Adding a Hyperlink to a Template

This article was developed to describe the steps in adding a hyperlink to a template within Forth CRM. It is organized into the following sections:

• Overview
• How to Access
• How to Use
• Assistance

Overview

Hyperlinks can be added to email or document templates that allow the reader to click on the text or image and be taken directly to an external web page.

How to Access

1. Log in to the FORTH CRM and perform one of the following steps:
   • From the Docs tab, click Create A New HTML Document; or
   • From the E-Marketing tab, click Create Email Template; or 
   • From the Guidelines tab, click Create Content.

How to Use

1. Begin by highlighting the text or image that you want to add a hyperlink to.
   
2. Do one of the following:
   • Right-click the text or image, then click Link;
     
   • OR click the Insert/Edit link icon.
     
3. The Insert Link window opens.
   
4. Do any of the following:
   • URL: Direct web address that will be opened when the text or image is clicked.
   • Text to display: The actual hyperlink text that is displayed.
   • Title: Inputting text into this field will make that text display as a tooltip when the hyperlink is moused over.
   • Link List: Convert the hyperlink to open a file from the Files tab. If a file is selected from this dropdown menu, the system will auto-populate the file's location into the URL box.
   • Target: Selecting New Window from the Target dropdown menu will force the system to open the link in a new browser window, instead of redirecting the page.
5. Once finished, click Ok.

Assistance

If you need further assistance, please contact our Support team at support@setforth.com.

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