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Please Note: The New Clubessential Email Editor is available as of 9/16/19. Please refer to Clubessential Email Editor for a detailed User Guide.
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Table of Contents
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Overview
The Editor is the main editing tool used anywhere content and imagery is placed throughout the website.
Use Case(s)
Website Admins and Editors will use the Editor when updating content and imagery on the website.
Video
This video provides an overview of how to use the Editor.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
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Please Note: The New Clubessential Email Editor is available as of 9/16/19. Please refer to Clubessential Email Editor for a detailed User Guide.
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Required Permissions
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Admin
Editor
Accessing the
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Tool
Click to Edit: Access the Editor by clicking on any Click to Edit button on the website.
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Editor Tools
The Quick Tab Toolbar and the Menu Bar of the Editor contain the main tools that will be used to edit content.
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Quick Tab Toolbar
The Quick Tab Toolbar contains commonly used icons and options to format content.
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Save: Sets changes live immediately.
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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.
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Cut/Copy: Cut and Copy content within the editor.
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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.
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Style Tags: Font options that were determined during the design phase. Apply Style Tags to change the font throughout the content.
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Font Options: Additional font options that may be used.
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Image Explorer: Opens the Image Explorer for adding imagery to the content area.
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Insert Table: Allows for a table to be added.
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Insert Hyperlink: Used to insert various hyperlinks such as: event links, article links, document links, page links, or to remove hyperlinks.
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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).
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Format Stripper: Used to remove hidden style codes from the content.
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Menu Bar
The Menu Bar contains commonly used actions and additional ways to access formatting tools when working in the Editor.
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Page: Here we can save our work, access logs, and save drafts and templates.
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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.
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To save new template, name the template, click on the desired folder location to save template, and then click Save Template.
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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.
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Format: Alternate ways to address font styling.
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Tables: Different Options for working within tables.
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Adding Content
Inserting Content
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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.
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Copy content from another source like Word by highlighting the text and using CONTROL + C to Copy.
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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
Heading 2-6: used for various sub-headings
Normal:
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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.
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Access the Image Explorer from the Quick Tab Toolbar or from the Menu Bar under Insert > Image.
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Quick Tab Tool Bar
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Menu Bar
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Choose the Folder in which your image is located.
Double click on the Image Name to Insert onto page.
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Styling Images
Add styling Images such as wrap text and padding.
Right click on the Image > Image Properties
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Choose Text Alignment to have content wrap around the image.
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Add Padding to create space between the image and content.
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Common Padding Sizes: 5px, 10px, 15px, 20px
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Embedding Video
Videos hosted through YouTube and Vimeo can be embedded on the website. Follow the steps below to embed video from each hosting platform.
YouTube
View your video on YouTube, and select Share below the video.
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A popup window will open with sharing options,
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select Embed.
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Copy the embed code that populates.
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Please Note: You can make any size edits from this code by changing the width and height numbers.
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Return to your site and access the page where you would like to embed the video. Select the editable section by clicking the Click to Edit button.
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Within the editor, click the HTML button at the bottom of the editor.
Paste the copied code from YouTube into the HTML page where you would like the video to appear.
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Navigate back to the Design page by selecting the Design button. You will see a preview of your embedded video. Save and close.
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Vimeo
View your video on Vimeo and select Share on the top right. Next, select Copy Embed Code and the embed code will be copied to your clipboard.
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Next, return to your site and access the page where you would like to embed the video. Select the editable section by clicking the Click to Edit button.
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Within the editor, click the HTML button at the bottom of the editor.
Paste the copied code from Vimeo into the HTML page where you would like the video to appear.
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Navigate back to the Design page by selecting the Design button. You will see a preview of your embedded video. Save and close.
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Inserting Tables
Tables can be used to help align content. Most commonly used when adding lists in columns such as contact information, tournament results, or document links.
Click on theTable function from the Quick Tab Toolbar, or use the Menu Bar, Insert > Table
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Quick Tab Toolbar
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Menu Bar
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Choose the amount of rows and columns for the table and the table will automatically be inserted on the page.
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Click mouse inside cell of inserted table and start typing. Cell will expand.
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Apply styling to the Table or Cells.
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Adjust Table Width or Height by adding a percentage or pixels.
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It is best to not assign a height as the table will grow with the amount of content
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. It is best to assign a 100% width to the table so it spans the full content area.
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Adjust Cell Width or Height by adding a percentage or
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pixels - Useful when wanting each cell to have a fixed width or
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height
Apply content position to the table.
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Apply content position to the cells.
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Apply padding to cells using the Style Builder option.
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FAQs
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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.
FAQs
Q: I copied content into the editor, but the font does not match the styling of the website font.
A:
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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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