Using the interactive and dynamic designer allows you to create and design beautiful and engaging boards in line with your brand.  

The What You See Is What You Get (WYSIWYG) editor provides you with: 

• Diverse section types and templates   
• Total control over rich text editing and a dynamic formatting experience
• A flexible drag and drop designer to create custom layouts 
• Personalization capabilities 
• Flexibility to add multiple instances of the same section type and arrange the order of board sections 
• Stay on brand with corporate themes  

Learn more about the BuyEx 3.0 Designer by selecting these options: 

• Board templates 
• Creating a new board
• Live board lifecycle 
• Editor and Preview Modes
• Localizing a Board 
• Image Size Guidelines 
• Theme settings
• Main page and Registration page  

Board templates 

To get started quickly, choose a ready-made template from our library of use-case templates. The Templates library allows you to create and edit templates efficiently without having to create boards, such as live events from scratch. 

What is a template? 

A template is a fully designed board that contains everything you need to get started, including sample content items, personalization rules, custom scripts, registration pages and more. You can use a template as is, or use it as a reference point for creating a board that is customized to meet your needs.   

The Company Admin at your organization will pre-select the Folloze default templates for you to choose from. Additionally, Admins can use Folloze templates as a reference or duplicate an existing template to build their own boards and mark them as templates. 

Admins can also remove a board from the templates library. 

Any change made to a template will only affect newly created boards and not existing boards created using this template.  

To get started creating a board, you first need to choose a template. 

Creating a new board 

1. To create a new board, click + Add Board. A gallery of templates opens. 
2. To preview the contents of a template, including the sections and images, click View Template. The template opens in a new tab and displays the board’s live version.
3. Select a template and click Next. 
4. Fill in the board’s details: Name, Tags, and Description.  
5. To add your board to the Company Directory, enable the Set as a company board toggle.
6. Select an image for the board or upload your own file. 
7. Click Create Board.  

Now you are ready to design your newly created board using the section templates. 

To learn more about the different section types, read the following articles:    

• Designing a Header
• Designing a Footer
• Designing a Banner
• Designing a Columns Section 
• Designing a Carousel Section 
• Designing a Content with Tabs Section
• Designing a Content Spread-out Section 
• Designing a Single Item Section 
• Designing a Text and Image Section 
• Designing an Image Section 
• Using the Background Editor 
• Using the Text Editor 
• Designing Buttons and Forms 
• Designing Images

Live Board lifecycle

Each board goes through a life cycle of various phases. Any change you make to a board’s life cycle applies at board level.    

The status of a board is displayed at board level on the My Boards view and on the Designer top bar. 

Draft

The board is created initially as a draft and is not available online.

Online

After the board is ready, you can publish it and make it available online for all leads.

Unpublished changes

Any changes made in the designer are initially unpublished and must be published to become online.

Published changes

Changes made to other parts of the boards, such as updating general settings and adding content items are published immediately. 

When editing your board’s design, all changes are continually autosaved. You can also quickly undo or redo your changes. 

Editor and Preview Modes 

To get an idea how your board will look to others, you can view a simulator of the board in Preview mode. Preview mode allows you to view real content, such as call-to-action buttons. A board’s analytics data is not tracked in preview mode. 

• To preview your board, click Preview on top of the designer.

To continue editing a board, you must be in Editor mode as all editors and menus are hidden in Preview mode. In Editor mode, you can add and remove sections, edit sections and change the order of sections, as well as add personalization to a board. 

• To continue editing, click Back to editor.

Viewing a board 

You can also view the board in a new window and see how the live board works. When viewing a board, the analytics data is tracked in the Pulse table. For example, if you filled in a form or clicked a CTA button, this will be recorded in the Activity Stream.  

• Open the menu button in the top right corner of the designer and select View Board. 

Localizing Board Components 

To meet the needs of different languages and cultures, you can localize the user experience of your board and target new audiences.

By enabling localization on the board's general settings, all non-editable areas on the Folloze interface will be translated into your language of choice. 

To learn more about localizing BuyEx 3.0 boards, read here. 

Image Size Guidelines 

Images can be added in several areas of the board. Sizing requirements and recommendations vary for each type of image. To ensure images display properly on your boards, follow the image sizing guidelines for each type of image. 

To learn more about image sizing, read the guidelines here.  

Theme settings 

An organization can have one or more themes applied to their company boards to ensure that all boards are designed on brand, effortlessly presenting their style and brand.  

The Company Admin chooses the theme colors, fonts and buttons appearing in the designer for users to select from on their boards.    

Choosing a theme

When designing a board, you can choose from one of your organization's themes and apply it to your board. 

• To change a board's theme, open the menu button in the top right corner of the designer and select one of the themes from the list. As you hover over a theme on the list, you can see how the colors and buttons change accordingly. Depending on the theme you choose, you will have different options available for colors and fonts on your board. 

Main page and Registration page 

When a lead lands on a board, they land on the board's main page. If you want leads to register for a board, you can add a registration page. When adding a registration page, leads are required to register on a form before being automatically directed to view the board's main page.

You can design the page layout of both the main page and registration page. 

1. To choose the page type, open the dropdown list on the top bar. 
2. Select the page type: Main Page or Registration Page.

Top bar indications 

• As mentioned above, the top bar color changes depending on the page type. The main page appears in blue and the registration page appears in yellow.  
• When a registration page is added, the number 2 appears to indicate that there are two pages on the board.

                                                                                                     

• These indications, page color and number of pages, are also available in Preview mode.

• When working in personalization mode, the section appears in purple. After creating rules, a red dot is added to the personalization mode toggle.

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• When a floating section is added, a red dot is added to the floating section icon.