Guide layouts

Last updated:

Layouts provide an easy way for guide designers in your organization to style the look and feel of your guides consistently across the organization. This helps administrators manage guide branding using specific guide templates.

You can also apply categories to a layout. When you apply a category, you can use the Category filter in the Layouts page to see recommended layouts from the default Pendo layouts or your saved layouts. Click here to learn more about Categories.

This article discusses how to create and update layouts and details each of Pendo’s default Layouts.

Required user permissions

To create or update a custom Layout, you need one of the following permissions:

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


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

  • Pendo Administrator Permissions

Create a layout

Layouts are applied to a step in a guide. When you create a guide, you apply various design settings to a guide step using the settings in the Edit Container box. These settings can then be saved as a layout to be applied to another step in your guide or to be used by other designers across your organization. 

To create a layout:

  1. Launch the designer and design your layout as a step.
  2. When you are finished, select Save Layout in the toolbar to save the layout. The Save Layout window opens.
    savelayoutbutton.png

    Save___New_layout___Overde_enabled.png
  3. Give the layout a name, and select a category for the layout.
  4. Select Create Layout to save the layout. The layout is saved and added to the Saved Layouts section so it can be reused by you or other users.
    mceclip2.png

Update a layout

You can update a layout easily by making changes to an existing design and then saving it as an updated layout.

Note: The original design is overridden when you update a layout.

To update a layout:

  1. Launch the designer and design your layout as a step.
  2. Select Save Layout in the toolbar
  3. In the Save Layout window, select Update an existing layout. The Saved Layouts window opens.
    Update_existing_layout-1.png
  4. Select a layout you want to update. The Save Layout window opens again.

    Tip: If you change your mind about the selected layout, select Change layout to open the Saved Layouts window again to select another one, or click Delete.

  5. Update or apply the layout categories.

    Tip: If you have selected a category for the layout, you can save as layout in its category in the designer so that when you select that category again, you'll be able to see recommended layouts for this category, either from the default Pendo layouts or from your Saved Layouts. 

  6. Select Update Layout to finish. The updated layout is now saved in the Saved Layouts window with the new design and new categories selected, and the old layout is overridden.

Delete a layout

As a Pendo Administrator, you can 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

Note: You can re-save the custom Layout from an existing Guide. There is no undo delete option in the Layout page.

 

Layout types

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, which leads to a Walkthrough that’s composed of a series of Tooltips.

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.

Select any of the options below to learn about each Pendo default layout and their recommended use cases.

Lightbox
A Lightbox is a customizable box that appears above your app or page. It can take on any size or dimension, as well as contain any type of content, such as text, images, or a video. Lightboxes can be used for almost anything, but are excellent tools to make general announcements.

Pendo comes with five default Lightbox layouts:

Congratulations on Your Success Lightbox

This layout provides you with a standard way to offer congratulations. However, it can be edited to say anything.

congrats-lightbox.png

Congratulations! Walkthrough Complete Lightbox

This layout is an excellent way to end a Walkthrough and provide users with additional information.

walkthrough-complete.png

Customer Success Manager Introduction Lightbox

This layout is a great way to invite users to contact you directly to get a custom demo or receive additional support.

csm-intro.png

New Feature Announcement Lightbox

This layout is a simple way to make sure users know about a new feature or update.

new-feature.png

New Feature Announcement (with Image) Lightbox

This layout is the same as above but with the addition of an image.

new-feature-img.png
Banner
Banners function similarly to Lightboxes, but it will appear on either the very top or bottom of a page and will span across the entire width. This makes them great for announcing an important message without obstructing a user’s entire screen.

Pendo comes with one default Banner Layout:

System Outage Banner

This layout is a great way to announce a planned outage for maintenance or unforeseen service degradation. A link to your system status page would be useful here.

system-outage.png
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
Poll
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
 
Was this article helpful?
6 out of 15 found this helpful