Using the HTML Editor

Overview

Importing and managing HTML templates in the Zeta Marketing Platform is done using the HTML editor. After creating a new HTML template, make sure to set a proper title at the top of the UI for it.

Import Options

Importing HTML can be done in one of three ways:

  • From a ZIP file

  • From a URL

  • Copy and paste

Options

Details

Import from ZIP File

  • Click on the Import drop-down menu and select the From Html Zip option.

    • This option requires the HTML file to be named index.html.

    • The corresponding locally referenced images folder and the index.html file can then be zipped up together. The maximum file size permitted is 10 MB.

  • Zipping the parent folder instead of specifically selecting and zipping the HTML and images folder will not work as this creates an additional folder level.

  • The .zip file can then be dragged and dropped onto the window and the platform will import the HTML and the locally referenced images will be uploaded to our CDN automatically.

Import from a URL

  • Click on the Import drop-down menu and select From URL.

  • Here you can paste the URL of the content that should be imported.

    • This is a great option when using a CMS that displays previews of content with their own URL's.

    • This option will not upload the images referenced in your HTML to our CDN, thus requiring you to have your images already properly hosted.

Copy and Paste

  • The HTML editor also accepts any valid HTML pasted or typed into the editor itself.

  • Images will not be imported using this method, thus requiring you to have images hosted elsewhere.

Tips and Tricks

  • Using the Insert Attributes drop-down menu is a quick and easy way to pull user properties into your content.

  • Properties listed are ordered by how commonly they're used.

  • Any property available in your account is listed, can be searched for, and can be used in content.

  • Certain special links like the View Online and Unsubscribe URL's can be found in the Insert Special Links drop-down menu. 

  • Content Snippets are also available from the Snippets dropdown.

  • Choose from the option to insert the reference, which maintains the link to the snippet, or simply paste the contents of the snippet into the template directly, breaking the link to the snippet in the snippet library.

  • Typing out double curly braces ({{)will open an auto suggestion of available properties for use in logic or content.

  • Linked elements in content can be given human-readable reporting names and tags.

  • Use the attributes data-reportingname="Call to Action" and data-reportingtags="cta,primary" for the given HTML element to accomplish this, setting the appropriate values accordingly.

  • These attributes can only be set in the HTML editor and are currently not available in the visual editor.

  • Mousing over the light bulb icon gives additional keyboard shortcuts available in the HTML editor.