Design an Onsite Message

The design view is where you decide how each step of your onsite message looks, from the minimized widget to the form and the final message. You select an element, such as a header or a button, and change its style in a live preview. This article walks you through the design view and the options you'll find there.

Open the design view

  1. Open a message from Onsite > Messages (New).
  2. In the flow, hover over the step you want to design, such as Form.
  3. Select the pen icon. The design view opens on that step.

To go back to the flow, select the X in the top-right corner.

If the message is live, pause it before you change the design. To learn more, see General settings, display conditions, and scheduling.

The design view at a glance

The design view, with the step tabs at the top, the layers list on the left, the preview in the center, and the style options on the right

Area What it's for
Step tabs (top) One tab for each step in your flow, such as Minimized, Form, and Message. Select a tab to design that step.
Left panel The layers list, where you see and select every element in the step. Two more panels are available from the icons on the far left: custom fonts and elements you can add.
Preview (center) The step as visitors will see it. Use the mobile and desktop icons above it to switch between devices.
Right panel The style options for the element you've selected.

The top bar also has undo and redo, the message's status badges, and a share icon.

Select and style an element

Select an element in the layers list, or click it in the preview. The element is highlighted in the preview, and its options appear in the right panel. The options depend on the type of element, for example:

  • Header: font, font size, font weight, and text alignment.
  • CTA Button: background and text colors, padding, border radius, and font size and weight.
  • Form fields, such as Email: the field label, whether the field is required, and marketing preferences.

The CTA Button selected in the preview, with its colors, padding, border radius, and typography in the right panel

Show or hide elements

Elements that aren't in use are hidden and marked with a crossed-out eye icon in the layers list. Select the eye icon to show or hide an element.

For example, every signup form contains the same form fields: Email, Phone number, Name, Social security number, Date of birth, and Address. Expand Form fields in the layers list and show only the fields you need. In the same way, expand Consents to choose which consents from Voyado Engage the form asks for.

Style the container

Select the top layer, such as Data Collection Screen on the Form step, to style the popup as a whole:

  • Container styles: text color, background color, and border radius.
  • Placement: the popup's position on screen (Left, Center, or Right) and its offset from the top.

The Minimized step has its own container settings. Here you can set the background color, box shadow, border radius, and padding, and place the widget in the Bottom left, Bottom center, or Bottom right corner, with a horizontal and vertical offset.

The Message step uses the container styles from the Form step, so the two screens look the same. To change them, style the container on the Form step.

Add a question

To ask visitors a question in your form, select the plus icon on the far left. Under Elements, drag Add a question to the area in the form that says Drop your question here.

Use custom fonts

Select the A icon on the far left to see the custom fonts available in your account, each with the fallback fonts used if it can't load. Select the plus icon to add a font. To use a font, select an element and choose the font in the right panel.

Design for mobile and desktop

Use the mobile and desktop icons above the preview to check how each step looks on both devices.

Most website visitors use a mobile device, so we recommend designing the mobile version first and then checking how it looks on desktop.

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