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Content Library Admin Training Home

Overview

Adding Content using the Plain Editor allows you to create content in a basic text format.

This article describes how to create creating content using the plain editor in the Create New Content panel. It covers the following topics:

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Create New Content

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Using the Plain Editor

The Create New Content panel with the Regular toggle setting allows you to create dynamic full-function content with options for images, videos, fonts, colors, format, buttons, and more.

  1. Open the Create New Content panel with the Plain toggle.

  2. Set the Regular/Plain toggle to Regular.

    Click Add Content.

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    Click the Add Content button.

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  3. Select Plain Email from the drop-down menu.

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  4. The Create New Content panel opens with the plain editor tools.

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  5. Enter a Subject: This will be the subject line in subject for the email. (Required FieldThis is a required field.)

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  6. 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.

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    The 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.

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      • Click Enter to add the tag.

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      •  

    • Select a tag

    from the Tag
    • (s) from the drop-down

    list
    • .

      • Click the drop-down arrow to select

    from the list of tags to add to the content.Image RemovedSelect Multiple tags for the content
      • a tag or tags.

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    • Select all tags.

      • Click the checkmark to select all tags.

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      •  

      • Click

    on
      • the X to remove tags that should not be associated with the content.

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  7. Email Body

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  8. Format

    1. Select the format of the text to add

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  9. Bold

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  10. Italic

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  11. Underline

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  12. Text Alignment Options

    1. Left Alignment

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      Center Alignment

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    3. Right Alignment

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    4. Justify

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  13. Add Bullets for a list

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  14. Add a numbered list

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  15. Indent

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  16. Outdent

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  17. Hyperlink text to a website or application

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  18. Remove Hyperlink

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  19. Insert Image

    Insert an Image
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  20. Click Save Tags.

  21. Type a message in the email body. (This is a required field.)

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  22. 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.

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    • Bold: Click the B to apply bold formatting to the selected text.

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    • Italic: Click theIto apply italicized formatting to the selected text.

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    • Underline: Click the U to underline the selected text.

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    • Left Alignment: Click the Align Text Left icon to left align text.

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    • Center Alignment: Click the Center Text icon to center text.

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    • Right Alignment: Click the Align Text Right icon to right align text.

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    • Justify: Click the Justify icon to justify text.

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    • Bulleted List: Click the Bullet icon (“Insert unordered list”) to create a bulleted list.

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    • Numbered List: Click the Number icon (“Insert ordered list”) to create a numbered list.

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    • Indent: Click the Indent icon to indent text to the right.

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    • Outdent: Click the Outdent icon to outdent text to the left.

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    • Add Hyperlink: Click the Add Hyperlink icon to add a hyperlink to the selected text.

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    • Remove Hyperlink: Click the Remove Hyperlink icon to remove a hyperlink from selected text.

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    • Insert Image: Click the Image icon to insert an image that has a URL Link.

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    • Add Table: Click the Add Table icon to add a table.

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    Insert
    • View HTML: Click the View HTML icon to view the HTML.

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    • Change Text and Background Color: Click the Color icon to change the

    color of the text.Image Removed
    • text color or the Background Color icon to change the background color.

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    • Select a Token

    to add.
    • : 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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  1. 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.

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  2. Enter an active application number from the system to pull in token data for the test.

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  3. Enter a valid email address in the To Email(s)

    1. Input a valid email where you want to send the test email

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    field.

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  4. Click Send Test Email to send the test email.

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