The email templates editor has everything you need to build smart templates for your business needs, including the option to add links.
Add a Link to an Email Template
To get started click on your portrait and then click 'Email templates'.
Select an existing template or create a new one if desired to get to the Email template editor. Once there copy and paste the URL you want to add to your email template. As soon as you paste it, you will notice that it is not a working link.
You will need to place your cursor at the end of the URL and then hit the 'Enter' key to activate the link. The font color will change to light blue to indicate that it is a link.
It is also possible to edit the text that is displayed in the link, in case you don't want the entire URL to appear on the Email. To change it, click the URL to display the available options. Click on the first icon to edit the current link.
On this screen, you can change the text you want the URL to display.
Once you are done, click the 'Insert Link' button. The text you added on the previous step will now be visible on your Email template.
Excellent! Now that you have added Links to your Email templates, you can keep track of all the clicks made to that link with FreeAgent CRM's Email Analytics. For more information about Email Analytics please visit the following tutorial: