Creating an Asset Download Email Template

Modified on Wed, 27 Mar 2024 at 02:18 PM

To create an Email Template with an Asset Download Type, follow the below steps:

  1. From the Left Nav Menu, click Setup > Email Templates. 
  2. Click Create on the Email Template page and click Asset Download.   
  3. Enter the name of the email template. 
  4. Optionally, select Mark as Default. When selected, this email template is used to send email messages to users who opt-in.

    Important: Your Hushly installation includes one default email template named Default Template. The default template does not include this option.

    When you create a second email template, the Mark as Default option is available in the new template as there is more than one template now. You cannot undo this action.
    When you select this option, the template is used as the default template. Also, the template’s Default column displays a green tick icon.

  5. Enter the from the name. The name is prepopulated with the company name configured using Setup > Settings. For example, if MyBusiness is the company name, MyBusiness via Hushly is displayed as the From n Name. You can change the company name but it must always be followed by via Hushly.
     
  6. Enter an email address to receive replies in Reply-To.
     
  7. Add the subject line. You can use tokens such as {{company_name}} and {{asset_name}}. 
  8. Upload the image:
    • Click the image button on the toolbar. 
    • Alternatively, click Insert > Image from the toolbar. 
  9. In the Insert/edit image pop-up window, enter the image source as a URL. The dimensions of the image are automatically filled in the dimensions. Optionally, enter the image description.
     
  10. Click Save to insert the image into the template.

  11. Edit the default message.
    • You can format the message using the editing tools available on the toolbar. 
    • To insert tokens into your text, use the tokens from the toolbar.
      • Asset: When clicked, a list of Asset tokens will be displayed from which you can select one to insert into the message area.

      • Experience: When clicked, a list of Experience tokens appears, from which you can choose one to insert into the message area. 

      • Company: When clicked, a list of Company tokens appears, from which you can choose one to insert into the message area.  
    • You can modify the text of the Download button by clicking on it and then clicking the Insert/edit link in the toolbar.
      This would open the Insert link popup, modify the text in the Text to display, and click Save. Important: Do not modify the content in the URL field. Doing so it would disable Hushly's capability to track the Lead's download activity for the content.

      Note: If mistakenly you modified the download URL value and would like to replace it with the original, enter the tag {{downloadUrl}} in the URL field and click Save.

  12. Click Save.

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