Betterworks Guides: Overview

Overview

Organizations with access to Betterworks guides will transition to a new navigational user interface. The new UI provides access to new capabilities such as paths and enhanced metrics. Below is an image demonstrating Guides v2's new left-side menu as well as the location of an organization's logo and product name:

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What's changed?

General Navigation

Existing tabs — Settings, Guides and Analytics — are now accessible via a left-side menu, as are new tabs such as Paths, Logout and Segments.

Each of the tabs 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, 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

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, etc.). 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:

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Segments Tab

The Segments tab provides organizations with a centralized location to view, edit and delete custom segments:

 

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Guides Metrics Tab

The Guides Metrics tab has been enhanced with two new charts:

  • Visitor Per Guide Step
  • Guide Elements

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

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

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Logging out

While administrators and users previously logged out via the navigation drop-down menu located in the top-right corner, now administrators and users can now log out via an icon in the left-side 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 v2, an administrator can create an integration key to be used with the "X-Pendo-Integration-Key" header to access the public API. You'll have access to all the public API endpoints (there are 60+) given that you have the correct permissions (read/write). View  this documentation for more details. This is made available through our provider, Pendo Adopt. 

Settings Tab

The Settings tab contains three mini-tabs you are already familiar with: Profile, Team and Integrations. 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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Switching Applications

This drop-down menu  has moved to the top-left corner:

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Multiple Administrators

There is no longer a limit the amount of administrators that can be associated with a subscription. If you'd like to assign administrator permissions to multiple users, it's now possible.

What's the same?

VDS Designer

This feature is still leveraged in v2. 

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 landing page has remained the same: 

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Team Tab

The Team tab continues to be only accessible to users with administrator permissions and allows the administrator 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 haven't changed. 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. However, once a segment is created, it will appear in the Segments tab.