Initial Configuration Guide for Boris Theme
Welcome to the comprehensive initial setup guide for the Boris theme, developed by Torango.io, designed specifically for Zendesk. This guide will walk you through the essential steps to configure and customize the Boris theme to align with your brand and support needs.
Getting Started
Before you begin the configuration, ensure that you have administrative access to your Zendesk Guide environment as you will need it to install and customize the theme.
Installation
- Download the Theme: Obtain the latest version of the Boris theme from the Torango.io website. The theme file should be a ZIP archive.
- Upload the Theme to Zendesk: Log into your Zendesk Guide, go to the Guide Admin Panel, navigate to the Customize Design section, and click on Add theme. Here, upload the downloaded ZIP file.
- Activate the Theme: After uploading, hover over the new theme and click on the options menu (three dots). Select Set as live to activate Boris as your current theme.
Basic Configuration
After installation, customize the Boris theme to fit your company's identity and user experience expectations.
- Logo and Favicon: Navigate to the theme editor in Zendesk Guide and replace the placeholder logos with your company’s logo and favicon for a personalized appearance.
- Theme Colors: Adjust the default color palette to incorporate your brand's colors. This includes modifying header, footer, links, and button colors through the theme customization settings.
- Fonts: Customize the font styles to match your brand. Boris allows integration with Google Fonts, enabling you to select from a wide range of typefaces.
- Homepage Layout: Configure the homepage layout by selecting preferred blocks or rearranging sections to enhance navigability and user engagement.
Advanced Configuration
To further tailor the Boris theme beyond basic customization, consider delving into these advanced settings:
- Custom CSS/JS: Boris supports the addition of custom CSS and JS for deeper customization. Access these features in the theme editor to add or modify design elements and behaviors specifically.
- Integrate Third-party Tools: Embedding tools such as chatbots, analytics, and customer support widgets can enhance the functionality of your help center.
- Multi-language Support: Configure the Boris theme to support multiple languages to cater to a global audience, adjusting the theme settings as necessary to facilitate language switching.
Tips for Maintenance
Regularly update and maintain your Boris themed Zendesk Guide to ensure optimal performance and security:
- Check for updates from Torango.io and apply them promptly to benefit from new features and patches.
- Review your help center's user interaction data to continuously refine user experience and accessibility.
- Stay informed about Zendesk Guide capabilities to fully leverage Boris theme potential.
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