Create a Guide

Guides are an integral part of our CX for User Community solutions, designed to serve multiple purposes. They help define a company’s visual identity, support marketing campaigns, provide product information, develop sales collateral, offer partner or third-party toolkits, and create how-to tutorials. Each guide outlines rules and best practices for presenting and communicating the brand consistently across various touchpoints. By leveraging guides, stakeholders receive clear instructions, ensuring the consistent use of on-brand assets across all channels.

Before creating your first Guide we encourage you to set up your brand colors and typography in theme sets.

In addition it is important to set up the permissions around what users can do in CX for User Community.

Who can create a Guide?

Note

By default, guides can only be seen by the guide's creators and to users with the manager's permission. This allows guide editors to create and manage a guide's content before making it available to other users. Learn more about making the guide available to other users here.

How to Create a Guide

Navigate to your Bynder Portal.
Select CX for User Community (this may appear under a different name)
Select Guides.
Click New guide located in the top right corner. to create your first guide.
Enter a title for your new guide and click Create.
An ‘Untitled’ chapter with an ‘Untitled’ page will be pre-created so that you can immediately start adding content to the first page. Double-click on the chapter/page title to rename it.
You can create more chapters by clicking + Add Chapter in the sidebar. Learn more about chapters.
To add a page to a chapter, click + next to the chapter's title, then enter a title for your page, select from the template options, and name the page.
Select Create once you have made your selection.
Click anywhere in the section or to update the section setting. The section settings allow you to update the background color, layout, size, padding, widget alignment, and spacing.
Click in the section and select one of the available widgets.
Click View Guide to preview the page.
Click Edit Guide to return to edit mode.
To publish the page and make it available to users, click > Page > Publish.
You can set up guide visibility by clicking and selecting Share. You can set visibility at the guide, chapter, or page level. Learn more here.