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The marketing design editor lets you personalize your marketing designs so they are tailored towards your contacts unique needs. With personalized marketing designs, you can be sure that you are providing your contacts with valuable and relevant content.

On this page you’ll learn:

Note: You must have Silverlight installed on your computer to edit a design using the Marketing Design Editor. If you need to install Silverlight, please click here.

Design Editor Basics

Regardless of what type of marketing design you are editing, there are features of the marketing design editor that are the same.

The editor has three primary areas:

  1. Main Tools: This 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.
    (info) Note: Pages cannot be added or removed.

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Working with the Main Toolbar

The Main Tools 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 editing a design that you have previously saved and just want to save your changes, select Save from the drop down menu.

If this is your first time saving this design, select Save As from the drop down menu.

(info) Note: Choose Save As if you are editing an existing design and want to create a different version and give your edited piece a new name.

Give your design a name and click Save.

You can continue editing after saving or choose to exit the editor.

(info) Note: If you will be printing your saved design and see the Image Quality alert, you will want to make sure you are using images that are of the highest resolution available.

If you choose to exit the editor, you’ll be reminded to preview your design and confirm the profile information is correct. If you are satisfied with your design, click Yes.

Add

When you select Add, you’ll be able to choose from various design elements, such as adding an image or a map.

(info) Note: Click here to learn about working with design elements.

Zoom

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

Layer Down and Layer Up

When you add a new element to your marketing design, it will become the top layer of your piece. The Layer Down and Layer Up buttons allow you to move the elements of your marketing design in front of (layer up) or behind (layer down) 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 forefront of the design.

Undo or Redo

The Undo button allow 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.

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

If you want to undo a change, you can select the Undo button. Each time you click the undo button:

  • The number of steps will decrease
  • Each change will be removed from your design
  • The number under Redo will increase

Remove

Once you have added any element, you will see a red Remove button as part of your toolbar options.  If you want to remove an entire element that you’ve added, select the element and then click the Remove button at the top of the page.

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Working with Design Elements

What is an element? An element refers to a text box, image, map 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 elements
  2. Images
  3. Text boxes
  4. Maps
  5. Video links (only available for email designs)
  6. Shapes

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1. Design Elements

Most marketing designs, whether you are working with a pre-built design or a blank design, can be customized by using the Add button.   

Any elements that are editable in your design are listed on the left-hand part of the editor view.  If you hover your mouse over any of the elements in the design or on the left-hand list, a box will form around the element name with a dotted line and box directing you to where that element is located on the marketing design.

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

To remove an element, select the element from the category on the left. Then, click the Remove button at the top of the page.

(info) Note: If you’re deleting an image, the button will say Remove Image. For a map, the button will say Remove Map.

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2. 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

To add an image, click the Add button and select Add Image.

A placeholder image will be placed in your design and the Image Editing Toolbar will become available.

The Image Toolbar will let you edit your image a few ways.

The Replace Image button will open up the Image Library, so that you can select a different image.

There are three ways to add images to your design:

  1. Select an image from your Image Library. The image library is where you can find any images that you've 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.

2. Select from available Stock Images. Click the Stock Images tab in the Image Library 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.

3. Click the Browse button to upload a new image from your computer.

(info) Note: New images that are uploaded will be saved in your Image Manager for future use.

When you click Browse, a window will open allowing you to locate an image on your computer. When you’ve found the image you want to use, click Open.

The placeholder image will be replaced with your selected image.

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Edit an Image

After you’ve added an image, you’ll be able to:

You can also use the Image Editing Tools to:

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

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

To rotate an image, place your mouse over the green circle at the top of the image. Your cursor will turn into a circle with an arrow at one end.

Now, this part can be a little tricky. You’ll want to hold down your mouse and then drag it up or down. This will spin the image. When it has been rotated to where you want it, let go of your mouse.

You might need to play with this a little bit, to get the image in the position that you want.

Crop an Image

The next button in the Image Editing Toolbar is the Crop Image button, which allows you to edit your image by cropping out areas that you don’t want as part of the image.

To crop an image, click the Crop Image button.

A new window will open, called the Image Crop Tool. Review the provided instructions on how to crop an image.

When you are finished cropping your image, click the Crop Image button.

Your image will be updated with the crop applied.

Mirror an Image

The Mirror Image button is next.

When you click Mirror Image then your image will be flipped, so that it is a mirror of the original image.

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Link an Image

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

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

When you click Link Image, an Insert Hyperlink window will open.

You’ll paste the URL, or website address, in the field and click OK.

Note: You must include the "http://"

The Link Image button will now change to Unlink Image. If you want to remove the link you just inserted, click Unlink Image.

You’ll see a small pop-up window in the middle of the page, confirming the link has been removed. Click OK to confirm.

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3. Text Boxes

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

To add a text box, click the Add button and select 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 and Article/Text Management Tools.

As long as the text in the inserted text box is highlighted, just start typing. The text in the text box will be replaced with what you type.

You can then use the Text Editing Tools to customize your text. First, you’ll need to highlight your text within the text box.

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.

The Article/Text Management Tools lets you either insert pre-loaded text articles into your design.

When you click the Load 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.

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4. Maps

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.

To add a map, click the Add button and select Add Bing Map from the menu.

A placeholder map will be placed in your design and the Map Editing Tools will now be available.

Here’s a closer look at the Map Editing Toolbar. You’ll see that it has a default address which is where the map is centered.

To change where the map is centered, enter a new address in the field and click Update Address. The map will re-center at the new address.

Map Type lets you change the map from a road only view to either an aerial view, where you’ll see the local landscape, or a combination view.

To change the map type, click the Map Type button and select the new view type. The map will reload as the new map type.

The Settings button you can toggle to show, or not show, a location marker. By default, this is turned on.

To remove the location marker, click the Settings button and uncheck the Show Label check box. The location marker will be removed from the map.

You can also choose to link the map, so when a contact clicks on it, they are redirected to Bing Maps or to another website.

(info) Note: This option is only available for email designs.

Click the Link Map button.

An Insert Hyperlink window will open. You’ll see a default hyperlink already inserted, which would redirect your user to Bing Maps where they can get driving directions to the exact location of the address.

If you want your contacts directed to another website when they click on the map, replace the hyperlink with your chosen URL, or website address.

Click OK when you’ve finished making changes.

(info) Note: For more information on working with hyperlinks, click here.

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5. Video Links

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 Add button and select Add Link to Video from the menu.

(info) Note: This option is only available for email designs.

You will be prompted to enter the URL, or website address, of the video that you want to link in your design. Once entered, click OK.

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.

(lightbulb) 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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6. 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 Add 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. Just click the button for either Background Color or Border Color and select a new color from the menu.

(info) Note: If you are using the Line shape, then you will only have a Background Color option.

At the bottom of the menu, you’ll see a tab that says Advanced. If you click this, you’ll be able to customize your color selections even more.

If you use the advanced settings, be sure to click OK when you’re done.

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.

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Additional Resources