This article helps you:
Manage Resource Center settings and overall look and feel of the widget
The Resource Center settings option applies to the Resource Center as a whole.
From the Resource Center main page, click Settings.
Targeting done from the Resource Center settings page applies to the entire Resource Center module. This is different from the targeting you can apply to either the source content or the Resource Center sets.
You would use this targeting if, for example, you only wanted the widget to appear to users in specific geographies or for users with specific job titles.
The other types of targeting you may have applied are still in effect. Because of this, don't try to restrict the widget, recommendation sets, and source content at the same time until you are very familiar with how your users may interact with the Resource Center recommendations. By using all three types of targeting at the same time, you risk restricting content from users who need to receive recommendations from the Resource Center.
The general settings let you specify the following:
The Quick links section adds permanent links to the bottom of the Resource Center widget. These are links to your main website, specific guides or surveys, videos, opening a support chat widget, or similar.
The Quick links section also provides a primary call to action (CTA) button that encourages user interaction.
To add a quick link
Set the Quick links enable to On.
Click Add link.
Click Link to specify what type of link you want.
Enter the link URL.
In the Label field, enter the name of the link.
Click Save Changes.
To add a CTA button
The Text customization section lets you customize the text on the Resource Center itself. You can specify customized content for:
The launcher is the icon that lets your users interact with the Resource Center.
By default, this is a pre-built icon that appears on the bottom-right corner of your pages.
In the pre-built icon, customize the launcher in the following ways:
Alternately, customize the launcher by:
The custom element feature lets you specify a pre-existing element on your site that you can use to launch the Resource Center. You could use images, Page headers, logos, buttons, or anything else that appears on your website as the launched.
To specify a target
Alternately, specify the specific CSS or XPath selector in the field.
Use the Guides and Surveys SDK to directly code the launcher you want.
Specify a theme for the Resource Center widget. If you have previously created a theme for your Guides and Surveys, that theme appears as an option for the Resource Center.
For more information about creating themes, go to Themes.
June 26th, 2025
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