Formatting options in Journeys

Summary: The Journey step editor comes with a rich text toolbar for building engaging onboarding and training content. This guide starts with what the editor cannot do (copy-paste limitations), then walks through the formatting and media options.

Copy-paste limitations: read this first

Pasting pre-formatted text into the Journey editor only keeps its formatting from certain sources:

  • Works: Copying formatted text from Microsoft Office and Google Drive documents keeps the formatting intact.
  • Doesn't work: Copying formatted text from regular web pages or other third-party apps does not keep the formatting.

Tip: Copy the text from a website, paste it into Word, then copy it from Word into Speakap. The formatting stays intact.

Text styling

When you add a new step to a Journey, the formatting toolbar in the step editor gives you:

  • Headings: Switch text blocks between normal paragraph formatting and heading levels H1 through H6.
  • Emphasis: Bold, italics, and underline.
  • Strikethrough: Handy for showing outdated policies or workflow changes.

Media and links

The same toolbar lets you enrich your steps:

  • Images: Insert images into your step, including by copying and pasting graphics directly into the editor.
  • Videos: Embed instruction videos directly on the page.
  • Attachments: Upload files as downloadable reference material alongside your lessons.
  • Hyperlinks: Add clickable links to external platforms or other web resources.

Still stuck?

Email us at support@speakap.com with your network name and a screenshot of the formatting issue, and we'll help you out.

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