Skip to content
  • There are no suggestions because the search field is empty.

How To Use the OneTapConnect Visual Editor

OTC-editor

While many elements can be dynamically updated by adjusting your profile information, the Visual Editor enables you to make graphic changes to your design while viewing a live preview of any changes you make.

Helpful terms:

  • Section: A container that contains block elements.
  • Block: Any element that can be contained inside a section.

For example, Testimonials is a section, whereas Video Testimonials and Written Testimonials are blocks you can put inside a Testimonials section.

Essential functions of the Visual Editor

Header functions and buttons in the OneTapConnect Visual Editor

  • Global styling: Enables you to make changes that affect the look of your whole design. Global styling options include color themes, font styles, and more.
  • Undo/Redo: Undo or repeat any action(s) you’ve taken.
  • Publish changes: Publish the changes you've made to your live design.
  • View card: View your live microsite (not accessible from Template Visual Editor for team plans).

Navigating sections and blocksLive Preview in the OneTapConnect Visual Editor

There are two ways to navigate the elements of your design:

  • Use the dropdown menus in the sidebar to expand sections and view blocks.
  • Click the element you need to update in the Live Preview. This works for nearly every element of your design.

Add a section or block

To add a section to your card: 

  1. Click Add section to open a menu of section options.
  2. Click, drag, and drop your selection into the sidebar.

To add a block to your card: 

  1. Click the name of the section you need to add a block to in the sidebar. This will expand the section dropdown and display any block elements in that section.
  2. Click Add block to open a menu of block options.
  3. Click, drag, and drop your selection into the expanded section dropdown in the sidebar.

Publish and exit the Visual Editor

To publish any changes you've made to your live design, click Publish changes.

To exit the Visual Editor, click Back to dashboard.

Your progress will automatically be saved if you close the page or exit the Visual Editor, but any changes you've made will not become live until you click Publish changes.