Quick and Easy Text Formatting Comes to SalesReach

Now you can format text in SalesReach using the WYSIWYG to bold, underline, and italicize text, as well as, create bulleted unordered lists.


New to sales reach is a new way to edit text and provide formating to text content found on SalesReach Pages. As Josh explains in the video the WYSIWYG stands for "what you see is what you get." Use our WYSIWYG feature when editing a Page or a module from the Content Library.

Note: with this release custom HTML will no longer be supported. Any page featuring custom HTML will not be impacted due to this change. The next time you update the page featuring custom HTML you will notice the custom style does not apply.

How to format text using the WYSIWYG

From the Visual Builder:

  1. While editing any Page use the Visual Builder Control Panel 
  2. Locate the Message Template module
  3. Highlight text to activate the WYSIWYG
  4. Make your formatting edits 
  5. Click off the WYSIWYG to complete the update

From the Content Library:

  1. While editing any Asset or Bio in the Content Librar
  2. Locate the field entry for text
  3. Above the entry field for text will be the new WYSIWYG editor
  4. Highlight your text 
  5. Click the controls for Bold, Italic, Underline, and Bulleted List
  6. Click "Save" at the bottom of the page