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Building Blocks

note: TThis article covers the new Visual Design Studio Guide experience, launched Feb. 18th, 2019. If you were a customer before this date and would like to use the Legacy Designer, you can refer back to the previous version.

Overview

A Guide is comprised of “Building Blocks.” Each Building Block will offer you an option to add:

  • Text
  • Button
  • Multi Button
  • Image
  • Open Text Poll
  • Yes/No Poll
  • Number Scale Poll
  • Multi Choice Poll
  • YouTube Video
  • Custom Code

You can access the Building Blocks menu by placing your cursor inside a Guide and clicking on the blue horizontal line that appears. It will look like this:

hover-add-bb-blank.gif

The Building Blocks menu will look like this:

building-blocks.png

Text

Choose this Building Block to add any type of text you desire. Once you choose the text option, you will see the following filler text and options:

text-block.png

Style your text using the WYSIWYG controls. Once you choose a styling option, you will see Markdown syntax automatically apply to your Guide content and the style rendered within your preview. Take a look at the Markdown Syntax article to learn the supported syntax.

wysiwyg.gif

For text blocks, you have built-in Theme styles for Guide title, subtitle, and paragraph:

edit-text-theme-styles.gif

If you choose the custom options, you will see additional styling and spacing options to apply to the entire text block:

edit-text-styles.gif

Single Button

Once you choose the single button Building Block, adjust the display text and choose your button action:

edit-button.png

note: You may see additional button action options in gray that aren’t available for you. You will see these options change once you add a poll Building Block.

If you need, you can add compound actions to your buttons so they perform multiple actions for the user. For example, you can set up the button to dismiss the Guide (1) and open an external link (2):

button-add-action.gif

When you’re ready, customize your button style:

edit-button-1.png

edit-button-2.png

If you want, you can also customize the hover state:

edit-button-3.png

Multi Button

If you choose multiple button options, you can add 2 or 3 buttons.

multi-buttons-options.gif

Once you choose how many you would like, you will be prompted to edit each button one at a time.

Just like the single button, you will be able to style your buttons (including hover states) as you want. Simply place your cursor over the button you’d like to edit to access the Edit Button menu and see other options.

hover-to-see-edit-options.png

Image

When you choose the Image block, you will see an option to upload your file:

image-block.png

Supported file types include:

  • .jpeg
  • .png
  • .svg
  • .gif

tip: Animated gifs can be a particularly useful way to engage with your users or show them multi-step actions.

All file sizes are limited to 2mb for the uploader. If you wish to use a larger file, you can host your image and add an image URL instead.

note: The larger the file, the longer it may take for the image to render in your Guide.

Open Text Poll

When you choose the open text poll option, you will be prompted to edit your question:

open-text-poll-block.png

Once you’re happy with your question, click Apply. If you want to adjust the size of your open text field, hover over the field and choose the edit icon:

open-text-field-edit-options.gif

Yes/No Poll

This Yes/No Poll will allow you to quickly add your question and auto add your Poll options as "Yes" and "No."

note: Only 1 Yes/No Poll can be added to a Guide step.

yes-no-poll-block.png

Number Scale Poll

If you wish to have an automatic number scale, use this building block. The minimum number is 1 and the maximum number is 10.

number-scale-block.png

Multi Choice Poll

Use this block to add your own multiple choice options. Once you select the building block, you can add your question:

multi-choice-block-question.png

Then, hover over the multiple choice dropdown to edit and add all the choices you want to give your user: multi-choice-block-options.png

YouTube Video

warning: YouTube supports Chrome, Firefox and Safari browsers. If you need to check your browser’s version compatibility, use YouTube’s verification site. If you have a different Video provider, you can still leverage the Custom Code Block to embed your video.

Use this block to embed a YouTube video in your Guide without having to use a Code Block. Once you choose this building block, you will be prompted to add a YouTube link:

youtube-block.png

By default, the video will automatically adjust the width to the size of your Guide container. If you want to adjust the size, toggle the "fill container" option to the off state and adjust your size in pixels.

youtube-block-edit-size.png

This Building Block requires a minimum Agent version of 2.16. or higher.

note: As best practice, autoplay is disabled since it can be more disruptive than helpful to a user. It can also negatively impact user experience if a user doesn’t realize their sound volume on their device.

Custom Code

Visual Design Studio is made to be more user-friendly to non-technical users, but the Code Block allows technical users to leverage additional customization options to their Guides. Once you select the code block, you will be prompted to add HTML, CSS or JavaScript:

custom-code-block.png

note: You can only have 1 code block per Guide step. Code block can be used to affect every step within your Guide or a singular element as desired.

Learn more about Code Block

Frequently Asked Questions

To use the Visual Design Studio, Pendo users will need some of permissions:

  • Pendo Administrator Permissions OR
  • Pendo User Permissions
    • Manage Published Guides
    • Create Guides & Templates from Scratch
    • Create Guides from templates

Take a look at the User Roles (Matrix View) to learn more about what each specific permission will allow you to do in Pendo.

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