What is covered in this article?
- Why is this important
- Getting the Source Code
- Using a 3rd Party HTML Editor to edit the message
- Replacing the Source Code for a message in Enquiry Tracker
Why is this important
Enquiry Tracker uses a simple WYSIWYG editor that has a limited set of capabilities when it comes to formatting HTML for email composition. If you need more control with additional features you can copy the source code for amy email and use an 3rd Party editor, such as Tiny MCE, to edit the message and then copy that source code and paste it back into Enquiry Tracker
Getting the Source Code
First you must locate the message you wish to edit, let's use the example of editing the Birthday Greeting template email.
- Go to ADMIN> Messages
- Scroll down to Message Templates
- Select Students
- Locate Birthday Greeting template
- Click the pencil icon to edit the message
- In the message editor, click the View Source Code Icon
This view contains the HTML Source code for the email, however, it is very difficult to edit unless you know exactly what you are doing - we do not recommend editing this here, instead we recommedn copying the the HTML text in the dialog:
- Select all of the text in the dialog by holding down the "Ctrl" or "Command" key and pressing the letter "A".
- Copy the text to the clipboard
You now have the source code for the Birthday Greeting email
Using a 3rd Party HTML Editor to edit the message
For this example, we are going to use Tiny MCE editor from Tiny Cloud.
- Go to https://www.tiny.cloud/
- Locate the sample editor on the screen
- Click ... icon to reveal additional toolbar items
-
Click < > icon to View Source Code
- In Source Code view select all of the text in the dialog by holding down the "Ctrl" or "Command" key and pressing the letter "A".
- Click DELETE to remove all existing text
- Click PASTE to paste in your text for the Enquiry Tracker email
- Click Save Code
You can know use the WYSIWYG controls to edit your message. Once complete you can copy the source code from Tiny MCE editor and paste it back into Enquiry Tracker. To copy the code:
- Click < > icon to View Source Code
- In Source Code view select all of the text in the dialog by holding down the "Ctrl" or "Command" key and pressing the letter "A".
- Copy the text to the clipboard
Now, we need to paste it back in Enquiry Tracker
Replacing the Source Code for a message in Enquiry Tracker
- Follow the steps in Getting the Source Code above to access the source code for the message
- In Source Code view select all of the text in the dialog by holding down the "Ctrl" or "Command" key and pressing the letter "A".
- Click DELETE to remove all existing text
- Click PASTE to paste in your code from Tiny MCE editor
- Click SAVE to return to the regular editor
- Review the email to make sure it looks correct
- Click SAVE again to save you changes