Creating links

Links can be used within your email templates to direct users to external sites or forms.

There are 2 ways to create links:

• Using a hyperlink
• Creating a button

Hyperlinks

1. Within the email template h ighlight the text you’d like the user to click on to follow the link
2. Select the link icon from the text editor options
3. P aste the desired URL into the URL field
4. Optional: Choose to add a ‘Title’ which appears when the user hovers over the link e.g. ‘Click to view’
5. Optional: Select if you’d like the link to open in a new window

Buttons

1. Select the <> icon on the text editor (you may need to select ’…’ to display this icon)
2. Paste the following code into the desired place on the template:

**Text you’d like users to click on**

3. Edit the sections in bold to provide the desired URL and text to be displayed 4. **Save**

Tip

Replace the URL with a link to your form widgets to direct users to forms they need to complete.

Tip

Create links to the Stakeholder Portal by replacing the URL with the data marker {{recipient.matterLink}}.

Tip

Create Esignature links within your email templates by replacing the URL with the data marker {{signature.request.url}}.