If you’ve just signed up to build your guide, or you simply want to experiment with Guidebook Builder, this instructional guide will help you get started.
Interested in learning about the branding dashboard? Read our branding dashboard article for a walkthrough of app design and app store submission via Builder.
Whether you prefer to watch the video first or read through each component detailed below, we know you’ll be ready to dive into guide-building in no time at all.
Welcome to Guidebook Builder
First, please visit builder.guidebook.com and log in to your Builder account. If you haven’t set one up yet, it’s free to sign up. In case you have any trouble with your password, click here to reset your password.
When you log in to your Builder account, you will arrive at the Builder home screen.
Your guides will appear on this home screen. The light grey bar at the top will be visible throughout Builder; just click the g in the middle to return home any time.
You can find announcements, see the history of your account and manage your account and purchases using the buttons in the top-right corner.
At the top left, you can find our help centre, which will direct you towards useful articles and the Recent section, allowing you to quickly and easily change between your recently viewed guides.
Creating a Guide
Let's build a guide. Click the Start building button at the left of the home screen.
If you are part of an Organization, Builder will ask you if this new guide should be attached to your personal account or if it should belong in that Organization. You might be part of an organization if your company, group, or college/university has an Organization account in Builder for centralized billing. If you are building a guide for your Organization, please check in with your Organization Administrator to ensure you are working on the correct guide. You can find out how to start building using a pre-purchased guide here.
1. Select a Template
The templates we provide are suggested outlines to help you get started. You will have access to all of the features in any template you choose.
There are a lot of options. Let's try to narrow it down:
If your guide is for an Event, select Event Guide. Then select a template that most closely resembles your type of event. Event guides must have a start date and an event date in Builder.
If you are creating a self-guided Tour of your campus, select Tour Guide. Then continue with a Campus Visit and Tours template.
What if my guide is for a year-round resource like a handbook, training, my restaurant, or something else really cool?
If your guide is for anything else (not just one event or a campus tour), you can choose any other category.
You can access the full suite of features regardless of the template you choose. If you can't decide which template to use, click Continue without a template to start from scratch. Again, you will have access to all of the features in any template you choose.
2. The Basics
The next few screens will lay the foundation for your guide. You can skip any step by clicking Skip for now. You can make changes to the basic details later.
Step 1 - Basic Details
Name: Select a name for your guide.
Description: This is a great place for a welcome letter, some instructions, and/or key contact information.
Short Name: Choose the ending for your guide's customized landing page URL. You'll use this when you promote your guide to your users.
Duration: If your guide is a long-term resource, you can make the duration ongoing. If your guide is for an event, please set the specific start and end dates here.
Time zone: Set the time zone for your primary or central location.
Step 2 - Branding
On the next screen, add your guide icon and cover image. You can read more about what these images are and where they will appear in the app here.
Step 3 - Location
Provide the name of the guide's primary or central location.
Use the Address bar to search for and set the street address.
Step 4 - Privacy
On the next screen, You can determine the privacy setting for your guide. If you’re not sure about the privacy setting you want, please click here for more information.
The Sharing option allows attendees to share sessions, speakers, and other aspects of the guide.
Building a Guide
Once you have created a guide, you will arrive at the guide-building canvas. Here you can draft your content and design a great tool for your users.
On the left side of the screen, you have your navigation menu. This is what your users will see in the menu in the app.
The middle of the screen shows a preview of your guide. In the example above, the General Info module is the home screen, so the canvas shows a preview of that menu item.
To the right, you will see a progress bar. Builder will alert you to any menu items missing content. When you’re ready to publish, a big Publish button will appear here.
Now to add content. To add any feature to your guide click Add feature to your guide at the top of the menu bar on the right. You can find out more about adding specific features via the links below.
Click Back to Dashboard to access your guide dashboard. Here you can dive back into guide-building, or view the Activity History to see what changes were made and when. You can also create surveys, schedule notifications, add collaborators to help build your guide, explore promotional materials, and even review the metrics when your guide is in use.
When editing your guide, you will see the Quick Search option on the menu at the top right. Click on the magnifying glass or click on the Search this Guide bar (you can also type the "t" key on your keyboard to access Quick Search. Start typing your search term and click on the result when it appears. You can search for specific custom list items, features, schedules, sessions, and even areas of your guide (Metrics, Surveys, and much more).
Viewing a Guide
After you’ve added content to your guide, you can generate a preview of your guide to see what it looks like in-app. You can read more about this here.
We recommend reviewing the promotional materials on the guide dashboard to strategize how you’re going to share your great guide with your users.
When you are ready to share your guide, click Publish. Your guide will need to be reviewed before it’s approved and accessible. You can read more about publishing here.
Will users require Internet access to access my guide?
On iOS and Android devices, downloading a guide requires Internet access. After downloading a guide, most of the guide information will be stored directly on the iOS or Android device. This means schedules, custom lists, and maps will be available offline.
There are, however, certain features that rely on network connectivity including:
- Guide Updates - when connected to the Internet, your guide will automatically check for updated content regularly.
- Session Attendance tracking / Registration
- Attendee Check-in/Connect
- Photo Album
- Live Polls
- Scavenger Hunt
- External links (website URLs, PDFs)
- Social Media (Facebook, Twitter, YouTube)
- RSS Feed
- Web Views
How secure is my information?
Guidebook takes a proactive and holistic approach to security. Our Developers write security-related tests. Administrators make sure we have properly configured security controls. We also contract security vulnerability assessments and penetration tests to highly respected third-party security engineers in order to validate our products.
We use Amazon servers, and Amazon takes a world-class approach to secure their servers. For details regarding Amazon's security please read the following: https://aws.amazon.com/security/
User email addresses and passwords are only used for authentication. Passwords are hashed using bcrypt. For more information on User Accounts, please click here.