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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
Select the Category
Add the Identifier
Enter the Subject
Click Save
Open the new profile
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:
Click on ACE Fields
Click on Account Fields
Select/Search for the desired Field
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:
Click on ACE Fields
Click on Loops
Select the Desired Loop
Bundle with Status (Code) Group
By default, ACTIVE_bundle_loop will be inserted into the template. Replace "ACTIVE" with the desired Status Code Group name to use a different status code group.
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.
Click on Insert
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)
Click Save
Exporting and Importing HTML Code
Exporting HTML Template:
Open the email template that you want to export the HTML code from
Locate the "Template File" section, click on the Cloud to download
Choose a destination to save the HTML file
Importing the HTML Template:
Click on New Profile
Select the Category
Add the Identifier
Enter the Subject
Click Choose File to upload
Click Save
Editing HTML Code:
Click View
Click Source Code
The Source Code will display
Make appropriate HTML edits
Click Save
Review your edits in the make any necessary edits or changes
Test Email
Click Apply
Enter your email address and click Test
Review the tested email template and make any necessary edits or changes
Click Save when you're satisfied with the template