Adding standard HTML code to your template
The designer toolbar is located at the top of the HTML designer, and makes it easy to add and format basic content in your HTML template. The content you add with the toolbar can either include app data, or it can be, for example, introductory content. For instance, you might want to include an introduction paragraph for your email.
You also have the option to manually enter your own code entirely from scratch.
Formatting text
You can format text using the buttons in the toolbar. To format text, highlight the text and then click one of the following buttons:
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H1: Format the text as a first-level heading (h1).
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H2: Format the text as a second-level heading (h2).
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H3: Format the text as a third-level heading (h3).
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p: Format the text as a paragraph (p).
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: Bold the text. You can apply bolding to text that is already within other elements, such as p and div elements. -
: Italicize the text. You can apply italics to text that is already within other elements, such as p and div elements. -
: Underline the text. You can apply underlining to text that is already within other elements, such as p and div elements. -
: Create an unordered list. -
: Create an ordered list.
Adding external images
You can add external images to your HTML report template. For example, you might want to use your company logo in the top corner of your email.
You can add images from your local machine, as well as from specified URLs.
Do the following:
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In the designer toolbar, click
. -
Do one of the following:
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To add an image from your computer, click Upload image and browse to select the file.
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To add an image from a URL, enter the URL under Image URL, and select Add.
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Adding hyperlinks
To add a hyperlink, click 
in the toolbar. Specify the URL and text, and click Add.
Adding recipient tags
You can add placeholder tags that will dynamically insert information about recipients of your reports, and the content they will find in their reports. For example, you might want to introduce your email report with a salutation that contains the name of the recipient.
To add a recipient tag, click 
in the toolbar.
For more information, see Adding recipient placeholder tags.