DXM and Web Content Management
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Training for DXM Editors and Admins

Drag and Drop - Editing Content in V3



In this training, we are excited to show how the drag and drop experience empowers you to rapidly and intuitively create engaging digital experiences 


In this video, we’ll cover 

  • How to tell if a page supports drag and drop 
  • The content blocks you’ll use to create experiences 
  • What to expect when you create your page  
  • Modifying your page 
  • When to work with a developer 

Traditionally, Digital experiences required writing complex code and using custom defined templates.  

With Crownpeak’s Drag and Drop experience, components are created and added to your Component Library as reusable content blocks, without using any Crownpeak API code, and intuitively dragged and dropped directly into your Digital Experience. 


Drag and Drop Pages 

Here’s how to tell if your page supports this feature 

  1. From View in the top menu, select Arrange Workspace > Editor to add the Content block and DAM panels to your workspace.  
  2. Open your page  
  3. If the page supports drag and drop, Content Blocks Panel will become enabled  
  4. In Preview mode, you’ll see this message to switch to Inline mode for access to the component. 
  5. In Inline mode, the blocks will become active – see the blue highlights? 


Content blocks 

A moment about the Content Blocks Panel 

This is one of the draggable panels in V3.  

It centralizes the management of  

Basic Components – these are the building blocks for advanced components  


Advanced Components which are defined by you and your development team tprovide content editors with a common interface to rapidly modify a page based on zones, also specified by the customer. 


What to expect  

Now that you have confirmed your page supports drag and droplet’s create an experience 

  1. Make sure you are in Inline mode to display Zones 
  2. The editor workspace puts the Content blocks panel over here on the right, but remember you can drag this or any panel into one of these locations [[show options on screen]] for your best experience 
  3. Please note your options on the Basic and Advanced Components tabs 
  4. On the Advanced Components Tab 
    • You’ll see the component name is displayed 
    • As well as the available Zones, which are displayed under Name 
    • This is the governance feature built into Drag and Drop – your developer can specify which components are valid for each zone 
  5. Begin dragging Components on to your page 
    • You see the available zones light up   
    • Un-available zones are greyed out 
    • And the zone names displayed  
  6. Once in an available zone 
    1. A blue bar appears to show which zone this component will be dropped into 
  7. It’s that easy 
  8. Fill in the available zones to create unique experiences 
  9. And then manage content as you would in any other page – either from the Inline mode 
  10. Or in Form mode 
  11. Hover over the component to see the options. The cog in the middle will take you to the form mode


Editing the experience 

If you go back to inline mode, you can see that changing an experience is as simple as creating one 

  1. Hover over Component again 
    • Grab the component to drag up or down and modify the experience 
    • Or use the X to delete a component  
    • Now that this zone is blank again, you can select another component to complete the page 


When to work with a developer 

Once you start creating experiences in Drag and Drop, you might find that you don’t have the components you need to create the pages you desire. This is easy to fix, but this might require a developer who can create and add components to your Component Library as reusable content block(s).  

Also, if you don’t have any pages that support drag and drop on your site, work with your development team to get them created for you. 

Keep in mind, no Crownpeak Template API code is required, but HTML and CSS knowledge is needed. 

If you are a developer who wants more information creating these components, please check the CMS Knowledge Base for articles including this one on creating advanced components.  


If you are not a developer and interested in playing with drag and drop in a safe training environment, contact support for access to the training and demos instance. 

In summary, once you confirm your page is supported by drag and drop, use the content blocks panel to create experiences for your site. Work with your development team to add drag and drop pages to your existing site. 

Contact Support or Customer Success if you have questions or need any help.

Thanks for watching!

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