Links and Dynamic Content Elements

You can add several types of links and dynamic content elements to your content. When an element is added, you have the option of defining certain attributes depending on the type of element.

Links appear as clickable text when the content is used in a message, mailing, or survey. The tools displayed on the HTML editor are context sensitive and are the logical tools you would use for the specific content you are creating.

Links and dynamic content elements are found in the Toolbox and Tasks sections of the HTML editor. Within the Toolbox, there are HTML, Links, and Dynamic Content sections. In Outreach and Feedback, there is also a Forms section. Within the Tasks, there are Start Over and Content options.

Tip: You can insert HTML by clicking any button in the Toolbox or Tasks section, or by dragging and dropping the button to a specific location on the canvas.

Toolbox Section

Button	Description
HTML	Buttons in this section are used to insert standard HTML elements in your content.
Hyperlink	Click this button to insert a hyperlink. See .
Image	Click this button to insert an image. See .
Horizontal Rule	Click this button to insert a horizontal line.
Table	Click this button to insert a table. See .
Div	Click this button to insert a DIV block, which you can use to group other elements, such as buttons.
Field Set	Click this button to insert a field set.
Button	Click this button to insert a button. Double-click the button on the canvas to edit the button text.
Links	Buttons in this section are used to insert links in your content. Note: Some buttons apply only to message templates and are noted as such.
Account Assistance Link	Click this button to insert a link to the Account Assistance page on your customer portal. See .
Agent Browser UI Incident Link	Click this button to insert a link to the incident that triggered the sent message so that agents can access the incident on the Agent Browser User Interface. See .
Answer Link	Click this button to insert a link to any answer you specify. See . This button is available only in message templates. See .
Browser Link	Click this button to insert a browser link. See .
Chat Link	Click this button to insert a link to the Live Help page on the customer portal. See . This button is available only if Chat is enabled.
Cloud Link	Click this button to insert a link to a social media service. See .
Customer Portal Incident Link	Click this button to insert a link to the incident that triggered the sent message. For example, the standard Question Receipt email sends a confirmation message after a customer submits a question through the Ask a Question page, an email, or a chat session. By adding a Customer Portal Incident Link to your Question Receipt message template, you can provide your customers with easy access to the incident created from their question. See .
File Link	Click this button to insert a file link. See .
Forward to Friend Link	Click this button to insert a link, which allows your customer to forward a copy of the mailing or survey to friend. See .
Incident Link	Click this button to insert a link to any incident you specify. See .
Profile Link	Click this button to insert a link to the Account Settings page on your customer portal. See .
Proof Comments Link	Click this button to add more than one comment field to the Survey Proof message template that is sent to proofreaders of website link surveys. See . This button is available only in message templates. See .
Proof Survey Link	This button is included, by default, on the Survey Proof message template and links to the website link survey you want your proofreaders to review. See . This button is available only in message templates. See .
Reset Password	Click this button to insert a reset password link. See .
Setup Password	Click this button to insert a link to the Finish Account Creation page on your customer portal. See .
Survey Link	Click this button to insert a link to a survey. See .
Survey Results Link	This button is included, by default, on the Survey Notification message template and links to a web page that shows the survey responses. See . This button is available only in message templates. See .
This Answer Link	Click this button to insert a link to the incident that triggered the sent message. See . This button is available only in message templates. See .
This Discussion Link	Click this button to insert a link to the email discussion that triggered the sent message. See . This button is available only in message templates. See .
Tracked Link	Click this button to insert a tracked link. See .
Unsubscribe All Answers Link	Click this button to insert a link that lets contacts who receive answer notifications unsubscribe from future communications. See . This button is available only in message templates. See .
Unsubscribe Link	Click this button to insert an unsubscribe link. See .
Unsubscribe This Answer Link	Click this button to insert an unsubscribe link to a specific answer that’s been returned as the result of a repeatable answer section. See . This button is available only on the Answer Update Notification message template. See .
View Subscriptions Link	Click this button to insert a link customers can use to edit their social notification subscriptions. See . This button is available only in message templates. See .
Web Page Link	Click this button to insert a web page link. See .
Forms	Buttons in this section are used to insert web forms and survey questions in your HTML. These buttons are available only for documents, templates, and snippets created in Outreach and Feedback. See .
Web Form	Click this button to insert a web form to collect customer data. Documents can contain only one web form.
Form Field	Click this button to insert a database field in the web form. Your web form must contain at least one form field.
Survey Question	Click this button to insert a survey question in the web form.
Submit Button	Click this button to insert a button for submitting the web form.
Dynamic Content	Buttons in this section are used to insert dynamic content in your HTML.
Answer Section	Click this button to add any repeatable answer details on your answer update notification messages. See . This button is available only in message templates. See .
Case Section	Click this button to add a case section to your conditional text. See .
Conditional Section	Click this button to insert a section of conditional text. See .
Content Placeholder	Click this button to add a content placeholder to your template. When you create a template by uploading an HTML file, you must add a content placeholder because templates cannot be saved without a content placeholder. See . This button is available only for templates. For message templates, this button displays in the HTML section of the toolbox.
Incident Thread	Click this button to insert an incident thread that displays all communication between the parties associated with the message. See .
Merge Field	Click this button to insert a merge field. See .
Merge Report	Click this button to insert a merge report. See .

Tasks Section

Button	Description
Start Over	Buttons in this section are used to clear all HTML content and allow users to start over.
Use Existing	Click this button to clear all HTML elements and start over with an existing document.
Upload HTML	Click this button to clear all HTML elements and start over with content uploaded from an HTML file.
Content	Buttons in this section are used to insert snippets and symbols and manage HTML anchors.
Apply Template	Click this button to select a template to apply to a document. You cannot apply a template to templates or snippets. See . After a template has been applied to a document, it can be cleared by clicking the Apply Template button, then clicking the Clear Template button on the Choose Template window.
Insert Snippet	Click this button to insert a snippet. See .
Insert Symbol	Click this button to insert a special symbol. A symbol map opens. Double-click the symbol you want to insert.
Insert Address	Click this button to insert a physical address. See . Note: The CAN-SPAM Act of 2003 requires that commercial email messages contain the sender’s valid physical postal address.
Manage Anchors	Click this button to add or remove an anchor or go to an anchored site. See .
Test CAN-SPAM	Click this button to test the document for CAN-SPAM compliance. See . This button is available only when editing a document in a mailing message or survey invitation message.