Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

How to Add Linked Images to Document and Message Templates in Engager

How to configure how to add linked images to document and message templates in engager in your Engager account

This guide will walk you through the steps to add images with hyperlinks to your message and document templates in Engager. This feature is useful for incorporating branded visuals, call-to-action images, and other linked content directly into your documents and emails.

Adding Linked Images to Message Templates

  1. Navigate to Message Templates: go to Settings > Communication > Message templates. Select + new template to create a new one, or use the copy icon under Actions to copy an existing template and modify it. For a new template, fill in New message template and select create & edit to open the editor.
    Message templates toolbar with the Name filter, new template highlighted and edit categories, above a template row with copy, edit and delete actions
  2. Insert an Image: in the template editor toolbar, select the Image button.
    Template editor toolbar with the Link button and the Image button highlighted
    On the General tab, tick Upload: and use Choose file to select the image you wish to add, or tick URL: and enter the image's web address. Select OK. The image will be uploaded directly into the template editor.
    Image dialog General tab with Upload ticked and a demo banner file chosen, highlighted, and the banner previewed above Cancel and OK
  3. Resize the Image (Optional): double-click the inserted image to open the image properties, then select the Advanced tab. Here, you can adjust:
    • Width and Height to resize the image (tick Lock Ratio to keep its shape).
    • Alignment, VSpace and HSpace for layout adjustments.
    • Alternative Text, to describe the image.
    Select OK to save the changes.
    Image dialog Advanced tab with Alternative Text, Lock Ratio, Alignment, VSpace, HSpace and Border, with the Width and Height fields highlighted
  4. Add a Hyperlink to the Image: select the image by clicking on it, then select the Link button in the toolbar. On Link Info, leave Link Type as URL, check the Protocol, and enter the address you want users to be directed to in URL. Select OK to save the link, then Save the template.
    Link dialog Link Info tab with Link Type URL, Protocol https and the URL field, containing www.example.com, highlighted
  5. Preview Your Template:
    • For emails, draft an email using the template to preview how it will look and test the link. In a client's Communication page, select compose e-mail and choose your template in Template:.
      Compose e-mail with the Template field, set to a demo linked image template, highlighted, and the template's banner image in the body
    • For documents, create a PDF to ensure the image and link display correctly.

Adding Linked Images to Document Templates

The steps for adding images with links to Document Templates are similar:

  1. Navigate to Document Templates: go to Settings > Document content > Document templates. Select + new template to create a new one, or choose to copy an existing template to modify it.
  2. Follow the Same Steps as for Message Templates:
    • Insert an image with the Image button.
    • Resize the image (if needed) by double-clicking it and adjusting the properties on the Advanced tab.
    • Add a hyperlink by selecting the image and selecting the Link button, then entering the desired URL.

Since the editor is the same, these steps work consistently for both Message Templates and Document Templates.

Best Practices

  • Use Alt Text: add alternative text to images in Alternative Text to improve accessibility and ensure users understand the content if images don’t display automatically.
  • Avoid Excessive Images in Emails: too many images can trigger spam filters, so keep your image usage balanced.
  • Keep Image Sizes Below 2MB: this ensures quick loading times and smooth generation of documents or emails.

Troubleshooting Tips

  • Link Not Working? Double-check the URL for accuracy.
  • Image Not Displaying? Ensure the image size is within the 2MB limit and is in an accepted format (for example, JPEG or PNG).
  • Positioning Issues? Adjust alignment and spacing in the image properties as needed.

By following these steps, you can easily add linked images to your templates in Engager, enhancing the appearance and functionality of your communications.