Field Types
A breakdown of the field types in the default template.
While using this template, you will come across multiple field types. This is a breakdown of each field type and how to use them correctly.
Text
Text box to enter copy
This button allows you to select a merge field from UbiQuity (e.g. a database field)
Link
Dropdown to select your link type, this can be URL, email or anchor (tel: coming soon)
Text box to enter said link
This button allows you to select from a Ubiquity link, this can be view online, form, survey or event link.
This button links to the Media Manager where you can link to an image or other asset (e.g. .pdf or .doc) that you have stored in UbiQuity
CK Editor
Here is where you will put your copy for the article. Here is the breakdown for all the toolbars attached to the CK Editor.
Text formatting
Make text bold
Make text italic
Change text colour - *see notes below
Remove styling
Ordered list
Bullet list
* When it comes to changing the text colour, you have the option to enter your brand colours via HEX code. Select the colour button, then click more colours then enter your hex code (be sure to include the ‘#’).
Text alignment
Left
Centre
Right
Justified
Links
Link – you highlight and add a link to your copy.
Remove link
Anchor link – you can add an anchor point to your email and add the link to that anchor point somewhere else in the email.
Miscellaneous 1
Media Manager – while you can use this to insert an image, it is recommended to use an image-based layout (unless it’s going to sit in its own paragraph, e.g. a signature) or to link to a document or PDF.
Table – *see notes below
Insert special character
Paste copy as plain text - this is handy when pasting copy from sources that could have styling attached to the text (e.g. website or word). This option will remove any styling applied to the copy.
Paste copy from word, this will remove all styling that could be pulled across from word.
* When inserting a table, it is recommended that it’s a simple table (2-3 columns max) and for it to be resized to be 100% wide (this is to help it rescale on mobile)
Click on the advanced tab and change the 500 to 100% in the style text field.
Paragraph
Here you can change whether you are using a paragraph (normal) or headings. You can set the default sizes for paragraph and Heading 1-3 in the template options.
Font
This a list of email safe fonts (meaning that readers of the email should have these fonts installed on their device). It is not recommended you use these fonts and to set your font in the template options.
Size
Here you can change the font size. You should set your main font sizes in the template options and only use this to resize a one-off paragraph (e.g. terms and conditions).
Mergeable's
Insert a merge field (e.g. database field)
Insert a UbiQuity link
Share to social. You can share this article or email to Facebook, X or LinkedIn.
Miscellaneous 2
Spellcheck
Expand – this will expand the CK editor to full screen
Source – this will show you the HTML code the CK editor creates (you can also write your own HTML/CSS in here
Colour picker
Colour swatch - this also opens a colourpicker window* to select a colour
Hexcode: you can manually type in your hexcode if you have it.
*Colour picker window – where you can select a colour directly, enter RGB or the hexcode. Hit ‘Set’ to save.
Image
If there currently isn’t an image you can hit the + icon and add the image, this will take you to the Media Manager.
Once an image has been selected you will see the options/details below
Image thumbnail
Alt text (it is best practice to add this so your content is accessible to all users ie. vision impaired)
Image width
Image height
Remove image
Change image
Aspect ratio locked (this keeps the image in proportion).
The max image width will change depending on the spacing selected. If the image is too wide an error will display at the top of the dialogue box.
Radio select
Single select to set options/settings for the template or article.
Checkbox select
Like the radio select, checkbox select is used to show/hide other article options or set settings in the article block.
Slider
Allows you to set a numeric value setting, e.g. spacing or font size. Move the dot left/right to change the value.
Elements Block
An elements block is a field that houses multiple fields, that allows you to have multiple of the same element (e.g. CTA button) in one article. You can add, copy and delete an element item using the buttons on the right.
If this field is not required, just delete each element using the buttons.
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