Find & Replace

Overview

The Find & Replace feature allows for text, or text variables to be replaced in bulk throughout your entire template, in just a few clicks. When capturing your product, there can be repetitive text that appears on multiple screens, and we’ve made it easier to customize it so you don’t have to edit each one over and over again. Using the Find & Replace feature is ideal for changing text to your prospect’s name, their company name, job titles, and more. The same process can be done to change recurring text to variables, so that you can customize text according to your target audience of each demo.
If you're ready to start speeding up your editing process, follow the instructions to get started.

Instructions

1. The Find & Replace button is a little hourglass with arrows making up the circle, and can be found on the upper left side of the screen in a vertical navigation. 
   
2. You can also use a keyboard shortcut to bring up the Find & Replace menu throughout any screen on your template. On a mac, use command + shift + F, on a PC, use control + shift + F.
   
3. In the first text input, type in a word or two which appears continuously throughout your template.
   
4. You will see the feature search for the number of times this instance occurs, and it will populate the screen it is present on, and the context.
   
5. Now type in the word or phrase, or click on the lightning bolt icon to choose a variable, in which you wish to replace the original search with.
   
   
6. You have the option to click Replace All which will swap all instances of the original search with the new input, or you can individually apply the swap by clicking over each instance in the results, and click the Replace button.
   
   

FAQs

I clicked Replace All by accident, can I undo?

If you were just following along or trying out the feature but realize you messed up an important template, you can simply hit command + Z on a mac, or control + Z on a PC to undo your last action of replacing all instances.

Can I make further edits individually after clicking Replace All? 

Yes, you can look through your template to ensure all screens are to your liking, and you can continue to Edit Content within the screen as you would normally. Using the Find and Replace option does not override the template editor, but simply helps make edits in bulk.

The Variables drop-down menu appears when I’m typing, do I have to choose a Variable?

You can choose to either apple a variable or text as the “replace” term. If you do not want to choose a variable for the replace term, simply continue typing if the replace term is different, click esc or click anywhere outside of the drop-down menu to collapse it.

I couldn’t find text that is connected to a Variable, why?

The goal of using Find and Replace with Variables is being able to bulk apply variables throughout your template. Once your variables are created, you can change the content of them once publishing a demo, or you can remove and create a separate variable for individual variables in the editor.