A Guide is comprised of “Building Blocks.” Each Building Block will offer you an option to add:
- Multi Button
- 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:
The Building Blocks menu will look like this:
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:
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.
For text blocks, you have built-in Theme styles for Guide title, subtitle, and paragraph:
If you choose the custom options, you will see additional styling and spacing options to apply to the entire text block:
Once you choose the single button Building Block, adjust the display text and choose your button action:
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):
When you’re ready, customize your button style:
If you want, you can also customize the hover state:
If you choose multiple button options, you can add 2 or 3 buttons.
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.
When you choose the Image block, you will see an option to upload your file:
Supported file types include:
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.
Open Text Poll
When you choose the open text poll option, you will be prompted to edit your question:
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:
This Yes/No Poll will allow you to quickly add your question and auto add your Poll options as "Yes" and "No."
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.
Multi Choice Poll
Use this block to add your own multiple choice options. Once you select the building block, you can add your question:
Then, hover over the multiple choice dropdown to edit and add all the choices you want to give your user:
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:
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.
This Building Block requires a minimum Agent version of 2.16. or higher.
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
Now that you’re accommodated with the new Terminology, take a look at how to create a Guide in Visual Design Studio: