Introduction to the new editor

We've rebuilt the Onsite Messaging editor around two new tools: a visual Flow builder and a Design Studio. This guide walks through what's changed, why it matters, and how to find your way around.

What's new at a glance

Previously, you configured an onsite message through a set of forms and settings tabs. The new editor keeps all of that power but adds a visual way to see and shape the whole experience.

AreaBeforeNow
Building the flowScreens configured separately through forms; hard to see the whole journey.Flow builder: a visual canvas showing every screen and how visitors move between them.
StylingStyle options spread across settings.Design Studio: style each element directly, with live preview and per-device control.

Flow builder canvas showing connected message screens

The new editor: the visitor flow on the right, message settings on the left.

The Flow builder (New)

This is the biggest change. Instead of configuring screens in isolation, you now see the entire visitor journey on one canvas, with each screen shown as a node and connected in the order visitors experience them.

What you can do here

  • See every screen (for example Minimized, Message, Form, Reward) and how they connect.
  • Add reward, reminder-email, and confirmation-email steps and see where they are placed in the visitor flow.
  • Open any node to edit its settings in a side panel.

The Design Studio (New)

The Design Studio is where a message gets its look. Select any element on the preview and style it directly, with no need to hunt through settings.

  • Element-level styling: click an element, edit its properties in the panel.
  • Live preview: see changes instantly.
  • Per-device: switch between mobile and desktop; set device specific overrides on top of a shared base.
  • Real form fields: build the actual fields visitors will fill in.

Design Studio layout with layers, live preview, and styling panel

The Design Studio: layers on the left, live preview in the center, element settings and styling on the right.

Try it: create your first message

  1. From the message list, select Create onsite message (New).
  2. Choose a template to help you pick a starting point.
  3. You land in the Flow builder. Review the screens and connect or add steps.
  4. Open the Design Studio to style elements and build your form fields.
  5. Set scheduling and any display conditions, then publish.

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