In This Article:

    Visual Editor: Element Options for Activities and Messages

    In This Article:

      Following are the Elements available in Salsa Engage and information about what types of editing options are available for each. (Note: you will see only a subset of these for any given Message or Activity.)

      • Add to Calendar - If applied to an Event or Peer to Peer Event, this will give visitors to those pages the option to click and automatically add the event to their calendars.
        • Edit button alignment, size, style, font, border, corner style, and link to an action, internal page, or external page
      • Button - Apply a button to your form and choose the color, size, text, destination and alignment.
        • Edit - Text, alignment, size, color, font, border, corner style
        • Link - Internal pages or external pages
      • Callout - This element functions much like the Text element, however it is designed to call attention to itself using color and border. Edit text, color, and border.
        • Edit - font, style, and justification. Note, use the container settings (gears) to adjust the background color.
      • Divider - Apply a divider to any row here. To change the color, click on the Design tab to see options.
      • Donate Button - This element appears as part of the Form element of the Fundraising activity. Choose a prominent location for the donate button or include one above and below the fold. Enables supporters to donate instead of registering. Event registrants may also make additional donations, but they would do so during checkout. Like standard buttons, you can edit the look and feel.
        • Edit button alignment, size, style, font, border, corner style, and link to an action, internal page, or external page
      • Donation Amounts - Contains controls to enable you to set the following: what payment options appear, payment amounts; whether the donation should be a One Time Gift, Recurring Gift, or both; whether users can enter a their own amount; and how often recurring gifts will be collected. Also enables you to choose button styles and  design.
        • How should donation options be displayed?
        • What giving options will donors have on this form?
        • What donation amounts will you suggest?
        • Let users enter different amounts?
        • For recurring gifts, how often will donations be collected?
        • What donation amounts for recurring gifts will you suggest?
      • Event Dates - Enables you to add dates to your Event Activity form.
        • Edit - font, style, and justification
        • Pre-populated with applicable merge fields
      • Follow - Encourage supporters to follow your organization on social.
        • Use the Networks tab to select the social channels that you want to include. The URLs that you entered via Settings > Social Media Pages will be entered by default. (Click here for details about adding default social media URLs.) If you want to use different social URLs, you will need to enter the alternative URL. Note, users will have to already be logged in for the links to work on some social channels. This tab also enables you to edit alignment, font, style, justification.
        • Use the Design tab to edit icon size, color, orientation, and alignment.
      • Form - Enables you to create an embedded, single page form into which supporters can enter their information. You can add additional fields, such as Dedications and Designations (where applicable), by dropping Form Field elements into the Form element. If you want an embedded form with multiple, embedded steps, see Multi-field Form below. Note, the Form element and Multi-step Form element cannot be used at the same time. So, if you drag the Multi-step Form element onto the page, the Form and Multi-step Form elements will both be grayed out in the Elements chooser. Alternately, you can use the Step control to add additional steps to some forms. (Note, some forms do not have this option.) The difference between adding additional steps to a Form and using the Multi-step Form element is that the steps you add to a Form element will be blank by default but the steps of the Multi-step Form element are pre-populated. This Element contains the following controls:
        • Header
        • Email Address
        • First Name
        • Last Name
        • Address, line 1
        • Address, line 2
        • City
        • State
        • Zip Code
        • Receive update?
        • Button
      • Form Field - This Element can be dropped into only a Form/Multi-field Form Element. It enables you to add fields to Form elements. Drag and drop the Form Field element to where you want it to appear in the Form element. When you place the form Field element, the Select Field dialog box will open. Choose the type of element that you want to include. Elements include Address, Cell Phone, City, Confirmation Checkbox, Date of Birth, Designation, Donation Dedication, Email Address, First Name, Gender, Home Phone, Increase donation amount to cover processing fees, Last Name, Make this donation recurring, Middle Name, MinMax Data, Please keep me informed, Please notify the following persons, Preferred Language, State, Subscription Status, Suffix, Timezone, Title, Work Phone, and Zip Code. This Element contains the following controls:
        • Custom fields shared with Salsa CRM
        • Address, Lines 1, 2, and 3
        • Phone, Home, Work,  and Cell
        • City
        • State
        • Confirmation checkbox
        • Date of Birth
        • Designation
        • Donation Dedication
        • Email Address
        • Name, First, Middle, and Last
        • Gender
        • Increase donation amount to cover processing fees
        • Make Donation Recurring!
        • Please keep me informed?
        • Please notify the following person(s) that a donation has been made
        • Preferred Language
        • Suffix
        • Timezone
        • Title
        • Zip Code
      • Fundraiser Search - Optionally apply a fundraiser search button on the Event form which allows visitors to search for a Fundraiser/team by typing in a Fundraiser's name.
      • Goal Tracker - The Goal Tracker provides a graphical display of the progress that is being made toward the goal that you defined in Setup. If you did not enable the Goal Tracker on the Setup tab, you'll still be able to place it on your form, but it will not show up in the published form. Enable this Element on the activity Setup tab by selecting "Yes" for "Will this event have an event-level fundraising goal in addition to fundraiser/team goals?". Then, drag and drop this control into your Event, Fundraiser, and/or Team form so that your supporters can see how things are going.
      • HTML - Enter your own HTML code if you'd like. Enter HTML here, then choose "Source View" and edit HTML directly. You can also add <style> tags. Another common use is for wrapping text around images. This feature is does not support scripts. If you need to use scripts, use a widget.
      • Image - Use this element to apply images. It enables you to upload from the Asset Library or your computer
      • Leader board - Optionally apply a Leader board to display on the Event form. It  will show Top Teams and Top Fundraisers' names and amounts raised as well as profile pictures.
      • Logo - Choose the logo element to paste the organization's logo into a row. To update an existing logo or apply a new one, go to Settings > Switch to > Look and Feel.
        • Justification and size controls.
      • Location - Like the Map element, Location is set during Setup and will automatically populate on Events and Peer to Peer Events pages.
        • Edit - font, style, and justification
        • Supports Merge Fields - To add merge fields, click the pencil icon, and then click the person icon to the top right of the window. The Add merge fields window will open.
      • Map - This element is available only on Events and Peer to Peer Events forms, and it automatically renders based on the location that was entered during the Setup step.
      • Multi-step Form - Enables you to create an embedded, multi-step form into which supporters can enter their information. For example, you can have a Fundraising activity that contains three embedded steps: Donation Amount, Your Info, Payment Info. Once you place a Multi-step Form element, you'll see the Step controls, which enable you to toggle between steps and add additional steps. You can add additional fields by dropping Form Field elements into the Multi-field Form element. You can edit the buttons and text of a Multi-step Form just like you would any content in the Visual Editor. Note, the Multi-step Form element and Form element can not be used at the same time. So, if you drag the Form element onto the page, the Form and Multi-step Form elements will both be grayed out in the Elements picker. This Element contains several, individual, default controls and  Form Elements:
        • Header
        • Steps navigation
        • Make donation recurring?
        • Donation amount
        • Increase donation amount to cover fees?
        • Button
        • Header
        • Email Address
        • First Name
        • Last Name
        • Address, line 1
        • Address, line 2
        • City
        • State
        • Zip Code
        • Receive update?
        • Button
        • Payment block
      • OrgInfo -  If you want to add one or two places where you can insert your organization's contact data. You'll notice these are all merge fields.  Remove any you don't want, or click and drag to reorder them to your liking.
        • This element is like a Text Element but it is pre-populated with organization information merge fields. To add different or additional merge fields, click the pencil icon, and then click the person icon to the top right of the window. The Add merge fields window will open.
      • Payment Block - This element appears as part of the Form element of the Fundraising activity. It contains the fields into which supporters enter their credit card number, security code, card expiration date, and name on card. It’s location on the form can be changed, but it cannot be otherwise edited.
        • Only the container can be modified.
      • Register Button - Choose a prominent location for the register button or include one both above and below the fold. Like standard buttons, you can edit the look and feel. In addition to the Register button, you can also add a donate button.
        • Edit - button alignment, size, style, font, border, corner style, and link to an action, internal page, or external page
      • Share - Encourage supporters to spread the word via their social networks.
        • Edit - channel selection, alignment, font, style, justification
        • Choose Channels - Facebook, Twitter, Pinterest, LinkedIn, Tumblr, Email.
      • Signatures - Displays the name and comments of form signatories and provides the option to add a call to action as will as the option to allow or disallow comments and moderate comments.
      • Steps Navigation - The graphical timeline that indicates what step the user is at in a Multi-step form. The editor enables you to modify step levels, background color and text color.
      • Targeted Messages - The format in which your Targeted Message will appear. Contains values for the Action Page of your Targeted Action.
      • Team Search - Optionally apply a team search button on the Event form which allows visitors to search for a team by typing in a team name.
      • Text - Use this element to enter compelling content.
        • Edit - font, style, and justification
        • Supports Merge Fields - To add merge fields, click the pencil icon, and then click the person icon to the top right of the window. The Add merge fields window will open.
      • Tracker - Enables you to track how many supporters have signed your petition. It features the following options:
        • How many signatures do you need to collect - This is the total number of signatures that you want to collect. The percent complete number is relative to the number you enter here.
        • We'll let you know when you hit certain milestones. How often would you like to be notified of your progress? - This feature works by percentage. For example, if you select 10%, you'll be notified when your petition is 10% complete and every time an additional 10% is completed. (In other words, you be notified when your petition is 10%, 20%, 30%, etc., completed.)
        • How would you like your goal tracker to be displayed on the petition page? - You can choose a horizontal or vertical orientation.
      • Web View Link - Enables you to include a link that users can click if to see a Salsa Labs hosted web version of your email. This is useful when supporters' email clients are blocking images in your email.
        • Edit - Text content, font styles and colors
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