Inserting Images, Links, and Attachments Into Emails

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hello everybody thank you so much for

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joining us today I'm excited to talk to

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you all about how you can insert images

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links and attachments into your email

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templates and uh before we jump into

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that of course if you have any questions

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at all uh while you're watching this or

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after the fact just feel free to comment

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them wherever you're watching this or

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throw them into the chat and of course

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as always you can reach out to us in

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that little chat widget in your VI cloud

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account so without any further Ado is

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let's jump right into

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this so I'm just going to show you

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quickly how you can navigate to your

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email templates you can get there by

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going to the communication

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Tab and then going down to

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templates and we have two email template

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Builder types we have the drag and drop

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HTML Builder as well as the rich text

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editor and we're going to start off in

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the HTML

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Builder all right and so first things

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first let's put an image in here and so

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we're going to do that by dragging this

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image block over you see that little

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drop

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here uh that that pops up that's where

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when I when I lift up the mouse button

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

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an image in in that

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area and then I'm going to click on this

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and it automatically pops up the images

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that are in my content already in uh in

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the

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system and so from here I

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can add content from my computer so this

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will let me browse my computer for

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images that are on the computer and and

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then I can uh upload them from there but

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also everything that's in the system

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already I can view right here so I'm

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going to put this VIP Cloud logo in

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there and hit on that right there and I

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have inserted an

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image I can also change existing images

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by clicking on them and then there's

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this change image button right here can

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click on that and from there it's all

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the same so I want to put in that

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portrait right there there we go I'm

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able to do

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

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you can put in links and there are a

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couple of different types of links

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because of course you can link an image

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so let's say I wanted to hyperlink this

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and have people go to viip Cloud well

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right over here after I click on this

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I'm able to put in the link right there

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and when people click on it it'll send

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them to VI

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Cloud additionally we've also got uh

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

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in

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here and I'm going to drag this button

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block

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over and as you can see a button is kind

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of like just a little uh a little call

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to action basically where we can put in

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the button label we could say uh

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click here to

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register and then where they will be

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directed is right

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here and you can change the button

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colors text colors all of that stuff

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right

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here lastly there we can hyperlink some

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text and so let's say this text right

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here we want for you know people to

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click on this and then that will send

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them to the page that we want to send

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them to so this one's a little bit less

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intuitive you need to highlight the

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text and then you see right up here this

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this editor ribbon with all these

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different options right over here is the

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uh the link button so you hit that

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change link once I click on that then

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over here I can then edit where that

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text is going to send

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them bip cloud.com and so now this is

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hyperlink

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text all right and then now we're going

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to talk about

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attachments and so uh the way you'll use

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an attachment here I guess first of all

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attachments in VIP Cloud are um they're

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all done by link so you actually don't

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have the file get kind of attached to

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the email itself it's rather that you

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can have Vibe cloud

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uh use a like a link where VI Cloud

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hosts the file and when people click on

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that link they'll download that file and

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so if you're using an HTML

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template I would I think in most cases a

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button actually is a perfect way for

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people to download a file and so let's

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

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over here

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button we're click on it to edit

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it and you'll see right here choose file

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click on

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that and now we're able to either add

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content in other words browse your

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computer for a file that you'll

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upload and in this case I've got an

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example one right here so I'm just going

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to use

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that and under button label I think

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especially with files it's important

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that you really make it clear that

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they're going to be downloading it once

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they tap it they're going to download it

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although PDFs do open up in a new tab

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and then they can download from that new

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tab so we'll say right here

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uh and there we go the rest of it is the

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same as you know with the other button

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that we were

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using all

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right so now we're going to save and

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return to email

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templates and let's jump

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into our Rich Text

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Editor so we got an

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example Rich Text Editor template

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here now one thing that I want to point

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out really quickly is that just uh in

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general if you are inserting stuff into

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a into a template of this type and you

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haven't already built out text

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a bit of a quirk in it is it can

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sometimes insert things into a funny

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into a funny Place basically if you

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don't um already have text in there so

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if in a case like this where we don't

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already have that if I just add a space

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I just hit the space bar that actually

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uh helps make sure that things are going

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to go exactly where we want because

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after all when you uh wherever you place

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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

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our way down here so first of all we got

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insert attachment as a trackable link so

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I'm gonna I've got the cursor right

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where I want it to place that trackable

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link I'm going to click on

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this and I can insert my you know my PDF

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right

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here and now it's already automatically

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put in that link for downloading that

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PDF and the text to display is going to

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be whatever is here so we get the file

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name by default which can work great or

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I also sometimes like to just make that

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into a call to

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action add the cursor and there we go

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now when people click on that they'll be

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downloading your

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file and also I went over it kind of

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quickly but just like with before you

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can click here to add whatever it is

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that you are uh looking to be sending to

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your

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contact so now let's jump over to

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images and so click here to insert the

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image and we can put

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in our our image here now one thing to

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note is you might want it to make it you

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might want to just double check the size

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before you put it in there and as a

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general rule of thumb about 600 pixels

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is a pretty fullsize image and if you

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want it to be a little bit of a smaller

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image like what you see for instance

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even like right here in the preview

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that's probably about like 250 so you

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can kind of easily just put in a new

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size and also if you want to hyperlink

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it you can put in that hyperlink right

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there if you don't then and click add

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cursor at or click to add at the cursor

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and there we go now we got that 250

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pixel wide

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image and lastly we're going to be

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inserting a hyperlink uh some hyperlink

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text so we say

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uh we go check out my website we

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highlight the Tex

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Tex click on that

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link where should I

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go and insert link and there we go now

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that is linked something to note here

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too is that if you want your links to be

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tracked you do need to use that tool

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just like I did right there so if we

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just put

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in a website like

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that chances are their email uh their

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their email client will hyperlink that

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for you but it's not going to be a

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tracking link so that's just one thing

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to note so if you do want something like

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this to be tracked then highlight it

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just like we did right there click on

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link and hyperlink it like

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so awesome well I hope that this is all

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very helpful um and that able to edit

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your templates in the way that you need

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to of course if you have any further

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questions by all means reach out to us

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we will be more than happy to help so I

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hope you all have a wonderful rest of

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your day