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Editing process
Editing process

Follow detailed and useful instructions for your item editing

Yuliia Skrybantovych avatar
Written by Yuliia Skrybantovych
Updated over 3 months ago

To ensure that your content items are well-organized and easy to customize, use the following structure for content placement:

This structure simplifies designing and assembling content, resulting in faster production time and fewer errors. It also ensures a consistent appearance of your content items across various email clients and platforms.

To make changes to your item in Editor:

1. Drag the required component from the elements panel onto the layout.

Possible component placements are highlighted as you're hovering the component over the layout.

2. Place the component on the layout.

3. Keep the component selected to access its styling and properties. Use the Tree tab to reach the components placed on the lower levels.

You can manage multiple blocks, placeholders, or components on the content item layout at a time.

4. Click SAVE in the Editor upper-right corner when item editing is complete.

During content item customization, your changes are saved automatically.

Editing the same content item in several browser tabs isn't supported; duplicated tabs are for preview only. To continue editing, close any duplicate tabs, reload the page with the content item in the PREVIEW mode, and click EDIT on the modes panel.

To manage your item in Editor, select the required function from the more options menu in the upper-right corner of the quick access bar.

You can rename the item in Editor. For this, click the item name on the quick access bar. In the pop-up that appears, enter the required name and click RENAME.

e-Detailers

Turn on the Master template toggle to apply changes you're making on a slide to all e-Detailer slides. This option comes in handy when you're editing common e-Detailer elements: headers, footers, and others. Using Master template you can avoid iterating the same actions again and again on all slides.

Multiselect

Select multiple elements of the same type—blocks, placeholders, or components—on the content item layout or the Tree tab to duplicate, move, and delete them. You can also use keyboard shortcuts to copy and paste the selected elements.

To select several elements on the content item layout, press and hold the Shift key on the keyboard and click the required element with the mouse. You can manage the selected elements as follows.

The selected elements are dragged or pasted to the new position on the content item layout, preserving their original order.

To deselect a specific element, hold the Shift keyboard key and click the element. To deselect all elements, click the empty area of the layout.

Blocks

Available for emails, their briefs, email fragments, messenger ads, websites, and landing page briefs

  • Delete and duplicate. For this, hover over the first block in the selected set, click on its left and apply the required control.

    Alternatively, you can right-click any selected block on the layout and apply the required option in the context menu.

  • Copy and paste with keyboard shortcuts.

  • Change position. Click and hold any selected block or the control to the left of the first block in the selected set, then drag to reposition.

    You can view the number of selected blocks you're dragging in the upper-right corner of the thumbnail that appears.

Placeholders

  • Delete and duplicate. For this, use the controls to the right of the first placeholder in the selected set.

    Alternatively, you can right-click any selected placeholder on the layout and apply the required option from the context menu.

  • Copy and paste with keyboard shortcuts.

  • Change position. Click and hold any selected placeholder or the control to the left of the first placeholder in the selected set, then drag to reposition.

    You can view the number of selected placeholders you're dragging in the upper-left corner of the thumbnail that appears.

Components

  • Delete and duplicate. For this, right-click on any of the selected components to open the context menu, then select the required option.

  • Copy and paste with keyboard shortcuts.

  • Change position. To do this, left-click a component without inner elements and drag to reposition.

    You can view the number of selected components you're dragging in the upper-right corner of the thumbnail that appears. Not applicable to e-Detailers, e-Detailer briefs, and banners.

In e-Detailers, their briefs, and banners, you can:

  • Select several components. For this, left-click and drag to the empty area of the content item layout to create a selection box.

  • Select nested components. To do this, hold the Ctrl key, then left-click and drag to the empty area of the content item layout to create a selection box.

  • Move selected components by 1 pixel with the arrow keyboard keys. To move them by 10 pixels, hold the Shift keyboard key while using the arrow keys.

Options and movement are locked when you select inner elements of a compound component or components at different nesting levels.

Inline editing

Inline editing allows you to customize the required text lines and upload images with a double-click on the component. When the feature is not available for your template, the following tooltip appears on the Properties tab once you double-click the text on the layout:

To activate the inline editing feature in your old templates, reload the page.

Even when the Properties tab is deactivated by your user account permissions, you can still modify texts/images on the layout via the inline editing feature.

To ease the customization of the complex components texts, you can use inline editing. Double-click the required text of the component to activate the WYSIWYG editor on the Properties tab and manage the text as you need.

Autosave

The item autosave in Editor reduces the risk of data loss when you leave the page before submitting your editing changes. With this feature, automatic saving of your changes in the item under editing occurs at regular intervals.

To modify the default autosave interval, please contact your administrator. The minimum time value for the autosave interval is 1 minute, and the maximum is 99 minutes.

The following events trigger the autosave:

  • Reload of the page with the item opened in Editor.

  • Closing the browser tab with Editor.

  • Switching to another browser tab.

Also, you can apply your editing changes manually with the SAVE button on the modes panel. The manual save and session interruption leads to the item version patching.

To ensure the autosave of the component updates, deselect this component on the layout.

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