Formatting text

Use ChartMogul’s rich formatting tools when editing emails, email templates, email signatures, text blocks, notes and call logs. Apply formatting by selecting tools from the toolbar or using typing shortcuts (e.g., starting a line with # to add a heading).

Screenshot of the toolbar with text formatting options.

Not all formatting tools are available for all types of content. Review the “Availability” column in the tables below.

Basic Formatting Tools

Use these tools to style text — bold, italic, underline, and more.

Tool	Typing shortcut	Availability	Notes
Styles	Start a line with `#` for Heading 1, `##` for Heading 2, `###` for Heading 3.	Emails, email templates, email signatures, text blocks, notes and call logs	Select Normal, Heading 1, Heading 2, or Heading 3 from the drop-down.
Bold	Wrap text with `` or `__` (e.g., `bold text**` ).	Emails, email templates, email signatures, text blocks, notes and call logs
Italic	Wrap text with `` or `_` (e.g., `italic text*` ).	Emails, email templates, email signatures, text blocks, notes and call logs
Underline	N/A	Emails, email templates, email signatures, text blocks, notes and call logs
Strikethrough	Wrap text with `~~` (e.g., `~~strikethrough text~~` ).	Emails, email templates, email signatures, text blocks, notes and call logs

Alignment

Use alignment tools to position text left, right, or center.

Tool	Toolbar icon	Availability
Align Left		Emails, email templates, email signatures, text blocks, notes and call logs
Align Right		Emails, email templates, email signatures, text blocks, notes and call logs
Align Center		Emails, email templates, email signatures, text blocks, notes and call logs

How to Create Lists

Use lists to organize information. Bullet lists work for unordered items, ordered lists for numbered steps, and task lists for to-do items you can check off.

Tool	Typing shortcut	Availability	Notes
Bullet List	Start a line with `-` or `*` .	Emails, email templates, email signatures, text blocks, notes and call logs
Ordered List	Start a line with `1.`	Emails, email templates, email signatures, text blocks, notes and call logs	Numbering continues automatically.
Task List	Start a line with `[ ]` for an unchecked or `[x]` for a checked item.	Notes and call logs, text blocks	Mark items complete without entering edit mode.

Links, Code, and Reusable Blocks

These tools let you insert links, format code snippets, add placeholders (dynamic fields that fill in with customer data), and reuse saved text blocks.

Tool	Typing shortcut	Availability	Notes
Link	N/A	Emails, email templates, email signatures, text blocks, notes and call logs	Enter the Text to display and URL in the dialog and click SAVE.
Insert Image	N/A	Emails (except automated emails)	Select an image to upload directly into your content.
Mark As Code	Wrap text with backticks (e.g., `code` ).	Emails, email templates, email signatures, text blocks, notes and call logs	Creates an inline code snippet.
Quote	Start a line with `>` .	Emails, email templates, text blocks, notes and call logs
Add Placeholder	See the syntax for available placeholders.	Emails, email templates	Insert dynamic fields that populate with customer data. Learn more.
Add Text Block	Type `/` to see available text blocks.	Emails (except automated emails), notes and call logs	Insert pre-saved content snippets. Learn more.
Remove Formatting	N/A	Emails, email templates, email signatures, text blocks, notes and call logs	Clears formatting from selected text.