Rich Editor
What This Page Covers
Section titled “What This Page Covers”How to use the Rich Editor in FSRevs, including formatting, ordinary web links, managed customer destinations, Smart Link options, and image blocks.
Start in the Flow, Form, Simple Page, or message template you want to edit. The Rich Editor is a field inside that experience, not a separate page in the sidebar. Save the containing Flow, Form, Page, or template to keep your edits.
Where the Rich Editor Is Used
Section titled “Where the Rich Editor Is Used”The available tools depend on what you are editing.
| Surface | Customer destinations | Images | What the content does |
|---|---|---|---|
| Review Flow introductions | Yes | Yes | Adds authored content to individual Flow stages |
| Simple Page Content Block | Yes | Yes | Adds freeform content to a Simple Page |
| Custom Form WYSIWYG Content | Yes | Yes | Displays authored content without collecting an answer |
| Custom Form Note | No | Limited | Displays a short styled instruction or callout |
| Custom Form Rich Text Editor field | No | No | Lets the respondent submit a formatted answer |
| Email Message Template | No | No | Composes an email with variables and ordinary web links |
| SMS Message Template | No | No | Composes a plain-text message |
Formatting Content
Section titled “Formatting Content”Depending on the field, the toolbar can include:
- Bold, italic, underline, and strikethrough
- Heading 2 and Heading 3
- Start, center, end, and justified alignment
- Bulleted and numbered lists
- Blockquotes
- Code blocks
- Links
- Full-width and centered image blocks
Select existing text before applying inline formatting. Place the cursor on an empty line before inserting a heading, list, quote, code block, or image block.
Adding Links
Section titled “Adding Links”- Select the text customers should click.
- Choose Link in the toolbar.
- Where the destination picker is available, choose Customer destination or Web address. Simpler fields offer an ordinary web-link control only.
- Configure the destination.
- Optionally enable Open in a new tab.
- Save, preview, and test the content.
Use descriptive link text such as “Complete the feedback form” instead of “Click here.” It gives customers better context and is more accessible.
Customer Destinations
Section titled “Customer Destinations”A Customer destination is a managed FSRevs connection. It can continue an existing Customer Journey and remains connected to the selected resource even when its public URL changes.
Available destination types are:
- Review Flow
- Custom Form
- Simple Page
- Smart Link
- My Link
The picker only includes enabled and available resources that you are allowed to use for the current location. FSRevs validates the selection again when you save.
Use a Customer destination when the click should be a deliberate part of the customer experience. Use Web address for an ordinary external website or a link that should not continue the Journey.
For example, select your referral Custom Form as a Customer destination when a thank-you page should continue into that Form. Use a Web address for an external help article. Pasting the referral Form’s URL as an ordinary hyperlink does not create the same managed connection.
Smart Link Options
Section titled “Smart Link Options”When the Customer destination is a Smart Link, choose its behavior:
- Base link — Use the Smart Link’s normal destination and context rules.
- Saved configuration — Use one active saved configuration.
- Custom context — Optionally start with a saved configuration and provide specific context for this connection.
Custom Context can include:
- Location
- Employee
- Sender
An explicit value can intentionally replace inherited Journey context where the selected destination supports it. Leave a value empty when the next experience should use its normal routing and context rules.
Pasting a Smart Link
Section titled “Pasting a Smart Link”You can paste a Smart Link directly into the editor. It remains an ordinary web link at first, and FSRevs displays Smart Link detected.
To convert it into a stable, Journey-aware connection:
- Select the linked text.
- Choose Link.
- Choose Customer destination.
- Select Smart Link and the detected destination.
- Choose Base link, Saved configuration, or Custom context.
- Save and test the content.
FSRevs does not silently reinterpret pasted or existing web links. This keeps ordinary hyperlinks ordinary unless you deliberately convert them.
Adding Images
Section titled “Adding Images”- Place the cursor where the image should appear.
- Choose Blocks.
- Select Full Width Image or Centered Image.
- Upload the image and configure its presentation.
Rich Editor image blocks accept:
- JPEG, PNG, or WebP
- Up to 5 MB per image
- Optional alt text
- Optional caption
A Centered Image can use a small, medium, or large maximum width. Both image styles support these click actions:
- None
- View Full Image
- Open Link
Open Link accepts a normal web address. To continue a Journey through a managed customer destination, use linked text or a Simple Page Link List.
Accessibility and Testing
Section titled “Accessibility and Testing”- Use headings in a logical order instead of choosing them only for size.
- Make link text meaningful when read on its own.
- Add alt text to informative images.
- Preview the complete page, Flow, or Form after editing.
- Test every Customer destination using realistic location access.
- Test every branch when a page offers customers more than one next step.
- Confirm whether links should open in the same tab or a new tab.
Troubleshooting
Section titled “Troubleshooting”Customer destination or Blocks is missing
Section titled “Customer destination or Blocks is missing”Check where the Rich Editor is used. Customer answer fields and message templates offer different tools from authored page content.
A destination is missing or cannot be saved
Section titled “A destination is missing or cannot be saved”Confirm the destination is enabled, belongs to a compatible location, and is available with your access. A resource disabled or removed after you opened the editor may no longer pass the save check. Select an available destination and save again.
An image will not upload
Section titled “An image will not upload”Use JPEG, PNG, or WebP, and keep the file at or below 5 MB. The Rich Editor limit applies to these image blocks; branding logos and link-preview images have separate limits.
A click is not continuing the Customer Journey
Section titled “A click is not continuing the Customer Journey”Open the link settings and check that it is a Customer destination. Ordinary Web addresses and image Open Link actions do not create that managed connection.
An edit disappeared after leaving the page
Section titled “An edit disappeared after leaving the page”Formatting text or closing a link dialog does not save the containing record. Apply the edit again and save the Flow, Form, Page, or template before leaving.