Switch between visual and code editor

The comms editor has two modes: Visual (a rich text WYSIWYG) and Code (raw HTML). The toggle is in the editor toolbar. Switch freely without losing content.

Visual mode

Default. Use for almost everything.

• Bold, italic, links, lists, headings via the toolbar.
• Paste from Word or Google Docs and the formatting cleans up automatically.
• Drop in merge tags from the Insert merge tag menu.
• Drag images in from your desktop.

Use this for: announcements, regular comms, anyone who isn’t comfortable with HTML.

Code mode

For when you want pixel control or you’re pasting in a designed template.

• Edit raw HTML and CSS.
• Useful for inserting a header banner from your design system, custom buttons, or a multi column layout.
• The platform sanitises before sending so dangerous tags (script, iframe) won’t go out.

Use this for: branded campaigns, complex layouts, anything you’ve designed in a tool like Stripo or BeeFree and want to paste in.

Switching modes

Click Visual or Code at the top of the editor. The platform keeps the content in sync. Visual mode shows the rendered version of your HTML. Code mode shows the source.

If you go to code mode, edit, then back to visual, the visual editor shows your edits. If something looks wrong (e.g. a custom CSS class isn’t styling), it usually means the email client won’t render it either. Inline styles are safest for email.

Wizard mode

There’s a third option in some places (templates, sequences): Wizard mode. The wizard walks you through subject line, body, and merge tags step by step. Best for first time users or where the email needs to be very structured (e.g. a welcome email).

Preview before sending

Whichever mode you used, click Preview to see exactly what the recipient gets, with merge tags filled in for a real employee. Always do this before sending to a group.