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Cartegraph Engage Nomenclature

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Overview

To start your Guide creation process, click on Guides in the left-hand navigation menu.

Themes & Layouts

Themes and Layouts can help you manage your Guide branding by giving Engage Administrators the ability to set up certain themes and layouts Guide creators can use.

Themes

Themes are used to style your default Themes for your Guide containers, typography, and buttons. To edit your default themes, choose the dropdown option in the upper right-hand corner of the Guides section, and select "Edit Default Theme." You will then be prompted to open the Designer, where you will see options to edit your default theme:

themes.png

Layouts

Layouts are Guide templates that you can save to reuse the same structure in a Guide step as needed. Once you save a Guide layout, you will see it in your options. Here is an example of what options you might see:

Screen_Shot_2020-03-26_at_11.21.58_AM.png

Your view might be different depending on what your Subscription Administrators want to provide users.

Guide Designer

When you first open the Visual Design Studio, the Guide Designer will launch over your application. It will include multiple tools, as well as a Guide preview. The Designer is accessible to any user, with the exception of those who are "Read Only."

Screen_Shot_2020-03-26_at_11.28.24_AM.png

Action Bar

The Action Bar displays at the top of the Guide Designer. It contains the following:

  • Title of your guide
  • Publication status
  • Activation settings
  • Guide revision history
  • Navigation mode
  • Exit designer
  • Save current work
  • Save as Layout
  • Any applicable alerts
  • The ability to move the Action Bar

If you have elements in your application behind the Action Bar at the top of your page, choose the double-arrow icon in the top right-hand corner to move the Action Bar to the bottom of your screen:

Screen_Shot_2020-03-26_at_11.48.59_AM.png

Step Tray

The Step Tray can be accessed by clicking on the arrow at the center of the Action Bar. In the Step Tray, you will see options to customize your activation method and add additional steps to your Guide.

step-tray.png

Activation

Activation refers to how your Guide appears to users. You can access your Guide’s Activation options from the button on the Action Bar, or by opening the Step Tray and clicking on the Activation box on the left-hand side:

Screen_Shot_2020-03-26_at_11.54.22_AM.png

You will have three Activation options to choose from:

  • Automatic: Guide appears once automatically until dismissed or advanced.
  • Badge: Guide appears after a visitor clicks or hovers over a badge icon.
  • Target Element: Guide appears after a visitor clicks on a targeted element.

In addition, a Guide can simultaneously utilize different activation methods to achieve the desired behavior. For instance, you can set a Guide to appear both automatically and with a badge.

Guide Container

The Guide Container refers to the blue border that appears when you hover over the edge of a Guide. Click on this to open the Edit Container menu, where you can change the style, location, and behavior of your Guide.

hover-guide-container.gif

Edit Container Menu

The Edit Container menu contains multiple options for styling your Guide, editing its location, and controlling its behavior. The following is a breakdown of each element in this menu:

Styling

If you are editing your guide using a Theme, you will have to change the Theme to "Custom" in order to see these options.

  • Background color
  • Dimensions (Guide Width in px)
  • Padding (px)
  • Border - Color, Width (px) & Radius (for rounded corners)
  • Drop Shadow - Color and size (shadow around guide container)
  • Caret - (if applicable) Width (px) & Height (px) (pointer on tooltips)
  • Close Button (allows users to X out of a guide)
  • Backdrop - Color and Opacity (if using a tooltip guide, be sure to check "Show target element above backdrop")
  • Z-index (only edit this if your guide is being hidden by something such as a modal with a higher z-index. Higher z-index means it will be the most "in-front" element.)

edit-container-styling.png

Location

  • Position on Page
  • Element Location (if applicable)
  • Page Location - Sitewide or Only on this page
  • Device Type - All devices, desktop & tablets only, or mobile web only

edit-container-location.png

Behavior

  • Close X Button
  • Action

edit-container-behavior.png

Building Blocks

A Guide is comprised of Building Blocks. Each Building Block will offer you an option to add:

  • Text
  • Button
  • Multi Button
  • Image
  • YouTube Video
  • Open Text Poll
  • Yes/No Poll
  • Number Scale Poll
  • Multi Choice Poll
  • Custom Code Block

Screen_Shot_2020-03-26_at_12.12.05_PM.png

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:

hover-add-bb-blank.gif

Frequently Asked Questions

What Engage user permissions will I need to use the Visual Design Studio?

To use the Visual Design Studio, Engage users will need either one of these permissions:

  • Engage Administrator Permissions
  • Engage User Permissions
    • Manage Published Guides
    • Create Guides & Templates from Scratch
    • Create Guides from templates