The Hyperlink Manager allows you to add a variety of different links, such as standard hyperlinks, unsubscribe links, and mailTo links, to the content of Email Templates.
NOTE: The Drag and Drop Editor and Freestyle Editor have identical Hyperlink Managers, so they will be discussed in tandem.
Goals
- Learn how to add hyperlinks to Email Templates created using the Drag and Drop, Freestyle, and Block Email Editors
- Learn how reserved characters is URLs are handled differently between emails sent using the Send and Test buttons
- Drag & Drop, Freestyle
- Block
Drag and Drop & Freestyle Editors
Accessing the Hyperlink Manager
To add hyperlinks to your text, select the word(s) you want to link and click the Link button:
The process for hyperlinking images is a bit different between the two editors. In the Freestyle Editor, the process is the same as linking text; click on the image in your email that should be linked, then click the Link button. In the Drag and Drop Editor, select a block of the template that contains an image, the click the Link button in the image tool bar.
Clicking the Link button will open the Hyperlink Manager. Click the tab of the type of link you wish to include:
- Website URL
- Anchor within the Email
- File
- Unsubscribe Link (global unsubscribe or Subscription Management Page)
- View in Browser Link
- Web Content (Forms, Surveys, Landing Pages).
In the New Drag and Drop Editor, the Hyperlink Manager will look a little different. This article here references it under the Hyperlink Manager heading.
Website URL
Enter the Website's URL within the top field. You may include parameters and/or anchors within your links. Be sure that the Link Text is the text your recipient will click on to take them to that URL.
CAUTION: When using the # symbol, it must be the last element in the URL and must be included after any manually-added query string parameters. Using a URL with a # symbol that is not the last element may cause your links to break. The following are a few examples of correct and incorrect # symbol placement:
Works: https://www.test.com#anchor
Works: https://www.test.com?utm_source=a&utm_medium=b#anchor
Does not work: https://app.test.com/public/#/2021/?utm_source=dynamics
Include an email address here, so if the recipient of your email clicks on this link, an email draft will be created to be sent to the email address you designated in the Link Manager.
NOTE: The clicks on this type of link are not tracked by ClickDimensions.
Phone
If the recipient clicks this link when the email is accessed from a mobile phone, then the number will automatically be dialed. If the recipient clicks this link when the email is accessed from a computer, then Google Hangouts/Skype/etc. will be used to dial the number. A country code is not required, but if a country code is included, a plus sign is required to be appended at the beginning of the phone number. It does not matter if dashes are, or are not included.
NOTE: The clicks on this type of link are not tracked by ClickDimensions.
Anchor
You can set anchors to navigate recipients to various places within your email template. Read more on how to set up Anchor links here.
File
The File tab houses the Document Manager, which is how ClickDimensions handles attachments. Select any uploaded file that should be linked within the Email Template, set a value for the Link Text, then click Insert Link to include your link to the file within your Email Template. Click here to learn more about the Document Manager.
Unsubscribe
Within this tab you can set the link for the global unsubscribe (which is included within the Drag and Drop editor as a default) or select Subscription Management to include a link to your ClickDimensions Subscription Management Page. For more on Subscription Management, click here.
View in Browser
This link is already populated by default within the Drag and Drop editor. By clicking this link, the recipient of your email can view the content of the message within a webpage. Read more about microsite links here. Please note that the View in Browser links are not intended for archival purposes and will expire after 90 days to help protect the recipient's privacy. If email archives are needed, then we would suggest including an internal email address to get a copy of the email that could then be put onto a web page or using an archiving solution that may be available on the market.
NOTE: The Microsite is not currently available in the CAN Data Center.
Web Content
Within this tab, you can link to ClickDimensions-made Web Content records for Forms (listed as Profile Management), Surveys, and Landing Pages. Read more details about this here.
Block Editor
Highlight the text or select the image you'd like to hyperlink and then click on the Hyperlink Manager button in the ribbon.
That will open the Hyperlink Manager Dialog.
Hyperlink Tab
- URL: Place the URL you'd like this link to go to here.
- Target: This refers to the window/tab the link opens in. In an email the link will almost always open in a new window if you leave it as None.
- Document Manager: (The document and paperclip button next to the URL field). Attach a document to the selected image or word. Learn more here.
- Existing Anchor: If you've previously created an anchor (explained in the next section below), it will be in the drop down menu here and allow you to set the selected word or image as the link to the anchor farther down in the email. If you are using the Block Editor you will need to manually add any anchors in the URL above by just typing #ANCHORNAME.
- Tooltip: This text will appear if you over over the link. (Tooltips must be enabled in their email client.)
- CSS Class: Sets the style to one of the preset choices listed.
CAUTION: When using the # symbol, it must be the last element in the URL and must be included after any manually-added query string parameters. Using a URL with a # symbol that is not the last element may cause your links to break. The following are a few examples of correct and incorrect # symbol placement:
Works: https://www.test.com#anchor
Works: https://www.test.com?utm_source=a&utm_medium=b#anchor
Does not work: https://app.test.com/public/#/2021/?utm_source=dynamics
Anchor Tab
This is where you would create your anchors. For example, say you have a table of contents with the article headings in it, and when someone clicks on those links, you want it to go down in the same email to that article. To do so, follow these steps: 1. Before opening the Hyperlink Manger, select the text you want the anchor link to come down to. 2. Then click on the Hyperlink Manager, go to the Anchor tab. 3. Name your anchor and then click OK. 4. Now go to the top of your email and highlight the table of contents title for that article and open the Hyperlink Manager again. 5. Click on the drop down menu titled Existing Anchors in the Hyperlink Tab. There you should see the name of the anchor you just created. Select it and click OK.
NOTE: If you are in the Block Editor and you are jumping between blocks, you will not see your anchor here. You will just need to type it in the URL field with a pound symbol in front like this #name. NOTE: If you would like to add an anchor to an external web page, you can do so following the method described here (if you are using the Drag and Drop or Free Style designers, however, this functionality is available within the Hyperlink Manager).
Email Tab
If you use this tab, when someone clicks on the link, it will open a new email in their default email client, with the entered email address in the To field. Address: The email address you want to put in your template. Link Text: What you want the link to appear as in text. Subject: The subject of the email they will send to this email address. CSS Class: Sets the style to one of the preset choices listed. Click OK when you've filled out this information.
URL Encoding
Some characters, like + signs, are what is called "reserved characters". A reserved character is one that sometimes has special meaning within a URL, and it is best practice to encode reserved characters in all URLs as their unicode values if they are being used for some purpose other than their intended use as a reserved character.
For instance, + signs are encoded as %2B and spaces are encoded as %20.
When an email is sent via the Send button, ClickDimensions automatically encodes the URLs when when we add the CNAME and our tracking parameters onto the URL.
You can learn more about URL encoding in this World Wide Web Consortium URI syntax article.
URL Encoding with Freemarker
If you use Freemarker to add parameters to your URLs, then any symbols pulled in by the Freemarker will NOT be automatically encoded and may cause links to not work properly. To have the symbols within your Freemarker encoded properly, you can use the "?replace" function at the end of your Freemarker by specifying the symbol to replace and its appropriate encoding. For example:
${Recipient.contact.emailaddress1[0]?replace('@','%40')}
Note: You cannot specify a replacement string when using the ?replace function, so you will need to remove the ' !"" ' portion at the end of your Freemarker in order for it to work correctly.
URL Encoding with Test Emails
For emails sent via the Test button, ClickDimensions does not add the CNAME and tracking parameters so a + or other reserved characters in the URL won't be by automatically encoded.
This means that if your URL includes any reserved characters, it would work normally when sent to your recipients, but may not work when you send it to yourself as a test email unless you manually update those characters for the test.
Feature Added: Original |
Feature Updated: 8.1.0 |
ClickDimensions Version Needed: Any |