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Creating Content Using the Plain Editor

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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.

  1. Open the New Content Panel with the Plain Toggle

    1. Set the Regular | Plain Toggle to Regular

    2. Click Add Content

  2. This will open the Create New Content Panel

  3. Enter a Subject: This will be the subject line in the email. (Required Field)

  4. Tags can help organize content to enable users to sort and find applicable content. One or multiple tags can be added to the content.

    1. Create a new Tag

      1. Type a name for the tag in the field.

      2. Click Enter to add the Tag.

    2. Select a Tag from the drop-down to add a tag.

      1. Click the drop-down to select from the list of tags to add to the content.

    3. Select Multiple tags for the content

      1. Click the checkmark to select all tags

      2. Click on the x to remove tags that should not be associated with the content.

  5. Email Body

  6. Format

    1. Select the format of the text to add

  7. Bold

  8. Italic

  9. Underline

  10. Text Alignment Options

    1. Left Alignment

    2. Center Alignment

    3. Right Alignment

    4. Justify

  11. Add Bullets for a list

  12. Add a numbered list

  13. Indent

  14. Outdent

  15. Hyperlink text to a website or application

  16. Remove Hyperlink

  17. Insert Image

    1. Insert an Image that has a URL Link

  18. Add a table

  19. Insert HTML

  20. Change the color of the text

  21. Select a Token to add

    1. 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.

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 that your email campaign is successful and error-free.

  1. Select a From Agent

    1. Selecting a test agent will pull in any token data from that agent

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

  3. To Email(s)

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

  4. Click Send Test Email to send the test email

More about the Content Library

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