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
Transcript
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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