The Resource Center in Adopt provides on-demand access to contextual help, such as published guides, support articles, and announcements, in the form of a customizable menu that the user can open from a badge on the page. You can customize this badge.
Setting up and deploying a Resource Center involves the following:
- Create a Resource Center.
- Add modules to your Resource Center.
- Edit modules in your Resource Center. This includes adding and re-ordering guides in the appropriate modules and, optionally, adding segments to your modules.
- Choose activation method. Optionally, if using a badge for your Resource Center, edit the badge icon, including its color and position in the UI.
- Preview your Resource Center.
- Publish your Resource Center.
Prerequisites
- You must be an Admin user to create and edit the Resource Center.
- You can only add existing guides to a Guides List or Onboarding module in the Resource Center.
- Guides added to the Resource Center must be in Draft or Public.
Create a Resource Center
- Navigate to the Resource Center page in the left-side navigation.
- Select + New Resource Center in the top right of the page.
- Choose the relevant Application from the dropdown menu.
- Select the Modules you want to add to your Resource Center. You can add more modules after creating the Resource Center. For more information, see the Add Modules section in this article.
- Select Create in the bottom right of the page.
After creating a new Resource Center, you land on the Resource Center's details page. Your Resource Center is set to Disabled until you're ready to publish it. For instructions on publishing your Resource Center, see the Publish your Resource Center section in this article.
Add modules
The Resource Center contains modules, which allow you to organize the content you serve to users. The Resource Center must contain at least one module.
While creating a Resource Center, first choose an application and then choose one, some, or all of the following modules to add to your Resource Center:
- Guide List module
- Onboarding module
- External Website module
The same type of module can be added multiple times after you've created the Resource Center. After selecting Create, which opens the Resource Center overview tab, select + Add Modules in the top right of the preview.
This presents you with the same options provided to you when you created the Resource Center. Select and add the modules you want and repeat this workflow to add more as required.
View module details
You can see the modules in your Resource Center in the details page of the Resource Center. Use the arrows on the left and right to scroll through all the modules.
To view a module's details, hover over the module in the details page of the Resource Center and select View Module Details. From here, you can add content to the module, edit its title, and configure its segment settings.
Edit modules
To edit the modules in your Resource Center, hover over the module in your Resource Center's details page and select View Module Details.
Add guides
To add your first guide to a Guides List or Onboarding module:
- Hover over the module in the Resource Center's details page and select View Module Details.
- Select + Add Guides in the top-right corner of the Content section.
- Select the guides you want to add from the Select Existing Guides dropdown menu. You can only add guides that are in Draft or Public.
- Select Save in the top right and then Save Module.
To edit this list, select Edit in the top-right corner, select or deselect the relevant guides, and then save your changes.
Reorder guide content
You can reorder the guides in your modules by opening the module, selecting Edit in the top-right corner of the Content section, and then dragging the guide either up or down in the list.
Add a URL to your External Website module.
To add a URL to your External Website module:
- Hover over the module in the Resource Center's details page and select View Module Details.
- Copy and paste the URL of the website you want to link to into the URL field.
- Select Preview URL to see what it looks like.
- Select Save in the top right and then Save Module.
To edit this link, select the existing URL in the module's details and replace it with another one.
Add segments
Use different segments to deliver distinct groups of content or to target content to different user groups. To edit the segment of a module:
- Hover over the module in the Resource Center's details page and select View Module Details.
- Select Edit in the top-right corner of the Segment section.
- Choose a segment from the dropdown menu or select + Custom Segment. If creating a new segment, follow the instructions in the Segments article.
- Select Save in the top right, and then Save Segment.
Delete modules
To delete a module in your Resource Center, hover over the module in your Resource Center's details page and select View Module Details. Select the trash icon in the top-right corner of the page to delete it. Confirm this decision by selecting Delete Module in the window that appears.
Choose activation method
Users can launch the Resource Center you create either by selecting a badge icon or through the Pendo Launcher.
The default launch method is the Pendo Launcher, which is an extension added to the user's browser. If you choose the badge, you can customize the badge icon, color, and location. For instructions, see the Edit the Resource Center bade icon section in this article
Edit the Resource Center badge icon
You can change the badge icon for the Resource Center, as well as its position. You can choose from our default options, or upload your own.
Edit the badge
To change the badge icon for your Resource Center:
- Navigate to the Resource Center page in Adopt and open the Resource Center you want to change the icon for.
- Select Edit in the top-right corner of the Activation section.
- Choose Badge from the Launch Method dropdown menu.
- Choose your badge icon. The badge can be either an info bubble, the Pendo logo, a question mark bubble, a star bubble, or a custom image that you upload. For instructions on uploading your own image, see Add a custom badge.
- Optionally, choose the Badge Position, which can be any of the following: Bottom, Top, Left, Right, Bottom Right, Bottom Left, Top Right, or Top Left.
- Optionally, if using one of our default icons, choose the badge Color. You can enter the HEX number for the color, or open the color menu and use the visual tools for selecting a color.
- Select Save in the top-right corner of the Activation section when done.
Add a custom badge
Any custom image you upload automatically resizes to 36 x 36 pixels. The image size should be below 10 MB. To upload a custom image as your badge:
- Select Edit in the top-right corner of the Activation section.
- Choose Badge from the Launch Method dropdown menu.
- Choose Add a custom badge from the Badge Icon dropdown menu.
- Select the Image Preview box.
- Choose an image from your computer.
Once you've uploaded your image, you can choose the position but not the color (as you can with default Adopt icons). Select Save in the top-right corner of the Activation section of your Resource Center details page when done.
To change the image, select Edit in the top-right corner of the Activation section and then Edit underneath the Image Preview.
Preview your Resource Center
Once you've created a Resource Center, you're taken to the Resource Center's details page. Select Preview from the top-right corner of the details page of the Resource Center you've created or are editing.
Enter the URL for the page that want your Resource Center to live on and select Launch Preview. This opens a new tab to launch the Resource Center preview.
Publish your Resource Center
To publish your Resource Center, open the dropdown menu next to Preview in the top-right corner of your Resource Center's details page and choose Public. Confirm this decision by selecting Turn On in the window that appears.
View and edit the Resource Center
If you want to view or edit an existing Resource Center, find the Resource Center page from the left-side menu and then open the Resource Center you want to edit.
From here, you can see what modules are included in the Resource Center, what status the Resource Center is in (Disabled or Public), and the Activation method chosen for it. You can edit each of these elements.
Delete your Resource Center
Find and open your Resouce Center from the list in the Resource Center page and then select the trash icon next to the Preview button in the top-right corner of the page. Confirm this decision by selecting Delete Resource Center in the window that appears.