Editing a Journey dialog

Modified on Tue, 15 Aug, 2023 at 10:29 AM

There are two features you can use to edit a dialog content or behaviour: inline editing and step editor.


Inline editing (from 20.1)


This is the simplest and fastest method to edit a dialog.


When you are playing a journey, just click on the current dialog title or body content, to start editing it. Also, just after you have created a dialog, you'll be automatically able to inline edit it.



While inline editing, you can:


  • Change the text inside the dialog title
  • Change the text inside the dialog body
  • Change the step transition method (click on the right part of the black bar,  in the case above)
  • Open the step editor (click on the left  button on the black bar)


Changes are automatically applied, so once you have finished editing, you can stop the journey or simply keep following it.


Dialog step editor


Dialog step editor can be opened from both the inline editing feature or the editor sidebar, as shown below.



Tabs


As shown in the image below, the upper section of the dialog step editor is composed of:



  • Settings tab - from here, you can define step transition and size of the dialog 
  • Content tab - from here, you can define the textual content of the step and some additional options
  • Visibility tab - from here, you can set up visibility rules for dialogs
  • Action tab - from here, you can set up step actions
  • URL tab - from here, you can change or delete the dialog step URL. You could need to delete it with very dynamic URLs or Cross-application Journeys. Also, sharing the dialog step URL will let people directly access the dialog step. It can be useful for customer service and support situations
  • Notes tab - from here, you can insert notes for slideshow


In this article, we'll focus on the main features of the Dialog Step Editor.


Content editor


In the upper section of the dialog step editor, you can modify:


  • The dialog title
  • The dialog body text. The editor lets you customize the text format using the tools in the bar shown below. The highlighted element shows the button for placing Journey Links.


Settings editor


Transition section


The step transition enables you to specify what needs to happen in order for the end user to go to the next Step of the Journey. Dialog steps have two possible transitions:


  • Button click - This option causes a button labelled Next to appear in the Step bubble. The user needs to click on the button to move to the next Step.
  • Timing - The Journey moves onto the next Step after a specified amount of time, defined by the "Delay" field.


Step properties


In this section, you can set the following parameters:


  • Size - defines the width of the dialog bubble.
  • Allow Step feedback: if enabled, end users will be able to provide feedback about that specific step, even if feedback collection for the Journey is disabled. The option comes disabled by default.

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