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Inserting Images, Links, and Attachments Into Emails
Inserting Images, Links, and Attachments Into Emails
V
Written by VipeCloud Developer
Updated over a month ago

Learn some essential functions of VipeCloud's HTML and Rich Text email template builders. You'll learn how to insert images, links, and attachments into your emails.

Transcript

0:01

hello everybody thank you so much for

0:04

joining us today I'm excited to talk to

0:07

you all about how you can insert images

0:11

links and attachments into your email

0:16

templates and uh before we jump into

0:18

that of course if you have any questions

0:20

at all uh while you're watching this or

0:23

after the fact just feel free to comment

0:25

them wherever you're watching this or

0:28

throw them into the chat and of course

0:30

as always you can reach out to us in

0:32

that little chat widget in your VI cloud

0:35

account so without any further Ado is

0:38

let's jump right into

0:40

this so I'm just going to show you

0:42

quickly how you can navigate to your

0:43

email templates you can get there by

0:45

going to the communication

0:47

Tab and then going down to

0:51

templates and we have two email template

0:55

Builder types we have the drag and drop

0:57

HTML Builder as well as the rich text

1:00

editor and we're going to start off in

1:04

the HTML

1:11

Builder all right and so first things

1:14

first let's put an image in here and so

1:19

we're going to do that by dragging this

1:21

image block over you see that little

1:23

drop

1:25

here uh that that pops up that's where

1:28

when I when I lift up the mouse button

1:31

it's going to start to let me to put a

1:34

an image in in that

1:36

area and then I'm going to click on this

1:40

and it automatically pops up the images

1:43

that are in my content already in uh in

1:47

the

1:48

system and so from here I

1:52

can add content from my computer so this

1:55

will let me browse my computer for

1:57

images that are on the computer and and

1:59

then I can uh upload them from there but

2:03

also everything that's in the system

2:05

already I can view right here so I'm

2:07

going to put this VIP Cloud logo in

2:09

there and hit on that right there and I

2:12

have inserted an

2:15

image I can also change existing images

2:19

by clicking on them and then there's

2:22

this change image button right here can

2:25

click on that and from there it's all

2:28

the same so I want to put in that

2:31

portrait right there there we go I'm

2:33

able to do

2:35

that now I'm now let's talk about how

2:38

you can put in links and there are a

2:41

couple of different types of links

2:44

because of course you can link an image

2:47

so let's say I wanted to hyperlink this

2:50

and have people go to viip Cloud well

2:52

right over here after I click on this

2:55

I'm able to put in the link right there

3:00

and when people click on it it'll send

3:01

them to VI

3:03

Cloud additionally we've also got uh

3:07

buttons so let's uh let's put a button

3:10

in

3:12

here and I'm going to drag this button

3:15

block

3:17

over and as you can see a button is kind

3:20

of like just a little uh a little call

3:23

to action basically where we can put in

3:25

the button label we could say uh

3:31

click here to

3:32

register and then where they will be

3:35

directed is right

3:38

here and you can change the button

3:41

colors text colors all of that stuff

3:44

right

3:46

here lastly there we can hyperlink some

3:50

text and so let's say this text right

3:53

here we want for you know people to

3:55

click on this and then that will send

3:56

them to the page that we want to send

3:58

them to so this one's a little bit less

4:01

intuitive you need to highlight the

4:05

text and then you see right up here this

4:07

this editor ribbon with all these

4:10

different options right over here is the

4:13

uh the link button so you hit that

4:15

change link once I click on that then

4:20

over here I can then edit where that

4:23

text is going to send

4:25

them bip cloud.com and so now this is

4:29

hyperlink

4:33

text all right and then now we're going

4:37

to talk about

4:39

attachments and so uh the way you'll use

4:43

an attachment here I guess first of all

4:45

attachments in VIP Cloud are um they're

4:49

all done by link so you actually don't

4:52

have the file get kind of attached to

4:54

the email itself it's rather that you

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can have Vibe cloud

5:00

uh use a like a link where VI Cloud

5:02

hosts the file and when people click on

5:05

that link they'll download that file and

5:08

so if you're using an HTML

5:10

template I would I think in most cases a

5:13

button actually is a perfect way for

5:16

people to download a file and so let's

5:20

uh let's add a new button in here so go

5:23

over here

5:25

button we're click on it to edit

5:27

it and you'll see right here choose file

5:32

click on

5:33

that and now we're able to either add

5:37

content in other words browse your

5:39

computer for a file that you'll

5:41

upload and in this case I've got an

5:43

example one right here so I'm just going

5:45

to use

5:47

that and under button label I think

5:51

especially with files it's important

5:52

that you really make it clear that

5:53

they're going to be downloading it once

5:54

they tap it they're going to download it

5:56

although PDFs do open up in a new tab

5:59

and then they can download from that new

6:00

tab so we'll say right here

6:15

uh and there we go the rest of it is the

6:19

same as you know with the other button

6:22

that we were

6:24

using all

6:26

right so now we're going to save and

6:28

return to email

6:30

templates and let's jump

6:33

into our Rich Text

6:37

Editor so we got an

6:41

example Rich Text Editor template

6:44

here now one thing that I want to point

6:47

out really quickly is that just uh in

6:50

general if you are inserting stuff into

6:53

a into a template of this type and you

6:58

haven't already built out text

7:00

a bit of a quirk in it is it can

7:03

sometimes insert things into a funny

7:05

into a funny Place basically if you

7:07

don't um already have text in there so

7:11

if in a case like this where we don't

7:13

already have that if I just add a space

7:15

I just hit the space bar that actually

7:17

uh helps make sure that things are going

7:19

to go exactly where we want because

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after all when you uh wherever you place

7:23

the cursor is where things will be

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inserted into this template so um

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so in this case we're let's just work

7:31

our way down here so first of all we got

7:34

insert attachment as a trackable link so

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I'm gonna I've got the cursor right

7:39

where I want it to place that trackable

7:42

link I'm going to click on

7:45

this and I can insert my you know my PDF

7:49

right

7:51

here and now it's already automatically

7:54

put in that link for downloading that

7:56

PDF and the text to display is going to

7:59

be whatever is here so we get the file

8:01

name by default which can work great or

8:05

I also sometimes like to just make that

8:07

into a call to

8:13

action add the cursor and there we go

8:17

now when people click on that they'll be

8:19

downloading your

8:22

file and also I went over it kind of

8:25

quickly but just like with before you

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can click here to add whatever it is

8:31

that you are uh looking to be sending to

8:34

your

8:38

contact so now let's jump over to

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images and so click here to insert the

8:48

image and we can put

8:50

in our our image here now one thing to

8:54

note is you might want it to make it you

8:57

might want to just double check the size

8:59

before you put it in there and as a

9:02

general rule of thumb about 600 pixels

9:06

is a pretty fullsize image and if you

9:10

want it to be a little bit of a smaller

9:12

image like what you see for instance

9:13

even like right here in the preview

9:16

that's probably about like 250 so you

9:19

can kind of easily just put in a new

9:23

size and also if you want to hyperlink

9:26

it you can put in that hyperlink right

9:27

there if you don't then and click add

9:31

cursor at or click to add at the cursor

9:34

and there we go now we got that 250

9:36

pixel wide

9:38

image and lastly we're going to be

9:43

inserting a hyperlink uh some hyperlink

9:47

text so we say

9:54

uh we go check out my website we

9:57

highlight the Tex

9:59

Tex click on that

10:02

link where should I

10:05

go and insert link and there we go now

10:09

that is linked something to note here

10:11

too is that if you want your links to be

10:15

tracked you do need to use that tool

10:18

just like I did right there so if we

10:20

just put

10:21

in a website like

10:24

that chances are their email uh their

10:27

their email client will hyperlink that

10:30

for you but it's not going to be a

10:32

tracking link so that's just one thing

10:35

to note so if you do want something like

10:37

this to be tracked then highlight it

10:40

just like we did right there click on

10:45

link and hyperlink it like

10:53

so awesome well I hope that this is all

10:56

very helpful um and that able to edit

11:00

your templates in the way that you need

11:02

to of course if you have any further

11:05

questions by all means reach out to us

11:07

we will be more than happy to help so I

11:10

hope you all have a wonderful rest of

11:11

your day

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