Welcome text screen
When creating a communication there are 4 areas that need to be completed in the Welcome text screen. These can be changed at anytime up until you send out the communication.
The welcome text area is the introduction text for the communication. It is positioned at the top of any communication under the Subject line and Heading areas.
There is no word limit, an a communication can consist solely of text in this area, with no articles. It is a free text editing area and has its own editing toolbar provided for formatting. Articles are always inserted & positioned under this text area.
The Welcome text screen consists of the following areas;
Title – your clients do not see this text. It’s for admin purposes only and is title text that is displayed in the main communication list screen
Heading – This sits at the top of the email text body and is compulsory area, you must have a heading
Date – approximately when you think the communication will be sent. This date is only used in the back-end administration and for some reports. This is a compulsory area, you must have a date.
Welcome text – introductory or welcome text of the communication. This is a compulsory area, you must have text in this area.
If pasting content from Word or Outlook into Welcome text use the “Paste from Word” function that will appear when you click into this area. You have 2 option “Yes” or “No“;
- If you say “yes”you are presented with the “Paste from Word” box
- If you say “No” you can access the Welcome text and edit or type directly into this area
Copying & pasting content from Word or Outlook:
- If you are copying & pasting content from Word or Outlook say “Yes” to the pop-up box, then
- Paste content into the “Paste from Word” pop–up and
- Click “Insert”
Saving changes – Scroll to bottom and click “Submit” at the bottom of the Welcome text area to save any changes you make.