Text blocks allow you to add written content to templates, campaigns, and web forms in Tribe. They are useful when you want to combine your own text with dynamic information already stored in the system. You might use a text block to create emails, quotations, or documents that need consistent wording with personalised details. By following this guide, you will learn how to add a text block, format its content, and insert merge fields correctly.
Table Of Contents
What Does A Text Block Do?
How Do I Add A Text Block?
What Functions Can I Use In A Text Block?
How Do I Add Merge Fields In The Text?
Additional Block Settings
What Does A Text Block Do?
A text block lets you add custom written content to any template in Tribe. You can enter your own text and combine it with merge fields, which automatically pull data from your CRM. Text blocks also support basic formatting, such as bold or italic text, font size changes, and text colour, helping you present information clearly and consistently.
How Do I Add A Text Block?
Open the relevant Template.
Click the + icon in the template layout.
Select Text from the Common Blocks section.
Place the block in the desired column of your template.
The text block is now ready for editing and formatting.
What Functions Can I Use In A Text Block?
Text blocks include familiar formatting tools such as bold, italic, bullet points, alignment, text size, and text colour. These options help structure your content and improve readability.
To add a link to a website:
Select the text you want to make clickable.
Click the Link button.
Select the link and click Edit.
Enter or paste the website address.
Click Save to apply the link.
How Do I Add Merge Fields In The Text?
Merge fields allow data already stored in Tribe to appear automatically in your template, such as quotation numbers or organisation details.
Click inside the Text Block where the data should appear.
Select Add Field.
Choose a field from the left-hand column, such as Quotation Fields, My Organisation Fields, or Employee details.
Click the required field to insert it into the text.
The selected field is added immediately and will display the correct data when the template is used.
Additional Block Settings
When a text block is selected, a settings panel appears on the right-hand side. These settings allow you to adjust properties such as the background colour, border colour, and border width for the entire block. Each block type has its own settings, which help control how the content is displayed within the template.
Did you know?
There are separate articles available that explain the different types of blocks you can use in Tribe templates.
Quick Summary
Text blocks let you add and format written content within Tribe templates. They support links, formatting options, and merge fields that automatically display CRM data. By using text blocks effectively, you can create clear, consistent, and personalised templates.