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 creating content using the plain editor in the Create New Content panel. It covers the following topics:

Create New Content Using the Plain Editor

1. Click the Add Content button.
   

   

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

   

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

   

4. Enter a subject for the email. (This is a required field.)
   

   

5. 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. 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.
       

       

        

     • Click Enter to add the tag.
       

       

        

   • Select a tag(s) from the drop-down.

     • Click the drop-down arrow to select a 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.
       

       

6. Click Save Tags.

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

   

8. 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 the I to 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.
     

     

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. This ensures that your email campaign is successful and error-free.

1. Select an agent from the From Agent drop-down list.
   Note: 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. Enter a valid email address in the To Email(s) field.
   

   

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

   

More About the Content Library