Email Links

Email Links allows users to add resource links to the body of the email sent with a document. When this feature is activated the user will be prompted to select resources in the app prior to sending an email. The resources selected will appear as a list of links and the recipient will be able to click on the link to view the attached PDF, Video, or Webpage.

Activate Email Links

  1. In Document Routing toggle on Use Email Links for the document you’d like to use this feature with.
  2. Include the ##brochures## placeholder in your Default Email Template.
  3. Add Links to Email LinksResponsive image Responsive image

    Adding Email Links

    To Add New

      1. Click Responsive image .
      2. Category – Type in a Category for the link. This will help organize the links within the app
      3. Name – The name of the email link that will appear to the user inside of the app.
      4. Link – Add the URL the resource is hosted at. This is where the recipient will be directed to when clicking the link.
      5. Link Name – The clickable name that will appear inside of the email body.
    Responsive image

    To Copy From Resources

    1. Click Responsive image .
    2. This will copy over everything from the Resources area. Delete any links you do not want to allow the homeowner to receive.

    Editing and Formatting Email Links

     
    Format Your Links
    This HTML changes what your email links look like in the body of the email. The default HTML will display the links as a list.
    Category
    Inside the app, each Email Link is organized by category, such as siding or roofing. You can select from existing Categories or type in a new one.
    Name
    The name of the email link that will appear to the user inside of the app.
    Link
    URL to which the link directs the email recipient when they click on it.
    Link Name
    The clickable name that will appear inside of the email body.
    Responsive image