In This Article:

    Document Editor: Built-in Word Processor - Create an Email Letter

    In This Article:

      NOTE: You can only open HTML and TXT files in Salsa CRM’s Word Processor. Those are the only type of file formats that are supported when sending emails. Word documents or other formats are not supported.

      Create the HTML Document

      1. Select the Manage > Documents > Word Processor menu.
      2. A new, blank document will appear in Google Docs. Select the teal-colored button toward the top labeled Other Word Processing Options.
      3. If the New Document gets saved automatically, you may be notified that there are changes to the document that are not saved to Salsa CRM. The document is blank anyway. Select Discard Unsaved Changes and Continue.
        discard_changes.png
      4. The Word Processor Options screen will be displayed. Where the I want to... drop-down menu displays, select Create, edit or delete an HTML document.
        create_edit_HTML.png
      5. In order to merge information from the donations into your HTML document, you will need to use the placeholder/variable names included with the Insert Variables button on the toolbar.
        2018-08-09_1114.png
        Variable definitions can be found in the article, Variable Names for Form Thank You Letter Templates using the Built-In Word Processor.  For example, to include the amount of the donation in your document, the template would state:

        Thank you for your kind gift of {{Donation Amount}}.
         
        Note: When using the salutation variables, by default, use the Smart fields.  For more information on Configurable Salutations, please refer to the Salutations Preferences Configuration or the Constituent Configuration articles.

      6. When finished, select the Save As button in order to save the document with a new name.
      7. The Description dialog box opens. Enter a description and click the OK button.

      Add Images to the HTML Document from an Externally Hosted Site

      Images in the HTML email cannot be embedded directly in the HTML document. These images must be hosted externally somewhere on the internet. The site where you host your images should host the images securely. The URL of the image should begin with HTTPS. That way, you and the email recipient will be able to securely view the images.

      NOTE: If you attempt to attach an HTML document as a form letter and that document contains an embedded image, a warning notice displays:

      Your email content contains an image. Email service providers are increasingly stripping images from emails, and many email recipients are configuring their devices to exclude images. We recommend that you use plain text, with no images, for email content. You can then use the 'Select Attachment' button below to select a separate document that has been designed with image(s) and any additional formatting you desire. Variable substitution is supported in email content and attached documents.
       
      To add an image to the HTML document using a URL from an externally hosted site...
      1. Place your cursor in the letter where you would like the image to appear.  Go to the Word Processor menu bar, click the Image button.2018-08-09_1053.png
      2. The Image window appears.  To use a file from the internet, click the Choose File button.
      3. Select the URL check box. Enter the full URL of the image.  A preview of the image with the file name displays.
      4. Click the Advanced tab to add additional white space around the image.  To do this, enter a numeric value in the VSpace and/or HSpace textboxes.  The fields are optional but will improve the text and image appearance in your document.  By not adding the spacing, the text will appear against the image.  
      5. Click OK.
      6. After inserting the image, click File > Save.
      7. In the Enter a Document Description window, type the file name.  Click OK to save the changes to your letter.
                     
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