Overview
In Adopt v2, Partner organizations will transition to a new navigational UI. The new UI provides organizations with access to new capabilities such as the Resource Center (if enabled), Paths, and enhanced Guide metrics. Below is an image demonstrating Adopt v2’s new left hand navigation menu as well as the location of an organization’s logo and product name (1).
In Adopt v2, Partners will also have more flexibility on how they enable multiple apps for their customer organizations. Below is an example of the new Manage Apps page that has been added to the Manage Organizations tab. On this page, Partners can toggle an organization’s access to certain applications (1), Guides (permanently turned on for all applications by default) (2), Analytics (3), and the Resource Center (4).
After an existing Adopt account is migrated to v2, will retroactive data remain available i.e. data from the last 6 months?
Yes. Once Pendo begins the migration process for existing Adopt accounts, existing Adopt accounts will retain their historical analytics. However, once the migration process is complete, newly enabled Adopt accounts will not have historical analytics forwarded from Engage. The collection process for these accounts will instead begin from the moment the account is enabled.
What changes can Adopt end user subscriptions (otherwise known as organizations) expect?
New Navigation
Existing tabs from Adopt v1 - Settings (1), Guides (2), and Analytics (3) - are now accessible via a left hand navigation menu, as are new tabs unique to v2 such as Resource Center (4), Paths (5), Logout (6), and Segments (7).
Each of the tabs mentioned above i.e Analytics, Paths, Segments, Resource Center, Guides have a corresponding icon that makes it easy for you to situate yourself within your subscription and switch between the tabs.
For example, the Resource Center tab is represented by a book icon and the Analytics tab is represented by a chart icon.
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 Adopt 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 Adopt for Partner organizations. 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 Adopt v2.
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 Adopt v2.
Resource Center Tab
Partners are able to enable organization’s access to the Resource Center. Once the Resource Center feature has been configured, organizations can launch a Resource Center (RC) from their Adopt V2 subscription. If the Resource Center has not been enabled, organizations will not be able to access it via the left hand navigation menu.
The Resource Center allows an organization’s users to access published guides and simplify the onboarding experience with guided walkthroughs.
Another way to think of the Resource Center is as an always-on point of reference for users to seek contextual help in their moment of need. It can be accessed by users via a badge that can appear in a variety of positions on the page and the badge itself can be customized to fit an organization’s branding requirements. Below is an image of the Resource Center’s landing page.
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 Adopt v2.
The Visitor Per Guide Step shows Adopt Administrators and users the average amount of time visitors are spending on each step. This allows Administrators and users to get a snapshot of when visitors are dropping off and if certain guides need to be tweaked.
For example, if an administrator or user 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.
While Adopt Administrators and users previously logged out via the application navigation drop down located in the top right hand corner of v1, in Adopt v2 Adopt Administrators and users can now log out via an icon in the left hand navigation.
API Write Access
In Adopt v1, an Adopt 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 Adopt v1.
In Adopt v2, an Adopt 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 Adopt v2.
In Adopt v1’s API, there was only 1 endpoint to run aggregations, but in Adopt v2 Partners and their organizations have access to all the Pendo public API endpoints (there are 60+) given they have the correct permissions (read/write).
To review API documentation, click here.
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.
New App Navigation Location
Switching Applications
While Adopt 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 Adopt v2 UI.
What changes can Partners expect?
Adopt Partner Settings in Engage
Adopt Partner Admins currently access essential settings via the Adopt Partner Settings tab in Engage, which contains the Manage Organizations (1), Configure Analytics (2), and Adopt Settings (3) sections. Changes have been made to all three tabs, and this document will detail the changes made to each one. Below is an image of the Adopt Partner Settings page in Adopt v2.
Adopt Settings
In Adopt v2, Partners are able to upload their logo to the top left hand corner of the left hand navigation bar. This can be done via the Partner Brand Settings (1). In this section, select the "Upload Image" button (2) located underneath the "Logo Upload" sub-header. Once the logo is uploaded, the image will replace the Pendo chevron and will stretch to fit the navigation bar.
Below is an image of what the left-hand navigation bar looks like with a custom logo. When a user hovers over it, the Brand Name will appear.
Configure Analytics
Custom Page Instructions
Pendo provides users with default instructions for creating a custom page via the Configure Analytics tab (1). Organizations can, however, include their own set of instructions underneath Pendo’s default instructions for tagging a page (2).
Manage Organizations
Enable Specific Applications
Previously, Adopt Admins enabled either all of an organization's applications, or none at all, via the Manage Organizations tab. In V2, Adopt Admins can now enable specific applications on an organization’s behalf via the Manage Organizations tab.
Enable Feature Access
In Adopt v2, Adopt for Partners can now provide a limited experience so that customers have access to only what they need, when they need it. For example, Adopt Partners can enable an organization’s access to the Analytics tab, but not the Resource Center. Partners moderate their customer’s access to Resource Center, Analytics, and the Guides tab via the Manage Organizations tab.
Multiple Administrators
Adopt no longer limits the amount of administrators that can be associated with a subscription. If a Partner or customer would now like to assign Administrator permissions to multiple users, it’s possible in Adopt v2.
What is similar in Adopt v1 and Adopt V2?
VDS Designer
Both Adopt v1 and Adopt v2 leverage the Visual Design Studio. To learn more about creating a guide with Visual Design Studio, click here.
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 Adopt v1 as it is in Adopt 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 Adopt v2. To learn more about the Guides tab, click here.
Team Tab
The Team tab continues to be only accessible to users with Adopt Admin permissions, and allows the Admin to invite individual users to the subscription or delete existing users from the subscription. To learn more about the Team tab in Adopt v1, click here.
Analytics Dashboard
Charts on the Analytics Dashboard, such as Visitor Counts, Visitors Overview, and Top Pages, aren’t changing from Adopt v1 to Adopt v2. Only the Guide Metrics tab is receiving new data visualization tools. To learn more about the Analytics Dashboard, click here.
Adopt Settings
The Partner Brand Settings, Prioritize Org Guide Display, and App Settings sections haven’t been updated. Their functionality and features remain the same. To learn more about Adopt Settings, click here.
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. To learn more segments, click here.
Configure Analytics
To learn more about the Configure Analytics page, click here.
How can a Partner kick off their transition from Adopt v1 to Adopt v2?
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Speak with your Partner Enablement Manager to provide your desired date for migration.
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Confirm with your Partner Enablement Manager the exact date when your migration to Adopt v2 will begin.
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Communicate upcoming changes and the agreed upon date of migration to your customer organizations.
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On the day of the migration, and during the migration process, both the Partner and their customer organizations should refrain from creating, editing or deleting any content (guides, segments, etc.).
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Once the migration is complete, your Partner Enablement Manager will reach out to let you know the process has completed and that you can communicate out to your customer organizations.
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When the migration from Adopt v1 to Adopt v2 is complete, customer organizations will be logged out and will need to log back in in order to leverage new features and functionality.
To download this article for your knowledge base, click here.