Add a Variable URL Link with Full Merge Fields (DMX371)

This procedure is intended for Digital Communication users who wish to include a different URL in an email for varying recipients. The entire variable URLs will be located in the CSV file. For example, this process could be used when different loan officers have helped different customers, and the merge fields might be their signatures.

Step 1         Log into the Digital Communication platform

Step 2         Select the Product Suite product and the Emails module

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)
        • 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         Select the text icon  and “Click, Drag, and Drop” the icon into the body of the email being created

Step 7         Hover over the blank text cell and click the Edit icon  to access the editor

Step 8         Once inside the text cell editor, click the Insert Merge Field icon

Step 9         Click the radio button next to the available merge field

Step 10       Enter the desired name for the merge field in the blank field

Step 11      Click Insert Merge Field Into Email

Note: The merge field may be copied and pasted in other areas as needed. Within the cell editor, select and copy the merge field.

Step 12      Highlight the merge field, right click, and select Cut

Step 13      Click the link icon

Step 14      Select URL within the Link Type drop-down

Step 15      Click the Protocol drop-down arrow, and select http or https

Step 16      Paste the merge field into the Url field

Note: By default, the Link text (or displayed text) will be populated with the merge field that was defined in the body of the email. 

Step 17      Delete the default text from the Link text field    

Step 18      Type in the desired text to display as a hyperlink in place of the URL, such as "click here", etc.

Step 19      Click Insert

Note: Additional modifications and updates can be made within the email editor if desired.

Step 20      Click Save

Step 21      When the text cell is ready, click the X at the top right-hand corner of the box to close the Add Text to a Cell window

Step 22      Optional: Preview the email by clicking the Preview icon

22.1            Select the desired preview option. 

• Here, preview with data by typing placeholder data into the fields below, to display a preview of the email.

• Alternatively, the preview with uploaded data option will populate the designated merge fields with data from a CSV file. The CSV file needs to be attached to the email to be able to use this function.

Article Reference: DMX371