New editor, needs better formatting process via custom template

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Hi there - I took over two newsletters we send out through emma in classic editor. We had custom templates created and I would edit within the templates and send without issues. Now, with the new editor, I can't edit within the editor without a host of issues popping up, including bold words unbolding, links unlinking, formatting issues, etc. The workaround we found was to create the text in Word, copy and paste into our intranet as a blog post (grabbing the HTML), re-posting into word and changing the spacing and margins, REPOSTING again into our intranet, underlining each link and then posting in emma. This is obviously not fun or simple to do, and if I have any changes I have to start the process over again. I'm not great at HTML but I understand the basics. I tried copying and pasting the text into editpad per another post I read, but it removes all of our formatted text and links. Can someone walk me through a better process, if possible? I use Firefox Version 32.0 and I've included a screenshot. Thank you!

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Manheim

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Posted 5 years ago

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Barbara O'Toole, Champion

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Hi, Manheim!

I hear your frustration!

It sounds like you are going through a lot to get each newsletter prepped and mailed. (With emphasis on the "prepped.")

From the look of your screen shot, it looks like you aren't completely moved into the new templates. I say this because the social share buttons are still up top. You're working in your old template within the new editor framework.

I have a client in the same situation and while he likes the drag and drop functionality, it is creating the same kinds of problems each month for him.

What we're going to do is completely move him into the new editor, recreating the look of his template, but setting it completely in the new functionality.

We'll import his header banner and place it into one of the blank styles, choose the two column layout like he was using, etc., and add the components he needs to create his monthly newsletter, starting with CLEAN text boxes, aka no HTML build-up. :-)

I wish I could say this was all done and tell you it smoothed things out, but, I probably won't have a report for you until the first of next week.

What we've found is that once we're familiar with the DEFAULT style settings in the new editor, like Helvetica as the font, 1.5 line spacing, etc., then we can know WHY the problems are happening and better prepare to meet the challenges that come with those.

If you like, I'll let you know how our template "makeover" goes!

~ Barbara
 
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Emily Hollingsworth, Alum

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Hi Manheim -- I think Barbara is on the right track here in that your Stationery is not playing nicely with the new Drag & Drop Editor because it had not yet been converted over to a template. I went ahead and ran the conversion script for your  All Employee Communications sub account where I found that stationery was housed. You can see in the Assets section of your account that those templates are now housed there, where you can edit or share them as needed:



If you don't mind creating a new mailing with the Manheim Headlines template now to see if it is easier to edit, that would be great. If you're still having trouble or need me to run the conversion script for any other sub accounts, please let me know!
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Manheim

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Thanks so much, Emily! I really appreciate you converting the template over. The one I see when I click through "Manheim Headlines" doesn't look like the Manheim Headlines in the screenshot above, however. We don't have photos in our newsletter. We did try to build a new one a while ago but decided to stay with what worked. Am I just not looking in the right place, or clicking on the correct link?

I do have another weekly newsletter that we're in the same situation with. It's under "Executive Communications" and it's called Manheim Update. If you wouldn't mind converting that script over, that would be amazing, since I put that newsletter out today. :)

Thanks again!
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Emily Hollingsworth, Alum

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Sure thing! You should see that Manheim Update template in Assets now. I went ahead and shared it with the Executive Communications account. 

Those image and text placeholders are just default content blocks that populate in your template now that it has been converted over to be used in the Drag & Drop interface. You can simple delete those by hovering over them and clicking the trash can on the yellow toolbar for each content block. I know your original template is only one column as well, so I wanted to make sure you know that you can change the column layout from within the editor:



As you can see here, the column layout button is right under the title of your mailing up in the left corner. Let me know if you have any other questions!
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Manheim

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Thanks so much, I see what I need to do now. In our Classic Editor template, we had some custom work done where our font was automatically recognized as Calibri -when I tried it in the one you just set up, it stays as Helvetica. We're also still having spacing/margin issues. Is that something you can help with as well?
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Emily Hollingsworth, Alum

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Sure thing! Any details you have would be helpful. Are you having issues getting things to align in the editor, or are you seeing things render differently when sent than they look in the editor? You can attach a screenshot here and let me know which draft you're working in!
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Manheim

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Hi Emily - the screenshot above is what our newsletter looks like. If I try to copy/paste the newsletter from Word into Emma, even with the changes you've made, it automatically changes our font to Helvetica and won't keep the single spacing. I'm not working in a draft now, is that something you need me to set up so you can see what I'm describing?
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Emily Hollingsworth, Alum

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Hi again -- So sorry for my delay here! I wanted to pop back in and mention that since Calibri isn't considered an email-safe font, it's not an option in our editor. All of our editor fonts are centered around having a high liklihood of being installed on a machine no matter the operating system. Calibri is a common Windows font but isn't widely available on Macs. The editor will automatically convert your pasted text to a similar font that's available in the editor!

You may have to reapply the single spacing using the formatting toolbar:


Let me know if you're still having issues with this template!