Summary
Once you have your brand colors and typography set up in theme sets you are ready to create Guides. Guides are an integral part of our CX for User Community solution, designed to 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.
Who?
This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.
Once CXUC is enabled users with the Creator permission can create a Guide.
Why?
Guides are a powerful tool within your portal. Each guide should outline rules and best practices for presenting and communicating the brand consistently across various touch points. By leveraging guides, stakeholders receive clear instructions, ensuring the consistent use of on-brand assets across all channels. By default, guides can only be seen by the guide's creator and to users with the manager permission. This allows guide editors to create and manage a guide's content before making it available to other users.
How?
- 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 created, users can immediately start adding content to the first page. Double-click on the chapter/page title to rename it.
- Users can create more chapters by clicking + Add Chapter in the sidebar.
- 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 click the
button to update the section setting. The section settings allow you to update the background color, layout, size, padding, widget alignment, and spacing.
- Click the
button 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
- You can set up guide visibility by clicking and selecting Share. You can set visibility at the guide, chapter, or page level.
Related Articles
How To Create and Manage Themes in CX For User Community
Level: Proficient
Proficient-level articles are for users who have some prior Bynder knowledge. These articles require you to know the basics and may also require higher-level portal rights to accomplish the task outlined within the article.