How You Add HTML in Design Mode

B2C Service contains an HTML editor for creating dynamic content.

When in design mode, you can use word processing functions to create HTML, as well as dynamic content, such as adding a conditional section or a merge field. You can add several types of links to your content as this image shows. The links and dynamic content elements that display on the HTML editor are context-sensitive and depend on what type of content you are creating.

This image shows the HTML editor in design mode. The window contains three tabs (Summary, HTML, Text) at the top, and a toolbar just below them. Editing functions are described in the surrounding text. The Toolbox panel on the left side of the window and the and Tasks panel on the right are described in the “Toolbox Section” and “Task Section” tables.

Note: For design mode to be available in Outreach and Feedback, the HTML Design Mode permission must be selected for both Outreach and Feedback in your profile. Otherwise, only source mode is available. See , , and .

Links appear as clickable text when the document is used in a message, mailing, or survey or as a web page. When a link is added, you have the option of defining certain attributes depending on the type of link. Links, as well as forms and dynamic content elements, are found in the toolbox.

Tip: You can define style and class properties on most toolbox and tasks elements (or options) by right-clicking the element after you add it to the canvas. Keep in mind that style and class must be defined in a CSS file that is available on your web server, and linked to in the <head> tag of a message, mailing, or survey template. See .

Using the toolbar, you can create HTML using many of the same options available in basic word processing applications. Functions include:

Cut, copy, and paste
Find and replace text
Print the document
Undo and redo changes
Switch to full screen
Format text in numbered or bulleted lists
Adjust indentation
Center, left-justify, or right-justify text and images on the page
Insert line breaks
Change font size and style attributes (such as bold, italic, and underline)
Apply special text formatting (such as color, highlighting, superscripts, and subscripts)
Copy text formatting using the style applier

Additional functions are accessed through the Toolbox and Tasks sections. In the Toolbox section, there are HTML, Links, and Dynamic Content sections. When creating documents in Outreach and Feedback, there is also a Forms section. In the Tasks section, there are Start Over and Content sections. For detailed information about these functions, see the Toolbox Section and Tasks Section tables here: .

Tip: You can insert HTML by clicking a button in the Toolbox or Tasks section, or by dragging and dropping the button to a specific location on the canvas.