Editor Basics

A Quick Overview of the Editor

Adrian avatar
Written by Adrian
Updated over a week ago

When opening a new project in the Editor for the first time, you can name your project and select which type of project you'll want to create. The Editor is where you can use your creativity to build all kinds of custom costumer journeys, from quizzes, to forms, to surveys, and much, much more.

Take a moment to get acquainted with involve.me's user interface by checking out the video and article below. This will make it easier for you to know where things are, and what does what.

Editor Overview

In the editor you can set up your project, add pages, place text, images, videos and questions, put in different content elements and try out your project before publishing.


On your top left you will find the workspace and name of the project you're currently in. The following project navigation options are also available to you:

  • Create - Design your project in the editor.

  • Configure - Choose from several project settings (remove watermark, send custom emails, etc).

  • Connect - Integrate your project with your favorite apps.

  • Share & Embed - Share or embed your project in a web page, once it has been published.

  • Responses - Check your project's submission data and overall metrics.

You can alternate between these options/steps as you see fit.

The ? icon is your help section, there you can find tutorials, FAQs or simply hop on a chat with the support team.

Clicking the gear icon will not only allow you to change your project type and check your outcome settings, but that is also where you can find the project timer and hidden fields.

The eye icon will allow you to either preview the project's design (Design Preview) or to try it out so you can test its full functionality.

Lastly, on the right side you'll find your the eye icon and your profile image, click your profile image in order to access your account settings.


This is the main area of the Editor. You can drag content elements onto the canvas, in order to customize and use them in your project.
You can rearrange elements by dragging them around, as well as copy and paste content elements from the canvas onto other pages.

Content Elements

To the right you will find all available content elements. Content elements are sorted by categories, which are collapsible for ease of use. If you're not sure to which category an element belongs to and don't want to manually look for it, you can simply use the search bar to find it.

Below your content elements is where you can activate the "Page Progress" and "Page Navigation". Below you'll find the option to suggest more content elements, if we currently don't offer what you're looking for.

Page Navigation bar

The page navigation bar on the bottom is where all pages of your project are shown. When hovering over a page, you can edit its title, duplicate the page or just delete it. The "Thank You" page or the last outcome page can not be deleted.

You can also change the project type by clicking the icon with the 3 arrows and gear in the middle.

Design Preview/Try Draft

You can design preview your project for desktop and mobile. Here you can click through all your pages.Bear in mind that when you're in "Design Preview", outcomes, piped answers and calculations will not work.

If you want to test the project use the "Try Draft" option, this will let you test if the outcomes, calculations, etc. are working as intended.

Make sure that your questions continue to the next page when answered, or that you have placed a Button element that links to the next page. Your participants must be able to complete the project (reach the Thank You page or outcome page) in order for their data to be stored. Once the project has been published "Try Draft" will change to "View Project".


Once you feel your project is ready, you can go ahead and publish it. The Editor will show a warning if it detects that your pages do not link through to the "Thank You" page/Outcome pages and if you're using paid features while on the Free plan.

The "Publish" button will change to "Save" once you have published the project.

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