Email Templates - HTML Editor

Related Articles:

Email Templates - Feature Overview

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Email Templates - Basics of an Email Template 

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Email Templates - Template Creator

What's the HTML Editor? 

The email HTML editor (Portal > Creatives > Email Templates) is a rich text editor you can use when creating an email in a quick campaign or campaign manager using the send email action

Interactive Editor

The HTML editor offers a variety of tools you can use to create your email templates such as size and colour of text, font,  images used, layout elements, and more.

What Can I do with it?

The editor has a lot of options. Here's the various commands you can access from the menu.

Main Menu Options

Menu

Description

Option/ Shortcut / Description

Edit

Basic commands for editing the document such as copy and pasting text

Undo	CTRL+Z	Undo last change
Redo	CTRL+Y	Redo last undone change
Cut	CTRL+X	Copy and remove selected text/item
Copy	CTRL+C	Copy selected text/item
Paste	CTRL+V	Paste copied text/item
Select All	CTRL+A	Highlight all text/items
Find and Replace	CTRL+F	Search for text through the editor

Insert

Add non-text items to the template such as images, or links

Image		Add an image to the template
Link	CTRL+K	Add a hyperlink / turn selected text into one
Media		Add a video - warning: limited email support*
Special Characters		Add special characters to the template
Horizontal Line		Add a horizontal line to the template
Find and Replace	CTRL+F	Search for text through the editor

View

Different View Options for the editor

Source Code		View and edit the raw HTML of the template
Visual Aids		Shows visual guidelines for template items
Invisible Characters		Shows/Hides hidden characters
Show Blocks		Shows/Hides paragraph blocks
Preview		A preview pop up window
Full Screen		Highlight all text/items

Format

Formatting options for text used in the template. Many are available on the quick menu

Bold	CTRL+B	Toggles bold on the selected text
Italic	CTRL+I	Toggles italic on the selected text
Underline	CTRL+U	Toggles underline on the selected text
Strikethrough		Toggles strikethrough on the selected text
Superscript		Toggles superscript on the selected text
Subscript		Toggles subscript on the selected text
Clear Formatting		Removes any formatting on selected text

Formats

Sub menu of format, has additional formatting options

Heading		Different page heading formats
Inline		Various text formatting options
Blocks		Various block element formats
Alignment		Text alignment options

Table

Options to create a HTML table. Very useful for layout purposes.

Additional Info: Wikipedia

Table		Add a table, specify size
Table properties		Pop-up for various table properties
Delete Table		Delete the selected table
Cell		Options for the selected tablecell(s)
Row		Options for the selected table row(s)
Column		Options for the selected table column(s)

Sub Menu Options

Menu Item	Legend Color	Usage
Special Tags		Dynamic special tags that can be used through the template. Details: What Are Special Tags?
Heading Type		Different text heading types that can be used through the email template.
Font Style		Different types of fonts that can be used through the email template
Font Size		A list of available font sizes to use with the template editor
Text Formatting		Different text formatting options such as bold, italic, or underline. The colour and background colour of the text can also be edited
Hyperlink		Add a hyperlink, or turn the selected text/image into a hyperlink
Text Alignment		Text alignment options - justify, center, right, or left aligned
Text Indent/List		Create text into a bullet or numbered list, also indentation options for text or intend the selected text.
Clear Formatting		Remove all text formatting for the selected text

Right Click Menu

You can access some tools with the right click, context menu.

Insert Hyperlink Insert Image Insert Table

HTML Editing

You can edit HTML of the template directly if you'd like. This is found under Tools > Source Code

If you are planning on editing the HTML yourself we'd advise using a mark up editor such as notepad++, brackets or visual studio code. This will make it much easier to edit your HTML, then paste it into the source box when you're finished.

Note: HTML editing is not supported for the template creator

Additional Questions?

As always, if you have any additional questions that isn't covered in this guide do not hesitate to contact us and we'll be happy to help.