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Linking platform content (Events, Surveys, Web Forms, or Documents) to an Email (DMX308)

To add a link to DocuMatix Events, Surveys, Web Forms, or Documents to an email, follow these steps:

Note: The Event, Survey, Web Form, or Document must be published in order to be linked within an email.

Step 1        Log into the Digital Communication platform

Step 2        Select the Product Suite product and the Emails module

DMX301-A.png                  

Step 3        Under the Add New section, click New or Template on the card of the desired email type

Step 4        Complete the The Basics page

Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.

  •                     Name
  •                     Description (optional)
  •                     Marketing Path
  •                     Store your email in a folder
  •                     Layout Mode

Note: Mobile Layout Mode is for a single column email making it easier to view on a mobile device and Desktop Layout Mode allows for multi-column emails for viewing on a computer.

 

Step 5        Click Continue to advance to the Editing your email page

Step 6        To add a new text cell to your email, "Click, Drag, and Drop" the Text icon DMX301-C.png into the body of the email

Step 7        Hover the mouse over the text cell and click the Edit icon DMX301-P.png

DMX308-A.png

Step 8        Click the Link icon DMX308-B.png

DMX308-C.png

Step 9        Click the desired tab containing the item to be linked (Events, Surveys, Web Forms, or Documents)

DMX308-D.png

Step 10      Click the drop-down arrow to select the desired item to be linked

DMX308-E.png

Note: Results will be tracked unless the ‘Do not track results’ checkbox has been selected. (Applicable only for surveys).

 

Step 11      Add the desired hyperlinked text that will replace the full survey link

DMX308-F.png

Step 12      Enable the available tracking and color settings, if desired

Step 13      Click Insert to add the link

DMX308-G.png

Step 14      Click the X to exit the Edit Cell window

Step 15      Continue making any additional modifications and updates to your email if desired

Step 16      Click Save DMX301-W.png at the top right of the screen

Article Reference: DMX308

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