The panel properties tabs

Open a panel step and you get Panel Properties, with seven tabs. This is what each one is for.

#Interaction — the question

The tab you will use most. It defines what this screen asks.

The tab reminds you how to reuse the answer later: an identifier of NAME becomes $NAME.

Leave the question and input type empty and the screen simply shows content with a continue button — which is what you want for a welcome or thank-you screen.

#Validation methods

You can write your own Validation Error Message so a rejected answer says something helpful rather than something generic.

#Template — the layout

Pick the visual layout for this screen from the available templates. The template decides which content slots, colour slots and image slots exist — which is why the Content, Colors and Images tabs tell you to select a template first until you have chosen one.

#Content — the wording

The text that fills the template you picked: the title, the subtitle, the body text, and any slot the template defines. Some slots count characters against a limit as you type.

Depending on the template, this is also where you put a video, a booking link, a button URL, or raw HTML.

#Videos

Templates with a video (the Video and some Sales Letter layouts, including ones with a background video) have a Video URL field. You can:

• paste a YouTube or Vimeo link, or another video embed link;
• choose Choose from my videos to pick one of the videos in your Media library, with Search videos… to find it;
• choose Upload video to upload one from your computer. The field shows Uploading 45% while it goes, and Cancel upload stops it. Keep the designer open until it finishes.

A video you have just uploaded can be picked right away. It shows Processing until it is ready to play. Background videos play automatically, muted and on a loop.

Your own videos play only on your own sites and forms, and they cost credits to store and stream.

You can use variables here. Thanks $NAME on a screen after the name question prints the name back.

#Settings — the page

Two things, and neither is obvious from the tab name:

• Page Name — an optional name that lets this screen be linked to directly, so you can send someone straight to the middle of the flow rather than the beginning.
• Show Footer — whether the site’s footer appears on this screen. Turning it off is normal on a full-bleed opening screen.

It also shows this step’s published identifier, or not published yet if the step has never been through a publish.

#Colors — this screen only

Overrides the site-wide colours for this screen. Backgrounds, title, subtitle, body text, buttons — whichever slots the template offers.

Use it sparingly. A closing screen with an inverted background reads as deliberate; five screens that each look slightly different read as broken. Set the defaults site-wide under Settings → Branding and override here only where you mean it.

#Images — this screen only

Select or replace the images this template uses. You pick from your image gallery or upload a new one — PNG, JPG or GIF up to 10 MB.

#Tracking — the analytics

Fire an analytics event when a visitor reaches this screen.

The Pixel and Tag IDs themselves are set once for the whole site under Settings → Tracking. These per-screen fields only say which event to fire where.

#Saving

Save in the properties stores the step. You still need Save Flow and then Publish before a visitor sees any of it.