Page builder allows you to design the layout of pages for use within the Pepperi app.
The pages can contain block components such as:
- Benchmark Chart, Chart, Scorecard, Table
- Slideshow, Gallery
The pages can be used for multiple purposes within the app:
- Home page design - buyers home page for Pepperi B2B eCommerce
- Insights operational analytics dashboards to visualize data
Go to Settings -> Pages
Add a Page
Select a blank page to start.
- Page Name
- Description
- Sections - click "Add Section +" to add a section
- Blocks - drag block components into sections
- Configure the "General" and "Content" tabs of each block
- Preview your design on different screen sizes, and Save the page
- Publish the page when it's ready for users to view
- Assign permission to the page for the relevant profiles using Slugs
- Position the page in the Pepperi app home screen or Account Dashboard
Assign permissions for the page for the different Pepperi user profiles using "Slugs" and position the pages on the Pepperi homescreen or Account Dashboard.
Go to Pages -> Slugs
The default slugs created for Insights and Homepage will already be in the Slugs list.
In the Mapping tab add the slug you wish to make available to the user profile, and select the page to display for the slug.
Example:
Assign the Rep Insights Dashboard slug "rep-insights" to the Rep profile:
Drag the rep-insights slug to the mapped slugs, and select "Rep Insights" page - this is the default name given by the configuration assistant, if you changed it select the name you gave the Rep Insights page. Note that only published pages will appear in the menu.
Save
Position the Pages on the Pepperi App Homescreen or Account Dashboard
Go to Settings -> Company Profile -> App Homescreen
Edit the Rep profile form.
Add the Rep Insights slug to the Homescreen.
Save
Go to Settings -> Accounts -> Account Dashboard Setup
Edit the Upper Dashboard configuration Rep profile
Add the Account insights slug to the layout.
Save.
Sync the device logged in with the Rep profile.
From the app home screen or Account dashboard open the Rep Insights from the homescreen and view the insights dashboard page.
Export and Import Page templates for re-use, backup, or testing changes.
See: Guide to configuring a Buyer homepage
Blocks for use by Insights Dashboard Pages:
- Chart - block for Bar, Column, Line, Pie charts
- Benchmark Chart - block for comparing two data points
- Scorecards - block for a one data point view on a rectangular card
- Table - block for values displayed in a table format
Blocks for use for buyer homepage design:
- Gallery - displays a row of clickable images
- Slideshow - automated slideshow of images with title/subtitle/action button
- Notifications - block that displays push notifications received by the user
Export and Import page templates
To export a page you have already designed, enter the page and open the menu and select "Export Page"
A JSON file will be downloaded
In the Page Builder list of pages select the page you wish to import to, and select "Import Page" from the menu.
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