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The Content Editor is where you edit Stationery and Templates.
To open the Content Editor, click Stationery or Template from the Temail menu to get a list of items and actions:
Edit: Select an item and click Edit to open the Content Editor.
New: Click New and enter the name of the item to be created, then click Create. The newly created item will now show in the list.
When an item is opened in the content editor, additional actions are available:
Trash: Deletes the item being edited.
Duplicate: Duplicates the item being edited. Enter a name for the item and click Duplicate. Rename: Use to rename the current item.
Preview: Previews the item being edited.
The Navigator is used to edit Settings, Styles, and Content of your Stationery or Template and is organized in a tree with nodes where the top node represents the name of the Stationery or Template you are editing.
This the name of the Stationery or Template that you are editing. Select this to preview the item and to get a list of actions at the top of the page.
Stationery Settings are used to define the social icons used when the Social Component is used.
Icon Width: Image size in pixels. The default is: 35.
Icon File: Source URL of the social image to be used.
Alt Text: Alternate Text (description of the image) - used when the reader cannot view the image due to slow connections, or accessibility. Screen readers will use this text to describe the image to the reader.
Template Settings are used to define what Stationery is used, what Data Source is available for mail merges, Persona and default email subject and preview text.
Stationery: Choose a Stationery from the drop-down list that you wish to apply to this template.
Data Source: Choose a Data Source to be used with this template. Data Sources drive the mail merge feature and are used to provide access to the various merge fields available. Data source options are:
Note: Choosing a data-source on a Template also designates where the template is available when performing email merges from the Back Office.
Persona: Choose a Persona to be used when sending emails using this Template.
Email Subject: Enter a default Email Subject to be used when sending emails using this template.
Note: This can be edited when you send the email.
Preview Text: Enter a short message that displays below the subject line in many email clients, such as Gmail and Outlook. It's a teaser snippet that describes the subject matter of the email that is visible before the user opens it.
Note: This can be edited when you send the email.
The Style node appears for Stationery only and is applied to the entire email.
Line Height: Specifies the line height of your text. The default is: 1.6
Font Family: A collection of fonts to be used by your email. Generally, the first font listed is used, but if not available, will fall back to the second font listed and so on. The default is: Helvetica, Arial, sans-serif. You can change this to any web friendly font family of choice.
Background Color: The background color used by your email which can be changed using the color picker. You can also use a custom color using the color hex code such as: #95CB51.
Wrapper Style: A custom stye that is applied to the body of your email. This style property relies on you having some knowledge of CSS In-Line styling. The format of this style uses in-line styling syntax without style=" ". For example, to add a border on the email, you can enter: border 1px solid black. Multiple style entries are separated using a semi-colon, for example: border 1px solid black; margin 100px.
Blocks create sections within your email content. Blocks can be 1, 2 or 3 columns.
Stationery blocks are fixed and contain two single column blocks - a header block and a footer block. Stationery blocks cannot be moved, added, or deleted.
A Template also contains Blocks. Template blocks can be moved, added, or deleted. When adding a block to a template, you can choose between 1, 2, or 3 column block styles.
Add: To add a Block, click the plus sign in the Navigator. You will be prompted to choose from three block styles: 1, 2, or 3 columns. Choose a style and click Add. Blocks are always added to the end of the Navigator node tree.
Delete: To delete a Block, select the Block to be deleted and click the trash can in the Navigator menu. Click Yes to confirm and the Block will be deleted.
Note: All content within the block being deleted will also be deleted - this cannot be reversed.
Move: Blocks can be moved (repositioned up and down) in the Navigator tree. Simply select a Block to be moved and click the up or down arrow to move the block.
Block Settings are used to uniquely style the Block. Click a Block in the Navigator tree to see the Block Settings.
Section Break: By default, Blocks are adjacent to one another however, you can use a Section Break to create space between blocks. Choices include none, before, after, before and after.
Background Color: The background color used by this Block which can be changed using the color picker. You can also use a custom color using the color hex code such as: #95CB51
Style: A custom stye that is applied to this Block. This property relies on you having some knowledge of CSS In-Line styling. The format of this field uses inline styling syntax without style=" ". For example, to add a border to a block, you can enter: border 1px solid black. Multiple style entries are separated using a semi-colon, for example: border 1px solid black; color: red
The Content node contains the actual content that makes up the messaging in your email. Click the Content node in the Navigator to edit the style and content.
Text Align: Choose how you want to align your text; left, right, center, justify
Style: This is a custom stye that can be applied to your content. The Style property relies on you having some knowledge of CSS In-Line styling. The format of this field uses inline styling syntax without style=" ". For example, to change the size or color of your text, you can enter: font-size:24px; color:red. Multiple style entries are separated using a semi-colon.
Your email message (content) is entered in the Content window. Your text can include standard HTML markup for more advanced styling options. For example, a title can be entered as: <b>Get free shipping with your next purchase!</b>. The <b></b> tags will make that text bold.
You can personalize your email messages by inserting mail merge fields into your content. In Template Settings, there is a Data Source drop-down where you choose between three data sources: Customer, Member, Invoice. Based on your choice, you will have different data fields you can add to your template.
To insert a field, place the cursor where you want to insert the field and click the mail merge fields button shown here:
Now, choose the type of data to insert from the drop-down list to get a list of field choices. Next double click on the field to insert and it will be placed in your document. Fields can be copied or deleted by editing the text.
Components include Buttons, Images, Hyperlinks and Social Links that you can include in your content.
To add a component, place the cursor where you want to insert it and click the components button shown here:
Choose a component to insert and click Add to insert the component.
Here is a button component example with its parameters. Notice that some of the parameters are filled in using defaults, but three of the parameters (caption, url, style) have no values assigned.
<<ws-button align=left caption= color=#ffffff bgcolor=#000000 url= style=>>
Here is a button with all parameters filled in:
<<ws-button align=left caption=Click Here color=#ffffff bgcolor=#000000 url=http://mysite.com style=border-radius: 35px>>
Each component is configured in this way using parameters to define its behavior. The following definitions describe each component and its parameters.
*Required parameters are denoted with an asterisk.
<<ws-button align=left caption= color=#ffffff bgcolor=#000000 url= style=>>
| *align= | Aligns the button on the page. Options: left, right, center |
| caption= | Button title |
| color= | Color of text on the button. #ffffff is the default color of white |
| bgcolor= | Color of the button. #000000 is the default color of black |
| *url= | Fully qualified URL the user will be directed to when the button is clicked |
| style= | Optional style of the button |
<<ws-image img-url= width=100% alt-text= style=>>
| *img-url= | Fully qualified URL of the source image to be displayed |
| *width= | Width of image expressed as a percentage such as 100% |
| alt-text= | Alternate Text (description of the image) - used when the reader cannot view the image due to slow connections, or accessibility. Screen readers will use this text to describe the image to the reader. |
| style= | Optional style of the image |
<<ws-link url= color=#000000 text=>>
| *url= | Fully qualified URL the user will be directed to when the link is clicked |
| color= | Color of the link text. #000000 is the default color of black | *text= | Text to be shown as the link such as: Click here to buy wine |
<<ws-social align=center FB= IG= TW= LI=>>
| align= | Alignment of social links in your message. Options: left, right, center |
| FB= | Fully qualified URL of your Facebook page |
| IG= | Fully qualified URL of your Instagram page |
| TW= | Fully qualified URL of your Twitter page |
| LI= | Fully qualified URL of your LinkedIn page |
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