The Rich Text (or HTML) editor is available in several places throughout Method:CRM, and is used to add formatting to your text. The editor works basically the same way as a word processor like Microsoft Word.
Even though the controls available to you in the editor are pretty commonplace, this section will go through the options provided to give you a "crash course" in text editing.
There are four tabs available in Method:CRM’s HTML editor:
- Frequent (tools used most often)
- Text (tools used to manipulate text)
- Arrange (alignment of text and objects)
- Insert (for inserting objects, hyperlinks, etc.)
We will go through each section individually, with a screen shot for reference. We will describe the buttons from left to right.
Frequent
- Undo: Cancels the last action.
- Redo: Repeats the last action.
- Bold: Bolds selected text.
- Italic: Italicizes selected text.
- Underline: Underlines selected text.
- Paste: Pastes selected text from another source (please note that not all formatting will be consistent across multiple platforms).
- Bullet list: Create a bulleted/nested list and choose the formatting of the bullets.
- Numbered list: Create a numbered/nested list and choose the formatting and ordering of the numbers.
- Insert/Edit link: Insert or edit a hyperlink to an external website.
- Remove link: Cancel an existing clickable link, leaving only plain text.
- Spell check: Check spelling of the selection or document.
- Full screen: Full-screen mode; toggle to return to standard mode.
- Preview: This will show you a preview of what your text will look like.
Text
- Cut: Copy and remove the selected text (for pasting).
- Copy: Copy selected text without removing.
- Paste: Paste selected text.
- Find and replace: Find a given word or phrase and replace it with something else.
- Font: Choose from an array of stock fonts.
- Size: Make text larger or smaller.
- Text color: Change color of text.
- Background color: Change color of text highlighting.
- Bold: Bolds selected text.
- Italic: Italicizes selected text.
- Underline: Underlines selected text.
- Hyperlink: Inserts hyperlink.
- Break hyperlink: Removes hyperlink.
- Clear formatting: Strips formatting from a section, leaving plain text.
Arrange
- Left align: Align to left margin.
- Center align: Center text.
- Right align: Align to right margin.
- Justify: Spaces words so all lines align to both left and right margins.
- Indent: Standard indent.
- Remove indent: Remove standard indent.
- Bullet list: Create a bulleted/nested list and choose the formatting of the bullets.
- Numbered list: Create a numbered/nested list and choose the formatting and ordering of the numbers.
Insert
- Insert/Edit link: Insert or edit a hyperlink to an external website.
- Remove link: Cancel an existing clickable link, leaving only plain text.
- Insert image: Insert an image via URL. For an example, see our article "How to Add an Image to your Email".
- Insert table: Insert a table and manage table properties including cells, rows and columns.
- Horizontal line: Insert a horizontal line.
- Insert video: Insert a video via URL or embed video.
- Source code: This function calls up the HTML source code of the email for those who wish to code directly or make changes to the HTML.