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Layouts

note: This 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

Layouts (previously known as Templates) give you an easy way to quickly style the look and feel of your Guides. For Pendo Administrators, Layouts can also be used to manage Guide branding by giving you the ability to set up specific Guide templates. This article discusses how to create and edit custom Layouts, and goes through each of Pendo’s default Layouts.

Required User Permissions

To create a custom Layout, you will need one of following permissions:

  • Pendo Administrator Permission
  • User: Create Guides & Layouts (or Templates) from Scratch


To delete a custom Layout, you will need the following permission:

  • Pendo Administrator Permission

    To create a Guide from a blank layout (lightbox, tooltip or banner), you will need one of the following permissions:

  • Pendo Administrator Permission
  • User: Create Guides & Layouts (or Templates) from Scratch

Create a New Layout

Create your Layout template as a normal Guide in the Visual Design Studio. Once you’re satisfied with your Layout design,save all your changes while still within your designer. After you save, choose the "Save as Layout" option next to the Navigation icon in the upper right-hand corner of the screen.

save-as-layout.png

Once you save your Layout, you will see the Guide option listed in the Layout chooser when you create a new Guide.

layouts.png

Delete Layouts

As a Pendo Administrator, you can create or delete any custom Layout. In the Layout library, you will see a delete icon when you hover over a custom Layout option:

delete-layout.png

Layout Types

The Visual Design Studio lets you create Guides based off of five general types of Layouts:

  • Lightbox
  • Banner
  • Tooltip
  • Poll
  • Walkthrough

You can either use one of the Pendo default Layouts or create a custom Layout that combines multiple aspects of each. For example, you could create a Lightbox that also contains a Poll, or a Banner that leads to a Walkthrough that’s composed of a series of Tooltips.

The following provides an overview of the Pendo default Layouts, as well as their recommended use cases.

note: Administrators may remove default Layouts and/or add in custom Layouts, which means your Layouts Library may not include all of the examples below.

Tooltip

Tooltips are used to give users brief, contextual explanations of particular features. They can be placed anywhere on a page. To locate them relative to a specific element, you can edit the location settings in the Edit Container box.

Pendo comes with two default Tooltip Layouts:

In-Context Helper Tooltip

This Layout is a simple way to explain a specific feature to users.

helper-tooltip.png

Walkthrough Tooltip

This Layout can be used to build one step of a multi-step Walkthrough that shows users how to complete a task or navigate around your app.

walkthrough-tooltip.png

Polls

Polls give you an easy way to collect direct feedback from users. You can do this by offering them a textbox for open-ended responses, a numbered scale, or multiple choices.

Pendo comes with three default Poll Layouts:

Open Text Poll

This Layout lets users submit open-ended feedback using a textbox.

open-text-poll.png

Number Poll

This Layout lets users submit feedback using a numbered scale.

number-poll.png

Multi Choice Poll

This Layout lets users submit feedback by choosing from several different predefined options.

multi-choice-poll.png

Walkthroughs

Walkthroughs a simply a type of Guide that consists of multiple steps. They can use any type of Layout but are most often associated with Tooltips. This is because the Tooltip Layout is great for showing users individual features or parts of an app.

To build a Walkthrough, pick a Layout for your first step and style it as you normally would. Next, open the Step Tray and click on the “+ Add Step” box. This will prompt you to choose a new Layout. Proceed until you have completed your Walkthrough.

Frequently Asked Questions

How can I change a Layout within the Designer?

First, open up the Step Tray, then click on the gray box that says “+Add Step”. This will prompt you to choose a new Layout. Once you have done this and styled your new Layout, simply open the Step Tray once again, hover over the previous Layout you would like to delete, and click on the ellipses (“…”) on the top-right corner. This will give you the option to delete that Layout.

Can I re-edit a custom Layout?

Not at this time. We’re working on adding the ability to edit your custom Layout. However, as a workaround, you can delete your custom Layout, edit your existing Guide, and re-save your custom Layout as needed.

Can I recover a deleted custom Layout?

You can re-save the custom Layout from an existing Guide. There is no undo delete option in the Layout chooser at this time.

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