Pendo Confirmation Feature Gate

An example of a guide that makes users click the proceed button after being presented information in app.

Project Summary

This guide is used to gatekeep users who are using an application feature incorrectly, directing them to the proper way to do it during a system outage. Users were clicking the button and entering data incorrectly. This is a Pendo confirmation guide that shows information to users and forces them to click the Proceed button to continue.

This message was implemented in under a day, including planning, developing, reviewing, and deployment. It can also be turned off in a matter of minutes.  Developing this functionality in the application would have taken months of planning, development resources, and more.

Project Details

Client: DaVita

Date: April 2025

The guide prevented over 30% of users from continuing the action because they were alerted to the proper way to proceed, rather than incorrectly entering information that would have required correction. That resulted in thousands of incorrect actions being prevented, fewer service desk calls, and more accurate data being entered into the system.

If the user truly wants to continue, after clicking the Proceed button, the form opens in the application without further hindrance. This guide was a huge time-saver, likely saving thousands of hours alone. With a tool like Pendo and the right processes, creating guides like these takes very little time and effort.

I’ve worked with a team of Pendo developers to create documentation and plan the process, making it easy to deploy guides with the right approvals in a matter of hours for urgent requests. This is another example of a guide being deployed in a short time to save the company thousands of hours, resulting in massive financial savings.