Content
Content templates are the “body” of what is communicated to your recipient – they’re the main verbiage of emails, call scripts and letters. Our WYSIWYG editor is similar to other document editors -which makes it easy to create new content!
All content templates must contain a name and type -and must be “active” to for use in campaign actions.
There are (9) default content template types
- Call
- Miscellaneous
- Letter
- Appointment
- Fax
- Texting (TBA)
- Data Entry
- Handwritten Note
Template Structure: Managing Content with the Editor’s Toolbar
Outlined tools, left to right -respectively.
- Source – Allows users to switch between (What You See Is What You Get)WYSIWYG and HTML views
- Font Type – Allows modification of the supported default font types
- Font Size – Allows modification of the font size (pixels)
- Bold – Allows modification of
- Italicize
- Underline
- Strike-through
- Subscript
- Superscript
- Remove/Clear Format
- Font Color
- Highlighter
- Copy
- Paste
- Paste as Plain Text
- Paste From Word
- Numeric List
- Bullet List
- Decrease Indent
- Increase Indent
- Left Align
- Center Align
- Right Align
- Justify
- Link/Hyperlink
- Unlink/Remove Hyperlink
- Table
- Insert Horizontal Line