Using the HTML Editor

 

 

In the HTML Editor, you can create and edit the content that will be included in your email. The Editor consists of three main areas:

 

1. The Toolbar and workspace.

 

2. Button options:

html_editor_button_options.gif

 

3. Save and Test options.

 

Learn about useful tips and tricks in the HTML Editor.

 

NOTE Javascript is not supported in the HTML Editor.

 

The Toolbar and Workspace

To create your message, type text in the workspace, select it, and then edit it using Toolbar options. The toolbar contains features that are similar to those found in word-processing or web design programs. You can also do things like add images and create web links.

HTML editor tools/toolbar.gif

Format

1. Select the text.

2. Click the box next to Format, and then choose the HTML style you want.

Font

1. Select the text.

2. Click the box next to Font, and then choose the font you want.

Size

1. Select the text.

2. Click the box next to Size, and then choose the size you want.

Bold / Italic / Underline

1. Select the text.

2. Click the button to apply the style you want:

 

HTML editor tools/bold_button.gif   Bold

 

HTML editor tools/italics_button.gifItalic

 

HTML editor tools/underline_button.gifUnderline

Justification

1. Select the text, image, or table.

2. Click the button to apply the justification you want:

 

HTML editor tools/left_justify_button.gif  Left

 

HTML editor tools/center_justify_button.gif  Center

 

HTML editor tools/right_justify_button.gif  Right

Create a Numbered List

1. Select the text.

2. Click the Numbered List button.

HTML editor tools/numbered_list_button.gif

 

-or-

To create the list as you type

1. Click the Numbered List button. A "1" appears, indicating the first item in the list.

2. Continue typing. Each time you press Enter, a new line starts that is numbered automatically.

Create a Bulleted List

1. Select the text.

2. Click the Bulleted List button.

HTML editor tools/bulleted_list_button.gif

 

-or-

To create the list as you type

1. Click the Bulleted List button. A bullet appears, indicating the first item in the list.

2. Continue typing. Each time you press Enter, a new line starts that is bulleted automatically.

 

To change the indentation and bullet style

1. Select all lines in the list.

2. Click the Indentation button.

HTML editor tools/indent_button.gif

Each time you click, the list indents further and a new bullet style appears.

Indent / Decrease Indent

1. Select the text., image or table.

2. Click the Indent button.

html editor tools/indent_button.gif

 

You can also click the Indent button first (one or more times), and then type or insert an item.

 

To decrease indented items

1. Select the items, or (for a single paragraph), click the pointer anywhere in the paragraph.

2. Click the Decrease Indent button one or more times.

HTML editor tools/decrease_indent.gif

To undo or redo an action

Click the Undo or Redo button.

HTML editor tools/undo_button.gif     HTML editor tools/redo_button.gif

To find text

1. Click the Find button.

HTML editor tools/find_button.gif

2. In the Find what box, enter the text you want to find. You can choose the option to match case or match whole word.

3. Click Find.

To replace text

1. Click the Replace button.

HTML editor tools/replace_button.gif

2. In the Find what box, enter the text you want to replace.

To change the color of text

1. Select the text.

2. Click the Text Color button.

HTML editor tools/text_color_button.gif

3. Choose the color you want.

To change the background color for text

1. Select the text.

2. Click the Background Color button.

HTML editor tools/background_text_color_button.gif

3. Choose the color you want.

To insert a table

1. Click the Insert/Edit Table button.

HTML editor tools/table_button.gif

2. Choose the properties you want.

3. Click OK.

To insert a horizontal line

Click the Horizontal Line button.

HTML editor tools/line_button.gif

To create a link

1. Select the text to change to a link.

2. Click the Insert/Edit Link button.

HTML editor tools/web_link_button.gif

3. Choose the properties you want.

4. Click OK.

 

NOTE If the Link button is not active, click anywhere in the white workspace area of the Editor. This should make it active.

To remove a link

1. Click the pointer anywhere inside the link.

2. Click the Remove Link button.

HTML editor tools/remove_link_button.gif

To insert an image

1. Click the Insert/Edit Image button.

HTML editor tools/image_button.gif

2. Click Browse Server. This opens the Image Browser.

3. Do one of the following:

- Click the image you want.

-or-

- On the left side of the window, click a folder to open it, and then click the image you want.

4. In the Image Properties dialog, choose the properties you want.

5. Click OK.

 

Learn more about image properties or the Image Browser.

 

NOTES

    Make sure the path for your images is the absolute path (the complete URL), not the relative path.

Wrong: /img/product.jpg

Right: http://example.com/img/product.jpg

 

    The file formats supported by the Image Library are GIF, JPG, and PNG.

To edit an image

Click the image, and then click the Insert/Edit Image button.

html editor tools/image_button.gif

 

You can also right-click the image and then choose Image Properties.

 

To spellcheck your email

Click the Check Spelling button. Your options will be similar to those available in a word-processing spellcheck feature.

HTML editor tools/spellcheck_button.gif

To toggle between Source Code view and HTML view

Click the Source button.

HTML editor tools/source_button.gif

 

To maximize the editor size

Click the Maximize button. To return to the normal view, click the button again.

HTML editor tools/maximize_button.gif

To show or hide the toolbar

Click the arrow on the left side of the toolbar.

HTML editor tools/arrow_to_hide_toolbar_button.gif

 
 

Button Options

show_more_show_less_buttons.gif

html_editor_button_options.gif

 

 

Show Less (only available when you choose "Disable HTML Editor)

When visible, click to decrease by ten the number of lines visible in the message body.

 

Show More (only available when you choose "Disable HTML Editor)

Click to increase by ten the number of lines visible in the message body.

 

Disable HTML Editor

When visible, disables the WYSIWYG mode of the Editor and lets you work directly with the HTML code.

 

Note We recommend that you use the Source button on the Toolbar for this purpose except if you are using tcl commands.

 

Enable HTML Editor

When visible, re-enables the WYSIWYG mode of the Editor.

 

Import File

Imports an HTML file into your HTML message body.

 

NOTE The Import File feature should not be used to attach documents to the message; use New Attachment instead.

 

Text to HTML

Converts a text message into HTML. Note that if you already have an HTML body, converting the text to HTML will overwrite the preexisting HTML body.

 

Insert Field

Insert Field gives you the option to insert:

 

 

Insert URL

Insert URL gives you the option to insert:

 

      

To personalize the message, click on Insert Field to add a mail merge tag.

 

Insert Condition

Insert Condition lets you insert conditional (dynamic) content; this lets you send recipients customized messages.

 

Tools

The tools button lets you:

 

 

Preview

Shows you what your content will look like.

 

NOTE The HTML Editor may, at times, change code "behind the scenes," but this does not affect the way the HTML will be displayed in a recipient's email program.