Opening the Web Designer

There are 2 main ways to access Windward Hub's Web Designer.

  1. Creating a new Web Designer Template
  2. Opening an existing Web Designer Template to edit

Creating a New Web Designer Template#

To create a new Web Designer Template, navigate to the Template Library tab on the sidebar and notice the Create Web Designer Template button next to the Upload button.

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This will prompt you to enter a name for your new template as well as select the type of data you would like to connect to for this template to access. Click Create Web Desginer Template to create template and to open the Web Designer.

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If you do not have a Salesforce integration, Hubspot integration or a custom data object setup, select Custom to create a template with no data connected to it.

Editing an Existing Web Designer Template#

To edit an existing Web Designer Template, navigate to the Template Library tab on the sidebar. Look at your list of templates and template that include the Edit button next to the Run button are Web Designer templates that have the ability to be edited.

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If none of your template include the Edit button in their row, you do not have any Web Designer Templates. Refer to the Creating a New Web Designer Template section above.

Next, click the Edit button and the Web Designer will launch with that template open within it to begin editing.