When creating templates with Template Designer 2 (TD2) and messages with Message Designer 2 (MD2), you'll use the Rich Text Editor to add, edit, and format text any time you're editing a text-based layout.
In this article, we'll cover the basics of how to use it.
Toolbar options
Use the following toolbar options to edit your text (discussed from left to right).
| Button | Description |
|---|---|
| Bold | Click to apply bold to the selected text. |
| Italic | Click to apply italic to the selected text. |
| Underline | Click to apply underline to the selected text. |
| Text Color | Customize the color of the selected text in three ways: a color picker, hex codes, or RGB.
NOTE: When entering a hex number, do not include the #. |
| Insert/Edit Hyperlink | Configure the highlighted text as a hyperlink. Clicking this button displays a dialog where you can configure your link via the following options:
NOTE: The options will change depending on which hyperlink type you select. The most common options are described below.
|
| Date Codes | Click to add a Date Code to your message. Click the dropdown to select your language/region preferences. When ready, click Insert for the desired date code.
The benefit of Date Codes is they automatically update to the current date when a message is sent. |
| Personalization | Click to add a Personalization field to your message or template. In the dialog, use the dropdown to select a Personalization Type and list of available Personalization fields associated with it. All Personalization fields are added to the Rich Text Editor with a blue highlight; this highlight does not appear in the template or message itself.
You can select from the following Personalization types:
Personalization fields will automatically be personalized when the email is sent. For example, if you add the First Name field, it'll automatically transform into each recipient's first name, pulled from their profile. |
| Superscript | Makes the selected text appear smaller and above the surrounding text. |
| Subscript | Makes the selected text appear smaller and below the surrounding text. |
| Align Left/Center/Right | Left, center, or right align the paragraph that the cursor is in. |
| Text Type | Click the dropdown to select the text type (Header 1-3, Sub-Heading 1-3, or Standard Text 1-3). |
| Numbered/Bulleted List | Transforms the currently active paragraph into a numbered or bulleted list.
The Rich Text Editor supports three levels of bulleted and numbered lists. Keep in mind that all bullet and number styles are pre-defined as follows -- they cannot be customized: |
| Import Content | Click this button to import content from one of our Starter Kits to your message to take some of the guesswork (and legwork) out of crafting your message.
See Campaign Starter Kits & Importing Content to learn more. |
| Font Family | Use to change the default font family of your message moving forward or to target-change specific text by highlighting it first. |
| Font Size | Use to change the default font size of your text moving forward or to target-change specific text by highlighting it first (up to 50px). |
Windowed mode
If you need more "real estate" to work, click the double arrow icon at the bottom right to break the editor out into its own window.
- You can freely move the window around by dragging and dropping the header bar.
- You can enlarge the workspace even further by dragging and dropping the bottom right (see arrow below).