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How to use the Create New Content Panel with the Plain Editor
The New Content Panel with the Regular Toggle set will allow you to create dynamic full-function content with options for images, videos, fonts, colors, format, buttons, and more.
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Open the New Content Panel with the Plain Toggle
Set the Regular | Plain Toggle to Regular
Click Add Content
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This will open the Create New Content Panel
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Enter a Subject: This will be the subject line in the email. (Required Field)
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Overview
Adding Content using the Plain Editor allows you to create content in a basic text format.
This article describes creating content using the plain editor in the Create New Content panel. It covers the following topics:
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Create New Content Using the Plain Editor
Click the Add Content button.
Select Plain Email from the drop-down menu.
The Create New Content panel opens with the plain editor tools.
Enter a subject for the email. (This is a required field.)
Create a new tag(s), select a tag or multiple tag(s), or select all tags from the drop-down list. Tags help organize content to enable users to sort and find applicable content. One or multiple tags can be added to the content.
Create a new TagThe Tag filter only shows tags that are actively in use and already associated to a template.
Create a new tag(s).
Type a name for the new tag in the Tag(s) field.
Click Enter to add the
tag.
Select a
tag(s) from the drop-down
.
Click the drop-down arrow to select
Select Multiple tags for the contenta tag or tags.
Select all tags.
Click the checkmark to select all tags.
Click
the
X to remove tags that should not be associated with the content.
Email Body
Format
Select the format of the text to add
Bold
Italic
Underline
Text Alignment Options
Left Alignment
Center Alignment
Right Alignment
Justify
Add Bullets for a list
Add a numbered list
Indent
Outdent
Hyperlink text to a website or application
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Remove Hyperlink
Insert Image
Insert an Image that has a URL Link
Add a table
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Insert HTML
Change the color of the text
Select a Token to add
Click Save Tags.
Type a message in the email body. (This is a required field.)
Select text in the email body to apply formatting options, if desired. The following options are available.
Format: Click the Format drop-down to select a formatting style.
Bold: Click the B to apply bold formatting to the selected text.
Italic: Click theIto apply italicized formatting to the selected text.
Underline: Click the U to underline the selected text.
Left Alignment: Click the Align Text Left icon to left align text.
Center Alignment: Click the Center Text icon to center text.
Right Alignment: Click the Align Text Right icon to right align text.
Justify: Click the Justify icon to justify text.
Bulleted List: Click the Bullet icon (“Insert unordered list”) to create a bulleted list.
Numbered List: Click the Number icon (“Insert ordered list”) to create a numbered list.
Indent: Click the Indent icon to indent text to the right.
Outdent: Click the Outdent icon to outdent text to the left.
Add Hyperlink: Click the Add Hyperlink icon to add a hyperlink to the selected text.
Remove Hyperlink: Click the Remove Hyperlink icon to remove a hyperlink from selected text.
Insert Image: Click the Image icon to insert an image that has a URL Link.
Add Table: Click the Add Table icon to add a table.
View HTML: Click the View HTML icon to view the HTML.
Change Text and Background Color: Click the Color icon to change the text color or the Background Color icon to change the background color.
Select a Token: Open the Select a token drop-down menu to make a selection. An email token is a dynamically generated unique code that serves as a placeholder in an email template and gets replaced with actual values when the email is sent.
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How to Send a Test Email
Using a test email for a new email template is important as it allows you to preview the email and identify any issues or errors before sending it to your entire email list, ensuring . This ensures that your email campaign is successful and error-free.
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Select a an agent from the From Agent drop-down list.
Note: Selecting a test agent will pull in any token data from that agent.
Enter an active application number from the system to pull in token data for the test.
Enter a valid email address in the To Email(s)
Input a valid email where you want to send the test email
field.
Click Send Test Email to send the test email
.
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More About the Content Library
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