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Overview
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The new Clubessential Email Editor allows for email design flexibility offered with the convenience of a drag and drop interface. Easily create stunning emails based off of pre-designed templates, or create your own in a few easy steps. The new Clubessential Email Editor separates the concepts of the email body (settings applied to the entire message), structures (rows of the content in the message), and content (text, images, buttons, etc). These elements can be added, removed, or rearranged by simply dragging and dropping options from the content panel to the body of the email.
Use Case(s)
Website Admins and Editors will use the Extended Editor when updating content and imagery in Emails.
Video
This video provides an overview of how to use the Extended Editor.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
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Anchor links in email can be useful for newsletters that are long and content-rich. They give your members the ability to directly skip to where they want to read, without having to scroll. Anchor links are not supported by all email clients, however, so keep this in mind when making a decision of whether or not to add a table of contents to your newsletters. If you have a large number of members using iPhones, for example, it may be best to either exclude them from the mobile content or not use them at all. |
Content
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Accessing the Tool
Click to Edit: Access the Editor by clicking on any Click to Edit button on the website.
Editor Tools
The Quick Tab Toolbar and the Menu Bar of the Editor contain the main tools that will be used to edit content.
Quick Tab Toolbar
The Quick Tab Toolbar contains commonly used icons and options to format content.
Save: Sets changes live immediately.
Undo/Redo: Reverse to previous step, or re-do previous undone step. Click the small down-arrow to the right of the buttons, to see (and optionally select) a list of the latest steps to undo or redo.
Cut/Copy: Cut and Copy content within the editor.
Paste as Plain Text: Effective June 5th, 2017, Paste as Plain Text is on by default, which means that all formatting will be stripped from outside sources by default. In order to keep formatting, click the Paste as Plain Text in order to keep formatting.
Style Tags: Font options that were determined during the design phase. Apply Style Tags to change the font throughout the content.
Font Options: Additional font options that may be used.
Image Explorer: Opens the Image Explorer for adding imagery to the content area.
Insert Table: Allows for a table to be added.
Insert Hyperlink: Used to insert various hyperlinks such as: event links, article links, document links, page links, or to remove hyperlinks.
Insert Snippet: Snippets are dynamically populated based on information in the Directory and Accounting system. Snippets may be used to personalize pages (Examples: Member Name, Email Address, Minimum Left Unspent).
Format Stripper: Used to remove hidden style codes from the content.
Menu Bar
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Page: Here we can save our work, access logs, and save drafts and templates.
Save as Draft: Save page changes for later. This will not publish the changes live, and allows the page to be worked on at a later date. Once saved, Drafts are stored (and retrievable) under Revisions.
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Save as Template: Save Pages as Templates. A Template is a pre-formatted file that serves as a starting point for a new document in the future. Oftentimes, templates are used in conjunction with Email.
To save new template, name the template, click on the desired folder location to save template, and then click Save Template.
Revisions: Shows previous version of the page changes. May be used to load an older version of content to the page. This is where we access Drafts and Logs after we Save as Draft.
Format: Alternate ways to address font styling.
Tables: Different Options for working within tables.
Adding Content
Inserting Content
Content can be added by directly typing into the editor, or by copying from an outside source and pasting into the editor. If copying from another source, please use the Paste as Plain Text function as detailed below.
Copy content from another source like Word by highlighting the text and using CONTROL + C to Copy.
Once the content is in the Editor, highlight the text and apply various Style Tags as needed.
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Heading 1: typically used for Page Titles
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Heading 2-6: used for various sub-headings
Normal: used main body text
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Inserting Images
Images must first be uploaded to the Image Explorer before they can be used on the website.
Access the Image Explorer from the Quick Tab Toolbar or from the Menu Bar under Insert > Image.
Quick Tab Tool Bar
Menu Bar
Choose the Folder in which your image is located.
- Double click on the Image Name to Insert onto page.
Styling Images
Add styling Images such as wrap text and padding.
Right click on the Image > Image Properties
Choose Text Alignment to have content wrap around the image.
Add Padding to create space between the image and content.
Common Padding Sizes: 5px, 10px, 15px, 20px.
Below, we can see we have space, or Padding, between the image and the content.
Inserting Tables
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Click on the Table function from the Quick Tab Toolbar, or use the Menu Bar, Insert > Table
Quick Tab Toolbar
Menu Bar
Choose the amount of rows and columns for the table and the table will automatically be inserted on the page.
Click mouse inside cell of inserted table and start typing. Cell will expand.
Styling Tables
Right click on the inserted table, and choose Table Properties.
Apply styling to the Table or Cells.
Adjust Table Width or Height by adding a percentage or pixels.
It is best to not assign a height as the table will grow with the amount of content
It is best to assign a 100% width to the table so it spans the full content area.
- Adjust Cell Width or Height by adding a percentage or pixels
- Useful when wanting each cell to have a fixed width or height
- Apply content position to the table.
- Apply content position to the cells.
- Apply padding to cells using the Style Builder option.
Save/Publish Content
When finished editing, click Save to publish changes and exit the Editor.
FAQs
Q: I copied content into the editor, but the font does not match the styling of the website font.
A: Be sure to use the Paste as Plain Text function when copying font from an outside source. Copying from another source will copy over the font styling from the outside source. Once you use the Paste as Plain Text, you can then use the Style Tags to apply the appropriate font designated for the site design.
Q: What is the best way to format a list of names or contact information on a page?
A: An easy way to style names or contact information using multiple columns is by using tables. This way, the information can line up properly by applying styling to cells, rows, or columns.
Q: I need to add an image to my page, how do I add it?
A: First, the image must be added to the Image Explorer. After the image in in the Image Explorer, you can then use the Insert > Image function in the editor which will access your library database from the Image Explorer.
Best Practices
When copying content from an outside source, always use the Paste as Plain Text function to strip outside formatting. This will ensure that the proper pre-defined font options are applied to the content.
Using additional font options is not recommended as it is best to streamline content font. It is best to only use the Style Tags option.
Resize and Crop Images prior to using imagery on the website to ensure the proper dimensions rather than resizing on the page.
Remember to Save after edits are made or edits may be lost. Once Saved, the changes will publish live.
Downloadable Guide
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Supported Email Clients
Please see the list below for details on which Email Client’s support anchor links to decide if they are best for your Club.
Email client Gmail (Web) Gmail (Android app) Gmail (iOS app) Apple Mail (iOS) Yahoo! Mail (Web) Outlook.com (Web) Outlook (Android app) Outlook (desktop) Outlook for MAC Samsung email app (Android) Windows Mail (Windows 10) | Supports anchor links YES YES NO NO YES NO NO YES NO YES YES |
Adding an anchor link in your email is easier than you think - all you need is basic know-how of the HTML link structure of anchor links.
An anchor link is made up of two parts: the URL link and the actual anchor tag that the link is “jumping” to in your email.
Step 1: Create your Navigation
To start, we’ll use an example template (Themed template “Newsletter 1”), with a four-column navigation layout at the top.
While these links were designed to link to content on the club website, we can repurpose these to link instead to content within the email itself.
Step 2: Create your Anchor Tag
Now that we have our navigation menu within the email, it’s time to create the actual anchor tags. First, click and drag an HTML content section to where you want your link to “jump” to.
Click into your HTML block to begin editing within the Content Properties panel on the right-hand side.
.png?version=1&modificationDate=1567534754879&cacheVersion=1&api=v2&width=341)
Remove the existing HTML, and replace it with the following:
<a name="aroundtheclub"></a>
Please Note: The name aroundtheclub can be replaced with any name of your choosing. You’ll also notice that the code is not visible in the actual email. Now that we have our anchor tag in place, we can create the hyperlink.
Step 3: Link your Anchor Tag to the Navigation
Back up at the navigation, highlight the “Around the Club” text and select the hyperlink tool.
In the URL field, set your link as #aroundtheclub (or a pound/hash followed by whatever name you chose when creating the anchor in step 2). Be sure to also set the target to “None.”
.png?version=1&modificationDate=1567534755629&cacheVersion=1&api=v2&width=700)
And that’s it! These steps will need to be repeated for each anchor created.
Please Note: Each anchor needs a unique name to ensure that they each work properly.