Welcome to your central hub for creating high-impact communications in Messages XR Enterprise. Whether you are building a monthly newsletter from scratch or fine-tuning a quick announcement, our drag-and-drop editor is designed to make professional design accessible and efficient.
This guide is organized into three logical phases to help you move from a blank template to a finished, secure, and engaging message. Follow the steps below to learn how to manage your design settings, customize your layout with rich media, and ensure your team has the right permissions to succeed.
Don't yet see the drag-and-drop editor option?
We are slowly rolling out the drag-and-drop editor to Messages XR Enterprise clients. There are two areas where you may already be able to access this option:
- the Additional Email templates button in the Email channel
- the Templates tab in the Messages area
In this Article
Phase 1: Foundation and setup
Before you can send a message, you need to establish your design and control who can use it.
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Step 1: Create new templates using the drag-and-drop editor in the templates tab
Start here to build your master designs from scratch.
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Step 2: Managing template permissions in Messages XR Enterprise
Ensure the right teams have access to the right designs before you go live.
Phase 2: Designing your content
Once the template exists, it’s time to make it look professional and engaging.
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Step 3: Manage your drag-and-drop template settings
Configure the behind-the-scenes details like background colors, widths, and default fonts.
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Step 4: Customize your content in a selected drag-and-drop template
The "meat" of the process—adding text, images, and buttons to your layout.
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Step 5: Insert a video link into a drag-and-drop template message
A specific guide on how to subtly weave video content into your email design.
Phase 3: Execution
The final step is moving from the template world into a live message.
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Step 6: Set up a new message with a selected drag-and-drop template
How to pull your finished design into a live communication and get it ready for your audience.