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Overview
The Editor is the main editing tool used anywhere content and imagery is placed throughout the website.
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.
Required Permissions
Admin
Editor
Accessing the Tool
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
The Menu Bar contains commonly used actions and additional ways to access formatting tools when working in the Editor.
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.
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.
Additional Editor Resources
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
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.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.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.
