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Campaign Builder Tips and Tricks

Pro.svgALL PLANS

Overview

The Campaign Builder has many features that can streamline the creation of your campaigns. Whether you’re new to ShortStack or already skilled with WYSIWYG builders, these tips and tricks will help you build campaigns faster and more efficiently.

Editing

Copy and Paste Widgets

You can copy and paste widgets between campaigns, saving time when reusing elements.

Steps to Copy and Paste Widgets:

  1. Select the widget you wish to copy by clicking on it.
  2. Press Cmd + C (Mac), Ctrl + C (PC), or click the Copy Icon Copy.png at the bottom of the Edit Widgets Panel. 
  3. Paste the widget by pressing Cmd + V or Ctrl + V or clicking the Paste Icon Paste.png. 
    • The widget will appear at the top of the Edit Widgets Panel.
  4. Drag and drop the copied widget to your desired location.

Copying Between Campaigns

  1. Open two tabs: one with Campaign A (source) and another with Campaign B (destination).
  2. Copy the widget from Campaign A and paste it into Campaign B.

Note: Avoid copying widgets from interactive templates (e.g., quiz templates) to a new campaign, as it may break functionality. Instead, copy other widgets into the interactive template to retain functionality.

Undo/Redo

ShortStack provides undo/redo buttons for quick adjustments:

  • Widget Settings: Located at the bottom of the Edit Widgets Panel (left side).
  • Style Settings: Located at the bottom of the Style Panel (right side).

To reset all Style Settings for a specific widget:

  1. Select the widget for which you want to reset the style settings. 
  2. In the Style Panel, ensure you are on the This Widget tab. 
  3. At the bottom of the Style Panel, click Clear settings for this widget to remove all customizations except for the theme.

Create a Template or Copy a Campaign

Save time by creating templates or duplicating campaigns.

Steps to Create a Template or Copy a Campaign:

  1. Open the campaign in the Campaign Builder.
  2. Click the campaign name in the top-left corner.
  3. Select Make template from campaign or Make copy of campaign.
  4. Follow the steps in the wizard.
    • For copies, the Campaign Builder will refresh with the duplicated campaign.

Note: Creating a template is available on Pro Plans.

Finding and Using Custom Templates

Steps to Access and Use Custom Templates:

  1. From the Home Page, click Manage > Templates.
  2. In the Templates Manager, locate your custom templates.
  3. Use the buttons on the right to:
    • Create a new campaign using the template.
    • Edit the template in the Campaign Builder.

Learn more about the Templates Manager.

Note: Access to the Templates Manager is available on Pro Plans.

Styling

Creating a Theme

Save your campaign’s design as a reusable theme.

  1. Open the Style Panel.
  2. Click the three-dot menu at the bottom-right.
  3. Select Add to My Themes.

Changes made to a theme apply only to the campaign it’s saved with. To override a theme across all campaigns, save it with the exact same name.

Adding CSS

Customize your campaign further using the CSS Editor.

  1. Open the Style Panel.
  2. Click CSS (blue text at the top-right).
  3. Add your custom CSS code in the pop-up editor.

Tip: Use tools like ChatGPT to generate CSS code if you're unfamiliar with writing it.

 

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