Discover the seamless process of adding and editing content on your projects using Social Pinpoint's intuitive editing system. Our 'in-page' drag-and-drop interface simplifies the editing process, allowing you to make changes directly on the page.

To familiarise yourself with the different tools we recommend the following:

• Explore tool guides on our Learning Centre.
• Visit the demo site for practical demonstrations.
• Experiment on a draft page to enhance your understanding.

Edit Mode

To make changes to a page, you first need to start an editing session. To do this, navigate to the page you want to make the changes to, then click the 'Edit' button () at the top-left of the toolbar.

Your editing session has now started and you can now add new content or make adjustments to existing content. You'll know your page is in edit mode when the edit button turns green. Additionally, a few other differences on the page such as a green outline around existing content blocks and thin green lines in between them will appear.

Adding Content

Once you're in an editing session, there are two ways to add new content: We recommend the first method (drag and drop) as it's the most commonly used.

Method 1: Click and Drag

1. Open the tools panel, by clicking the 'Tools' button on the top-left of the toolbar.
2. Browse or search for the desired tool in the tools panel.
3. Click and drag the chosen tool to the page, positioning it in the content area (e.g., Sidebar) indicated by thin green lines.
4. Fine-tune the tool's position until the thicker green line confirms the deployment, then release the mouse button.
   
5. Customize content, enable/disable features, or modify appearances by configuring each tool's settings.
   
   

Method 2 - Click and Select

1. Click the grey label at the bottom of the chosen content area (e.g., Main Area, Sidebar).
2. Select 'Add Block' from the context menu to open the tools panel.
3. Browse or search for the desired tool in the tools panel.
4. Click the tool; note that drag and drop are disabled in this method.
5. Adjust tool settings in the opened dialogue, and if needed, reposition the tool on the page after configuration.

Configuring the settings

When adding a tool, it comes with various configurable settings, dependent on its type. These settings may activate or deactivate features, manage display properties, enable file uploads, or facilitate content population.

Upon adding a tool to a page, a tool settings dialogue automatically opens, appearing as a window overlaying the page.

• Tabs and Organization:
  • Tabs at the top of the dialogue organize settings into groups (e.g., Basic, Moderation, User Feedback, Display, etc.).
  • Click tabs to access specific groups of settings.
• Adjusting Settings:
  • Toggle on/off buttons, add items to lists, select options from dropdown fields, upload files, etc.
  • Hover over tooltips for clarification, or refer to individual tool guides.
• Saving Changes:
  • Click 'Save' at the bottom right of the dialogue to implement changes and return to the editing session.
  • Some tools may have multiple levels of settings; click 'Save' as needed.
• Undoing Changes:
  • If a mistake occurs, click 'Cancel' at the bottom left of the dialogue to discard changes and return to the editing session.
• Practical Tips:
  • As you gain experience, you'll better understand each setting and its role in tailoring engagements.

Efficiently customize tools to enhance engagement, and remember to save your configurations to preview changes in your editing session.

Editing and Moving Content

To modify the content or settings of an existing Block on the page, access Block Settings by following these steps:

1. While in 'Edit Mode,' mouse-over or tab to the target Block and left-click or press enter, opening a new context menu.
2. Select the ‘Edit Block’ link from the context menu.
3. Adjust content and settings as needed, then click ‘Save’ at the bottom right of the Block Settings window.
   

To re-order and move Content Blocks within or between areas on the page with the following steps:

1. While in 'Edit Mode,' mouse-over the target Block.
2. Click and hold the left-mouse button over the 'move' icon at the top-right of the Block.
3. Drag the Block to the desired location, guided by thin green lines indicating potential drop spots.
4. Release the left mouse button in the desired location, confirmed by a thick green line.
   

Some tools require you to add files such as images and documents, which we detail in the next section. If you want to learn how to exit the edit session and save your change changes, you can jump ahead to the save, publish or schedule section.