- Governance
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Guide governance checklist
- How to
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Create a guide (14:20)
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Themes and layouts (6:05)
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Types of guide layouts
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Choose an activation method (5:00)
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Test your guide (3:15)
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Measure guide effectiveness: Metrics, goals, and experiments (9:20)
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Worksheet: Guide planning and launching
- Resource Center
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Resource Center overview (3:30)
- Practice
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Knowledge Check
Guides
Guides allow you to assist users where they need it most. Learn how to create in-app guidance and use the Resource Center.
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:
- Creating the theme for your Guides (essential for Pendo admins)
- Choosing the layout for your Guides
- How to create a Guide
- How to activate your Guide
- How to test your Guide
- What Guide Conversions and Experiments are and how to set them up
- What the Resource Center is
- How to set up NPS