How does the Text Widget work?

The text widget lets you add a body of text to your templates. This allows you to insert instructional/informative data to your processes.

Using the text widget

To use the text widget you must be inside the template editor. Access this by clicking the cog next to a template’s name in your dashboard, then selecting “Edit this template” from the right-hand menu.

Create a text widget by clicking or dragging the “Text” button in the right-hand widget menu.

You can format your text with the buttons at the top of the widget in a number of exciting ways.

To bold, italicize, or underline your text, simply select one of the appropriate buttons from the top of the widget, or press and hold your control key (command for Mac users) and ‘B’, ‘I’, or ‘U’ keys respectively.

Add links to your text by clicking on the link icon to the right of the underline button.

Once you click the link icon, a box will pop-up that will allow you to customize your link. Paste the URL of the link into the ‘URL’ field, type something catchy into the ‘Text to display field’, title your link if you like for when users hover over it, and choose whether you want it to open in the same window or a new one using the ‘Target’ dropdown.

To break up your text, you may want to consider adding bullet points or numbered lists. Do that by clicking on the two icons to the right of the link icon.

Feeling centered? Sometimes it helps to position your text to one side of the widget or another, or maybe put it right in the middle. You can do all the above by using the many text positioning options.

Sometimes you just need a break, a line break that is! You can separate out your text using the linebreak icon represented by a single dash.

Nothing in life is simply black and white, so we’ve made sure that you can add some color to your text in a few different ways. You can choose from our text color options and even highlight the important stuff by clicking on the icon with an underlined ‘A’.

If something is really important, you can use the different formatting options to make your text even bigger, or set your text inside of a large colored bubble. Access these by clicking the icon with a paintbrush on it.

Using variables

You can use variables in text widgets to push in information from other sources.

For example, if you have a form field set up for capturing a client’s email address, you can push that email address straight into your text widget and save yourself the trouble of copying it over manually.

To insert a variable into a text widget, go into the edit view of your template, locate the text widget and click inside it, then click the section of the widget where you want to put the variable.

This is done because your variable will be inserted wherever your text cursor is at the time.

Next, click the magic wand (variables) icon in the top right of the text widget, near the other formatting options.

Then just click on the variable you want to have pushed in. Use the search bar to narrow down your options if needs be.

To learn more about how widgets work, see our articles on:

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