How to Import and Format Text with Placeholders in Proactive Campaigns

Did you know that placeholders can be formatted? If not, we will tell you some tricks to avoid collapses while emailing your customers.

Rich-text editor

Sometimes, you want your customers to get a branded email appearance with, for example, a colored user name in the email’s greeting. So, you might use a placeholder for this purpose. By the way, there are some rules you need to know while entering it into the email.

If you copy and paste a placeholder from other resources, documents, or whatever, the item can be with the formatting applied. However, there is a possibility that this formatting can conflict with the Rich-text editor.

To know if your placeholder works properly, you have a {✳} option highlighting only the valid placeholders. It should be enabled by default; if not, turn on this feature by clicking the {✳} button.

If your placeholder is not highlighted when this option is enabled, we recommend erasing a copied shortcode and writing it manually again. Another way is to click the Remove color button for a selected text.

Next, be extremely careful when you decide to color a placeholder. It’s really crucial to select the entire code with those curly brackets. If you choose and apply the formatting only for the text in these curly braces, then a placeholder will be broken and not displayed correctly.

Source code editor

Our users also love building email bodies from the Source code editor tab. Thus, the same reminder here. When applying tags for a placeholder, don’t forget that curly brackets are an inseparable part of it. So, the entire shortcode should be inside these tags.

So, to avoid any troubles with text formatting:

• Enable the {✳} option that highlights valid placeholders;
• Color the entire shortcode with brackets ( {{...}} );
• Remove the previous formatting if you copied it from another source;
• Try to use less formatting when you use HTML templates or docs;
• Use our HTML Source code editor guide to create better email templates.

Contact our support team if you still have questions or propositions.