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CRM Email Templates

Last post 11-09-2015 3:14 PM by Jim.Hewitt. 12 replies.
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  • 04-29-2011 2:41 PM

    • Della
    • Not Ranked
    • Joined on 04-18-2011
    • Posts 2

    CRM Email Templates

    Does the Email Template support importing any type of file with graphics - ie a pdf or publisher file?  Trying to figure out if there is a way to actually do email "advertising" blasts  (including photos, tesxt, etc, NOT just text) using the CRM function in Method.
    I do understand that a single image can be imported, I am assuming it must need to be a jpeg file or similar

  • 04-29-2011 4:18 PM In reply to

    Re: CRM Email Templates

    Hi Della,

    The text editor supports HTML, most of the fancy emails sent arecreated using HTML. It should allow you to create graphic emails with lots of pictures and colors.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 03-21-2013 1:40 PM In reply to

    Re: CRM Email Templates

    I created an email template and inserted a jpeg picture file. During test emails the picture does not show up. Any suggestions?

    Kelly Ricker

    Innovative Irrigation & Outdoor Lighting

    770-632-6477

  • 03-21-2013 2:44 PM In reply to

    Re: CRM Email Templates

    Answer

    Hi Innovative,

    When inserting a picture, you need to use an html tag which points to the server where the picture is stored/saved, see my example below. The reason for this is because we don't store images inserted into html editors on our servers, take a look at this related post.

    Hello World,

    This is my email and here is a picture <img src="http://www.overthinkingit.com/wp-content/uploads/2012/03/250px-Superman_shield.png">

    Regards

    The above tag will display this picture:

    Hope this helps!

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 03-22-2013 9:23 AM In reply to

    Re: CRM Email Templates

    Thank you for your response, however it didn't work. My picture is stored in my documents on my computer and this is what it looks like in my email template. What am I doing wrong.

    "C:\Users\EZPC\Documents\Sunset Printing\InnoIrrigation Pricing spring 2013.jpg">

  • 03-22-2013 10:01 AM In reply to

    Re: CRM Email Templates

    Answer

    The picture can't be stored on your local computer, it needs to be located on a server that is publically accessible by everyone else on the internet. If you don't have access to a server to store your images on then look for a free image uploading/sharing website to use. A great website we use for uploading images is imgur.com, however this is not a permanent solution as we have no control over when they decide to purge our images. Hope this clarifies things for you.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 03-22-2013 10:30 AM In reply to

    Re: CRM Email Templates

    Answer

    There's actually another solution for you, when you uploaded your image originally in your email it actually saves to your account database so you can use the below tag to get your image to display. *Note: You need to replace the MyAccountName part with your actual Method Company Account name, you'll also need to change MyPic.jpg to the name of your image that is uploaded.

    <img src="https://www.methodintegration.com/test/AccountPages/MyAccountName/ImagesPublished/MyPic.jpg">

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 03-22-2013 10:44 AM In reply to

    Re: CRM Email Templates

    Answer

    Just to clarify: When you edit your email template, click the Insert/Edit Image button on the toolbar. You'll then be able to upload the picture to your account database and use the tag I mentioned.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 11-05-2015 8:32 PM In reply to

    Re: CRM Email Templates

    A


    Ashur -

    Doesn't work for me. Here is the HTML code the email editor inserted (your example has 'test' mine = 'method':

    <td width="247">&nbsp;<a href="http://www.hewittindustries.com/Pyrometer%20Gauges/pyrometers_3_inches/010-427-1X-X%20C%20Pyro%203in%200-1500F%20REV%20A.pdf"><img src="https://www.methodintegration.com/method/AccountPages/HewittIndustries/ImagesPublished/Pyro151105.jpg" alt="" /></a></td>

    It is an image with a link embedded. The only thing that comes across in the email is the embedded link - not the image.

    Jim


    P.S. - The image doesn't come across without the link either.

    <td width="247">&nbsp;<img src="https://www.methodintegration.com/method/AccountPages/HewittIndustries/ImagesPublished/Pyro151105.jpg" alt="" /></td>


  • 11-06-2015 2:04 PM In reply to

    Re: CRM Email Templates

    Hi Jim,

    When you Navigate to https://www.methodintegration.com/method/AccountPages/HewittIndustries/ImagesPublished/Pyro151105.jpg in your browser while signed into method, does the image appear? Its possible It wasnt uploaded properly.

    You need to upload the image through the Email template editor, and not through the Documents Tab in Method. 

    Thanks Jim. Let me know how you go.

    Regards,

    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 11-06-2015 6:17 PM In reply to

    Re: CRM Email Templates

    Ben - 

    I did upload the image the from the email template. The image displays when you go to the address. Thus, it should download with the HTML script. But it apparently doesn't.

    But wait, there's more. I uploaded the image again and I duplicated the template. When i send the email to myself, I can see the image. If I send the email to another person, they cannot see the image. If I forward the email that came to me (in which I can see the image) to someone else, they cannot see the image. 

    Thus, the image I am seeing resides on my machine but not the recipient's machine - perhaps in the location from which it was uploaded. But when I view the email I received in a browser, the code says:

    <td width="248">
    <p>&nbsp;<a title="Pyrometers" href="http://www.hewittindustries.com/pyrometers.html"><img src="https://www.methodintegration.com/method/AccountPages/HewittIndustries/ImagesPublished/Pyro151105_3.jpg" alt="" /></a></p>
    </td>

    I don't understand it. the 'src' is not an address on my machine, but yours.

    Go to this address and see if you see the image:

    https://www.methodintegration.com/method/AccountPages/HewittIndustries/ImagesPublished/Pyro151105_3.jpg

    Jim


  • 11-09-2015 9:32 AM In reply to

    Re: CRM Email Templates

    HI Jim,

    Is this just happening for one of your Customers, Or everyone except you? Its Possible if its just happening for a handful of your customers that they have Images blocked on their Email client. 

     Would you be able to forward me the email your customer cant see the image on? My Email is in my signature.

    Thanks Jim.

    Regards,

    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 11-09-2015 3:14 PM In reply to

    Re: CRM Email Templates

    Ben - 

    Thanks. I'm pretty sure you have nailed it. I think the recipient had images blocked when retreiving emails. Thus, the picture didn't show up in the email until the recipient requested the picture to be downloaded. 

    The issue is closed. Thanks a pile.

    Jim

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