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The marketing design editor lets you personalize your marketing designs so they are tailored towards your contacts unique needs.

Design Editor Basics

No matter what type of design you are editing, the editor has four primary areas:

  1. Main Tool Bar: The toolbar is available with every design and will provide you with the tools necessary to start customizing your design.
  2. Design Elements: An element refers to a text box, image, map, or shape that is part of your marketing design.
  3. Page Navigation: Allows you to navigate between pages in a multi-page document, such as a postcard or guide.
  4. Pop-up toolbar: When you have selected an object in your design, an advanced toolbar will pop up
     Note: Pages cannot be added or removed.

Working with the Main Toolbar

The Main Toolbar will always display these buttons. Let’s go over what each button does.

 

Save

Select Save at any time while editing your marketing design. It is a good idea to save often, to ensure that you don’t lose your changes. If you are saving a design for the first time, click save and name your design.

(warning) Note: If you are editing an existing design and want to create a different version and give your edited piece a new name, click save and change the name.

 

Exit

If you want to exit your design click Exit. If you have not saved, the system will prompt you to do so.

 

Undo or Redo

 

The Undo button allows you to quickly undo your recent changes.  The Redo button allows you to redo something you just undid.  Each button shows the number of steps that you can undo/redo. When you first start editing your design they will both show “0”.

As you make changes to your design, the number under the Undo button will go up. This is the number of changes you have made to your design, including images added or text you’ve entered.

(warning) Note: Each text character you enter or each time you move an element counts as one change.

Zoom

Select the Zoom button to zoom in or out on your marketing design.

 

Image, Text Box, Article, Video & Shapes

These buttons will allow you to add elements to your design:

Image will pull up stock photos, your photos, and an option to upload new photos.

Text box will create a blank space to type in.

Article will give you a selection of pre scripted content to add.

Video give you the option to add a link to a video.

Shapes will give you a variety of shapes to add to your design.

Map will place a map on your design that can be edited to your liking.


Forward, Backward

When you add a new element to your marketing design, it will be in the foreground of your piece. The Forward and Backward buttons allow you to move the elements of your marketing design in front of or behind other elements.  This enables you to choose which part of your design you’d like to work on—as well as choose which elements will be in the background or the foreground of the design.

Working with Design Elements

What is an element? An element refers to a text box, image, or shape that is part of your marketing design. There are several elements that can be used to personalize your design.

Here we’ll walk through working with:

  1. Design ElementsImages

  2. Using the Marketing Design Editor

  3. Text Boxes

  4. Video Links (only available for email designs)

  5. Shapes

  6. MapUsing the Marketing Design Editor

  7. Using the Marketing Design Editor 

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1. Design Elements

Any elements that are editable in your design are listed on the right-hand side of the editor view.  If you hover your mouse over any of the elements in the design or on the left-hand list, a red box will form around the element.

As you add elements to your design, you’ll see the element populate in the corresponding category.

      (warning) Note:To remove an element, click on the element itself, and click the trash can icon.

2. 
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Images
 Images

Adding images to your design is the easiest way to personalize a design. In this section we’ll review how to use the Image Editing Toolbar to:

Add Images to a Design 
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Add Images to a Design

To add an image, click the image button in the Main Toolbar. 

A placeholder image will be placed in your design, and the right pane of the editor becomes your library of photos and upload options.

You will also notice a Pop-up Editor will appear.  This pop-up editor allows you to edit your image a few different ways:

  • The Replace Image button will open up the Image Library, so that you can select a different image.
    • The crop image button allows you to crop your image to size.
    • The link button allows you to link your image (for email designs only).
    • The trash can button will cancel the request for inserting an image

 

There are three ways to add images to your design:
  1. Select an image from your My Images. This is where you can find any images that you have uploaded to your Image Manager.

When you click on the image you want to use, the placeholder image will be replaced with the selected image.

  1. Select from available Stock Images. Click the Stock Images tab in the Image Libraries to choose from a selection of pre-loaded images. Click on a category to expand it.

Click on the image you want to use and the placeholder image will be replaced with the selected image.

  1. Click the Upload Image button to upload a new image from your computer.
       Note: New images that are uploaded will be saved in your Image Manager for future use.

When you Upload Image, a window will open instructing you to either drag and drop files, or select files from your computer. The placeholder image will be replaced with your selected image.

Edit an Image 
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Edit an Image

When you click on your image, you will see the Pop-up Editor appear with your design options:

Resize an Image 
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Resize An Image

To resize an image place your mouse over one of the corners until your cursor turns into a double-headed arrow.

Then, click and hold down, while dragging the corner until the image is the size that you want.

Move an Image 
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Move an Image

To move an image place your mouse over the image until it becomes a four-headed arrow. Click and hold down, while dragging your image until you have it placed where you want. Then, let go of your mouse.

Rotate an Image 
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Rotate an Image

To rotate an image, place your mouse over the red circle at the top of the image. Move your mouse while holding the click button to tilt the image to your desired angle.

Crop an Image 
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Crop an Image

To crop an image, click on the image and select the crop button. A new window will open, called the Image Crop Tool. When you are finished cropping your image, click Done. Your image will be updated with the crop applied.

Link an Image 
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Link an Image

You can use the Link Image button on the Pop-up Editor to encourage your contacts to interact with an email design. Then, when they click the image, they’ll be redirected to a specific website.

(warning) Note: Link Image is only available for email designs.

Click on the image you wish to edit and the Pop-up Editor will appear.Click on the chain icon which links the image to your URL. Copy and paste the URL you wish to direct people to in the Insert/Edit Link pop-up:

 

(grey lightbulb) Tip:To unlink your image, click the broken chain icon and the link will be removed.


3. Text Boxes 
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Text Boxes

Adding text boxes to your design lets you include relevant information for your contacts.

To add a text box, click Text Box from the menu.

 

A text box with placeholder text will be placed in your design and you’ll have access to the Text Editing Tools.

You can then use the Text Editing Tools Pop-up Toolbar to customize your text. Click on the three blue dots to expand more options.

The Text Editing Tools function just like in a word processing program, such as Microsoft Word. You’ll be able to change your font, text size, or even change the text color.

When you click the Article button, a list of available pre-loaded articles will become available. The articles are sorted into categories. Click on a category to expand it and see the articles for that category. You can then edit the text in the category to your liking.

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Adding a video link to your design is another great way to encourage your contacts to interact with your email marketing designs.

To add a link to a video, click the Video Button. You will be prompted to paste the URL, or website address, of the video that you want to link in your design. Make sure you copy and paste the full address from your browser bar. Once entered, click OK.

 Note: This option is only available for email designs.


A video placeholder will be placed in your design. Then, when this design is emailed, your contacts will be able to click on it to play the video.

    Tip: There are several different options for the video image placeholder.  Choose the one you want to use by selecting Replace Image and using the Stock Images in your Image Library.

   

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5. Shapes 
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Shapes

Adding shapes is a good way to add a little fun and flare to your design. You’ll be able to change the color and size of your or even layer it so it provides a background for your text.

To add a shape, click the Shapes button. You’ll be able to add a rectangle, a circle, or a straight line.

A shape placeholder will be placed in your design and you’ll see the Shapes Toolbar will now be available.

With the shapes toolbar, you can change the background and border colors, thickness and opacity. To remove the shape, click the trash can button.

Border Thickness lets you decide how thick the border of the shape will be. For a thicker border, click and hold down on the slider, then slide it to the right.

Opacity determines how transparent the shape is. By default, the shape is 100% opaque, meaning it is solid.

If you want to make the shape more transparent, click and hold down on the slider, then slide it to the left.

Making a shape more transparent would allow you to layer it over another design element, allowing the bottom design element to be visible through the top one.

6. Map 
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Map

Adding a map to your design is a great way to provide your customers with a visual, showing them the location of a property or event. With an email design, you can even make the map clickable by adding a link to it.

Clicking on the Map button on the Main Tool Bar will place a map on your design. From here you can edit the address: 

If you want to link the map to a set of directions from Google, or to a virtual tour of the home, you can do that as well using the link button on the pop up toolbar.

(warning)Please note, if you wish to turn your map into a hyperlink to a different map website other than Bing (such as Google maps), make sure you remove any @ symbols from the URL to ensure the link works properly.

 You can also change the type of map to road, aerial, or aerial with labels.


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Additional Resources

 

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