Content Block Editor
Build dynamic content using blocks for dashboards, portal pages, landing pages, LMS, proposals, and document generators.
What is the Content Block Editor?
The Content Block Editor is a powerful tool that simplifies creating content across Unificus features like Dashboards, Portal Pages, Landing Pages, LMS, Proposals, and Document Generators. Using intuitive Blocks, you can insert, rearrange, and style content without needing technical expertise—just add a block and you’re done.
One standout feature lets you assign Blocks to Circles, enabling multiple Contacts to view the same Dashboard or Portal Page while seeing only information relevant to them. You can also hide Blocks from specific Circles when needed.
Where to find Content Block Editors?
Dashboards
Go to Content > Dashboard.
Choose an existing Dashboard to edit, or click + ADD DASHBOARD to create a new one.
When creating a new Dashboard, set your Dashboard Settings, click save, and you’ll be taken to the editor with the Content Block Editor ready to use.
Learn about Dynamic Dashboards
Portal Pages
Navigate to Content > Portal Pages.
Pick an existing Portal Page to edit or click the button to create a new one.
If you’re building a new Portal Page, select Content Block Editor in the Choose your Editor section.
Document Generators
Go to Office > Documents.
Click the Generator tab in the top navigation.
Edit an existing Generator or click + ADD GENERATOR to start a new one.
For new Generators, select Content Block Editor in the Choose your Document Type section.
Learn about Document Generators
Landing Pages
Head to Content > Landing Pages.
Edit an existing Landing Page or click the button to create a new one.
If you click + ADD LANDING PAGE, add your Page Options and save—then you can build your page with the Content Block Editor.
LMS Courses
Navigate to LMS > Courses.
Edit an existing Course or click + ADD COURSE to create a new one.
When creating or editing a Course, add Modules, then click the + icon to add a lesson using the Content Block Editor.
Proposals
Go to Office > Proposals.
Edit an existing Proposal or click + ADD PROPOSAL to create a new one.
When you click + ADD PROPOSAL, choose to add it Direct to the CRM Target or create a Generator for use in Automation.
You can also use the Content Block Editor to build Proposal Templates. To create Page or Full Proposal Templates, go to Office > Proposals and select the Proposal Template option from the Proposal dropdown.
Learn about Proposal Templates
How to use the Content Block Editor?
When you open a page with the Content Block Editor, it starts with one Row containing a Text Block. Hover over the sample text to see the Row’s outline and options.
Move your cursor to the middle of the Text Block to view editing options.
- Click the pencil icon to edit the Block.
- Click the duplication icon to copy the Block.
- Click the X icon to remove the Block.
To add a different block type, click the icon. The Block will appear at the top or bottom of the Row depending on which positioned icon you select.
Hover over any Row or Block to reveal a toolbar. Click the icon and drag to reposition elements. You can also click to duplicate or delete.
Creating and modifying Rows and Columns
Your page is organized into sections called Rows, which can be divided into columns. Blocks nestle within each Row and Column.
To create a new Row, click the icon.
A modal will appear letting you add a blank row or select a pre-created stack.
Empty Row
A modal prompts you to choose from several Row types.
Your Row will be inserted above or below the current one based on which positioned icon you click.
This example shows a Three Column Row. You can configure content in each Column independently.
To change a Row’s Column Type, click the icon shown below. (The icon varies depending on the current Column Type.)
You won’t lose content when switching to fewer columns. For example, switching from a Three Column Row to a Two Column Row shifts extra blocks into existing Columns.
Stacks
Clicking opens a modal to select a pre-created stack. Stacks are pre-built block templates stacked together. Each toolkit has its own Stack option, or you can create a General Stack usable anywhere the block editor appears.
Click the Stack you want to add. Once added, customize individual blocks as needed. Your changes apply only to the current page—the original Stack template stays unchanged.
Learn about Content Stacks
Style Options for Rows and Blocks
While editing a Row or Block, apply borders, colors, and other customizations. This works for all Rows and any Block type, including Empty Space.
Hover over a Row/Block and click the icon. For Rows, you’ll go straight to the Style Options tab. For Blocks, click the Style Options tab.
Tip: For Single Image Blocks, Style Options apply to the image only, not the entire Block.
Border Style: Choose a style for your Block or image border.
Border Color: Use the Color Picker to set a border color and adjust transparency.
Border Radius: Add “roundness” to corners. Higher numbers create rounder corners.
Background Color: Set the Block’s background color.
Custom CSS Class: Advanced users can input custom CSS Classes here.
Access Options
Control who sees each Block by setting permissions based on Circles, Teams, Roles, and Users. You can also hide individual Blocks from specific Circles, Teams, Roles, or Users.
Tip: If a Block isn’t permissioned for a user, it simply won’t appear in the page structure—there’s no indication anything is hidden.
Block Types
You can choose from:
- Text Block
- Form Block
- Button Block
- Single Image
- Video Block
- Empty Space
- Separator
- Upload Block
- Download Block
- Welcome Block (Dashboard Only)
- Announcements Block (Dashboard Only)
- Chart
- Progress Bar
- CRM Filter Block
- Reporting
- Embed Block
- iFrame Block
- My Tasks Block
- All Tasks Block
- Projects Block
- Activity Stream Block (Dashboard Only)
- My Invoice Block
- Checklist
- Staff Filter Block
…and more are coming!
Learn about Block Types