navigational UI. The new UI provides organizations with access to new capabilities such as Paths, and enhanced Guide metrics. Below is an image demonstrating Guides v2’s new left hand navigation menu as well as the location of an organization’s logo and product name (1)

 

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What changes can Guides Customers expect?

New Navigation

Existing tabs from Guides - Settings, Guides, and Analytics - are now accessible via a left hand navigation menu, as are new tabs unique to v2 such as Paths, Logout, and Segments.

 

Each of the tabs mentioned above i.e Analytics, Paths, Segments, Guides have a corresponding icon that makes it easy for you to situate yourself within your subscription and switch between the tabs. 

 

Analytics Tab

The Analytics tab is the first tab in the left hand navigation menu. The Analytics tab now contains five separate tabs within it: Dashboard, Pages, Features, Visitors, and Paths. The addition of the Visitors page allows you to bulk upload new visitors as well as custom metadata fields. From the Visitors page, you can also view individual details about each visitor as well as review and edit their custom metadata fields. 

 

Once an organization’s Analytics tab is enabled in the Guides v2 UI, organizations can tag their own custom pages, but only specific pages via an exact match URL, i.e. the exact URL that they've input.

 

Paths Tab

Paths are a new capability now available to Guides Customers. Paths are a tab included in the left hand navigation menu. A path is the sequence of actions that users took before or after a target event (i.e an email being sent to a user, a button being clicked). The actions users performed at each step are grouped together and represented with the total percentage of clicks and number of visitors who did that action relative to the previous step. Below is an image of the Paths tab in Guides v2.

 

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Segments Tab

 

Segments now live on their own as a section in the left hand navigation. It is the third tab in the left hand navigation menu. The Segments tab provides organizations with a centralized location to view, edit, and delete custom segments. Below is an image of the Segments landing page in Guides v2. 

 

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Guides Metrics Tab

 

The Guides Metrics tab has been enhanced with two new charts: Visitor Per Guide Step and Guide Elements. Below is an image of the Guide Metrics tab in Guides v2.

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The Visitor Per Guide Step shows Administrators the average amount of time visitors are spending on each step. This allows Administrators to get a snapshot of when visitors are dropping off and if certain guides need to be tweaked. 

 

For example, if an administrator has a guide with six steps and the fourth step has a noticeable decline, the Admin may need to change the wording of the guide or scrap it entirely. 

 

The Guide Elements (1) table shows the usage of building block elements in a guide. The table includes the name of the element (2), type, button action, number of clicks (3), and percentage of clicks per step.

 

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Logging out

While Administrators and users previously logged out via the application navigation drop down located in the top right hand corner of v1, in Guides v2 Administrators and users can now log out via an icon in the left hand navigation.

 

API Write Access

In Guides v1, an Administrator could create an integration key and that key could be used with the "X-Api-Integration-Key" header to access the public API and run aggregations. This was a read only key in Guides v1.

 

In Guides v2, an Administrator can create an integration key that could be used with the "X-Pendo-Integration-Key" header to access the public API, which has more options in Guides v2. 

 

In Guides v1’s API, there was only 1 endpoint to run aggregations, but in Guides v2 Customers have access to all the public API endpoints (there are 60+) given they have the correct permissions (read/write).

 

To review API documentation, click here (this documentation is available through our Guides provider, Pendo Adopt).

 

Settings Tab

The Settings tab (1) is now located in the left hand navigation menu. The Settings tab contains three tabs you are already familiar with: Profile (2), Team (3), and Integrations (4). The profile tab will be seen by both Administrators and users, but the Team tab and Integrations tab will only be available to Administrators. 

 

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New App Navigation Location

 

Switching Applications

While Administrators previously switched between applications in the top right hand corner of your subscription, this drop down menu (1)  has moved to the top left hand corner adjacent to the left hand navigation menu. Below is an image of the app navigation menu’s new location in the Guides v2 UI. 

 

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Multiple Administrators

Guides Customers no longer limits the amount of administrators that can be associated with a subscription. If a Customer would now like to assign Administrator permissions to multiple users, it’s possible in Guides v2. 

 

What is similar in Guides v1 and Guides V2?

VDS Designer

Both Guides v1 and Guides v2 leverage the Visual Design Studio. 

 

Profile Tab

Users can continue to update their password, first name, and last name from the Profile tab by clicking Settings > Profile. 

 

Guides Tab

The process for creating a new guide via the Guides tab is the same in Guides v1 as it is in Guides v2. The landing page for the Guides tab i.e tabs such as Status (2), Last Updated By (3), Created By (4), and # of Steps (5), also is remaining the same in Guides v2. 

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Team Tab

The Team tab continues to be only accessible to users with Admin permissions, and allows the Admin to invite individual users to the subscription or delete existing users from the subscription.

 

Analytics Dashboard

Charts on the Analytics Dashboard, such as Visitor Counts, Visitors Overview, and Top Pages, aren’t changing from Guides v1 to Guides v2. Only the Guide Metrics tab is receiving new data visualization tools.

 

Creating Custom Segments

Organizations can continue to create Custom Segments from the Analytics Dashboard or the Guides tab. Once a segment is created, however, it will appear in the Segments tab.