Overview


You can create a new email message by typing or pasting in HTML code into the Engage email editor window.


Note: Some older unsupported browser versions may fall back on a different editor screen for compatibility.



Steps


To add a new email message by pasting in HTML code, follow the steps below:

Note: This functionality should only be used by experienced designers familiar with HTML. 


Warning: Do not paste text from Microsoft Word or other formatted sources; this will cause formatting problems in the editor. For more information, see this article.


  1. Click the Messages link at the top of the Engage screen. The Messages page should load with the Email tab selected by default.

    Result: The Email Messages tab displays.


     
  2. Click the New Email button.

    Result: A page listing choices for Code Your Own, Create From Template, and Upload HTML displays.

     
  3. Select the Code Your Own option.
    Result: The Email editor tab displays an HTML-entry email building page.
     
  4. In the Email Name field, enter a name that you would like to assign to your email message.
     
  5. In the Upload Images box, you can add images to your email. Depending on the browser type and version you are using, this could be a drag-and-drop function or a Select Files button and browse dialog.

    Result: After the file is added to this box, the name of the image thumbnail and its name will display within the box.
     
  6. From here, you can remove the image or select its CDN address.
    • To delete the image, click the Remove link under the filename.
       
    • To see the image path to use in your HTML, right-click on the image file name and select your browser's Copy URL function (which is worded differently in different browsers). In some browsers, you can also drag and drop the image's name or thumbnail from the Add Images box to the Code View to paste the CDN URL directly into the Code View.
       
  7. Paste your copied HTML into the Code View box, or type HTML by hand in the box.

    Note: After you have pasted the code in this box, you can modify it as needed. You can use the CDN link(s) to your image(s) to build your email.

    Please be aware that due to concerns with generating plain-text versions of special characters, and the uncertainty of displaying special characters in all email clients, you should avoid using HTML entities such as ✓ or encoded entities such as ✓ in your email. The content may not save properly with these included, and the plain text version of the email will display the character as a question mark instead of your expected special character.

  8. To add dynamic content to your message, place your cursor where you would like to add the content and then click on the Dynamic Content button. For more information on Dynamic Content's definition and use, see the For Developers section of the Engage Help Center.

    Result: The Dynamic Content popup displays.
    Select your preferred Attribute Type from the top dropdown list and then select the specific Attribute to use from the Attribute Value dropdown list.
  9. To save the information entered, click Insert. To exit the Dynamic Content popup without saving, click Cancel.  

  10. To save the email, click Save or Save & Exit in the top bar of the Email Message tab.

    Note: If you wish to exit without saving your changes, click Cancel in the top bar of the Email Message tab.

  11. After you have pasted your HTML into the Code View box and saved, click Preview if you would like to preview the HTML as it will display to readers rather than as HTML code.

  12. After you have pasted your HTML into the Code View box and saved, click View Plain Text if you would like to view the message as plain text. You can modify the plain text and Save Changes if you would like to make the Plain Text version different from the HTML version.

    NOTE: After the initial generation of Plain Text by Saving your email, Plain Text is not automatically updated on later saves, in case you want to keep the HTML version and Plain Text version different. If you wish to regenerate the Plain Text, delete the text from the Plain Text dialogue box and Save Changes, then Save your HTML email again.  The Plain Text will be regenerated.

  13. After you have pasted your HTML into the Code View box and saved, click Test Send if you would like to send a non-dynamic copy of the email to an email address for viewing. In the dialogue box that appears, you can enter one or more email addresses (separated by commas) and click Send Test to send the email. 



You can now modify, copy, delete, or test the email message.