The HTML editor is mostly used to create messages by copying the HTML code of an existing message, or by creating a message from scratch using HTML coding.
Although the Drag-and-Drop editor lets you create message easier, the HTML editor can also created, edit and send messages.
To see how this other editor is organized, refer to Overview of the Drag-and- Drop Message Editor
Access Path | Communications > Emails |
Description of the editor sections
1 | Name of the message. Click on the name to edit it. |
2 | To go back to the list of messages, in the application's standard display mode. |
3 | To access the different pages of the editor - Edit, Test and Send. |
4 | To start the Show me tool and see a brief presentation of the editor. |
5 | To view message errors and warnings. |
6 | To read review notes. |
7 | To access additional edit options, less common. |
8 | To access the online help. |
9 | To close the full screen editor and return to the list of messages, in the application's standard view mode. |
10 | To select and add images. |
11 | To personalize the message using variables. |
12 | To add links in the message. |
13 | To include content that will display based on conditions. You can, for example, want to display the office address that corresponds to the contact's location. To include such content, you must first define the conditions to be met to display each address. |
Moving options around
Know that you can change the display of the various sections by simply moving them to the desired location. The new display will be saved when you exit the editor and the new display will show when you next access a message in the HTML mode.