Email User Interface (UI)

The ACE Email User Interface (UI) incorporates standard application controls that allow users to format text and tables effortlessly. Additionally, it empowers users to easily insert images, fields, and loops from list controls.

Template Editor

The template editor in ACE Email offers flexibility with two options: HTML and WYSIWYG (What You See Is What You Get).

• HTML mode allows fine-tuning and editing of email contents, with the ability to import/export code for collaboration with vendors.

• WYSIWYG mode enables users to directly view and manipulate content in its final form, providing a user-friendly editing experience without the need for underlying code or markup.

Email UI Features

The ACE Email user interface incorporates a robust editor with various familiar features:

• ACE Fields

• Browser tool tips

• Copy/paste (works with keyboard command)

• Edit

• Emojis

• Find and replace

• Formatting

• Insert

• Links for URLs

• Source Code (used for HTML formatting)

• Special characters

• Tables

• Undo/redo

Clone Feature 

Users can clone existing templates to create new ones, saving time by using a pre-existing template as a starting point.

Creating Email Profile

To ensure that your template works correctly, make sure to open an account that contains the fields you plan to include in the template for testing purposes.

Setup → Email → Profiles → New

1. Select the Category

2. Add the Identifier

3. Enter the Subject 

4. Click Save

5. Open the new profile

6. Proceed to the Template Editor
   

 By default, ACE will automatically add the following ACE Fields:

 

You can customize the layout of these fields by deleting or rearranging them per your requirements.

ACE Fields

 This feature serves as a resource for locating fields that can be inserted into an email template.

To insert an ACE Field:

1. Click on ACE Fields

2. Click on Account Fields

3. Select/Search for the desired Field

4. Click on the Field
   

 

 

  

Loops

ACE offers several types of loops that you can use to iterate through data related to bundled accounts, payment or promise plans, or specific transactions and incorporate them into templates.

 

To insert a Loop:

1. Click on ACE Fields

2. Click on Loops

3. Select the Desired Loop

See Status Code Groups for more information. 

 

Insert Images

The File Manager's Public folder stores public-facing images for easy inclusion in email templates.

1. Click on Insert 

2. Input a URL in the Source field or choose an image from the Image list drop-down menu (images in the image list are stored in the public folder)

3. Click Save 

 

Exporting and Importing HTML Code

Exporting HTML Template:

1. Open the email template that you want to export the HTML code from

2. Locate the "Template File" section, click on the Cloud to download

3. Choose a destination to save the HTML file
   

 

Importing the HTML Template:

1. Click on New Profile

2. Select the Category

3. Add the Identifier

4. Enter the Subject 

5. Click Choose File to upload

6. Click Save
   

 

Editing HTML Code:

1. Click View

2. Click Source Code

3. The Source Code will display

4. Make appropriate HTML edits

5. Click Save 

6. Review your edits in the make any necessary edits or changes
   

 

Test Email

1. Click Apply 

2. Enter your email address and click Test 

3. Review the tested email template and make any necessary edits or changes

4. Click Save when you're satisfied with the template