Rich Text Editing

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Rich Text Editing lets you easily modify content in Design view or switch to HTML view to edit the HTML source. Rich Text Editing is available when editing Mailings, Templates, Global Content Variables, Member Subscribe Page Informational Messages and Header & Footers.


The Rich Text Editor will open in Design view. Enter text by simply typing in the input area. Different formatting options will appear in the toolbar depending on the context of what you are editing. If you are editing a template mailing, the options available in the Rich Text Editor will depend on how the template field was defined (simple formatting, standard formatting, or advanced formatting or as described in the Templates section.) If you wish to view and/or edit the raw HTML code for this content, check the "HTML" tab at the bottom of the content window. Clicking the "Design" tab will return you to the normal (WYSIWYG) editing mode.


You can edit your content using the Rich Text Editor or edit the HTML directly by disabling the Rich Text Editor. Disabling the rich text editor reduces the page size, resulting in faster loading of the pages. To disable the rich text editing, simply check the "Disable Rich Text Editing" setting found in the upper right of each page on which rich text editing is available. This setting is saved as a browser specific user cookie and applies to all pages of Enterprise where rich text editing is available. You can check and uncheck the setting as needed.


When you click Save in Design view, Enterprise will replace or remove HTML elements such as MS Word-specific tags, empty paragraphs, and extraneous font references. Clicking on the "Save" link while the content editor is in "HTML" mode, rather than "Design" mode, will cause Enterprise to bypass this HTML processing.


You can modify your text using the buttons in the toolbar at the top of the Rich Text Editor. Hover over each button for information on what each button does. In addition to the standard Word-type formatting options in the toolbar are some Enterprise-specific dropdown menus options:


  • Mail Merge Fields: You can insert Mail Merge fields such as a recipient's name or geographic location using this menu. The most common example of Mail Merge is to insert text such as "Dear Jane," in the salutation of the mailing, but you can insert Mail Merge fields wherever you find them useful. Simply place your cursor at the point where you wish to insert the Mail Merge field, and then select the appropriate field from the dropdown. The rich text editor will automatically insert the special code required for the mail merge. Only available in Member specific contexts.
  • Predefined Links: You can insert a number of predefined links that allow recipients to perform specific actions such as subscribe to a list or view an online version of a mailing. Simply place your cursor at the point in the text where you want the link to be inserted and select the link you wish to insert from the dropdown. The following links are available (not all options are available in all contexts):
  1. Online Version: Inserts a link to the online version of your message. Useful for recipients who may have problems viewing the version they received in their inbox because of problems with their e-mail program. Only available in Mailing specific contexts.
  2. Unsubscribe (Current List): Inserts a link that will unsubscribe the recipient from the current mailing list (the List to which the mailing will be sent) when he or she clicks on it. Only available in Mailing specific contexts.
  3. Unsubscribe (All Lists): Inserts a link that will unsubscribe the recipient from all mailing lists but retain their Member profile data in the system.
  4. Unsubscribe (Universal): Inserts a link that will unsubscribe the recipient from all mailing lists in all of your associated sites but retain their Member profile data in the system.
  5. Subscribe: Inserts a link to your subscribe page. This is useful if someone receives a copy of your e-mail newsletter from a friend -- you might want to have a link that says "Did you receive this from a friend? Click here to subscribe."
  6. Manage Profile: Inserts a link to the recipient's profile page, allowing them to update their profile data and subscriptions. When clicking on a Manage Profile link, the recipient will be able to view and/or update their profile without being prompted for an e-mail address and password (unlike the Login link described below). Only available in Mailing specific contexts.
  7. Forward to Friend: Inserts a link that allows the recipient to forward the message to a friend or colleague. Only available in Mailing specific contexts.
  8. Login: Inserts a link to the recipient's profile page. Unlike the Manage Profile link described above, however, the Login link requires the recipient to supply a valid e-mail address and password before viewing their profile data.


If any Themes exist in your Site, then the dropdown menu will contain additional Theme-specific predefined links. For example, if your Site has two Themes, named "French" and "Spanish", then the dropdown menu will contain entries labeled "Subscribe [French]" and "Subscribe [Spanish]" in addition to the entry labeled "Subscribe". In this scenario, the "Subscribe" menu item would insert a hyperlink that points to the "default" (non-Themed) Member Subscribe Page; the "Subscribe [French]" and "Subcscribe [Spanish]" items would insert hyperlinks that point to the French- and Spanish-themed Member Subscribe Pages.


  • Joined Fields: If Fishbowl has created one or more Joined Data Sources for your Site, then the Joined Fields dropdown menu will appear. This dropdown will list each of the available columns (fields) in the Joined Data Source. If, for example, Fishbowl has created a Joined Data Source named "Store", pointing to data about your stores or locations, then entries such as "Store.StoreName" and "Store.City" might appear in the dropdown. Only available in Member-specific contexts.
  • Global Variables: If your Site contains any Global Content Variables, they will appear in this dropdown menu.
  • Social Sharing: You can insert Social Sharing links into your mailings using this dropdown option. By including these links in your mailings, you are allowing recipients to share the content of your mailing across a variety of social networks including Facebook and Twitter. With a simple click of the embedded social sharing button, recipients of your mailing can promote your message on Social Media networking sites. Use this feature to turn any mailing into a viral marketing campaign, expanding its reach exponentially through the power of social networks. Only available in Mailing specific contexts.
  • Mailing Properties: You can insert various Mailing Properties into your mailing using this dropdown option. Only available in Mailing specific contexts.