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About Email Template Toolbar

About Email Template Toolbar

On the Email Template toolbar, you will find basic functions to format text and background as well as insert links, tables, images, and Lasso tokens. The first row of the toolbar contains menu items with selectable options in dropdowns. On the second row of the toolbar are shortcut buttons for those options. Mouse over each button for a description of its function.

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First Row Functions

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1 – Edit

  • Undo and Redo actions
  • Cut, Copy, and Paste content
  • Paste as text only
  • Select all content

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2 – Insert

a) Link to website tracking URL, documents, email, phone number, opt-in/subscribe, opt-out/unsubscribe, view mail in browser, and Self Serve Registrant Updates

b) Image which can be uploaded and organized in folders

c) Registrant Tokens including first and last name, contact information, and other details

d) Sales Rep Tokens including first and last name, email, and phone

e) Other Tokens for Specialized Templates, such as subscription pages tb4.gif

a) Insert Link – Add the URL that will link to website tracking, documents, contact email address and/or phone number, opt-in or opt-out options, email in browser view, or Self Serve Registrant Updates.

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b) Insert Image – Upload images and organize them in folders.

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c) Insert Registrant and Sales Rep Tokens – Add registrant and sales rep tokens to the template that will automatically populate the information from Lasso, personalizing the email for the recipient.

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Example:

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e) Insert Specialized Template Tokens

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3 – View

  • Visual aids - Select whether you would like to see gridlines when editing your template.
  • Fullscreen – View your template in fullscreen mode.
  • Preview – View your template as it will look in an email to a recipient.

Note: The email will render differently in different browsers.

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4 – Format the text by highlighting and selecting:

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5 – Table

Insert and edit tables, including selecting border and background colors.

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6 – Tools

View/edit/copy HTML source code.

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7 – Social Media

Insert Social Media icons.

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See also: