Content Editor Overview

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!

Content Editor; Template Editor
Content Editor

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

  1. Email
  2. Call
  3. Miscellaneous
  4. Letter
  5. Appointment
  6. Fax
  7. Texting (TBA)
  8. Data Entry
  9. 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
  • Print