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Nomenclature

note: This article covers the Guide experience launched Feb. 18th 2019.

Overview

Pendo updated their Guide experience, called “Visual Design Studio,”as of February 18th 2019. This article is to help users accommodate to the new designer’s nomenclature. To start your Guide creation process, click on create a Guide.

Themes & Layouts

Currently in Beta. Themes and Layouts can help you manage your Guide branding by allowing you, as a Pendo Administrator, the ability to setup certain themes and layouts your Guide creators can use. If you wish to use this Beta, please reach out to your Pendo Representative.

Themes

Themes are used to style your default Themes for your Guide Containers, Typography and Buttons. To edit your default themes, choose the dropdown option in the upper right-hand corner in the Guides section and select "Edit Default Theme." Then, you will be promoted to open the designer and see options to edit your default theme:

themes.png

Layouts

Layouts are templates that you can save to reuse the same structure in a Guide step as needed. Once you save a Guide layout, you will see it in your options. Here is an example of what options you might see:

layouts.png

note: Your view might be different depending on what your Pendo Subscription Administrators want to provide users.

Guide Designer

When you first open the Visual Design Studio, you will see options over your application with a Guide preview. This designer is accessible to any Pendo users except for "Read Only."

Designer-I.png

Once you open the access tray, you will see additional options to customize your activation method and create a multi-step guide as desired.

Designer-II.png

If you have elements behind the Action Bar at the top of your page, choose the option in the top right-hand corner to move the Action Bar to the bottom on your screen:

move-action-bar.png

Guide Container

To edit the Guide (or the current step of the Guide) style, location or behavior by hovering on the edge or the Guide to see the blue highlight and click. This is referred to as the “Guide Container.”

edit-container.png

Edit Container settings include:

Styling

  • General
    • Background color
    • Guide Width (px)
    • Padding (px)
    • Border - Color, Width (px) & Radius (for rounded corners)
    • Caret - (if enabled) Width (px) & Height (px)
  • More Options
    • Drop shadow - (if enabled) Color & Opacity
    • Backdrop - (if enabled) Color & Opacity

edit-container-styling.png

Location

  • Position on Page
  • Element Location (if applicable)
  • Page Location - Sitewide or Only on this page
  • Device Type - All devices, desktop & tablets only, or mobile web only

edit-container-location.png

Behavior

  • Close “x” Button
  • Action

edit-container-behavior.png

Building Blocks

Similar to how you would stack a house of block toys, 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
  • Custom Code

building-blocks.png

Take a look at the larger Building Blocks help article to learn more about each Block.

To add a new Building Block, hover over the Guide preview to view the blue "plus line" thread and add:

thread.png

What Pendo user permissions will I need to use the Visual Design Studio?

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

  • Pendo Administrator Permissions
  • 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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