This article walks through the full drag-and-drop editor workflow in Messages XR Enterprise, including template setup, content customization, and permission management across teams. The process is organized into three phases: foundation and setup, designing content, and execution.
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 core design step: adding text, images, and buttons to the layout.
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Step 5: Insert a video link into a drag-and-drop template message
A focused guide on embedding video content into an 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 a finished design into a live communication and prepare it for the intended audience.