The onsite message editor (Legacy)

The legacy onsite message editor is where you create and change onsite messages: the signups, promotions, and referral offers your website visitors see. Each message is built from a few settings cards and a series of steps that the visitor moves through, from a small minimized widget to a form and a final page. This article shows you where to find the editor, how to create a message, and how the editor is laid out, so you know where each setting lives.

Find your onsite messages

In Customer Engagement, go to Onsite > Messages. You'll see a list of all onsite messages for your company. The same list is also available in the Onsite Manager, under Manage messages.

The list shows each message's name, site, priority, language, state, dates, and script tag. Use Search, or filter by Activity, State, or Site, and then select Filter.

Select the ⋯ button at the end of a row to Edit, Copy, Publish (or Pause), or Delete the message, view its Change Log, or Search for the rewards it has given a visitor.

Create an onsite message

1. Select New onsite message.
2. In Choose Preset, select the kind of message you want to create: Newsletter signup, Member signup, Contact update, Onsite promotion, Refer a friend, or Empty variant. Each one gives you a ready-made flow with default texts and settings.
3. On the General card, give the message a Name, enter a Brand name, and choose the Site.
4. Select Save as draft. The message is saved with the state Unpublish, and visitors don't see it until you publish it.

To learn what each preset sets up, see Templates and setting presets (Legacy).

The editor layout

The header

The header at the top of the editor shows the message's name and state, and these controls:

• Device toggle (mobile and desktop icons): switches between the desktop and mobile settings. Some settings, such as the minimized widget's text and placement, have one value for each device.
• Preview: opens the saved message in a preview of your site. Choose what to preview, for example Initial message or Return visit.
• Review Copy: shows all the message's texts in one table, where you can edit, import, and export them.
• The ⋯ menu: Change Log(s), Export to CSV, and Find (find and replace texts).
• Cancel, Save Changes, and Publish/Schedule.

To learn more about these tools, see Preview, publish, and manage onsite messages (Legacy).

The flow bar

Below the header, the flow bar shows the tabs of the editor, from left to right in the order the visitor meets them:

• Configuration: the settings for the whole message.
• The visitor's steps, for example Minimized → First page → Success Page.
• The friend's steps, if the message uses referrals, for example Friend maximized → Friend minimized.
• Exceptions: the texts visitors see when something stops them, such as an expired message.

The steps depend on the preset and on the features you turn on. For example, turning on Reward renames the Success Page to Reward Page, and turning on Sendouts adds a Sendouts step. Use Previous and Continue at the bottom of each tab to move between them.

The Configuration tab

The Configuration tab holds a card for each group of settings. Select Edit to open a card and Done to close it.

• General, Scheduling, and Additional targeting and behaviour: see General settings, scheduling, and targeting (Legacy).
• Reward and Sendouts: turn them on to give visitors a reward and send confirmation and reminder emails. See Rewards and sendouts (Legacy).
• Referrals: turn it on to let visitors share an offer with their friends. It adds the cards Friend flow configuration, Friend reward, and Friend sendouts. See Create a refer-a-friend campaign (Legacy).

The step tabs

Each step tab has up to three sub-tabs: Settings for the texts, images, and fields, Styling for fonts, colors, and sizes, and Behaviour for what happens when visitors interact. Later steps use the styling and behaviour you set on the First page and Minimized steps. To learn more, see Design the message steps (Legacy).

Standard and advanced mode

The editor opens in standard mode, which shows the settings most messages need. Turn on Advanced mode at the top right to see every setting, such as contact card settings, follow-up messages, and the referral texts.

Save your changes

Select Save Changes to save the message without publishing it. If you select Cancel, or leave the editor in another way, any unsaved changes are lost.