1. Marketing User Guide
  2. Editing a Template Using a Third-party Default HTML Editor

Editing a Template Using a Third-party Default HTML Editor

If you prefer to use a third-party HTML editor over the CKEditor HTML editor provided with Siebel Marketing, then you can do so using the following procedure.

To edit a template file using your default HTML editor

  1. Navigate to the Offers screen and, from the link bar, select the type of treatment.

  2. In the Treatments list, select a treatment, and click the Edit Email or Edit Web Treatment tab.

  3. For email treatments, select the HTML template in the list between the Treatments form and the Editor.

  4. In the HTML Editor toolbar, click the Source icon.

  5. Copy all the text in the workspace to your third-party HTML editor.

  6. In the third-party HTML editor, make changes to the template.

  7. Paste the changed template source text back into the HTML editor.

  8. In the Edit Email list, associate the HTML file with a treatment.