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Overview

The Editor tool appears in the Marketing Template portion of CMA. It can be utilized when creating marketing templates. The editor has many functions similar to those found in Microsoft Word in addition to custom features of the CMA. The user can ‘mouse over’ the icons to see its function. This guide will specifically take a look at the most commonly used functions of the editor.

Please Note: All new clients/PayCloud users will use this editor.  Clients still using CSWeb will use the Classic Editor.


Use Case
  • A Club Admin would like to add stylized content but is unsure of how to correctly use the multitude of features within the Hosted Editor.

 

Content

 

Accessing the Tool

To access the Classic Editor:

1. Select Marketing Module, then Manage Templates, and New.

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2.Clicking the New Icon or double clicking on the name of an existing template will open the editor. This is what the editor will look. If your editor does not look like this, please notify Clubessential so we can update your editor to the most recent version.

Basic Icons

Save Icons

Save

 Saves your changes 

Save and New

 Saves and opens a new template/editor 

Save and Close

 Saves and closes editor/template

First Row of Icons

 


  1. Formats - Use preset formatting options for paragraphs, headers, etc..

  2. Paragraph - Choose among different paragraph form structures

  3. Font Family - Select text font. Each club’s system has a default font, it is usually best to use the default font when creating emails for consistency

  4. Font Size - Select size of text font. The Font size is in points.

Second row of Icons

 

  1.   Cut - Remove text or images

  2.   Copy 

  3.   Paste 

  4.   Paste as Text - Paste text, removing all formatting. Recommended paste option.

  5.   Bold Text

  6.    Italicize Text

  7.   Text Color

  8.   Background Color

  9.   Special Characters - A special array of characters can be added to the body of the template.

J.    Alignment - Left, Center, Right, Full Alignment Text Formatting.

Third Row of Icons


  1.   Table- For instructions on inserting a table, please see below.


When adding a table:

    1. Click table icon in toolbar and select number of rows and columns. This will place the table into the body of the template.  

Image 32.png

To edit the table properties:

    1. Make sure your cursor is on the table.

    2. Click the table icon in the toolbar and select the  ‘edit table properties’ option.

    3. On the General tab, you can set the width/height of the table as well as the border size and alignment of the table.

 

4. On the Advanced Tab of the Table Properties, you can also set a border and background color

  

 B.    Page Break

C.    Undo/Redo Buttons

D.   Insert/Edit Video

E.    Insert/Edit Image- Please see below instructions

There are several icons in the toolbar that will allow you to insert an image. The method shown below will work with several browsers, including Internet Explorer 10 or higher. This is the recommended method for uploading, inserting and editing images in the body of the template.

 

First, you must upload the image onto the server. Click the Insert/Edit Image icon on the template toolbar (see above). A new browser window will open (below). Here you can upload a single image or multiple images by clicking the Browse feature to the right of Source Column.



Select the Upload button below. Select Add Files and browse for your image. Once image is selected, click Upload. When the file finishes upload, they will show 100%. You can now close the upload window.

Select Close and files you have uploaded appear in the Uploads folder. Select Insert and you will be brought back to the General Tab.

You can set the dimensions on the General Tab.

  

You can also add a border using the Advanced Tab. By inserting a number in the border box, the border-width will auto-populate in the style box; however you must manually type border-style: solid; in order for the border to show.  

As you can see in the example below, you can type in border-color: blue in order to change the color of the border.

Image 33.png

When finished select OK and the Image will be added to the template.

To edit the properties of the image after it has been inserted into the body of the template:

 Click the image and then click the insert/edit image icon in the toolbar.

F.    Insert/Edit File - Please see Insert/Edit Link below to learn the recommended option to include documents/Files in an email template.

G.   Insert/Edit Link - Please see instructions below.

This is the recommended way to include links to documents in your email. PDF is the recommended format.  As with images, you first need to upload the PDF.

Once your document has been uploaded to the server, you are ready to link your document in the body of the template. First, type the text that the viewer will click. Then, highlight that text and click the Insert/Edit Link icon in the toolbar.

 

Click the Browse icon to browse for your PDF in the uploads list place a checkmark next to the file then click insert.

 

Set the Target to New Window. Click OK. Now your document is linked to the text in the body of the template

 Image 2.png


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H.    Unordered List - Format list with bullets or symbols

 I.    Order List - Format list with numbering or lettering options

J.   Decrease/Increase Indent

K.    HTML - View the HTML code vs. the visual editor view. This is for experienced administrators

Custom Plug-Ins

This option is available ONLY in the Marketing Editor Template.  

Use these custom plug-in options to customize/personalize the email template. Options include Attachments, Member, Custom Fields, Member Financial, and System. Click the plug-in option on the right side of the editor for detailed options.

Attachments

The following is one option to upload and attach documents into the email template.

 Please Note: The recommended option is to attach files/documents via the hosted editor.

Using this feature will display the attachment file name exactly as the file name is when uploaded. Clicking the Attachment button will display all attachments currently uploaded. Click the attachment name to insert into document.  

 

To upload a new attachment:

Click the New button in the top right corner then browse your computer for the file.

Select a category by clicking the looking glass, enter a Description of the file (optional).

Set Web Visibility Settings.  ‘Anonymous’ will allow the member to open the attachment without logging into the website.

Save and Close.

Please Note: Download File allows you to download the file onto a disk while the Document Quick View allows you to preview the document.

 


Once the new file is uploaded, it will appear in the list of attachments. Click the file name to insert into the editor as seen below.  

Member


This plugin allows you to customize the member’s personal information such as their name, member number and birthdate.  It works similar to a mail merge feature pulling information from the database into the document. Click the member information you wish to include. Example below.

 

Custom Fields

This plug-in pulls in data from ‘custom fields’ in the database.  


Member Financial

Use this plugin to include data such as food minimums, current balance due, and past due amounts

 

System

Use this plugin to include system information such as the club name, phone number and email address.

 

Best Practices

  • When working with attachments, Download File allows you to download the file onto a disk while the Document Quick View allows you to preview the document.

  • All new clients/PayCloud users will use this editor.  Clients still using CSWeb will use the Classic Editor.

  • The recommended option is to attach files/documents via the hosted editor.

Downloadable Guide