Email templates allow you to set up messages with dynamic fields (which extract information directly from your process) to facilitate communication with external customers, suppliers, candidates, etc.

🔔 Click here to learn how to automate email templates.

Besides dynamic fields, the visual editor in email templates allows you to add images, links, tables, and configure different font sizes, colors, and more. Some advanced settings can be performed directly in the HTML code editor, such as adding attachments or images in the text field.

You can use an attachment field to display an attached image or animated GIF (JPG, PNG, GIF, and other common formats) in the email template. This way, you generate an image from the attached file through the HTML code.

Follow the step-by-step tutorial:

1 - Open the email template editor and access the template's HTML code. Click on the button located on the right corner to view the content in HTML.

2 - Wherever you want the animated image or GIF to be displayed, paste the following code into the HTML editor: <img src="{{X}}">. The attachment field code will later replace this {{X}} code.

3 - To create an attachment field, just click on Dynamic Field and select it. This is the code that contains the image file which will be shown in the body of the email.

4 - Replace the code "{{X}}" inside the braces with the code of the dynamic attachment field.

5 - Once this is done, you can delete the dynamic attachment field without the code we listed in item 2. Save!

Check the steps from 2 to 5 in the GIF:

That’s it! Images attached to the email template with the mentioned code will appear in the body of the text. The image will appear broken when you exit the HTML editor and go to the visual editor; but don't worry, this happens because there is no image actually attached to the template (it's just a skeleton).

🔔 Attention: Insert only one image per attachment field. If you place two or more images, they will not be displayed. Create different fields for each image.

Can I turn an image from an attachment field into a clickable image?

Yes! Just follow the same logic as the previous tutorial with a few more steps:

1 - Click on the link button, located in the header. Insert the URL you want the image to redirect to (such as the company website) and the text to be displayed in second (such as Click here).

2 - The text with the link will appear in the body of the text. Next, access the email's HTML code editor. Click on the button located on the right corner to view the HTML template.

3 - Paste the following code in the text, in the place where you want the image or animated GIF to be displayed: <img src="{{X}}">.

4 - Create the dynamic field for attachment in the text body, as you will need its code to place it inside the braces "{{X}}". To create a field, just click on Dynamic Field and select the attachment field.

5 - Replace the code "{{X}}" inside the braces with the code of the dynamic attachment field and delete the dynamic attachment field without the code.

6 - Finally, put together the codes of the attachment field and the link field in one line. The link field is identified by the code <a href="{{LINK FROM YOUR URL}}"> Click Here </a>.

7 - To make the attachment field image clickable, just place the two codes side by side. For example: <img src="{{X}}"><a href="{{URL LINK}}"> Click Here </a>.

Check the steps from 2 to 7 in the GIF:

That’s it! This image is now clickable. This can be valuable when you want the company website to be accessed by clicking on an attached image.

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