How do I insert a link in an Email Template or Call Script?

When you create an email template for your contact or prospect, you may wish to include a link so that your recipient can simply click on the link and open it in their default browser.

To insert a link in an Email Template (or Call Script) you must sign in as an Administrator and then ...

  1. Click on the Projects menu on the top left and select a Project.
  2. Click on the Email, SMS & Docs for email templates.
  3. In the HTML Body, highlight the words that will be linked.
  4. Click on the Insert/Edit Link icon on HTML toolbar
  5. In the box that pops up:
    1. Type the URL
    2. Type the Title. This can be the same as the text that is linked.
    3. Choose "New Window" as the Target.
    4. Click OK
  6. Click Save button.

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