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.
Goals
- Learn how to add text, Web Content links, and basic dynamic content to the Block Editor
- Dynamics 365
- CRM 2011
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 HTMLFeature Added: Feb 2012 |
Feature Updated: Mar 2015 |
ClickDimensions Version Needed: 3.3.0 |