Source Code


  • To view and modify the source code of an Email Template either:

    1. Select the source code button, or

    2. Select ToolsSource Code


Inserting a File


  1. Open the file manager by selecting the insert file button

  2. Select a file and click insert



  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
  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


  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


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’