How To Create Guides In CX For User Community (CXUC)

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 (CXUC) 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.

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Once CX for User Community (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?

Creating A Guide

  1. Navigate to your Bynder Portal.
  2. Select CX for User Community (this may appear under a different name) 

  3. Select Guides.

  4. Click New guide located in the top right corner to create your first guide.

  5. Enter a title for your new guide and click Create.

  6. 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.

  7. Users can create more chapters by clicking + Add Chapter in the sidebar.

  8. 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.

  9. Select Create once you have made your selection.

  10. 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. 

  11. Click the add_content2.jpg button in the section and select one of the available widgets. 
  12. Click View Guide to preview the page.
  13. Click Edit Guide to return to edit mode.
  14. To publish the page and make it available to users, click > Page > Publish.
  15. You can set up guide visibility by clicking and selecting Share. You can set visibility at the guide, chapter, or page level.

Duplicating Sections In Guides

  1. Open any guide, landing page, or homepage.

  2. Create a new section or select an existing one.

  3.  In the right-hand panel, click Duplicate section. A modal will appear asking where you want to duplicate the section the options are:

  • Within the same page

  • To another guide

  • To a landing page

  • To a default homepage

  • To a targeted homepage

4. Choose the target entity. Depending on your choice, you may need to:

  • Select the specific page

  • Choose the placement of the duplicated section

5. Click Duplicate to confirm. You'll see a success message with a link to view the duplicated section.
 

FAQs

How have I reached my character limit for my Guide?

Bynder has a very generous character limit per guide of 4 million characters; this limit cannot be exceeded.

How do I change the ownership of a Guide to another user?

Direct transfers aren't currently supported, but there is a workaround: have the other user duplicate the Guide and assign the requested owner to the copy. Once that's done, the original Guide can be deleted.

Related Articles

How To Create and Manage Themes in CX For User Community (CXUC)

Restrict Access to a Guide or Landing Page

How To Publish Content In Guides And Landing Pages

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. 

 
 

Updated