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Chapter 11: Managing web page content - Convio Online Help

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Using the <strong>Convio</strong> WYSIWYG Editor: Section 1<br />

Introduction.................................................................................................................................................... 1<br />

Accessing the WYSIWYG Editor .................................................................................................................. 1<br />

WYSIWYG Window Overview ...................................................................................................................... 2<br />

Toolbars Overview ........................................................................................................................................ 2<br />

First Toolbar Row ................................................................................................................................... 2<br />

Second Toolbar Row .............................................................................................................................. 4<br />

Third Toolbar Row .................................................................................................................................. 6<br />

Bottom of the WYSIWYG Window .......................................................................................................... 8<br />

Resizing the WYSIWYG Window ........................................................................................................... 8<br />

Buttons below the WYSIWYG Window .................................................................................................. 9<br />

Using the WYSIWYG .................................................................................................................................... 9<br />

Using Keyboard Shortcuts .................................................................................................................... 10<br />

Adding Text ........................................................................................................................................... 10<br />

Running a Spell Check ......................................................................................................................... 10<br />

Editing and Formatting Text ................................................................................................................. <strong>11</strong><br />

Formatting Text with the Dropdown Menus .......................................................................................... 12<br />

Format Menu .................................................................................................................................. 12<br />

Styles Menu ................................................................................................................................... 12<br />

Font Family Menu .......................................................................................................................... 13<br />

Font Size Menu .............................................................................................................................. 13<br />

Edit CSS Styles .................................................................................................................................... 13<br />

Inserting and Editing Attributes and Events ................................................................................... 15<br />

Removing Formatting Code .................................................................................................................. 16<br />

Viewing and Editing HTML Code .......................................................................................................... 16<br />

Cleaning Up Messy Code .............................................................................................................. 17<br />

Adding and Editing Images ................................................................................................................... 18<br />

Wrapping Text around an Image .......................................................................................................... 24<br />

Wrapping using the Alignment Choices when Placing the Image ................................................. 24<br />

Wrapping using the Alignment Icons on the Toolbar ..................................................................... 25<br />

Wrapping by using a Table ............................................................................................................ 25<br />

Wrapping by Altering the HTML code ............................................................................................ 26<br />

i


Inserting a Link to a <strong>Convio</strong> Application ............................................................................................... 27<br />

Inserting a Link to a CMS Page ............................................................................................................ 29<br />

Inserting a Web Link ............................................................................................................................. 31<br />

Inserting an Anchor (Bookmark) ........................................................................................................... 33<br />

Inserting a Custom Character ............................................................................................................... 34<br />

Creating and Editing a Table ................................................................................................................ 35<br />

Revised January 2012<br />

ii


Introduction<br />

The WYSIWYG editor allows you to create state-of-the-<strong>web</strong> <strong>page</strong>s. For example, you can paste in<br />

<strong>content</strong> from another application, add personalization, direct your <strong>page</strong> to a specific audience, embed a<br />

survey, or insert a link to a news article. If you are comfortable with HTML, you can at any time view the<br />

actual HTML and directly modify that code. You can even insert Flash <strong>content</strong> into your <strong>page</strong> using the<br />

code window of the editor.<br />

The same WYSIWYG editor used to create <strong>web</strong> <strong>content</strong> in PageBuilder is also used for composing email,<br />

writing on-screen thank you messages in <strong>Convio</strong> Advocacy, composing a StoryBuilder article, creating<br />

stationery, and much more.<br />

This document explains the function of each item on the toolbar. It also presents a series of task-oriented<br />

procedures for adding, editing, and formatting <strong>content</strong> as well as for working with the additional features<br />

such as <strong>Convio</strong> conditionals, personalization, and components. Important: This WYSIWYG editor is<br />

compatible with IE 6, 7, and 8; Mozilla Firefox 3; and Jaws 10.<br />

Accessing the WYSIWYG Editor<br />

You can access the WYSIWYG editor can from a variety of applications. Two common areas of entry are<br />

documented below:<br />

Accessing the editor from PageBuilder:<br />

1. Mouse over Content on the navigation bar and click on PageBuilder in the drop-down menu that<br />

displays.<br />

2. Click on Edit Content in the Actions column for a <strong>page</strong> in the Page Library to edit that <strong>page</strong>, or<br />

create a new <strong>page</strong> and <strong>page</strong> version by following the steps described in the PageBuilder online help<br />

<strong>page</strong>s.<br />

3. On the Edit Content screen, click the pencil icon in the upper right corner of any existing <strong>content</strong>, or<br />

select HTML Content from the drop-down menu for any Empty Component.<br />

4. A new window opens and displays the WYSIWYG Editor. Use the editor to create <strong>content</strong>.<br />

Accessing the editor from the StoryBuilder application:<br />

1. Mouse over Content on the navigation bar and click StoryBuilder in the drop-down menu that<br />

displays.<br />

2. Click the Create a StoryBuilder Article link.<br />

3. On the New Article <strong>page</strong> that opens, use the WYSIWYG Editor to compose an article, including if<br />

needed images and additional WYSIWYG <strong>content</strong> as described in this document.<br />

1


WYSIWYG Window Overview<br />

The WYSIWYG window is shown below. It consists of administrative links, three toolbars, an editing area,<br />

an HTML Object Path bar, and a button bar. Detailed descriptions of these components follow.<br />

The upper right corner of the WYSIWYG includes two links:<br />

1. Use Plain Text Editor: This link saves your work and reloads the <strong>page</strong> with a text editor.<br />

2. <strong>Help</strong>: This link opens a new window with a link to this TinyMCE Reference Manual.<br />

Toolbars Overview<br />

The toolbars contain icons familiar to anyone who uses Windows applications. They fall into three basic<br />

categories:<br />

1. Block-level features, such as cut and paste, print, indent, and HTML code display.<br />

2. Text formatting features, such as bold, italic, color, size, and styles.<br />

3. Images, bookmarks, special components, personalization, conditionals, and tables.<br />

The toolbars are briefly described below, by row.<br />

First Toolbar Row<br />

The following row shows the toolbar as it displays in Microsoft Internet Explorer.<br />

2


The supported versions of Firefox (3.5 and later) do not display the first three buttons on the toolbar, as<br />

Firefox does not permit the cut and paste operations:<br />

The first row consists of icons to cut, copy, and paste <strong>content</strong>, as well as some formatting,<br />

Tool Name Function<br />

Cut Icon Use to remove the selected <strong>content</strong> from the<br />

window and place it on the clipboard<br />

Copy Icon Use to copy the selected <strong>content</strong> to the clipboard,<br />

including any HTML formatting tags.<br />

Paste Icon Use to paste the last copied or cut <strong>content</strong> from the<br />

clipboard into the editor window<br />

Spell Check Icon Use to check the spelling of text <strong>content</strong><br />

Text Paste Icon Use to paste the last copied or cut <strong>content</strong> from the<br />

clipboard as plain text into the editor window<br />

Word Paste Icon Use to paste the last copied or cut Word document<br />

<strong>content</strong> from the clipboard into the editor window<br />

Undo Icon Use to undo the last action; can click again to undo<br />

the next to last action, and so on.<br />

Redo Icon Use to restore the last action that was undone; like<br />

the undo icon, it can be clicked again to redo the<br />

next to last action that was undone<br />

Bulleted List Icon Use to create a list with bullet points for each<br />

Numbered List Icon Use to create a numbered list from the selected<br />

paragraphs<br />

3


Tool Name Function<br />

Align Left Icon Use to position the selected <strong>content</strong> along the left<br />

margin of the <strong>page</strong><br />

Align Center Icon Use to position the selected <strong>content</strong> in the middle of<br />

the <strong>page</strong><br />

Align Right Icon Use to position the selected <strong>content</strong> along the right<br />

margin of the <strong>page</strong><br />

Justify Text Use to justify the selected <strong>content</strong> along both<br />

margins<br />

Outdent Icon Use to move the selected text to the left by the tab<br />

setting (or, the default .5 tab setting)<br />

Indent Icon Use to move the selected text to the right by the tab<br />

setting (or, the default .5 tab setting)<br />

Edit HTML Source Use to display a window with a simple editor<br />

containing your <strong>content</strong>’s HTML code<br />

Clean Up Messy Code Use to remove non-standard tags and attributes<br />

from your HTML code<br />

Toggle Guidelines/Invisible<br />

Elements<br />

Second Toolbar Row<br />

Use to hide/show borders around HTML container<br />

tags (such as paragraph) and the HTML code<br />

where your cursor is located<br />

The second row consists of icons to format text and blocks of text, changing styles, fonts, colors, and so<br />

forth.<br />

Tool Name Description<br />

Edit CSS Style Use to apply Cascading Style Sheet properties to<br />

text<br />

4


Tool Name Description<br />

Insert/Edit Attributes Use to specify text and <strong>content</strong> attributes, as well as<br />

event handlers for JavaScript<br />

Format list Use to format selected text<br />

Styles list Use to apply the Cascading Style Sheet properties<br />

defined in CustomWysiwygStyle.css<br />

Font family list Use to apply fonts to selected text<br />

Font size list Use to apply font sizing, as a percentage of default<br />

size, to selected text<br />

Bold Use to display the selected <strong>content</strong> in bold type<br />

Italic Use to display the selected <strong>content</strong> in Italic font<br />

Text Color Use to display the color selector that enables you to<br />

choose a new color for the selected text<br />

Background Color Use to display the color selector that enables you to<br />

choose a for the background of the selected <strong>content</strong><br />

Select All Use to select all <strong>content</strong><br />

Remove Formatting Use to remove formatting from selected text<br />

Horizontal Rule Use to separate sections of <strong>content</strong><br />

5


Third Toolbar Row<br />

The third row toolbar contains icons for embedding images, symbols, and dynamic media; creating links;<br />

inserting personalization, <strong>Convio</strong> components and conditionals; and creating and modifying tables.<br />

Tool Name Function<br />

Image Use to specify the URL of an image file and its<br />

properties, and insert the URL into your <strong>content</strong>, as<br />

well as to open the <strong>Convio</strong> Image Library where<br />

you can select an existing image for your <strong>content</strong><br />

or add and upload a new image<br />

Create Link<br />

Insert/Edit URL or <strong>Convio</strong><br />

Link<br />

Use to create a link to a different <strong>page</strong>, an anchor,<br />

or a CMS <strong>page</strong> or to edit an existing link<br />

Unlink Use to remove the link tagging from around the<br />

selected <strong>content</strong><br />

Anchor Use to display the Insert/Edit Anchor pop-up that<br />

enables you to place a named marker into the<br />

<strong>content</strong><br />

Components Use to specify the URL of an image file and its<br />

properties, and insert the URL into your <strong>content</strong><br />

<strong>Convio</strong> Personalization Use to customize the <strong>content</strong> displayed to a<br />

specific viewer<br />

<strong>Convio</strong> Conditionals Use to display selected <strong>content</strong> to users based on<br />

their status relative to a given group or feature<br />

(such as to donors, or to members of a team)<br />

Edit <strong>Convio</strong> Conditional Use to modify a conditional after creating it<br />

Toggle <strong>Convio</strong> Conditional Use to switch between the values tested in a<br />

conditional<br />

6


Tool Name Function<br />

Insert Custom Character Use to insert symbols such as Greek letters,<br />

currency, and extended characters<br />

The following tools apply to tables.<br />

Insert Table Use to display the Tables Properties <strong>page</strong> that lets<br />

you create the rows and columns of a new table<br />

(and assign other properties as appropriate)<br />

Table Row Properties Use to display the Row Properties <strong>page</strong> that lets<br />

you set the horizontal and vertical alignment of the<br />

<strong>content</strong>s within a row as well as the height of the<br />

row itself, and other advanced properties<br />

Table Cell Properties Use to display the Cell Properties <strong>page</strong> that lets<br />

you set the horizontal and vertical alignment of the<br />

cell <strong>content</strong>s, as well as its width and height, and<br />

other advanced properties<br />

Insert Table Row Above Use to insert a new row above the current (or<br />

selected) row<br />

Insert Table Row Below Use to insert a new row below the current (or<br />

selected) row<br />

Delete Table Row Use to delete the selected table row(s)<br />

Insert Table Column Before Use to insert a new column to the left of the current<br />

(or selected) column<br />

Insert Table Column After Use to insert a new column to the right of the<br />

current (or selected) column<br />

Delete Table Column Use to delete the selected column(s)<br />

7


Tool Name Function<br />

Split Table Cells Use to divide the selected cell into another row or<br />

column<br />

Merge Table Cells Use to merge the selected cells<br />

Bottom of the WYSIWYG Window<br />

At the bottom of the WYSIWYG window, a breadcrumb identifies the selected HTML element and the<br />

HTML tags that enclose it in the source code. In the following screen capture, the cursor highlights the<br />

word “Support” in the “Contact Support” hyperlink. The gray bar at the bottom of the WYSIWYG shows<br />

Path: div.AppArea >> table >> tbody >> tr >>td >> p >> a<br />

In the path, the primary HTML container is a div to which a class named “AppArea” has been applied.<br />

That div contains a table, and the table has a row and cell that contain a paragraph tag enclosing the link<br />

tag.<br />

Resizing the WYSIWYG Window<br />

There is a small, textured tab the lower right-hand corner of the WYSIWYG window that you can use to<br />

resize the editing area.<br />

To use this tab for making the WYSIWYG edit area bigger:<br />

1. Place your mouse cursor over the tab, left click and hold the button down.<br />

2. While still holding down the left mouse button, drag the tab:<br />

a. to the right to increase the visible editing area horizontally;<br />

b. down to increase the visible editing area vertically;<br />

c. down and to the right at the same time to increase both vertical and horizontal display.<br />

8


To use this tab for making the WYSIWYG edit area smaller:<br />

1. Place your mouse cursor over the tab, left click and hold the button down.<br />

2. While still holding down the left mouse button, drag the tab:<br />

a. to the left to decrease the visible editing area horizontally;<br />

b. up to decrease the visible editing area vertically;<br />

c. up and to the left at the same time to decrease both vertical and horizontal display.<br />

Buttons below the WYSIWYG Window<br />

There are two variations on the buttons that display beneath the WYSIWYG editor.<br />

1. The following buttons are present in the PageBuilder HTML Component editing window:<br />

These buttons have the following functions:<br />

Cancel: cancels the window and returns you to the previous window (in this case, the Edit Page<br />

Contents window); any unsaved changes are lost.<br />

Save: saves changes and leaves the WYSIWYG window open for editing. The button also returns the<br />

cursor to the start of the first line of text. Note: If the first line of text is in a table, the editor will place<br />

the cursor outside the top left corner of the table, and you will have to click into the table to continue<br />

working.<br />

Important: Save changes frequently as you may lose <strong>content</strong> after 25 minutes of inactivity.<br />

Apply: saves changes, and returns you to the previous window (in this case, the Edit Page Contents<br />

window).<br />

2. With the WYSIWYG in the process flow <strong>page</strong>s within applications, the following buttons and options<br />

typically display beneath the editor:<br />

Next: saves your work and continues to the next <strong>page</strong>. If <strong>content</strong> in the editor is required and none<br />

has been entered, the same <strong>page</strong> reloads with an error message displayed above the editor.<br />

Save: saves your work and stays at the same <strong>page</strong>. The button also returns the cursor to the start of<br />

the first line of text. Note: If the first line of text is in a table, the editor will place the cursor outside the<br />

top left corner of the table, and you will have to click into the table to continue working.<br />

Important: Save changes frequently as you may lose <strong>content</strong> after 25 minutes of inactivity.<br />

Preview: Opens a new window with a functional preview of your work displayed.<br />

Undo Changes: Removes any new <strong>content</strong> or changes to existing <strong>content</strong> since the last save.<br />

Cancel: Removes any new <strong>content</strong> or changes to existing <strong>content</strong> since the last save and returns to<br />

the main <strong>page</strong> of the application in which you are working.<br />

Using the WYSIWYG<br />

The following sections show you how to use the toolbar and menu items to compose and format <strong>content</strong><br />

in the WYSIWYG editor.<br />

9


Using Keyboard Shortcuts<br />

The following keyboard shortcut keys will work in the WYSIWYG:<br />

• Ctrl Z - undoes the last step<br />

• Ctrl Y - redoes the last step<br />

• Ctrl A - Selects All items<br />

• Ctrl C - Copies the selection<br />

• Ctrl V - Pastes the copied selection<br />

Other shortcut keys are browser specific.<br />

Adding Text<br />

To add text, type directly into the editor window or copy text in another application and paste it into the<br />

editing area. You have four options for pasting text.<br />

Important: No pasting functions in the editor support images and embedded media along with the text.<br />

• Use Control+V to paste text. If pasting from Microsoft Word, formatting and styles will be preserved<br />

(along with the nonstandard Microsoft attributes to HTML tags). Images and other embedded media<br />

will be lost.<br />

• Use the editor’s paste icon to insert text from the system clipboard. If pasting from Microsoft<br />

Word, formatting and styles will be preserved (along with the nonstandard Microsoft attributes to<br />

HTML tags). Images and other embedded media are lost.<br />

• Use the editor’s paste text icon to insert text from the system clipboard. If pasting from<br />

Microsoft Word, formatting, styles, images, and other embedded media are lost. No HTML is<br />

preserved and bullets are converted to empty squares.<br />

• Use the editor’s paste Word icon to insert text from the system clipboard. Microsoft Word<br />

formatting and styles will be preserved, but images and other embedded media are lost. The<br />

nonstandard Microsoft HTML tag attributes are removed.<br />

Running a Spell Check<br />

To check spelling, click the spell check icon . If no misspellings are found, an alert will open stating<br />

so:<br />

On the other hand, any misspelled words will be underlined in red.<br />

10


Editing and Formatting Text<br />

Select the text to be formatted and click the appropriate icon to apply the desired formatting.<br />

Note: If no text is selected, the alignment, indentation, bulleting, and numbering actions apply to the<br />

paragraph of text in which the cursor is placed.<br />

To:<br />

• Bold, italicize and underline text use the standard icons ( , , and respectively). For a single<br />

word, place the cursor anywhere in the word and click the icon.<br />

• Create a list of bulleted items, select all text to be bulleted and click the bulleted list icon .<br />

• Create a numbered list, select all text to be numbered and click the numbered list icon .<br />

• Create an extra line between bulleted or numbered list items, and enter a tag after<br />

the tag for each bulleted or numbered item:<br />

<br />

Orchids<br />

<br />

Roses<br />

<br />

Gladioli<br />

<br />

• .Enter a single line break between lines of text (instead of the default double space), press Shift +<br />

Enter.<br />

• Create a new paragraph press Enter.<br />

• Change text color, select the text and click the Text Color icon, .<br />

• Highlight selected text with a background color, select the text and click on the Background Color<br />

icon, .<br />

• Align text, select the text and press the appropriate icon (left justify , center , or right justify<br />

).<br />

• Indent text, select the text and click the indent icon, . To indent text to the left, click the out-dent<br />

icon, .<br />

• Clear formatting, select the text and click the Eraser icon, .<br />

• Undo an action, click the undo icon, ; to redo, click the redo icon, .<br />

• Delete, select the text and click the delete icon, .<br />

<strong>11</strong>


• Spell check your <strong>content</strong>, click the spell check icon . (The similar icon is a selector to<br />

choose the language against which to spell check.)<br />

• Select all <strong>content</strong>, click the select all icon.<br />

Formatting Text with the Dropdown Menus<br />

Format Menu<br />

This menu contains basic HTML tags for laying out your document. Each tag renders text just as its name<br />

appears in the menu.<br />

To use this menu:<br />

1. Select the text to format.<br />

2. Click the down arrow to the right of Format.<br />

3. Click the desired HTML format and release to apply the change.<br />

Styles Menu<br />

The Styles menu contains the styles defined by a client administrator in CustomWysiwygStyle.css (in the<br />

Page Wrapper Editor).<br />

To use this menu:<br />

1. Select the text you wish to format.<br />

2. Click the down arrow to the right of the word Styles.<br />

3. Click the desired style and release to apply the change.<br />

12


Font Family Menu<br />

Six commonly used fonts are available. The menu contains formatting options that are based on a style<br />

sheet. Use of the Style formatting options can give your site a consistent look and help those using nontraditional<br />

browsers to navigate your site.<br />

To use this menu:<br />

1. Select the text to format.<br />

2. Click the down arrow to the right of the words Font family.<br />

3. Click on the desired font and release to apply the change.<br />

Font Size Menu<br />

Nine font sizes expressed as a percentage of the base font size are available. While you can enter any<br />

percent value you want for a font size directly into the HTML code, this is a handy tool for quick resizing<br />

computers. Using this menu insures that viewers see your <strong>content</strong> as you intend.<br />

Use this menu as follows:<br />

1. Select the text you want to format.<br />

2. Click the down arrow to the right of the words Font size.<br />

3. Click the desired font size and release to apply the change.<br />

Edit CSS Styles<br />

You can edit and apply inline Cascading Style Sheets to your <strong>content</strong>. The range of styles available is<br />

quite extensive, and advanced styles require a measure of experience. The important point to keep in<br />

mind when defining and applying styles using this tool is that they apply exclusively to the <strong>content</strong> you<br />

13


select before clicking the CSS icon. They do not create an external CSS file you can apply to multiple<br />

<strong>page</strong>s of <strong>content</strong>.<br />

To edit CSS styles:<br />

1. In the open Editor window, select the text or block of <strong>content</strong> to which you will apply CSS styles.<br />

2. Click the Edit CSS Style icon, . The Edit CSS Style pop-up will open.<br />

You have seven tabs presented. Each tab provides for a different category of styles:<br />

• Text – use these options to modify the appearance of the text in your selected <strong>content</strong>.<br />

• Background – use these options to modify the appearance and positioning of a background<br />

image in your <strong>content</strong>.<br />

• Block – use these options to modify the appearance of a block of text.<br />

• Box – use these options to define a box for <strong>content</strong>. Essentially a single table cell.<br />

• Border – use these options to configure the border around your selected <strong>content</strong>.<br />

• List – use these options to modify the appearance of lists.<br />

• Positioning – use these options to modify the appearance (including visibility) and positioning of<br />

your selected <strong>content</strong>.<br />

3. To preview your styles while continuing to work, click Apply.<br />

4. To change a style while continuing to work, simply change the value(s) and click Apply.<br />

5. To return to your work after applying your styles, click Update.<br />

6. To undo your work and return to the editor, click Cancel.<br />

14


Inserting and Editing Attributes and Events<br />

You can insert and edit attributes for the HTML containers and objects in your <strong>page</strong>. This is useful for<br />

preparing <strong>content</strong> to be accessed by JavaScript, as well as to set up inline styles and event handlers<br />

(commands like onmouseup).<br />

To insert and edit attributes:<br />

1. Click the Insert/Edit Attributes icon, .<br />

2. In the popup window, you can specify a title, a unique ID, apply of the existing classes defined in<br />

CustomWysiwyg.css, or define a new class. You can also provide accessibility enhancements such<br />

as TabIndex and AccessKey here.<br />

To insert and edit events:<br />

1. Click the Insert/Edit Attributes icon .<br />

2. Click the Events tab in the popup window.<br />

15


Here you can type in a JavaScript function for up to 12 event handlers. These are highly customizable<br />

and require programming knowledge.<br />

3. Click Insert to apply your attributes and events to your <strong>content</strong>.<br />

Removing Formatting Code<br />

You can remove formatting in all or part of your WYSIWYG window.<br />

To remove formatting:<br />

1. Select the <strong>content</strong> to be restored to default display.<br />

2. Click the Remove formatting icon .<br />

Viewing and Editing HTML Code<br />

You can view and edit the HTML code that is automatically added to your WYSIWYG <strong>content</strong> as you<br />

develop your <strong>page</strong>.<br />

To view the code:<br />

1. Click .<br />

16


A new window containing the HTML code for the <strong>page</strong> on which you are working appears on top of<br />

the editor as shown:<br />

2. Enter your changes.<br />

Note: You can copy and paste raw HTML from external documents into the WYSIWYG Editor.<br />

3. Click Update to save your changes or Cancel to discard them. The HTML Source Editor closes and<br />

you return to the WYSIWYG editor.<br />

Note: You can also copy HTML code from the WYSIWYG Editor to the clipboard and then paste the<br />

code into another program such as Notepad, Word, or FrontPage.<br />

Cleaning Up Messy Code<br />

Occasionally, HTML code can be corrupted when cut from an external application, such as<br />

DreamWeaver, and pasted into the TinyMCE Editor. A common form of corruption is a closing “>” for an<br />

HTML tag converted into the Entity name value, &gt; (“Greater Than.”). To repair any such HTML tag<br />

problems, click the (Cleanup Messy Code) icon. The TinyMCE HTML engine will recognize the<br />

corruptions (in the example cited, the tag affected would close with &gt; and be missing its “>”) and<br />

instantly repair them. Save your work after cleaning up code.<br />

17


Note: You can achieve the same cleanup by saving the document or by viewing the HTML code and<br />

clicking Update. Cleanup Messy Code lets you preview HTML changes before you save.<br />

Adding and Editing Images<br />

You can insert an image into any <strong>page</strong> by using the Image icon in the Editor – either by entering the URL<br />

(Web location) of the image or by importing it from your image library. You can also edit the information<br />

for an image already in your <strong>content</strong> or remove the image completely.<br />

You can also use this icon to add an entirely new image to your <strong>content</strong> (for example, an image from your<br />

desktop) – and simultaneously to add that image to your image library.<br />

To insert a new image into your <strong>content</strong>:<br />

1. In the open Editor window, position your cursor where you would like the image to display and click<br />

the (Image icon). The Insert/Edit Image pop-up displays.<br />

2. In the Image URL field, enter (or paste) the path to the image file.<br />

Tip: If you have images on Flickr or elsewhere on the Internet that are available to you, you can<br />

obtain the URL of an image as follows:<br />

• Right click the image.<br />

• Select Properties from the pop-up dialog that displays.<br />

• Copy the Address (URL) of the image from the Properties dialog.<br />

• Paste that URL into the Image URL field in the Insert/Edit image pop-up.<br />

3. In the Alternative Text field, enter a phrase that describes this image for use as the ALT attribute of<br />

the IMG tag.<br />

4. Click the appropriate choice from the list labeled Alignment to position your image within the <strong>content</strong>.<br />

5. To set display Size:<br />

• Leave the width and height of the image to those settings detected by the system.<br />

• Or, enter the number of pixels for the width of the image in the first box and enter the number of<br />

pixels for the height in the second box.<br />

• Click the Constrain proportions check box to prevent distorting the image.<br />

6. For Border:<br />

• Leave the field blank if you do not want a border line around the image.<br />

• Enter a number for the pixel thickness of the border around your image (for example 1 is a<br />

hairline border).<br />

7. For Vertical Space:<br />

• Leave the field blank if you do not want extra space (padding) above and below the image.<br />

• Or, enter a number to specify how many pixels to pad above and below the image.<br />

Tip: A few pixels of vertical and horizontal space separate an image from your text.<br />

8. For Horizontal Space:<br />

• Leave the field blank if you do not ant extra space on either side of the image.<br />

• Enter a number to specify how many pixels to pad on the left and right sides of the image.<br />

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9. Click Insert. The pop-up closes and the image displays in the <strong>page</strong>.<br />

To insert a <strong>Convio</strong> library image into your <strong>content</strong>:<br />

1. In the open Editor window, position your cursor where you would like the image to display and click<br />

the (Image icon). The Insert/Edit Image pop-up displays.<br />

2. Click the Browse Image Library link to the right of the Image URL field. The Choose Image window<br />

opens.<br />

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3. Click on an image to open the Configure Image window as shown below:<br />

4. Change the alternative text, set the alignment and a border, and change the image’s proportions as<br />

desired.<br />

5. Click Insert to place the image in your <strong>content</strong> and return to the editor.<br />

To add a new image to the Image Library:<br />

1. In the open Editor window, position your cursor where you would like the image to display and click<br />

the (Image icon). The Insert/Edit Image pop-up displays.<br />

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2. Click the Browse Image Library link to the right of the Image URL field. The Choose Image window<br />

opens.<br />

21


3. At the lower left corner of the window, click the Add New Image link. The Add New Image window<br />

opens as shown:<br />

4. Select an image by clicking Browse. Use the standard file dialog to locate on your computer the new<br />

image you want to add to your Image Library.<br />

5. Type in a Graphic Title for the image. The text will also provide the alternate <strong>content</strong> if the image<br />

fails to load.<br />

6. Type in any Search Keywords to help locating this image in the library.<br />

7. Select the Security Category to specify which administrators have access to the image from the list<br />

of categories.<br />

8. If desired, resize the image by enter a number in pixels for the height or width (choose height or width<br />

from the list).<br />

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9. Click Upload. The image will reload and display the Configure Image options:<br />

10. Provide the Alternative Text that will be read aloud if the image is accessed by a screen reader,<br />

such as JAWS.<br />

<strong>11</strong>. Set Alignment, Size, and Border properties. When you have finished, click Insert. You will return to<br />

the editor with your image inserted in the <strong>content</strong>. The next time you browse the Image Library that<br />

image will display first in the library image list.<br />

To edit an image that has been previously inserted:<br />

1. In the open Editor window, click the image in the <strong>content</strong> to select it and then click the (Insert<br />

Image) icon. The Insert/Edit Image pop-up displays.<br />

2. To change the:<br />

• Location of the image file (or the image itself), enter (or paste) the new path to the image file in<br />

the Image URL field.<br />

• ALT attribute in the IMG tag, enter text to describe this image in the Alternative Text field.<br />

• Image alignment within the <strong>content</strong>, click the appropriate choice from the Alignment list.<br />

• Size of the image, enter the number of pixels in the width field. To revert to the default image<br />

size, remove the current number and leave the field blank.<br />

• Height of the image, enter the number of pixels in the height field. To revert to the default image<br />

size, remove the current number and leave the field blank.<br />

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Note: Check the Constrain proportions checkbox to prevent distortion of the image from width/height<br />

input errors.<br />

• Line that frames the picture, enter a number to indicate thickness in pixels of the line in the<br />

Border field. Leave the field blank to display the image without a border.<br />

• Amount of padding above and below the image, enter a number in pixels in the Vertical space<br />

field. Leave the field blank to display the image without vertical padding.<br />

• Amount of blank space one either side of the image, enter a number in pixels in the Horizontal<br />

space field. Leave the field blank to display the image without horizontal padding.<br />

3. Click Update. The pop-up closes and the image displays on the <strong>page</strong>.<br />

To remove a previously inserted image:<br />

1. In the open Editor window, click the image in the <strong>content</strong> to select it.<br />

2. Click to remove it or press DELETE or BACKSPACE.<br />

Wrapping Text around an Image<br />

You may have specific spacing requirements in a <strong>page</strong> or email such that wrapping text tightly around an<br />

image is required—or you may simply prefer that look. Wrapping text around an image can be<br />

accomplished in several ways:<br />

Wrapping using the Alignment Choices when Placing the Image<br />

The options that you encounter whenever inserting an image allow you to choose from several<br />

Alignments. Two of those choices let you wrap text as follows:<br />

• Alignment - Left: This option places the image at the left of the screen and allows text to wrap to the<br />

right of the image.<br />

• Alignment - Right: This option places the image at the right of the screen and allows text to wrap to<br />

the left of the image.<br />

With both of these options, text will wrap with single-line spacing.<br />

Tip: With either option, place the image at the beginning of your text to align the text with the top of your<br />

image.<br />

1. To increase the space between the edge of the image and the margin of the text, right click on the<br />

image:<br />

2. In the menu that opens, click Insert/Edit Image. A popup window opens.<br />

3. Type a number in the Vertical space field to increase the space, or padding, between the top and<br />

bottom of the image and any text or other <strong>content</strong>. The unit of measure is pixels. The preview area to<br />

the right of the form will change when you tab away from the field.<br />

4. Type a number in the Horizontal space field to increase the space, or padding, between the top and<br />

bottom of the image and any text or other <strong>content</strong>. The unit of measure is pixels. The preview area to<br />

the right of the form will change when you tab away from the field.<br />

5. When you are satisfied with the alignment and spacing, click Update to return to the editor.<br />

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Wrapping using the Alignment Icons on the Toolbar<br />

You can also use the alignment icons on the middle toolbar of the WYSIWYG to align an image. If the<br />

image is aligned with either the right or left alignment icons, then text will wrap to the left or right of the<br />

image respectively. Use these icons to align the image and wrap text as follows:<br />

1. Select the image by clicking on it. You should see handles appear around the outside edge of the<br />

image.<br />

2. Click either the left or right alignment icon on the middle toolbar.<br />

3. As soon as the image moves into position, click outside the image area to deselect it. Text will now<br />

wrap around the image with single-line spacing.<br />

Wrapping by using a Table<br />

You can place a table at the beginning of a paragraph of text and place an image in it; the ensuing text<br />

will then wrap around the image, providing you align the table left or right. This technique also allows you<br />

to add a border to the image as well as a caption if you would like.<br />

Use a table to wrap text around an image as follows:<br />

1. Enter a paragraph of text.<br />

2. Position your cursor at the beginning of the paragraph.<br />

3. Click the Table icon.<br />

4. Create a single cell table with a width of 10% and alignment right (or left). (The box will expand to<br />

accommodate the image.)<br />

5. Add a Border and a Caption if you would like to use either of these features. (Note that the space for<br />

the caption will appear above the image.)<br />

6. Click Insert to return to the WYSIWYG window.<br />

7. Position the cursor inside the box and use the appropriate icon to Insert an image. The text should<br />

then appear wrapped to the right or left of your image (depending on your choice in Step 4.)<br />

8. To resize the width of the cell containing the text in the table, right-click in the cell.<br />

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9. In the popup menu, click Cell and then Table Cell Properties. A popup opens:<br />

10. In the Width field, type in a different number (in pixels).<br />

<strong>11</strong>. Click Update when you are finished. If the cell is too wide or not wide enough, repeat steps 8 and 9.<br />

Wrapping by Altering the HTML code<br />

You may also wrap text around an image by adding an alignment component to the IMG tag in the HTML<br />

window. Alter the code to provide wrapping as follows:<br />

1. Insert your image in the WYSIWYG window.<br />

2. Type your paragraph into the WYSIWYG editor below the image.<br />

3. Click Edit HTML Source and edit the image (IMG) tag as indicated below:<br />

• To align a paragraph of text such that the text closely hugs an image to its RIGHT:<br />

<br />

• To align a paragraph of text such that the text closely hugs an image to its LEFT:<br />

<br />

• To place more space between the edge of the image and the block of text::<br />

<br />

Increase the number of pixels (px) to increase the spacing.<br />

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4. Click Update to return to the previous view. Your text should now appear beside your image as<br />

shown below:<br />

Inserting a Link to a <strong>Convio</strong> Application<br />

To insert a link to <strong>Convio</strong> <strong>content</strong>:<br />

1. Type the text you want to use for the link.<br />

2. Highlight that text and click Insert Link.<br />

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3. In the Insert Link box, click Browse <strong>Convio</strong> Links. The Choose Link dialog displays.<br />

4. In the Link Type pane, select the type of <strong>Convio</strong> link you want to create. If <strong>content</strong> of that type is<br />

found, its name and description will display in the right pane.<br />

Note: You can search either for named <strong>content</strong>, such as an alert or a donation form, or for a<br />

description of the <strong>content</strong>. Case does not matter, and the search can be run with word fragments. For<br />

example, you could enter “pass” to search for a form that had “Password” in its name or its<br />

description.<br />

5. After you locate the link target, click on the item in the right pane. The Insert Link dialog displays.<br />

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6. Complete the additional options, as appropriate, including such items as:<br />

• A <strong>page</strong> within an application to which you want to link<br />

• An interest to associate with the link<br />

• A Promotion Code<br />

• Additional Arguments (that will be saved with the user’s profile information). Use the format,<br />

"arg1=value1&arg2=value2...".<br />

7. Click Insert to complete the link and return to the editor.<br />

Inserting a Link to a CMS Page<br />

Use the Insert Link to insert a link to a CMS <strong>page</strong> (CMS users only).<br />

To insert a link to a CMS <strong>page</strong>:<br />

1. Type the text you want to use for the link.<br />

2. Highlight that text and click the Insert Link icon. The Insert Link dialog displays.<br />

3. Click Browse CMS Links. The Choose Link dialog displays.<br />

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4. After you locate the link target, click on the item Name in the right pane. The Set Link Options dialog<br />

displays.<br />

5. In the Set Link Options dialog, click Select to return to the WYSIWYG Editor, or complete the<br />

following, optional Advanced Options:<br />

• Source Code – Enter a word or name to append to the URL so that you can track how the user<br />

linked to the CMS <strong>page</strong>.<br />

• SubSource Code – Appends additional information or a name to the source code.<br />

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• Enter Additional Arguments – Adds additional arguments to the URL. Use the format,<br />

"arg1=value1&arg2=value2...".<br />

6. Click Select to return to the WYSIWYG Editor.<br />

Inserting a Web Link<br />

Use the Create Link icon to insert a link to another <strong>web</strong>site. You can also use this icon to link to an<br />

email address, an FTP address, or to an anchor that you have placed elsewhere on the same <strong>page</strong> or in<br />

another document. The tool provides many advanced features related to link appearance and behavior.<br />

To insert a link:<br />

1. Type the text you want to use for the link.<br />

2. Highlight that text.<br />

31


3. Click the Insert Link icon. The Insert Link dialog displays.<br />

4. In the Link URL field, type in the URL for the site to which you are linking (if external). If you are<br />

linking to an anchor in a different <strong>page</strong>, you will need to append the “#bookmark name” string to the<br />

URL. If you are linking to an internal bookmark, skip this field and proceed to the Anchors input.<br />

Note: If you do not begin the URL with the appropriate protocol (such as mailto: for an email address<br />

link, or http:// for a Website), a confirm popup will open offering to insert the correct prefix.<br />

5. Any anchor you have defined within your document will appear in the Anchors dropdown. Click on<br />

the appropriate word or expression in the drop-down to select an anchor, if desired. The “#bookmark<br />

name” string will be inserted in the Link URL field.<br />

Note: If you are only creating a link to an anchor, you will not need to supply a URL.<br />

6. Type a Title for the link. The title should contain appropriate additional information about the link – it<br />

should not simply repeat the text value of the link. The title will display as a link tip when the user<br />

passes the cursor over the link. It is required for accessibility reasons.<br />

7. Click OK to complete the link.<br />

To edit an existing link:<br />

1. Select the link.<br />

2. Click the .<br />

3. In the Insert Link dialog box, edit the URL<br />

4. Click Update.<br />

Note: If you specified source or subsource codes in your donation form, you can edit the codes by<br />

selecting the link and clicking or by right-clicking the link and selecting Insert/Edit Link on the<br />

shortcut menu.<br />

To remove an existing link:<br />

1. Select the link.<br />

2. Click the Remove Link icon.<br />

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Inserting an Anchor (Bookmark)<br />

Anchors are often used to reposition the browser to a different section of the current <strong>page</strong>, or at a specific<br />

section in another <strong>page</strong>. For example, on a long <strong>web</strong> <strong>page</strong>, you may wish to place “go back to top” links<br />

throughout the <strong>page</strong>. When clicked, the current <strong>page</strong> would be repositioned at the top. Similarly, links at<br />

the top of a <strong>page</strong> to anchors farther down the <strong>page</strong> allow the viewer to move quickly down to the section<br />

of the <strong>page</strong> that interests them.<br />

Create an anchor in three steps:<br />

1. Create the <strong>page</strong> as you want it to look, without the anchor tags.<br />

2. Create the anchor (the location on the <strong>page</strong> to which the <strong>page</strong> should be repositioned).<br />

a. Place the cursor beside a word or image for the anchor. (Often, this will be a heading within your<br />

<strong>content</strong>.)<br />

b. Click on the Insert/Edit Anchor icon .<br />

c. In the dialog box that opens, type in a name for the anchor, (such as, “top”).<br />

Important: Anchor names must not contain any spaces.<br />

d. Click Insert to return to the WYSIWYG window.<br />

3. Create the link:<br />

a. Type in the text for the link if you have not already done so (such as, “Back to top”).<br />

b. Highlight that link text.<br />

c. Click on the Insert Web Link icon .<br />

d. In the dialog box that opens, select the anchor name from the Anchors drop-down menu:<br />

33


e. Click Insert to complete the link.<br />

Tip: You can also create a link to an anchor on another <strong>page</strong>. To do so, type into the field of the dialog<br />

box shown above the system name of the <strong>page</strong>, followed by a # symbol, followed by the name of the<br />

anchor. An example of this syntax would be main_<strong>page</strong>#top.<br />

Inserting a Custom Character<br />

Use the Insert custom character icon to add any of a basic range of special characters, such as<br />

currency symbols, mathematical symbols, and Greek alphabet letters.<br />

To insert a custom character:<br />

1. Click into the <strong>page</strong> at the point where you want to insert the character.<br />

2. Click the custom character icon . The Select custom character window will open:<br />

34


Note: As you move your mouse over the characters, a large version of the character will display in<br />

the square box to the upper right of the tool. HTML and NUM-Code values for the character will<br />

display in the rectangular boxes below that character.<br />

3. Click the character to insert. The popup will close and the character will be embedded in your <strong>page</strong>.<br />

Creating and Editing a Table<br />

Tables organize your <strong>content</strong>. You can design a table to structure the layout of <strong>content</strong> in your <strong>page</strong><br />

before you add the <strong>content</strong>. You can also use tables to present tabular data -- information ordered in rows<br />

and columns. With a comprehensive set of table feature buttons, the WYSIWYG editor supports both<br />

uses for tables.<br />

To create a table:<br />

1. Place the cursor on your <strong>page</strong> where you want to add the table.<br />

35


2. Click the Table icon on the toolbar. The Insert Table dialog box opens:<br />

3. Make choices for the following:<br />

• Cols – how many columns the table will have. (You can add or delete later.)<br />

• Rows – how many rows the table will have. (You can insert or remove rows later.)<br />

• Cellpadding – how much space (by default in pixels) should separate the <strong>content</strong> from the inside<br />

wall of each cell.<br />

• Cellspacing – how much space (by default in pixels) should separate the cells from each other.<br />

• Alignment – click on the down arrow to select an alignment — Center, Left, or Right — or leave<br />

as default (Not Set). Default is left aligned (or aligned with other <strong>content</strong> on the <strong>page</strong>) and, like<br />

Center, does not allow text to wrap around the table. Choosing left or right aligned will allow<br />

wrapping).<br />

• Border – how thick (by default in pixels) the lines demarcating the table and cells should be.<br />

• Width – width of the table, by default in pixels (although may be entered as any accepted value –<br />

em, %, in, mm, and so forth).<br />

• Height – height of the table, by default in pixels (although may be entered as any accepted value<br />

– em, %, in, mm, and so forth).<br />

• Class - click on the down arrow to select a class (from among those you have defined in<br />

CustomWysiwygStyle.css), leave as default (Not Set), or choose (value) to enter the name of a<br />

Cascading Style Sheet class defined in a file other than CustomWysiwygStyle.css.<br />

36


• Table Caption – click the checkbox to insert the HTML caption tag set at the correct position<br />

inside the table. You can enter a value after you click Insert and are returned to the editor. The<br />

topmost row of your new table will be a single cell. You have to type the value into that cell. You<br />

can be sure you are in the caption cell by noting the document path at the bottom of the editor:<br />

Path: table >> caption.<br />

• Advanced<br />

• Id – a unique name that identifies the table as an object embedded in the <strong>page</strong>.<br />

• Summary –used only for data tables, not for layout. This field describes the structure of the<br />

table (for example, “Two columns with seven rows.”) and the <strong>content</strong> (for example, “The first<br />

column is for fonts, the second column is for examples of those fonts.”).<br />

37


• Style – this is a Cascading Style Sheet style to apply to the table.<br />

• Language Code – this is a definition of the language (and font type) used in the table. For<br />

example, enter en-GB to indicate English used in Great Britain.<br />

• Background image – image to serve as the background for the entire table. Even if you are<br />

using an image from your image library, you will need to type (or paste) in an absolute path,<br />

such as http://bvt101.convio.com/images/<strong>content</strong>/<strong>page</strong>builder/maui.jpg.<br />

• Frame – this sets which outer borders of the table are visible.<br />

• void – no outer border (but inner cell borders remain)<br />

• above – only a top border (no inner cell borders and no outer side and top borders)<br />

• below – only a border at the bottom of the (no inner cell borders and no outer side and top<br />

borders)<br />

• hsides – only borders at the top and bottom (no inner cell borders and no outer side borders)<br />

• lhs – only a border on the left hand side<br />

• rhs – only a border on the right hand side<br />

• vsides – only borders on the left and right sides<br />

• box – only an outer border (all the way around), with no inner cell borders<br />

• border – same as box<br />

• Rules – this specifies which inner borders in a table are visible:<br />

• none – no lines<br />

• groups – lines between row groups and column groups<br />

• rows – lines between rows<br />

38


• cols – lines between columns<br />

• all – lines between rows and columns<br />

• Language direction – specifies the direction for the characters. Left to right is default behavior<br />

for English and other Western languages. Right to left reverses the letter or character flow; it<br />

creates a mirror image effect with English.<br />

Border color – the color of all displayed borders, inner and outer. Can be specified with a named<br />

color, such as “red”, or in hexadecimal or rgb color, such as “#ff0000.” The tool to the right of the<br />

input opens a color selector:<br />

The color selector has three panes, each with a different interface, for choosing a color:<br />

39


Click a color to select it and then click Apply when you are done.<br />

• Background color – the color of all displayed borders, inner and outer. Can be specified with a<br />

named color, such as “red”, or in hexadecimal or rgb color, such as “#ff0000.” The tool to the right<br />

of the input opens a color selector:<br />

.<br />

The tool works exactly the same as the Border color selector, above.<br />

4. When you finish defining the table, click Insert.<br />

40


5. Place your cursor in a cell to enter <strong>content</strong>. (Content may be text, images, links, or any other <strong>content</strong><br />

that the WYSIWYG supports.) A sample table is shown below.<br />

To edit a table:<br />

Once you have created a table, the WYSIWYG has tools for adding, removing, dividing, and formatting<br />

the cells.<br />

To work with the height and internal alignment of the Rows:<br />

1. Click into the row you want to format.<br />

2. Click the Table Row Properties icon, , to open the dialog box shown below:<br />

3. Use the (horizontal) Alignment and Vertical alignment menus to determine the placement of<br />

<strong>content</strong> within the cells in that row. (For example, if you choose an Alignment of Left, and a Vertical<br />

alignment of Top, text in that row will begin at the upper left of each cell.)<br />

4. Enter a Height, in pixels, if you want to control the exact height of the row.<br />

41


5. Select from the menu at the bottom of the dialog to apply your changes just to the selected row or to<br />

the entire table.<br />

6. Click the Advanced tab to set a Background image or a Background color. The steps are the same<br />

as those defined in creating a table, above.<br />

7. Click Update when you are done.<br />

To edit the height, width, and internal alignment of one or more cells:<br />

Note: Not only can you format many of the same items as in the previous procedure, but in the following<br />

steps you can also control the layout of individual cells.<br />

1. Click inside a cell.<br />

2. Click the Table Cell Properties icon to open the dialog box shown below.<br />

3. Use the (horizontal) Alignment and Vertical alignment menus to determine the placement of<br />

<strong>content</strong> within the cell(s). (For example, if you choose an Alignment of Left, and a Vertical alignment<br />

of Top, text in that cell will begin at the upper left of that cell.)<br />

4. Enter a Width and Height, in pixels, if you want to control the exact dimensions of the cell(s).<br />

5. Select from the menu at the bottom of the dialog to indicate whether these changes should apply only<br />

to the selected cell, to the entire row, or to the entire table.<br />

6. Select the Advanced tab if you want to set a Background image, a Background color, or a Border<br />

color.<br />

7. Click Update.<br />

To insert a row into the table:<br />

• Above a row, click into the row and click the Insert Table Row Above icon . The new row is<br />

added.<br />

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• Below a row, click into the row and click the Insert Table Row Below icon . The new row is<br />

added.<br />

To add a column to the table:<br />

• To the left of a column, click into that column and click the Insert Table Column Before icon .<br />

The new column is added.<br />

• To the right of a column, click into the column and click the Insert Table Column After icon .<br />

The new column is added.<br />

To remove a column from the table:<br />

Position your cursor in the column and click the Delete Table Column icon . The column is removed<br />

from the table.<br />

To remove a row from the table:<br />

Position your cursor in the row and click the Delete Table Row icon . The row is removed from the<br />

table.<br />

To join two or more table cells into one cell:<br />

Select the cells and click the Merge Table Cells icon . The cells are combined.<br />

To divide a table cell into:<br />

• Several rows, click into the cell, click the Split Table Cell icon , and type in the number of rows<br />

in the properties dialog displayed.<br />

• Several columns, click into the cell, click the Split Table Cell icon , and type in the number of<br />

rows in the properties dialog displayed.<br />

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