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How to add, edit, and remove text links in a Drag & Drop template in Act! Marketing Automation

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Question: How do I insert, edit and remove links from Text blocks in my Drag & Drop template in Act! Marketing Automation?

    Product Details:
  • Product Family: Emarketing
  • Product: Act! Marketing Automation



Answer:

Note: Before you can add a link to your template, you must make sure that you have a Text block created to contain the link. For information about adding and editing Text Blocks, refer to the following knowledgebase article:

How to add, edit, and remove text in the Drag & Drop template in Act! Marketing Automation

Adding a Link

The following Link Types are available when inserting a link:

  • URL: Allows you to insert a link to a standard web address. This can be useful for linking to Assets or linking people to your website
  • E-MAIL: Allows you to insert a link that, when clicked or tapped, will open up a new e-mail composition window with the email address to send to automatically populated. If desired, this can also auto-populate a Subject and a message for the email
  • File Manager: Allows you to insert a link to a file in your Act! Marketing Automation File manager
  • Tel: Allows you to insert a link to a telephone number. When clicked or tapped on compatible devices, such as a mobile phone, telephone links will automatically populate the phone number into the dialer so that your recipients don’t have to manually dial it
  • Sms: Allows you to insert a link to a telephone number that is able to receive SMS messages. When tapped on a compatible device, such as a mobile phone, SMS links will automatically populate the phone number into a new SMS message so that your recipients don’t have to manually enter it

For instructions on how to insert links, click to expand sections below, depending on what type of link you want to insert in your template:



URL Links
  1. From the Templates screen in Act! Marketing Automation, open the template you wish to add a link to
  2. In the template editor, click the Text block you want to add a link to
  3. Click the area within the text to insert your cursor in the position where you would like the link to be inserted

    Note: Alternatively, you can highlight a selection of existing text to be turned into a hyperlink.

  4. Click the Insert/edit link icon
  5. For the Link Type, select URL
  6. In the Url field, enter the web address you’d like to link to
  7. If you do not wish to underline your link, uncheck the “Underline Link” option, otherwise leave it unchanged
  8. In the Text to display field, if you wish for the clickable text to not be a web address, enter the text you would like to use as the link

    Note: If you highlighted existing text, this will be auto-populated with the text you highlighted

  9. In the Title field, enter the text that you would like to appear when a computer user hovers their mouse over the link
  10. In the target drop-down, choose one of the following:
    • New window: When the link is clicked, the page will open in a new window
    • None: When the link is clicked, the page will open in the same window
  11. Click Ok to insert your URL
  12. Click Save to save the changes to the template


E-MAIL Links
  1. From the Templates screen in Act! Marketing Automation, open the template you wish to add an email link to
  2. In the template editor, click the Text block you want to add a link to
  3. Click the area within the text to insert your cursor in the position where you would like the link to be inserted

    Note: Alternatively, you can highlight a selection of existing text to be turned into a hyperlink.

  4. Click the Insert/edit link icon
  5. For the Link Type, select E-MAIL
  6. If you do not wish to underline your link, uncheck the “Underline Link” option, otherwise leave it unchanged
  7. In the Email field, enter the email address you’d like to auto-populate when the link is clicked
  8. In the Subject field, if desired, enter the subject that will auto-populate when the link is clicked
  9. In the Message field, if desired, enter the message that will auto-populate when the link is clicked
  10. Click Ok to insert your Email link
  11. Click Save to save the changes to the template


File Manager Links
  1. From the Templates screen in Act! Marketing Automation, open the template you wish to add a file link to
  2. In the template editor, click the Text block you want to add a link to
  3. Click the area within the text to insert your cursor in the position where you would like the link to be inserted

    Note: Alternatively, you can highlight a selection of existing text to be turned into a hyperlink.

  4. Click the Insert/edit link icon
  5. For the Link Type, select File Manager
  6. When the File manager appears, locate the file you wish to link to, then click the Insert button for that file

    Note: If no file currently exists, you can upload one. For more information, refer to the following knowledgebase article:

    How to use the File Manager for a Drag & Drop template in Act! Marketing Automation

  7. If you do not wish to underline your link, uncheck the “Underline Link” option, otherwise leave it unchanged
  8. In the Text to display field, if you wish for the clickable text to not be a web address, enter the text you would like to use as the link

    Note: If you highlighted existing text, this will be auto-populated with the text you highlighted

  9. In the Title field, enter the text that you would like to appear when a computer user hovers their mouse over the link
  10. In the target drop-down, choose one of the following:
    • New window: When the link is clicked, the page will open in a new window
    • None: When the link is clicked, the page will open in the same window
  11. Click Ok to insert your File link
  12. Click Save to save the changes to the template


Telephone Links
  1. From the Templates screen in Act! Marketing Automation, open the template you wish to add a telephone link to
  2. In the template editor, click the Text block you want to add a link to
  3. Click the area within the text to insert your cursor in the position where you would like the link to be inserted

    Note: Alternatively, you can highlight a selection of existing text to be turned into a hyperlink.

  4. Click the Insert/edit link icon
  5. For the Link Type, select Tel
  6. If you do not wish to underline your link, uncheck the “Underline Link” option, otherwise leave it unchanged
  7. For the Number field, enter the telephone number you would like to auto-populate in the dialer when someone clicks or taps the link
  8. Click Ok to insert the link
  9. Click Save to save the changes to the template


SMS Links
  1. From the Templates screen in Act! Marketing Automation, open the template you wish to add an SMS link to
  2. In the template editor, click the Text block you want to add a link to
  3. Click the area within the text to insert your cursor in the position where you would like the link to be inserted

    Note: Alternatively, you can highlight a selection of existing text to be turned into a hyperlink.

  4. Click the Insert/edit link icon
  5. For the Link Type, select Sms
  6. If you do not wish to underline your link, uncheck the “Underline Link” option, otherwise leave it unchanged
  7. For the Number field, enter the telephone number you would like to auto-populate in the SMS message when someone clicks or taps the link
  8. Click Ok to insert the link
  9. Click Save to save the changes to the template


Editing or Removing a Link

Editing a link

  1. From the Templates screen in Act! Marketing Automation, open the template that contains the link you want to edit
  2. In the template editor, click the Text block containing the link you want to edit
  3. Click the area where the link exists, then click the Insert/Edit Link icon
  4. Make the desired changes, using the same options available when adding a link to a template
  5. Click Ok to insert the link
  6. Click Save to save the changes to the template


Removing a link

  1. From the Templates screen in Act! Marketing Automation, open the template that contains the link you want to remove
  2. In the template editor, click the Text block containing the link you want to remove
  3. Click the area where the link exists, then click the Remove Link icon
  4. Click Save to save the changes to the template

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