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Collection Layouts

Learn how you can customize your Collection Experiences

Athreya Guru avatar
Written by Athreya Guru
Updated over 2 months ago

A collection is an incredibly personalized experience that every user can create for their end users. Various elements add to the personalization ie. Logo, description, banner, sections, and CTA’s. We have taken the liberty of creating different viewer layouts and experiences that can be leveraged based on the use case of the end user and how the content would look for them so that you can record the most engagement from them.

There are two parts to the layout feature:

  1. Types of Experience Layout

  2. Types Viewer layout

Let's go about exploring the significance of the two parts of layouts:

1. Type of Experience layouts:

A layout for how a collection of assets would be arranged is vital for a binge-worthy experience and we have 4 types of layouts created for specific use cases:

1.1. Metro: The Metro layout is the experience that allows information-dense collections. It is suitable for showcasing a large volume of content and organizing it into sections. With the Metro layout, you can draw focus to the specific content you want your prospects to consume. It provides a visually appealing and organized way to present information. This layout is particularly useful when you have a lot of documents or assets to share and need to segregate them into different sections for easy navigation. The Metro layout prioritizes the visual experience of the collection, allowing you to highlight the design and graphics of your assets. It is an effective way to engage your audience and make a strong visual impact.

1.2. Carousel: The carousel layout is a type of layout that displays a scroll of assets with portrait thumbnails. It allows users to view different pieces of content by switching between slides. The carousel can automatically advance to the next slide at specified intervals, creating a dynamic display. It is designed to be responsive, adapting to various screen sizes and orientations, ensuring a consistent user experience on different devices

1.3. Bento: The Bento layout offers a flexible and dynamic wall to display your assets, allowing for unlimited possibilities in terms of thumbnails and layouts. It provides a customizable experience where users can manually rearrange asset cards by dragging them into the desired order. Unlike the Metro or Carousel layouts, the collection description in Bento always remains in a fixed position, with a set height and width, making it a constant focal point.

In Bento, you have the ability to switch between different card styles, providing flexibility in how the assets are showcased. Hovering over any card reveals a style bar with four card style options; selecting one will update the appearance and rearrange the grid accordingly to optimize the layout.

If at any point you want to revert to the default arrangement, a "Reset" button is available at the top bar during the collection editing process. This allows for quick reorganization of the collection to its original configuration, while the existing order of the assets remains unchanged.

1.4. Deal room: The Deal Room is designed to be a collaborative virtual space between a buyer and a seller in the lifecycle of a Deal. It allows for easy sharing, organizing, and collaboration on documents and resources related to the Deal. Here's more about Deal Room.

2. Types of Viewer Layout:

The ability to select your viewer type will be a part of the Edit Collection options. Once you’ve picked your collection type (eg: Metro), the next step will be to select your Viewer type (List/ Immerse/Gallery).

2.1. List view: By default,the current viewer(i.e, the viewer the users are currently using) is checked/selected. This viewer can be used when there are a large number of assets in a single collection displayed in a list order which enables the end user to choose what they want to read.

2.2. Immersive view: The Immerse Viewer is a viewer option for organizing and presenting sales content. It allows users to arrange their assets in a horizontal scrolling list. When sharing content with recipients, the Immerse Viewer provides an immersive and interactive experience, allowing them to easily navigate through the assets in a visually appealing way. It is designed to enhance the sales cycle by adding intelligence to sales content and streaming the most appropriate content from the market.

2.3. Gallery view: This viewer is best suited for collections with only or predominantly Media type(images, videos) assets. This viewer type will have a higher focus on the Asset with a flip experience instead of a scroll. Sections will be an infinite scroll below the Asset view. All Assets within a section will be displayed below the selected section.

Here's an article to learn more about Viewer Layouts.

How to choose the experiences and layout inside a collection?

Here is how:

  1. Go to collections> Create new> You will see the tab that says create a new collection and you will now be able to choose the experience layout (Bento/Metro/Carousel/Deal room).

2. Next, you will see the Choose Viewer tab (you can now choose list/immerse/gallery view).

Once you have selected the Collection Experience and the Viewer, you will be able to view the information while uploading content into your Collection.

3. After choosing, you can click on confirm, and voila you have your customized layout collection!

P.s. You can switch the layout at any given time, it is not fixed once you choose it - Click on the change experience button that appears inside a collection to switch experiences and viewer layout. Here is how you can do it:

Head over to any collection and click on Edit collection>Change experience> choose the experience> choose the viewer settings and confirm.

Still have queries? Send them to us at support@paperflite.com or chat with us by clicking on the pop-up at the bottom right corner of the screen and we'll be happy to help :)

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