Formatting an Email Template

Source Code

To view and modify the source code of an email template either:

• Select the Source Code button, or

• Select Tools Source Code

Inserting an Image or Logo

1. Click where the image should appear in the template
2. Either:
   • Right click and select Image
   • Select the image button
   • From the drop down menus select Insert Image
3. To open the image manager, click the folder icon to open the file manager
   Important: The file manager displays currently uploaded files, see adding a file to upload a new one
4. Click on an image

• To format the image:
  • Click and drag on the centre to move the image
  • Click and drag from edges or corners to change the image size
  • Right click on the image and select Image to change:
    • The image dimensions
    • Image description (displays on hover)
    • The image source

Inserting a Link

1. Click where the link should appear in the template
2. Either:
   • Right click and select Link
   • Select the Link button
   • From the drop down menus select Insert Link

3. Enter the following information

   Field	Description
   URL	The destination of the link Can also include: • <top>- Links to the top of the email • <bottom> - Links to the bottom of the mail Example: htttp://www.google.com.au
   Text to Display	The text that will replace the link in the template Example: Google
   Title	The text that will display when hovering Example: Google Link
   Target	Where to open the link Example: New Window
   Example	Google

Formatting Text

• To format the text, use the following options:

Inserting a Table

1. Click where the table should appear
2. Either
   • Right click and select table
   • From the drop down menus select ‘Table’ ‘Table’
3. Drag the mouse to the correct table size and click

Dynamic Values

• To insert information from the job the email is attached to
  1. Select Insert Insert Value
  2. Select the required value

Attaching Forms

• See Attaching a Form

Adding a File

• To upload a file to be inserted into an email template:
  1. Select the Insert File button
  2. Select Upload
  3. Select Add Files
  4. Select the required file
  5. Select Upload
  6. Select Insert or Close

Where to Next?

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