Using the Rich Text Editor

  • Updated

Act-On's Rich Text Editor lets you create styled HTML text for your Act-On content. You can access this editor from the composers for emails, landing pages, forms, and more.

We've recently made significant upgrades to our editor. Click here to see our release notes and learn about what has changed.

In most cases, you'll start by dragging a Rich Text Block into your message or page, or by clicking Edit on an existing block.

Some composers will show a minimized menu with the most used editing features. To expand the other rows, click the three dots on the far right.
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Undo/Redo

These buttons will undo the last action taken or redo that last action that you undid.

Basic Text Options

Here you can:

  • Add bold, italics, and underline
  • Choose a font color or text highlight color
  • Set the alignment of text
  • Indent or decrease indentation
  • Add a bulleted or numbered list

Image

Click this button to insert an image from your Act-On Image Library. You can also upload new images from here.

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Once you've added your image, you can edit it using the options covered below.

Bulletproof Button

Add a clickable button to your content for a high-quality call to action.

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You can add a link to any page you'd like, a mailto: link to send an email, a tel: link to create an automatic phone dialer, or select your existing Act-On Landing Pages or Forms (Classic Forms only).

Personalization

Make your content more engaging by personalizing it to the reader. You can add personalized values from:

  • The Standard Field Names that have been set up in your account
  • Any field included in a specific marketing list
  • Fields synced to Act-On from your integrated CRM
  • Account fields such as your business address or the phone number of the message sender

You can also add fallback text to display if the personalization value is not available.

For best results, the personalization fields for a piece of content should include data that is relevant to that asset. For example, when personalizing an email, use fields from the list you're sending to. We recommend always testing your content to make sure that it's appearing as you intended.

Link to Landing Page

Add a link to any of your existing Act-On landing pages. If you've created multiple Public URLs for tracking purposes, you can choose the specific one to use here.

Link to Media

Add a link to any of the files you've uploaded to your Act-On Media Library.

Insert/Edit Image

Here you can add an image from any internet location, as well as set some advanced options such as border and padding.

Additionally, you can click on an image to bring up a simple drag-and-drop resizing option.

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View/Edit Source Code

The source code view is useful if you want to add advanced HTML and CSS styling or need to troubleshoot a tricky formatting issue. You can directly edit the HTML of your content and then click OK to see your changes immediately take effect.

Text Styles

Here you can toggle between paragraph text and various levels of headings.

Font Family

Here you can select between a variety of pre-loaded fonts:

  • Andale Mono
  • Arial
  • Arial Black
  • Arial Narrow
  • Book Antiqua
  • Calibri
  • Cambria
  • Century Gothic
  • Comic Sans MS
  • Copperplate
  • Courier New
  • Georgia
  • Helvetica Neue
  • Impact
  • Lucida Sans
  • Lucida Console
  • Palatino Linotype
  • Symbol
  • Tahoma
  • Terminal
  • Times New Roman
  • Trebuchet MS
  • Verdana
  • Webdings
  • Wingdings

 

Note: You can import other fonts through custom CSS, but these fonts are not officially supported and may not work across all devices.

Font Size

Choose a size between 7pt and 36pt. If you need a size that's not shown in the dropdown, you can edit this in the source code view.

Insert/Edit Link

Here you can insert a link to any internet location. To add a link to an existing image or text, make sure to highlight it in the editor, then click the button to add the link.

Anchor

Add an anchor that you can link to from another place in the content. Once you enter an ID for the anchor, you can add a link to it by adding the same name with a "#" before it.

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Table

Insert an HTML table and manage it with the handy toolbar that appears below. The far left option, Table Properties, is useful for changing border styles and other general settings. Hover over each option to see a reminder of what it does.

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Special Character

Add a character such as a currency symbol, arrow, or mathematical expression.

Paste as Text

This will insert whatever is copied to your clipboard with all formatting removed. We recommend using this option if you're pasting from a tool such as Microsoft Word that might add unpredictable HTML to your content.

Clear Formatting

This option removes any HTML styling from a specific area. This is also useful if you're having trouble controlling the appearance of some pasted text.

Find and Replace

Locate every occurrence of a certain word or phrase, and update it if needed.

Fullscreen

Expand the editor to take up your entire browser window.

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