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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:Only clients still utilizing CSWeb All new clients/PayCloud users will use this editor. New clients Clients still using CSWeb will use the improved, Hosted Classic Editor. Use Case
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1. Select Marketing Module, then Manage Templates, and New.
2.Clicking the New icon Icon or double clicking on the name of an existing template will open the editor. This is what the editor should will look like.
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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
Spell Check
There is not a built in spell check; however, by clicking on the Spell Check icon a download for “iespell” will start. This is the spell checking tool through Internet Explorer.
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This allows you to browse images in the image library or upload new images to the server to use in the editor.
On the General tab, Click the browse button to the right of the Image URL field to open the image manager.
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System will say “upload successful”, then continue to upload more images or close out of the pop up box if you are finished.
Image will display in folder/gallery.
Click the up arrow next to the filename for options such as Insert, Delete, Edit, View, Download, Add to Favorites.
Click Insert to add the image to the editor:
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General tab allows you to set the General table properties as seen below.
The Advanced Tab allows you to set additional table properties such as background and border color.
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First type the text that will be the link.
Please Note: Until the text is in the editor and highlighted, the hyperlink icon will remain greyed out.Type text such as “January 2013 Newsletter” in the body of the editor and click the hyperlink icon.
3. Click the browse button in the Insert/Edit Link menu.
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