This article provides a complete overview of the drag-and-drop editor workflow in Messages XR Enterprise, organized across three phases: building templates, designing content, and sending the message.
💡Quick answers
- What are the three phases of the drag-and-drop editor workflow? Phase 1 is foundation and setup (creating templates, managing permissions), Phase 2 is designing content (settings, customization, video), and Phase 3 is execution (sending the message).
- Starting with the drag-and-drop editor for the first time? Begin with Phase 1 by creating a new template in the Templates tab, then configure permissions before moving on to content design.
- Setting up template permissions before your team starts designing? After creating a template, follow the Managing Template Permissions step in Phase 1 to control which teams can access which designs.
- Is the drag-and-drop editor available to all Messages XR Enterprise users right now? Not yet - the editor is being rolled out gradually and may be accessible from the Additional Email Templates button or the Templates tab.
- Can I jump straight to designing content without completing Phase 1? Templates must exist before content can be customized, and content must be finalized before a message can be sent - each phase builds on the previous.
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.