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Layouts

note: This article covers the 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 version that uses the legacy designer.

Overview

Layouts can help you manage your Guide branding by allowing you, as a Pendo Administrator, the ability to setup certain Guide templates your Guide creators can use in the Visual Design Studio.

Required User Permissions

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

    • Pendo Administrator Permission
      OR
    • User: Create Guides & 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
      OR
    • User: Create Guides & 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 while still within your designer, save all your changes. Once you save, choose the "Save as Layout" option next to the Navigation icon in the upper right-hand corner fo 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. While in the layout chooser to create a new Guide, you will see a delete icon while hovering over a custom layout option:

delete-layout.png

Frequently Asked Questions

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. Unfortunately, there is no undo delete option in the layout chooser at this time.

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