Create demos part 4: edit content or elements

About

Once you've defined your settings and captured your screens, it's time to edit content and/or elements in your demo. You can edit images, logos, avatars, header images, and more - individually or in bulk. 

In this article

Edit content or elements

Blur elements

Variables

Edit in bulk

Manage edit permissions


Edit content or elements

Begin by selecting the element within the screen you'd like to modify. The formatting toolbar will appear on the menu with several formatting options. Here you can edit the content's text, color, and size, apply a link to the element, add a guide, apply a variable, and or global edit.

Content formatting options include:

  • Font color
  • Font size
  • Bold
  • Underline

Blur elements

Blur any element of your screen to hide sensitive information or highlight other areas. 

How it works:

  1. Select any element

  2. Right click

  3. Select Blur

If you want to cancel, retrace your steps and select Unblur.

See it in action

Variables

You can convert specific text, images, avatars, or dates to variables to reuse them in your templates.

Walnut has four types of variables:

  • Text: The text can be part (or all of a text element or text in a guide). You can add as many text variables as you want. These variables can be personalized from Salesforce, a URL, or a lead form.
  • Date: Converts a static date to one that is dynamic based on your chosen time period.
  • Image: Swaps out one image for another across the template.
  • Avatar: Swaps out one avatar for another (but doesn’t use the Variables menu).

Learn more about Variables

Edit in bulk

With Global Edits, you can apply the same edits across multiple screens in bulk to save time. 

Use the Global Edits feature when you want to change:

  • Navigations
  • Text settings
  • Images
  • Links to an external screen
  • Variables
  • Interactions

Walnut will automatically detect and suggest repeated edits to save you time and effort. This will also be applied to newly added screens, enhancing efficiency and consistency.

See it in action

 

Learn more about Global edits

Find & replace

Easily make bulk changes across your templates screens by using the Find & Replace feature.

With Find & Replace, you can quickly replace:

  • Text elements on the screen
  • Text variables
  • Text in guides

Manage editing permissions

Restricting edits to a template is of course possible when you don’t want any collaborators making changes. The template will still be shared with them, but if they try to edit it, they won’t be able to. Once this is on, only you, the template creator will be able to make any changes to the content on the screens. This would be ideal if you want to stagger any changes or have your portion reviewed before any others.  

Learn more about Managing roles and permissions

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