Canvas Guides (English)CatalogCatalog Guide Admins - CatalogHow do I use the email text editor to create a custom email?

How do I use the email text editor to create a custom email?

As an 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 Menubar [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.
  • Help [7]: view the email text editor help menu.

 

Create New Document

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].

View Edit Menu

View Edit Menu

To view the 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].

View View Menu

View View Menu

To view the View menu, click the View link [1]. From the View menu, you can open the HTML editor [2] and manage visual aids display [3].

View Insert Menu

View Insert Menu

To open the Insert menu, click the Insert link [1]. To insert a link, click the Link option [2]. You can also view the keyboard shortcut for adding a link in the editor [3].

Insert Link

In the Insert 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].

View Format Menu

View 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].

View Tools Menu

View 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].

View Variables Menu

View 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

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

View Help Menu

The Help menu displays a scorllable 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].