139 search results for « custom fields »
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Attaching a document
...a link to a file in an image block in a premade or basic template Click the image on which you would like to add a link to a file. To add the link to your file, click on the folder icon located on the right of the Link field or double-click on the image block to directly access the File Manager. Select the Files folder (on the left part of the CKFinder box). It is there that all your uploaded files will be kept. This step is important : if you are in the Images folder while...
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Create a template with the drag-and-drop template editor
...you already spent time editing a template to your liking and wish to use it to build a new one, here is how to proceed : Click on the Templates menu. In the list, find the template the one you wish to use (if need be, use the search field). Click on the Duplicate option from the actions menu icone at the end of the template's row. Rename the duplicata of your template and press Duplicate to confirm. It will be added to the list of your templates. Click on the Edit option from the...
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Building a scenario
...links clicked). This explains why you won't be able to change the permission on some triggers. Save your scenario. You'll find the save button on the top right of your screen. Enter a name for your scenario in the appropriate field and click the "Save" button. If you've finished setting up your scenario and are ready to activate it, click here for the activation process. If it's not the case, jump to the next step. If you've finished setting up your scenario but you're not...
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Contacts consent status
...access the advanced search three ways : In the Contacts menu > Subscribed. In the Groups menu, click on the name of the group in which you would like to use the advanced search. Click on the Advanced Search link next to the search field. Add the search criterion: Consent - equals to - Implied or Express depending on the information you wish to gather. You can search by consent source, date, proof or even expiration. At this point, you can, if needed, use the search result...
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Customize email confirmations
...can either select one of the fast colors on the left or choose between the different gradients of shades by clicking in the gradient square. If you have it, you can also enter the hexadecimal code of your color in the appropriate field. Pro-tip : The background color of the confirmation email is white. In order to make your button stand out, don't hesitate to choose and bright and dark color! Click the "OK" button to save your color. Repeat this process, if needed, for the text...
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How to prepare your images
...If your images are too big, they may be over the 10 Mb limit accepted by the system. Additionally, your email will take longer to load which is why it is recommended to work on them berforehand. Right click on your image. In the menu, choose Image properties. Select the advanced tab. Add the “noresize” text in the Stylesheet Classes field and click OK. Verify once again the display with the preview tools.
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How to add anchors to a template (table of contents)
...the Select an anchor section, choose the desired anchor from the By anchor name dropdown menu. If the link and the anchor are not in the same text block, follow these steps instead: a) Leave the Link type set to URL. b) In the URL field, enter the # symbol followed by the exact name of your anchor, with no space between the # and the name (e.g., #NouvelleA). c) The protocol will automatically switch to <other>, which is expected. d) Click OK. Now, all that remains is to...
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Edit, rename, duplicate, and delete your pages
...and contact forms. Renaming a landing page Access the list of your landing pages. Click on the three-dot icon icone to the right of the page to open the action menu, then select the Rename option. Enter the new name in the field provided. Confirm by pressing Confirm. Deleting a landing page Access the list of your landing pages. Click on the three-dot icon icone to the right of the page to open the action menu, then select the Delete option. Confirm the action by selecting...
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Edit or delete users
...the Icone Actions menu located to the right of the user's row and choose the Modify option. Make the necessary changes. If you wish to change the user's password, you will first need to enter your own password in the appropriate field. Save your changes. Delete a user To delete a user, you must first make sure you are not logged into the profile of the user you wish to delete. If you only have one user in your account, you will first have to create a new administrator and...
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Calendar event block
...(required) Start date and time, as well as its end date and time.(required) Note: Check Full day to avoid specifying times. Time zone for the event time (by default, this is your account time zone). In the Location field, enter the physical address or URL of the virtual meeting (optional) Event description (optional) Don't forget to test before sending. Testing calendar links To test your calendar links, you'll need to send a complete mailing to your test...