Upon choosing to add an HTML 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, tables, basic dynamic content, or other HTML to the Block Editor
- Dynamics 365
- CRM 2011
You will see the screen below if you choose the HTML layout in the Block Editor. The buttons in this window are described below.
Top Menu
Spell Check: After inserting the content of the email, use the spell check to make sure the spelling is correct.
Social Sharing: Opens the dialog to insert social sharing icons for the recipients to share on Facebook, LinkedIn, Twitter, and Google+. Learn more here.
Profiles: 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. Please 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.
Images List: Shows a list of all of the images you have uploaded to the Image Manager.
Image Manager: Click here to insert images into your template. Learn more here.
Image Map Editor: Select an image an press this button to select an area of the image to hyperlink. Learn more here.
Layout Manager: Upload and use previously uploaded layouts to place into your blocks. The layout Manager is described here.
Insert Table: Select this to inert a table with the number of cells you choose. You can also open the Table Wizard here.
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.
Module Manager: Contains 4 different modules you can view that will pop up at the bottom of the screen below the View Tabs if you choose to view them.
Statistics: Shows the number of words and characters in the bottom right.
Tag Inspector: Shows the hierarchy of the tags of where your cursor is. If you hover over a tag it will highlight what is in that tag in the Design View. There is also the option to remove the last element.
Properties Inspector: Allows you to insert and edit the properties of what you have selected.
Real-Time HTML View: Shows the HTML of the template.
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.
Insert Date: Inserts the current date in this format: 1/18/2017.
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
HTML Tab: Shows the HTML behind the design. In this view you can edit the HTML or paste HTML code.
Preview Tab: This view shows what the email will look like in the browser/email client.
You will see the screen below if you choose the HTML layout in the Block Editor. The buttons in this window are described below.

Top Menu
Spell Check: After inserting the content of the email, use the spell check to make sure the spelling is correct.
Social Sharing: Opens the dialog to insert social sharing icons for the recipients to share on Facebook, LinkedIn, Twitter, and Google+. Learn more here.
Profiles: 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. Please 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.
Images List: Shows a list of all of the images you have uploaded to the Image Manager.
Image Manager: Click here to insert images into your template. Learn more here.
Image Map Editor: Select an image an press this button to select an area of the image to hyperlink. Learn more here.
Layout Manager: Upload and use previously uploaded layouts to place into your blocks. The layout Manager is described here.
Insert Table: Select this to inert a table with the number of cells you choose. You can also open the Table Wizard here.
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.
Module Manager: Contains 4 different modules you can view that will pop up at the bottom of the screen below the View Tabs if you choose to view them.
Statistics: Shows the number of words and characters in the bottom right.
Tag Inspector: Shows the hierarchy of the tags of where your cursor is. If you hover over a tag it will highlight what is in that tag in the Design View. There is also the option to remove the last element.
Properties Inspector: Allows you to insert and edit the properties of what you have selected.
Real-Time HTML View: Shows the HTML of the template.
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.
Insert Date: Inserts the current date in this format: 1/18/2017.
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
HTML Tab: Shows the HTML behind the design. In this view you can edit the HTML or paste HTML code.
Preview Tab: This view shows what the email will look like in the browser/email client.
Feature Added: February 2012 |
Feature Updated: 4.2.0 |
ClickDimensions Version Needed: 4.2.0 |