How to Insert Hyperlinks in Email Templates and Call Scripts

When creating an email template or call script in VanillaSoft, you may wish to include hyperlinks. Hyperlinks can be added to email templates and call scripts, enhancing the functionality and interactivity of your communications. While other areas, such as custom fields, also accept links, these instructions focus on using VanillaSoft's built-in text editor. For more details on creating call scripts and email templates, refer to the How to Create a Basic Call Script and How To Create an Email Template articles.

Insert Hyperlink in a Call Script

  1. Select Project: From the Admin homepage, select the desired project.
  2. Access Call Scripts: Open the Field Customization menu, then the Call Scripts sub-menu, and select the Call Scripts section.
  3. Select Call Script: Open the Selected Call Script drop-down and choose the desired call script.
  4. Insert Link: In the SubScript Text area, place your text curser where you want to add the link, then click the Insert/edit link icon (paperclip).
  5. Enter URL: Input the link in the URL field.
  6. Display Text (Optional): If you want a user-friendly URL, enter the desired text in the Text to display field.
  7. Title (Optional): To display additional text when hovering over the hyperlink, enter it in the Title field.
  8. Open in New Tab (Optional): To have the hyperlink open in a new tab, select New Window from the Target drop-down menu; otherwise, leave it at None.
  9. Save Changes: Click Ok. Finish editing the call script and click Save once complete.

Insert Hyperlink in an Email Template

  1. Select Project: From the Admin homepage, select the desired project.
  2. Access Email Templates: Open the Email, SMS & Docs menu and select the Email Templates section.
  3. Select Email Template: Choose the email template where you want to add the hyperlink.
  4. Insert Link: In the HTML Body area, place your text curser where you want to add the link, then click the Insert/edit link icon (paperclip).
  5. Enter URL: Input the link in the URL field.
  6. Display Text (Optional): If you want a user-friendly URL, enter the desired text in the Text to display field.
  7. Title (Optional): To display additional text when hovering over the hyperlink, enter it in the Title field.
  8. Open in New Tab (Optional): To have the hyperlink open in a new tab, select New Window from the Target drop-down menu; otherwise, leave it at None.
  9. Save Changes: Click Ok. Finish editing the email template and click Save once complete.

Incorporating hyperlinks into your email templates and call scripts in VanillaSoft can significantly enhance your communication capabilities. By following these steps, you can ensure your messages are interactive and provide additional resources or information efficiently.

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