Upon choosing to add a Text Only block in a Block Editor template, you will be presented with the following interface to add content to the block.
It is currently not possible to create new Email Sends/Templates using this editor, and as part of our continuing plans to deprecate the Block editor, cloning Email Sends/Templates using the Block Editor while on version 12.1+ will automatically update their editor type to the Freestyle editor.
From version 12.2, this will be released to and applied automatically to all versions as we move to fully deprecate the old editors.
Goals
- Learn how to add text, Web Content links, and basic dynamic content to the Block Editor
- Dynamics 365
You will see the screen below if you choose a layout in the Block Editor with a text component. The buttons in this window are described below.
NOTE: If you chose the HTML layout, the window will be different.
Top Menu
Social Sharing: Opens the dialog to insert social sharing icons for the recipients to share on Facebook, LinkedIn, Twitter, and Google+. Learn more here.
Profile Forms: Opens a list of previously created Forms. This is a link that will have the fields prepopulated with the Lead/Contact's information from CRM and is meant to update their Record. Click here to learn how to set this up.
Landing Pages: Opens a list of previously created Landing Pages so that you can insert the link to those pages. Click here for more on creating Landing Pages.
Surveys: Opens a list of previously created Surveys so that you can insert the link to those surveys. Click here for more on creating Surveys.
Subscription: Opens a list of previously created Subscription Management Pages so that you can insert the link to Subscription Preferences. Click here for more on creating Subscription Lists.
Paste as Plain Text: Use this when pasting text into the editor to avoid any hidden HTML that may cause weird spacing and such.
Horizontal Rule: Adds a line where you cursor is placed.
Insert Code Snippets: Insert the links for viewers to see the email in a browser window and for them to be able to unsubscribe. To see how to use the snippets click here.
Spell Check: After inserting the content of the email, use the spell check to make sure the spelling is correct.
Insert Symbol: Click to insert a symbol.
Hyperlink Manager: Select an image or highlight text and press this button to hyperlink it. To see how this is done click here.
Remove Link: Select an image or text that is hyperlinked and press this button to unlink it.
Dynamic Personalization Menus: These drop down menus allow you to place any field in a sender, lead, contact, or account record dynamically into an email. To learn more about Dynamic Content click here.
Bottom Menu
Design Tab: This is our WYSIWYG editor. You are able to edit the design without having to code HTML| Feature Added: Feb 2012 |
| Feature Updated: Mar 2015 |
| ClickDimensions Version Needed: 3.3.0 |