Last modified July 7, 2015 by Shelly Wolfe

Editing Conversations

In the Conversations workflow, the WYSIWYG editor provides several tools to help you add to and edit the content of your Conversations. Select a predefined page template or build your own pages using any combination of text, images, videos and survey questions to create a rich media and engaging experience for your target audience.

This article explains how to use the various options available in the content editor. For more information about the Conversation workflow, see Creating Conversations. For information about the templates you can use as a basis for your Conversation, see About Conversation Templates.

A new version of Conversations is available that supports custom fonts and text styling. However, it requires a Swrve SDK upgrade to version 4.8. Any users on older SDK versions will not see new conversations. Once you have upgraded your app to the new SDK, and released it to users, please notify your Customer Success Manager at support@swrve.com to have the feature enabled on your Swrve dashboard. For more information on using custom fonts and text styling, see Conversations Text Styling.

Page Templates

When you add a new page to your Conversation, you are prompted to select a page type. Page types are similar to the Conversation templates on the start screen of the workflow, but only consist of a single page. There is also an additional template for creating custom 3-button pages.

New page type

Depending on the page type you select, the preview displays a selection of sample content that you can edit and add to as needed.

Adding New Content

To add additional content, click the Add New Content (+) icon on the right side of the page. The Add New Content dialog is displayed and enables you to include different types of content on your page.

Add new content

Click an option to add the content to the page. The types of content are:

  • Text – adds a text box to the page.
  • Image – adds a section to the page for an image.
  • Video – adds a section to the page for embedding a video (YouTube only).
  • Spacer – adds a section to the page for creating a space between elements.
  • Star Rating – adds a section to the page for including a single star rating survey with five stars.
  • Choose One – adds a section to the page for including a single question survey with multiple responses.

Deleting Pages

To delete a page from your Conversation, click the Delete Page () icon to the right of the preview (just below the Add New Content icon).

Warning: If you’re working with multiple pages, you should only delete the last page in the Conversation. Deleting any other page in the Conversation also deletes any subsequent pages that might be under it.

Editing Content Settings

To access the settings for a section of content, click that section and then click the Settings () icon. A content-specific dialog box is displayed and enables you to edit the settings as required.

Content settings

Rearranging or Removing Content

To move a section of content up or down, click the section and then click the Up or Down arrow. To remove the section completely, click the Delete () icon.

Content Validation

The Conversations workflow includes a validation function that alerts you to missing or incomplete content. If you don’t replace the default content in a text, image, video or survey question box, and then click Save or try to navigate to another screen, a warning message is displayed and a warning icon (!) highlights the relevant area or page.

Content Validation

You can dismiss the message and continue working, however an icon is displayed next to the screen name and you cannot launch the Conversation until the issue is resolved.

The following sections explain how to customize each type of content.


Text Editor

To edit text content, click the section and replace the default text with your own. If you highlight a section of text, a formatting tool is displayed, enabling you to apply general formatting styles to your content.

Old Text Editor

Swrve now supports using emoji in your Conversations content. For more information, see How Do I Include Emojis in Conversations?

Advanced Text Styling

Swrve now supports using custom fonts and text styling as part of your Conversations. For more information, see Conversations Text Styling.

The custom fonts feature is available as part of our Early Access program. If you would like to use it, please contact your Customer Success Manager at support@swrve.com.

Images

To add an image, click the image placeholder and then click the Settings () icon to display the Image dialog box.

Image library

On the Image Library tab, Swrve provides a library of image files that you are free to include in your Conversations. If you can’t find an appropriate image file, you can upload your own images that are then available on the Your Images tab. Any images you upload for a Conversation are available from that moment on in any other Conversation you create.

There are two ways to upload a new image:

  • Drag the image from your desktop to the Drag & Drop Images area.
  • Click browse, navigate to and select the image, and then click Open.

Once uploaded, the image appears on the Your Images tab. Click the image thumbnail to add it to the page.


Videos

Currently, Swrve’s Conversations feature only supports the use of YouTube videos. To edit the video URL and height, on the video placeholder, click the Video Settings tab, and then click the Settings () icon.

Video settings

To edit video settings:

  • In the Video source field, enter the embed URL for your video. For example:
    • https://www.youtube.com/embed/D9J5MPKNwiY
  • In the Video height field, enter the height (in pixels). The recommended maximum height is 800 pixels. The Video height field is highlighted in red if you exceed this height.
  • Click OK to save the settings.

If there is an issue with the YouTube embed URL, an error message is displayed alerting you to an invalid URL. Double check your URL and make sure it conforms to the example above.


Spacers

To edit the height of a spacer, click the space, and then click the Settings () icon to display the Spacer dialog box. In the Spacer height field, enter the height (in pixels). The recommended maximum height is 120 pixels. A warning message is displayed if you exceed this height.


Star Rating Survey

To edit the color of the star rating, click the stars, and then click the Settings () icon to display the Star Rating dialog box. Select the desired color from the available options:

Star Rating


Survey Questions

In the Add New Content dialog, use the Choose One option to add a multiple choice question to your page.

Survey questions

  • To edit the survey text, click the question or response.
  • To edit the text font style, click the question or response and then click the Settings () icon.
  • To add another response, click the Add (+) icon.
  • To remove a response, hover your mouse over the response button and click the orange X to delete it.

Buttons

The Conversation editor enables you to change the label text on buttons and configure the button action.

Button Labels

To edit the button label, click the button and edit the text as needed.

Button Actions

To configure the button action, click the button and select an option from the list on the Actions tab. The available button actions are:

 Action Description Example
Continue Conversation Takes the user to a new page in the Conversation. Select this option to add additional pages to the Conversation. If selected, a new page is automatically added and you are prompted to select the new page type.
Call a Number Prompts the user to call a specific phone number. Select this option to prompt the user to call a number, for example, a support line. Enter the number in the Number to call field and click OK. When the user taps the button, the phone number is passed to the default device dialler, prompting for confirmation.
Go to a Web Page Directs the user to a URL in their default device browser. Select this option to transfer the user to a web page, for example to promote a sale or featured item. Enter the site URL in the Web address field and click OK. When the user taps the button, the web page automatically opens in their default device browser.
Go to Deeplink Directs the user to a deeplink within the app. Select this option to transfer the user to another location within the app (or another app). Enter the deeplink URL in the Deeplink address field and click OK. When the user taps the button, they are taken to that location. Your development team must configure deeplinks during the integration process. For more information, see the platform-specific Integration Guide.
Request Device Permission (iOS only) Prompts the user to authorize permission for push notifications; or to grant access to Contacts, Photos, Camera and Location. Select this option to encourage the user to make better use of certain features of your app by authorizing permission to receive push notifications or grant access to applicable functions of their device. Select an option from the list and click OK.
End Conversation Ends the Conversation and returns the user to the app. Select this option to end the Conversation and return the user back to the app. The activity is logged and reported on as part of the campaign.

Next Steps

  • QA test your Conversation. For more information, see QA Testing Conversations.
  • View the Conversation and its report details on the individual Conversation screen. For more information, see Managing Conversations.
  • Change the status of your Conversation using the buttons on the individual message screen. For example, you can edit, launch, pause or finish a Conversation depending on its current status. For more information, see Managing Conversations.