Onsite Campaigns: The Editor

The Editor

1
The Canvas. The canvas is where you create your widget. What you see, and design here is what you get. Click on elements in the canvas to edit, move or delete them. Use Preview you look at your widget on site. Read more about the layout and elements here
2
Add new elements. This is where you add new elements to your widget. Click to add at the bottom of the widget, or drag-and-drop directly to the desired position. Read more about each element here.
3
The Layout. The Layout section is an index of all your current elements in the widget. Click on any element to edit them. Read more about editing elements here
This is also where you set your Form settings (3a), eg. what should happen on conversion. 
4
Desktop vs. Mobile. Switch between Desktop and Mobile view of your widget. Read more about how to edit each device here.
5
Slides. A widget can be built with one or more slides. Add, edit and delete slides here. Read more about slides here.
6
Campaign Settings. When satisfied with the design of the widget, go to Campaign Settings to enter targeting- and display options. Read more about Campaign Settings here.

The Layout

The Layout contains a list of each and single one of you widget elements. Only elements in the current widget slide are shown. They are listed from left to right, top to bottom. 

Rearrange the elements by drag-and-drop directly inside the canvas, or in the layout menu.

Click on any element in the layout menu to open the edit menu. The edit menu can also be opened by clicking the desired element in the canvas.

Edit Menu

Each element has its own settings. By clicking an element, their settings menu will open on the right side of the editor. 

Watch your element change its appearance immediately as you adjust the settings in the menu. Elements that has text in it, will also have a tiny editor in the canvas for text formatting. 

Read more about each setting here.

Form Settings

If you are creating a widget containing a form, a new setting will appear - the Form Settings. This is where you decide what will happen on conversion, ie. where should the collected data be stored? Usually, you want to send it to your integrated email system. 

Depending on what apps you have integrated, different options will appear in the list. Select the app you want to connect to the widget, and enter the settings before you Save.

Note: If you want to use Double-Opt-In (confirmation email), make sure you have that set up in your app before activating it in Triggerbee.

Add new elements

In the right menu, next to the Layout, you will find the Add section. This is where you add new elements to your widget. Read more about each element here. Elements that are disabled, can not be selected either because they can only be used once (like the email input field), or because it's an upcoming feature.

Click to add at the element to the bottom-right of the widget, or drag-and-drop directly to the desired position. The settings menu of the new element will open so that it can be edited just the way you like. Press Save at the bottom of the settings menu to save, or simply just press anywhere in the widget for auto-saving.

Desktop vs. Mobile

Use the Desktop and Mobile buttons at the bottom of the canvas to toggle between each device. This allows you to see what the widget will look like in Mobile vs Desktop view. If there's an element that you don't want to show in mobile devices, simply press "Hide on Mobile" at the bottom of the element settings.

Hidden elements will show in the Layout, but will be disabled for the selected device.

Slides

A widget can contain one or more slides, which is useful for multistep forms or giving out discount codes. 

There are three types of slides.

  • Primary. Regular slide. Useful for having multistep forms. You can have as many Primary as you like. 
  • Success. Use the Success slide for the last step in your widget, for rendering your discount code to the converted visitor, or simply saying thanks for signing up. 
  • Teaser. Teasers are minimal widgets that always act as step one for your widget, eg. discretely nudging the visitor of your promotion. When clicked, the full-size widget is opened.

🎉 Now that you know all about the editor, let's jump into learning more about the elements!

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