How do I use the email text editor to create a custom email?
As a Canvas Catalog admin, you can use the email text editor to create custom email templates for catalogs and subcatalogs in your account. The email text editor supports text formatting, HTML editing, and the use of variables to personalize automated emails.
View Email Text Editor
To format your email text, use the text editor menu [1] and toolbar [2].
View Toolbar Icons
The toolbar includes the following tools:
- Undo and Redo [1]: remove or repeat single or multiple actions; all actions must be undone or redone in sequential order.
- Text Formatting [2]: add emphasis to or distinguish text using the bold, italic, and underline tools.
- List Formatting [3]: format text as a bulleted or numbered list.
- Indenting [4]: move a text block to the right or left.
- Source code [5]: open the text editor source code window to view and edit text in HTML format.
- Links [6]: add links to the text.
- Image [7]: insert or edit an image.
- Help [8]: view the email text editor help menu.
Create New Document
To create a new email template and clear the text editor, click the File link [1]. Then select the New document option [2].
Open Edit Menu
Click the Edit link [1]. From the Edit menu, you can undo content changes [2], redo content changes [3], cut [4], copy [5], paste [6], and select all content [7]. You can also view the keyboard shortcuts for each edit option [8].
Open View Menu
Click the View link [1]. From the View menu, you manage source code in the HTML editor [2] and manage visual aids display [3].
Open Insert Menu
Click the Insert link [1].
To insert an image, click the Image option [2].
To insert a link, click the Link option [3]. You can also view the keyboard shortcut for adding a link in the editor [4].
Insert Image
In the Insert/Edit Image window, you can upload an image to display in the custom email, or edit details for an image you have already uploaded.
To upload an image in the General tab [1], click the Source icon [2], and select an image from your computer.
Enter a description of the image in the Image description field [3].
Catalog automatically adds the image dimensions to the Width and Height fields [4]. To manually adjust the dimensions of the image, adjust the value in either field. To scale the image proportionally, click the Lock icon [5].
Drag Image
To drag and drop and image from your computer, click the Upload tab [1]. Drag and drop an image file in the image upload area [2], or click the Browse For An Image button [3] and select an image.
Save Image
To insert the image into the email, click the Save button.
Insert Link
In the Insert/Edit Link window, enter the URL [1], display text [2], and title [3]. To manage the link open settings, click the Open link in... drop-down menu [4]. You can select for links to open in the current browser window or in a new window.
To add the link in the text, click the Save button [5].
Open Format Menu
To open the Format menu, click the Format link [1]. You can select several formatting options [2], including bold, italic, underline, strikethrough, superscript, subscript, and code.
To open the Formats menu, click the Formats option [3]. The Formats menu includes options for headings, inline text, blocks, and alignment.
To view and manage blocks, click the Blocks option [4].
To select a font, click the Fonts option [5].
To change the font size, click the Font sizes option [6].
To manage text alignment, click the Align option [7].
To select a text color, click the Text color option [8].
To select a background color, click the Background color option [9].
To clear formatting, click the Clear formatting link [10].
Open Tools Menu
To open the Tools menu, click the Tools link [1].
To view the text editor in HTML format, click the Source code option [2].
Open Variables Menu
To view the Variables menu, click the Variables link [1]. Adding variables to your email template allows Catalog to personalize the email and include specific information from your catalog or subcatalog.
To add a variable in the email text, click to select any variable from the list [2].
Open Help
To view the help menu, click the Help link [1] and select the Help option [2]. You can also view the Help menu keyboard shortcut [3].
View Help Menu
The Help menu displays a scrollable list of actions [1] and their corresponding keyboard shortcuts [2]. To close the Help menu, click the Close icon [3] or the Close button [4].
