Salesforce Marketing Cloud: WYSIWYG Editor

This article will cover the functionality of the WYSIWYG (Rich-Text Formatting) tool bar and icons while creating an email from within the Content

Summary

This article will discuss the functionality of the WYSIWYG (Rich-Text Formatting) toolbar and icons while creating an email from within the Content

 

Content

Overview

You should only need to focus on two content blocks when creating content, Image and Text. Other icons and functionality will be covered in an "advanced" WYSIWYG editor article.

Once your layout has been selected as part of creating a new email the user will primarily be interacting with the WYSIWYG formatting toolbars while in the "Add Content" screen.  The editor in WYSIWYG will change based on the type of content the user has their cursor focused on, in the right side of the screen.  If your cursor is within an Image area of the email, you will see the Image WYSIWYG, likewise, if your focus is within a Text area within the email you will see the Text editor WYSIWYG. 

 

Image Editor

1. This area allows you to browse out to the image you would like to upload to the document.

NOTE: Images need to be uploaded and contained within the SFMC in order to select. Uploading a new image to the SFMC is permissions based, not all users can upload images. See:  Salesforce Marketing Cloud: Uploading New Images for Content

2. SFMC by default adds a border around the image that is set to None.  You can change the color, width and type of line using the controls.

3. Image Padding will tell the system how much space to provide between the image and any text surrounding it based on the layout selected.

4. Image Alignment allows you to choose if the image should be Left, Right or Center Justified within the body of the message.

 

Text Editor

1. This area of the toolbar allows you to Bold, Italics or Underline text

2. These controls allow you to Left, Center, Right or Block justify text in the body of the message

3. The controls here allow you to add a hyperlink to text, remove hyperlink or the flag can place an Anchor to the body.  An anchor is a placeholder that allows users to link to a specific place within a website.

4. You can add number or bullet formatting Text can be indented or bumped out as needed using these controls

 

By Clicking on the arrow at the end of the row of icons you can expand the text editor to reveal additional controls that can assist in styling.

 

Once the additional controls are open the user has the ability to style Text, Spacing and add mail merge fields.

1. Allows you to change Text Color
2. Allows you to change the background color, the system will put a colored block around the text
3. You can change line spacing between lines or paragraphs
4. Styles allows you to quickly change the heading format of the text
5. Font allows you to change the text font
6. Size allows you to change the size of the font
7. Contains controls that allow you to insert "Merge" fields such as First Name, Last Name, and Email Address.  The system will dynamically populate this information based on information from the mail list per recipient
8. Common Cut, Copy and Paste controls
9. The left arrow is Undo, right arrow is Redo
10. Allows you to change the direction of the text from left to right or right to left
11. Insert a table and choose the number of columns and rows needed
12. Inserts a horizontal line within the text area
13. Allows you to select and insert special characters/symbols
14. You can strikethrough text or create subscript or postscript
15. Allows you to Quote a block of text and allow it to stand out in the body of text
16. Search, allows you to search within the text.

 

Further Readings

Salesforce Marketing Cloud: Uploading New Images for Content

 

Need additional help?

Please fill out the Salesforce Marketing Cloud Webform with as much information as possible, or contact the Technology Help Desk on your local campus.

For additional Training please visit the TLT Docs & Training site