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To add an image to an email...

  1. Find the email (or email template) and open the content editor (by selecting Edit next to the email or template under the Follow-Up tab)
  2. Select the "Insert/Edit Image" icon (the mountains with a sun)
    1. Image Added
  3. This will open up an Image Properties box. Select Browse Server
    1. Image Added
  4. This will bring up all your stored images on your InTouch site. To add a new image, select Choose File.
    1. Image Added
  5. Find and select (Open) the image on your computer
    1. Image Added
  6. Select Upload
    1. Image Added
  7. Your image file should now seen in your list. Find the file name on your list and select it
    1. Image Added
  8. You should now see your image in the editor and it will have properties on the left side. You can re-size your image here if needed, but it is best practice to upload the size as desired. Large images, even if re-sized to be quite small in this screen, take longer to load in the recipient's email. Select OK.
    1. Image Added
  9. Your image should now be visible in your email or template
    1. Image Added

Tips:

  • Keep your image file names simple, like HappyBirthday.jpg or Lead_BDay.png. It's best not to include special characters or spaces as these may effect the deliverability of your image

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  • Upload the size as desired. Large images, even if re-sized to be quite small in this screen, take longer to load in the recipient's email.