The Heyo editor is where you get your hands dirty. It’s where you’ll upload your images, edit your text, and tweak the settings of your campaign. The editor can seem a little overwhelming at first but there’s nothing to worry about. This tutorial will show you the different areas of the editor so you’ll quickly feel comfortable in your work environment.
If you’ve already created a campaign and are just looking to get back to the editor, click on the campaign thumbnail, title, or “edit” button.
When you first create a campaign – you’ll be presented with a list of questions that will help guide you to the right template. You can choose to answer these questions or you can dive right in on your own by selecting from the template options to the right side of the dashboard.
Selecting a template
On the right-side of the editor, you’ll notice a three tabs: (a) Template, (b) Content, and (c) Options. Since we’re just starting a campaign, the Template tab is open with several different options available. Clicking on any of the template options, such as “Contest Templates” will drop-down with the templates we offer in that category.
Note: Contest, Lead Capture, Social, and Product templates are all pre-built so you cannot add, remove, or place any widgets on these templates (they’re hard-coded for mobile optimization).
If you’re looking for more customization, try our “Drag and Drop” templates, which allow you to add, remove, and place widgets as you see fit.
You can preview different templates by clicking on them. To choose a template and start working on it – hit the “Save & Start Editing” link at the top of your screen, or the orange button at the bottom-right of your screen.
Once you’ve saved your template – you’ll be switched over to the “Content Tab”. Here, you’ll see a list of all the editable widgets on the campaign. Hovering over each tab, such as “Header Image” will highlight the corresponding widgets on the template. Click on the tab to be taken to the editing options for the widget.
If you’d like a walk through of any of the templates, there’s a link provided just below the content options. These walk-throughs will guide you through each of the content options available for that particular template.
Whenever you are finished editing one of your template’s widgets, always be sure to hit the “Save Changes” button towards the bottom of your widget editor. This will save your work and send you back out to the Content options.
Note: the types of widgets available for editing on the content tab will vary from template to template.
The Drag-and-drop template’s “Content” tab looks very different from the rest since its functionality is different (remember, it’s not hard coded like the other templates). Here, you’ll click and drag whichever widget you want on and off the template. You can find a list of tutorials for what each widget does here.
You can also adjust the height of your template using the gray bar at the bottom of the template.
Now that you’re familiar with the Templates tab and the Content tab, we should talk about the options tab. The options tab is for settings that aren’t necessarily required but can be very helpful depending on your goals.
(a) The Page Share Meta data allows you to set up information that Facebook pulls from your campaign when shared as a post. You can read more on setting up the Meta Data here.
(b) The Background options allow you to customize the background of your campaign with a color, image, or pattern of your choosing.
(c) The tracking script field allows you to add any tracking code you have prepared on your own.
(d) The Google Analytics field allows you to connect the campaign to your Google Analytics account.
Save and Preview
Whenever you’re ready to preview your campaign, hit the orange “Save and Preview” button to the bottom-right of the editor.
This will take you to the preview page where you can see what your campaign will look like before going live. It’s also where you’ll connect to your Facebook account and be provided with a number of final options before publishing.
If you ever need to head back to the editor to make some changes, just hit the “Keep Editing” button to the bottom right.
That’s all there is to the Heyo editor! Each template will have a few of its own unique widgets and settings to learn. Remember that there are tutorials available for each type of template and you can find the link just underneath the content options.
You can also click on the gray “Need Help?” button to the left of the editor, which will bring you right to the support portal.
Did this tutorial miss anything? If you have any questions or suggestions, please don’t hesitate to email us at firstname.lastname@example.org