Advanced Editor -- Adding Assets

The Advanced Editor allows you to drag-and-drop various reusable assets (such as Content Blocks or Dynamic Blocks) into your message content. The available asset types are displayed within the Personalization Pane.

Working with Content Blocks

Content Blocks are "containers" with content (such as HTML or text) that can be reused across Campaigns and channels. When working with the Advanced Editor, you can populate your message with one or more Content Blocks (see Content Blocks for more details on creating and managing your Content Blocks).

Add a Content Block

To add a Content Block to your message content:

  1. Within the text editor, position your cursor where you want to insert the Content Block.

  2. Click the Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization Pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the Library section, double-click on Content Block (or, optionally, you can drag Content Block from the Personalization Pane, and drop it into the text editor at the desired insert location). A Browse Content Blocks pop-up window is displayed.

  5. From the Browse Content Blocks pop-up window, you can click on a folder in the directory structure to see a list of all the Content Blocks stored within that Folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Content Block in the system. This pop-up window also allows you to search based on Tags, or by name. When you find the desired Content Block, click on its name.

Note: Content Blocks have to be created using the same source table as the Campaign in order for them to be available as a selection.

  1. The system creates a new Merge Symbol for this Content Block, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Personalization Pane). A Merge Symbol is a textual representation of the Content Block, consisting of the Block's name and Object Reference ID enclosed in double-brackets. For example: {[Logo_Header|8687]}. The Merge Symbol is highlighted in gray and outlined with a black border, in order to make it easier to find within the rest of the HTML code. You can also edit the Content Block directly from the Advanced Editor, without having to navigate to the Content Block screen.

View or Edit a Content Block

One of the key features of the Advanced Editor is inline editing of Content Blocks after you've added them to your message. This feature allows you to view and edit a Content Block, directly from the Advanced Editor, thereby saving you from having to navigate to the Content Block screen and perform the edits there. Any changes made to a Content Block via the "inline" editing feature are applied to the Content Block, meaning that any other un-launched Campaigns that use this Content Block will get those same changes as well.

Note: While editing an inline Content Block, if another user has this same Content Block open at the same time, and he or she modifies and saves the Content Block, the system will alert you with a "Changes Detected" pop-up window. This window tells you that changes have been made, and by whom. If you want to discard your local changes and reload the screen to show the other user's version of the Content Block, click reload content block. Or, if you want to overwrite the other person's changes, click ignore changes.

If changes were made to BOTH the message content and a Content Block, the system allows you to perform a "bulk" reload or ignore. If you want to ignore all the changes across all the modified items, simply click ignore changes. If you want to reload the screen to show all the changes across all the modified items, you must first place a check mark next to "Reload Email Campaign and remaining items," then click reload email campaign.

  1. The Merge Symbols for Content Blocks are highlighted and outlined with a black border, to make them easier to find within the rest of the HTML code.  Located the desired Merge Symbol and click on it. The system opens a sub-window containing the details of this Content Block.

Note: If the format version of the Content Block doesn't match the format version of the email message, then inline editing won't be available for that Content Block. However, you can quickly navigate to the Content Block screen by clicking open block.

  1. Optionally, make any necessary changes to the Content Block. When finished, click save block.

  2. Optionally, you can quickly navigate to the Content Block screen by clicking open block. The system opens the Content Block screen in a separate tab in the Top Navigation Pane.

  3. To close the Content Block sub-window, click the Merge Symbol again.  

Add a Dynamic Block

A Dynamic Block is a special type of Item that allows you to customize the content of a Campaign based on some logical rule, or condition. Instead of having to create separate Campaigns for each content variation, you can create a single Campaign, and use a Dynamic Block to determine the appropriate Content Block to send to each recipient. When working with the Advanced Editor, you can populate your message with one or more Dynamic Blocks (see Dynamic Blocks for more details on creating and managing your Dynamic Blocks).

To add a Dynamic Block to your message content:

  1. Within the text editor, position your cursor where you want to insert the Dynamic Block.

  2. Click the blue Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization Pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the Library section, double-click on Dynamic Block (or, optionally, you can drag Dynamic Block from the Personalization Pane, and drop it into the text editor at the desired insert location). A Browse Dynamic Blocks pop-up window is displayed.

  5. From the Browse Dynamic Blocks pop-up window, you can click on a folder in the directory structure to see a list of all the Dynamic Blocks stored within that Folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Dynamic Block in the system. This pop-up window also allows you to search based on Tags, or by name. When you find the desired Dynamic Block, click on its name.

Note: Dynamic Blocks have to be created using the same source table as the Campaign in order for them to be available as a selection.

  1. The system creates a new Merge Symbol for this Dynamic Block, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Dynamic Pane). A Merge Symbol is a textual representation of the Dynamic Block, consisting of the Block's name and Object Reference ID enclosed in double-brackets. For example: {[Logo_Header|8687]}. The Merge Symbol is highlighted in gray and outlined with a black border, in order to make it easier to find within the rest of the HTML code.

Note: Unlike with Content Blocks, you can't edit a Dynamic Block directly from the Advanced Editor. However, you can quickly navigate to the Dynamic Block screen by clicking on the Merge Symbol, then clicking open block. The system opens the Dynamic Block screen.

  1. Optionally, you can test the Rule / Block Pairs within this Dynamic Block to verify that the content is being displayed correctly for each content variation. 

Working with Looping Blocks

Looping Blocks are Content Blocks based in XSL (eXtensible Stylesheet Language) which allow the traverse of multiple records when personalizing content going down the hierarchy tree. When working with the Advanced Editor, you can populate your message with one or more Looping Blocks (see Looping Blocks for more details on creating and managing your Looping Blocks).

Add a Looping Block

To add a Looping Block to your message content:

  1. Within the text editor, position your cursor where you want to insert the Looping Block.

  2. Click the blue Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization Pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the Library section, double-click on Looping Block (or, optionally, you can drag Looping Block from the Personalization Pane, and drop it into the text editor at the desired insert location). A Browse Looping Blocks pop-up window is displayed.

  5. From the Browse Looping Blocks pop-up window, you can click on a folder in the directory structure to see a list of all the Looping Blocks stored within that Folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every Looping Block in the system. This pop-up window also allows you to search based on Tags, or by name. When you find the desired Looping Block, click on its name.

Note: Looping Blocks have to be created using the same source table as the Campaign in order for them to be available as a selection.

  1. The system creates a new Merge Symbol for this Looping Block, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Dynamic Pane). A Merge Symbol is a textual representation of the Looping Block, consisting of the Block's name and Object Reference ID enclosed in double-brackets. For example: {[Logo_Header|8687]}. The Merge Symbol is highlighted in gray and outlined with a black border, in order to make it easier to find within the rest of the HTML code.  

View or Edit a Looping Block

One of the key features of the Advanced Editor is "inline" editing of Looping Blocks after you've added them to your message. This feature allows you to view and edit a Looping Block, directly from the Advanced Editor, thereby saving you from having to navigate to the Looping Block screen and perform the edits there. Any changes made to a Looping Block via the "inline" editing feature are applied to the Looping Block, meaning that any other un-launched Campaigns that use this Looping Block will get those same changes as well.

To view or edit a Looping Block:

  1. The Merge Symbols for Looping Blocks are highlighted in gray and outlined with a black border, to make them easier to find within the rest of the HTML code.  Located the desired Merge Symbol and click on it. The system opens a sub-window containing the details of this Looping Block.

Note: If the format version of the Looping Block doesn't match the format version of the email message, then inline editing won't be available for that Looping Block. However, you can quickly navigate to the Looping Block screen by clicking open block.

  1. Optionally, make any necessary changes to the Looping Block. When finished, click save block.

  2. Optionally, you can quickly navigate to the Looping Block screen by clicking open block. The system opens the Looping Block screen in a separate tab in the Top Navigation Pane.

  3. To close the Looping Block sub-window, click the Merge Symbol again.  

Add an External Content Block

Content Blocks are "containers" of message content that can be reused across Campaigns. If you repeat similar content across Campaigns, then setting up that material within a Content Block can save you the time of having to enter and re-enter that content in each separate Campaign. You can instead define that content once in a Content Block, then simply assign that Content Block to each Campaign that needs it.

An External Content Block is a special type of Content Block used by clients who manage their content updates, versioning, and approvals outside of Cheetah Digital by Zeta, typically through the use of a Content Management System (see External Content Blocks for more details on creating and managing your External Content Blocks).

External Content Blocks are available only in the email Channel.

To add an External Content Block to your message content:

  1. Within the text editor, position your cursor where you want to insert the External Content Block.

  2. Click the blue Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization Pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the Library section, double-click on External Block (or, optionally, you can drag External Block from the Personalization Pane, and drop it into the text editor at the desired insert location). A Browse External Content Blocks pop-up window is displayed.

  5. From the Browse External Content Blocks pop-up window, you can click on a folder in the directory structure to see a list of all the External Content Blocks stored within that Folder. Or, if you want to search across the entire system, click the double-left arrow icon near the top of the directory structure; the system collapses the directory structure and shows every External Content Block in the system. This pop-up window also allows you to search based on Tags, or by name. When you find the desired External Content Block, click on its name.

Note: External Content Blocks have to be created using the same source table as the Campaign in order for them to be available as a selection.

  1. The system creates a new Merge Symbol for this External Content Block, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Dynamic Pane). A Merge Symbol is a textual representation of the External Content Block, consisting of the Block's name and Object Reference ID enclosed in double-brackets. For example: {[Logo_Header|8687]}. The Merge Symbol is highlighted in gray and outlined with a black border, in order to make it easier to find within the rest of the HTML code.

If you assign an External Content Block to a Date-triggered Campaign, you have the option of enabling a "change detect" feature. Please see External Content Blocks for more details.

Working with Opt-Out Messages

An Opt-Out Message offers an email recipient the ability – through a clickable link or other instructions – to opt-out of receiving future email communications. An Opt-Out Message is required for all email Campaigns sent from the platform in compliance with the CAN-SPAM Act of 2003. This act, from the United States government, provides that certain types of email communications contain an electronic means and a physical mailing address for recipients to request removal from email communications.

When working with the Advanced Editor, you can populate your message with one or more Opt-Out Messages (see Opt-Out Messages for more details on creating and managing your Opt-Out Messages).

Add an Opt-Out Message

To add an Opt-Out Message to your message content:

  1. Within the text editor, position your cursor where you want to insert the Opt-Out Message.

  2. Click the blue Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization Pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the Library section, double-click on Opt-Out Message (or, optionally, you can drag Opt-Out Message from the Personalization Pane, and drop it into the text editor at the desired insert location). A Browse Opt-Out Messages pop-up window is displayed.

  5. From the Browse Opt-Out Message pop-up window, you can optionally enter a text string to search by name. When you find the desired Opt-Out Message, click on its name.

  6. The system creates a new Merge Symbol for this Opt-Out Message, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Dynamic Pane). A Merge Symbol is a textual representation of the Opt-Out Message, consisting of its name and Object Reference ID enclosed in double-brackets. For example: {[Opt_out|8687]}. The Merge Symbol is highlighted in gray and outlined with a black border, in order to make it easier to find within the rest of the HTML code. You can also edit the Opt-Out Message directly from the Advanced Editor, without having to navigate to the Opt-Out Message screen.

View or Edit an Opt-Out Message

One of the key features of the Advanced Editor is "inline" editing of Opt-Out Messages after you've added them to your message. This feature allows you to view and edit an Opt-Out Message, directly from the Advanced Editor, thereby saving you from having to navigate to the Opt-Out Message screen and perform the edits there. Any changes made to an Opt-Out Message via the "inline" editing feature are applied to the Opt-Out Message, meaning that any other un-launched Campaigns that use this Opt-Out Message will get those same changes as well.

Note: While editing an inline Opt-Out Message, if another user has this same Opt-Out Message open at the same time, and he or she modifies and saves the Opt-Out Message, the system will alert you with a "Changes Detected" pop-up window. This window tells you that changes have been made, and by whom. If you want to discard your local changes and reload the screen to show the other user's version of the Opt-Out Message, click reload opt-out message. Or, if you want to overwrite the other person's changes, click ignore changes.

If changes were made to BOTH the message content and an Opt-Out Message, the system allows you to perform a "bulk" reload or ignore. If you want to ignore all the changes across all the modified items, simply click ignore changes. If you want to reload the screen to show all the changes across all the modified items, you must first place a check mark next to "Reload Email Campaign and remaining items," then click reload email campaign.

To view or edit an Opt-Out Message:

  1. The Merge Symbols for Opt-Out Messages are highlighted in gray and outlined with a black border, to make them easier to find within the rest of the HTML code.  Located the desired Merge Symbol and click on it. The system opens a sub-window containing the details of this Opt-Out Message.

Note: If the format version of the Opt-Out Message doesn't match the format version of the email message, then inline editing won't be available for that Opt-Out Message. However, you can quickly navigate to the Opt-Out Message screen by clicking open block.

  1. Optionally, make any necessary changes to the Opt-Out Message. When finished, click save block.

  2. Optionally, you can quickly navigate to the Opt-Out Message screen by clicking open block. The system opens the Opt-Out Message screen in a separate tab in the Top Navigation Pane.

  3. To close the Opt-Out Message sub-window, click the Merge Symbol again.  

Add a Share-to-Social Block

If you need to offer recipients of an email Campaign the ability to share the email to social media sites, the platform offers the ability to insert code into emails where users can click on the link (text or text and icons) which would post the entire email to the designated social media site. This code is called a Share-to-Social Block, or sometimes just a Social Block.

When working with the Advanced Editor, you can populate your message with one or more Share-to-Social Blocks (see Share-to-Social Blocks for more details on creating and managing your Share-to-Social Blocks).

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To add a Share-to-Social Block to your message content:

  1. Within the text editor, position your cursor where you want to insert the Share-to-Social Block.

  2. Click the blue Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization Pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the Library section, double-click on Share-to-Social Block (or, optionally, you can drag Share-to-Social Block from the Personalization Pane, and drop it into the text editor at the desired insert location). A Browse Share-to-Social Block pop-up window is displayed.

  5. From the Browse Share-to-Social Block pop-up window, you can optionally enter a text string to search by name. When you find the desired Share-to-Social Block, click on its name.

  6. The system creates a new Merge Symbol for this Share-to-Social Block, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Dynamic Pane). A Merge Symbol is a textual representation of the Share-to-Social Block, consisting of its name and Object Reference ID enclosed in double-brackets. For example: {[Social_block|8687]}. The Merge Symbol is highlighted in gray and outlined with a black border, in order to make it easier to find within the rest of the HTML code.

Note: Unlike with Content Blocks, you can't edit a Share-to-Social Block directly from the Advanced Editor. However, you can quickly navigate to the Share-to-Social Block screen by clicking on the Merge Symbol, then clicking open block. The system opens the Share-to-Social Block screen.

Add a Facebook Like Button

Cheetah Digital by Zeta allows you to add a Facebook "Like" button to HTML web page and email Campaigns. When a consumer clicks this button, the system adds the article or link, along with a summary, to the list of Likes for the recipient. Likes can also be tracked in the platform for reporting purposes, and to use in Filters.

When working with the Advanced Editor, you can populate your message with a Facebook Like Button (see Facebook Like Buttons for more details on creating and managing your Facebook Like Buttons).

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To add a Facebook Like Button to your message content:

  1. Within the text editor, position your cursor where you want to insert the Facebook Like Button.

  2. Click the blue Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization Pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the Library section, double-click on Facebook Like Button (or, optionally, you can drag Facebook Like Button from the Personalization Pane, and drop it into the text editor at the desired insert location). A Browse Facebook Like Button pop-up window is displayed.

  5. From the Browse Facebook Like Button pop-up window, you can optionally enter a text string to search by name. When you find the desired Facebook Like Button, click on its name.

  6. The system creates a new Merge Symbol for this Facebook Like Button, and inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Dynamic Pane). A Merge Symbol is a textual representation of the Facebook Like Button, consisting of its name and Object Reference ID enclosed in double-brackets. For example: {[Facebook_button|8687]}. The Merge Symbol is highlighted in gray and outlined with a black border, in order to make it easier to find within the rest of the HTML code.

Note: Unlike with Content Blocks, you can't edit a Facebook Like Button directly from the Advanced Editor. However, you can quickly navigate to the Facebook Like Button screen by clicking on the Merge Symbol, then clicking open block. The system opens the Facebook Like Button screen.

Reuse an Asset in Message Content

Once you add an asset to the message content, the Merge Symbol for that asset is added to the Included Items section of the Personalization Pane. This section allows you to conveniently find and reuse an asset without having to search for it every time.

Note: After adding an asset to the message content, you may need to close / reopen the Personalization Pane in order to refresh the values listed within the Included Items section.

To reuse an asset that you previously added to the message content:

  1. Within the text editor, position your cursor where you want to insert the asset.

  2. Click the Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. Within the Included Items section of the Personalization Pane, double-click on the desired Merge Symbol. The system inserts the Merge Symbol at the current cursor position. Or, optionally, you can drag the desired Merge Symbol from the Included Items section, and drop it into the text editor at the desired insert location

Note: If you remove all instances of an asset, the platform will remove its Merge Symbol from the Included Items section.

Add Liveclicker

Liveclicker activates data into personalized content and makes emails more interactive, personalized, and timely. With Liveclicker integrated into Cheetah Digital by Zeta, the real-time personalization powered by Liveclicker integration is a seamless way to insert Liveclicker elements in email campaigns. For more details visit liveclicker.com.

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Note 1: To use this feature, you must have Liveclicker set up and enabled. Please speak to your Client Services Representative for more details. 

Note 2: In order to add Liveclicker content in a Cheetah Digital by Zeta email campaign, you must first create theLiveclicker content element in yourLiveclicker account.

Note 3:Under the GDPR,Liveclicker is a data processor. If applicable, please contact your Zeta Representative for the data processing documentation. When Liveclicker content based on the location rule is used, the location of a recipient is derived from the email opener and user agent string.

Add a Liveclicker

To add a Liveclicker to your message content:

  1. Within the text editor, position your cursor where you want to insert the Liveclicker.

  2. Click the Personalization & Library bar along the right-hand side of the screen to expand the Personalization Pane.

  3. In the Personalization pane, click on the Library section to expand it. The Library section is used to add assets to your message content.  

  4. Within the "Library" section, double-click on "Liveclicker" (or, optionally, you can drag Liveclickerfrom the Personalization Pane, and drop it into the text editor at the desired insert location). A Liveclicker pop-up window is displayed.

  5. Click Browse in the Liveclicker content block, to retrieve the list of published Liveclicker campaign.

  6. From the displayed list, select the desired Liveclicker campaign and then the element to use in the Cheetah Digital by Zeta email campaign.

  7. Click Add Element to insert the element.

  8. The system inserts it at the current cursor position (or at the drop location if you drag-and-dropped the item from the Personalization pane).