A hyperlink, often just called a "link," is a piece of text or an image that you can click on to take you to another webpage, document, or a specific part of a webpage. Hyperlinks are usually highlighted in a different color (often blue) and may be underlined to show they are clickable.
🌟Tip: When creating your hyperlinks in an email or in a report, check the box "Open in a new tab" to have the link open a new webpage instead of opening the link in the window they're already in!🌟
Why Use a Hyperlink?
Easy Navigation: Hyperlinks help users move quickly from one page to another without needing to type a web address. This makes browsing the internet faster and more efficient.
Connects Information: They connect related information, allowing you to link to additional resources, references, or detailed explanations without cluttering your page with too much text.
Improves User Experience: By providing links to other relevant content, you can improve the overall experience for your clients and agents. They can find more information easily.
How to Create a Hyperlink in Automation Emails
In this section, we'll show you how to add a customized hyperlink to your automated emails to clients and agents.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Automation"
Click on an email group to expand it
Click "Edit Template" to the right of the email you want to edit
Click the link icon to create a hyperlink
Enter the URL in the top line
Enter the text you want the recipient to see in the bottom line
Click "Insert"
Your new hyperlink will appear in blue font in the email body
Click "Save Email Template"
How to Create a Hyperlink in Action Emails
In this section, we'll show you how to add a customized hyperlink to your Actions emails to clients and agents.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Actions"
Click on an Actions group to open it
Click on the subject box under the Details column
Click into the body of the email to place your cursor where you want your link to be
Click the link icon to insert a hyperlink
Paste the URL for the hyperlink into the URL box
Add the text for your hyperlink
The "text" is what will appear on the comment.
Click "Insert"
The new hyperlink will appear as blue text, indicating that it is a clickable link
Click "Save"
How to Create a Hyperlink in Reports
In this section, we will cover how to make a hyperlink in both the template editor and the report editor.
 💡Quick tip: Click on the video above to expand it in another window. |
Click on the Section
Click on the Item
Click on the comment you want to add the hyperlink to
Select the hyperlink icon
Paste the URL for the hyperlink into the URL box
Add the text for your hyperlink
The "text" is what will appear on the comment.
Click "Insert"
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