Skip to content
FSRevsFSRevs User Guide

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.

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.

Section titled “Adding Links”
  1. Select the text customers should click.
  2. Choose Link in the toolbar.
  3. Choose Customer destination or Web address.
  4. Configure the destination.
  5. Optionally enable Open in a new tab.
  6. 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.

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.

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:

  1. Select the linked text.
  2. Choose Link.
  3. Choose Customer destination.
  4. Select Smart Link and the detected destination.
  5. Choose Base link, Saved configuration, or Custom context.
  6. 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”
  1. Place the cursor where the image should appear.
  2. Choose Blocks.
  3. Select Full Width Image or Centered Image.
  4. 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.
Section titled “Related Pages”