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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
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Saves and closes editor/template
First Row of Icons
Formats - Use preset formatting options for paragraphs, headers, etc..
Paragraph - Choose among different paragraph form structures
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
Font Size - Select size of text font. The Font size is in points.
Second row of Icons
Cut - Remove text or images
Copy
Paste
Paste as Text - Paste text, removing all formatting. Recommended paste option.
Bold Text
Italicize Text
Text Color
Background Color
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
Table- For instructions on inserting a table, please see below.
When adding a table:
Click table icon in toolbar and select number of rows and columns. This will place the table into the body of the template.
To edit the table properties:
Make sure your cursor is on the table.
Click the table icon in the toolbar and select the ‘edit table properties’ option.
On the General tab, you can set the width/height of the table as well as the border size and alignment of the table.
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Click the image and then click the insert/edit image icon in the toolbar.
F. 
G.
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Set the Target to New Window. Click OK. Now your document is linked to the text in the body of the template
H. 
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K. 
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.
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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.
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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.
FAQ
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