Content Editors

DonorPoint uses four different editors for content fields in the admin application. The editor that appears for a given field depends on the type of content it holds.

Plain Text

The simplest editor — a multi-line text field with no formatting. Used for plain text such as short notes and configuration values.

Rich-Text Editor

A formatted HTML editor with a toolbar for common formatting: bold, italic, underline, lists, alignment, links, images, and tables.

Used for fields that need formatted content but not a full drag-and-drop layout. A Source button toggles to raw HTML view for direct editing.

Used in DonorPoint for:

• Item descriptions on forms
• Notes on calls, meetings, and tasks
• Confirmation page content

Merge tag support: Click the Merge tags button in the toolbar to browse and insert DonorPoint merge tags (e.g. #{CONTACTFIRSTNAME}, #{ORDERTABLE}). The dropdown is sourced from the DonorPoint merge-tag catalog — the same list the drag-and-drop designer and Unlayer email designer use — and is narrowed to the tags that apply to the field’s context (for example, an item’s receipt-description field shows only the merge tags relevant to that item type, instead of the full catalog). See the Merge Tags Reference for the full set of tags.

When editing raw HTML in DonorPoint content fields, you are writing XML-compatible HTML. This means standard HTML shortcuts like   need to be replaced with their XML-safe equivalents ( ). The rich-text editor handles this automatically when you use the formatting toolbar — it only matters if you switch to the Source view and type HTML directly.

Drag-and-Drop Designer

A full visual email and page designer. Staff build rich layouts by dragging content blocks — text, image, button, divider, columns, social links — without writing any code.

A Switch to HTML button reveals the underlying raw HTML for direct editing when needed. The designer saves layout information alongside the HTML so the layout can be re-opened and edited visually at any time.

Used in DonorPoint for:

• Email body templates
• Page template content

Merge tag support: DonorPoint merge tags such as #{CONTACTFIRSTNAME} and EL expressions can be inserted anywhere in the designer content, either through the merge tag picker in the toolbar or by switching to HTML view and typing them directly.

Code Editor

A full-featured editor with syntax highlighting, line numbers, code folding, and find/replace. Used for all scripting fields and configuration properties.

Used in DonorPoint for:

• Item pre/post-processing scripts
• Campaign scripting fields
• Script Modules
• Report queries
• Campaign and account configuration properties

Editor by Field

Tips

Switching editors: Fields with the drag-and-drop designer or rich-text editor always have a way to switch to raw HTML view. Look for a Source, < >, or Switch to HTML button in the editor toolbar.

Pasting from Word or other applications: Pasting formatted content from word processors often brings in complex formatting that may not render correctly in a browser or email client. Paste as plain text and reformat using the editor toolbar for best results.

Merge tags in email and page content: EL expressions and merge tags work anywhere in designer and rich-text content. The server evaluates them when the content is rendered. For example, in an email template: Dear #{contact.firstName}, is replaced with the donor’s first name when the email is sent.