The bottom half of the editor is where we supply the actual content of the body of the email.

Email Content

By default you will initially see the content editor with the front-end formatting tool. All emails in InsideSales are formatted using standard HTML formatting code. In essence, when you create an email template you are creating a mini-Web page that will be sent via email to your prospects and clients. You don’t need to have any knowledge of HTML, though, because the front-end editor takes what you type in, and automatically fills in the needed HTML formatting tags. If you type in some text, then use the bold format option, it shows you the bolded text, and sends a bold format tag ( ) to the back end.

Most of your standard text-editing functions are available, including text alignment, font sizes and colors, bullet and number lists, line indents, and so on.

There is one very cool option that also lets you insert graphics and logos stored in your Files tab into the body of the email, as shown in the screen shot below. This option lets you hunt through your Files tab, find the appropriate graphic file, and insert it. Graphic files must be formatted as .GIF, .JPG, or .BMP to work in the system.

You can also add information from a record in your file by using Merged Fields.

Link to insert an image from your stored Files

For more advanced users, there is also an option to view the actual HTML source code that has been created for the template. This of course requires knowing HTML code formatting to make changes.

Editing a Template With HTML

The side benefits of this feature is that Web development programmers can create an entire Web page of HTML code, then instantly copy and paste the source code into an email template. The only limit to using this feature is that the HTML editor limits code to 65,000 characters, so very large emails with a lot of content may be limited. For standard, typical one or two page emails, it is more than sufficient.

The HTML editor also supports CSS, you can either embed it into the HTML code itself or you can link to a CSS file from an external webpage. You cannot use a CSS file that is stored in the file repository.