Adding a hyperlink to a template

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This article was developed to describe the steps involved in adding a hyperlink to a template within Centrex CRM. Hyperlinks can be added to email or document templates which allows the reader to click on the text or image and be taken directly to an external web page.

  1. Do one of the following:
    • From the Docs tab, click Create A New HTML Document;
    • From the E-Marketing tab, click, Create Email Template; or 
    • From the Guidelines tab, click Create Content.
  2. Begin by highlighting the text or image that you want to add a hyperlink to.
  3. Do one of the following:
    • Right-click the text or image, then click Link; or 
    • Click the Insert/Edit link icon.
  4. The Insert Link window opens.
  5. Do any of the following:
    • URL: Direct web address that will be opened when the text or image is clicked.
    • Text to display: This is the actual hyperlink text that is displayed.
    • Title: Inputting text into this box will make that text display as a tooltip when the hyperlink is moused over.
    • Link List: Convert the hyperlink to open a file from the Files tab. If a file is selected from this list, the system will auto-populate the file's location into the URL box.
    • Target: Selecting the "New Window" option will force the system to open the link in a new browser window, instead of redirecting the page.
  6. Once finished, click Ok.

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