The Custom HTML Editor is useful for those who have created their entire template in another program, have the HTML file, and do not want to make many changes. Or for those who know HTML because this editor is strictly HTML. After you've created an Email Template and saved you'll be able to add content and design to your template.
It is currently not possible to create new Email Sends/Templates using this editor, and as part of our continuing plans to deprecate the Custom HTML editor, cloning Email Sends/Templates using the Custom HTML Editor while on version 12.1+ will automatically update their editor type to the new HTML 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.
Using the Custom HTML Editor
| Set Up Steps Additional Functionality |
- Dynamics 365
Create a New Custom HTML Template
To get started, click the Open Editor button under HTML Version in the template record
or the Full Screen button on the ribbon.
The editor will look like this:
Now, either paste your HTML here or start typing your HTML. Make sure to press Save before you close. There are a few buttons to help you.
Inbox Preview: This shows you what your template will look like in multiple email clients and mobile devices. Click here for more information.
Image Manager: The Image Manager allows you to upload images which will be hosted with ClickDimensions. Uploading and inserting an image here will automatically generate the HTML code that contains the URL to your image.
Content Links: The final button here contains:
- Image Links: This button will open a new tab showing you all of the links to the images that have been uploaded through the Image Manager. You can use this to copy those links and paste them into your HTML when creating <img> tags.
- Microsite: This will insert the HTML for the option to view the email in another browser window. It will insert: Click <a href='${Gears.microsite()}'>here</a> if you are having trouble viewing this message.
NOTE: The Microsite is not currently available in the CAN Data Center.
- Unsubscribe: This will insert the HTML for the universal Unsubscribe Snippet. It will insert: Click <a href='${Gears.unsubscribe()}'>here</a> if you don't wish to receive these messages in the future.
- Subscription: Will open a window displaying all of the Subscription Management Pages you've created. When you choose one, it will place the HTML for that link into the editor.
- Profiles: Clicking 'Profiles' opens up a new window which displays the records of Profile Management Forms and other Forms that have been created in ClickDimensions. Selecting one will automatically insert a link to the form.
- Social Links: This will allow you to add in links to allow recipients to share your email on their social Facebook, Twitter, LinkedIn, and Google+ pages. For more information on this, please click here.
Always make sure to Save!
You can always Clone your Email Template to make changes while keeping the original.
| Feature Added: 3.3.0 |
| Feature Updated: 4.2.0 |
| ClickDimensions Version Needed: Any |