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Workflows · 1 min read

Using the Text Editor in Workflow Messages

The text editor in workflow message actions gives you formatting tools plus shortcuts for personalizing your content.

Personalize your content

  • Custom Values: click the icon to pick a custom value, such as the contact's first name, and insert it.
  • Trigger Links: pick a trigger link from the list to add tracked links.

Format text

The toolbar includes undo and redo, bold, italic, underline, font, font size, paragraph format, line height, text color, background color, bulleted and numbered lists, and text alignment.
Click the three-dot menu for more: strikethrough, superscript, subscript, code, code block, block quote, and formatting for the selection or the whole document.

Add links and images

  • Add Link: paste a web address or pick a trigger link, and choose whether it opens in the same window or a new one.
  • Image: add an image by URL or upload one. You can set its width and height, alt text, and a link that opens when someone clicks the image, in the same or a new window.

Edit the source code

Click the Source Code icon to see and edit the HTML behind your message.

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