Friday, February 12, 2010

Pictures inside CRM Emails

One of my biggest issues with CRM emails, versus an Outlook email, is how difficult it can be to tailor up your emails that you want to send out. Getting a good looking email sent out of CRM is about as complex as writing a static web page. And since CRM emails are rendered in HTML, that's actually exactly what it takes to get a good looking email out.

Now, not everyone wants to send out an amazing document all the time, sometimes a picture or logo at the end of the email would suffice. Theoretically this would be simple, only CRM doesn't let you copy and paste images from your local machine into an email.

But there is a solution, it doesn't require too much effort, but it does require whatever image you want to be sent in your email to be public available to anyone. Just like a webpage cannot show an image from your local machine (unless it's hosted there) a CRM email cannot show an image that you copy from your local machine into the body of the email.

Here's how to work around this. You need to use pictures/logos that are publicly available. For instance, if you want to put your company logo in an email, go to your company web page, right click on the company logo and choose to copy the image. Then go to your CRM email and paste it in. The image will appear and when you send it out the image will carry through. The reason it will go through is because the reference you copy and paste points to a URL that all computers can reference and see.

If you can have a public folder that you store you images in and that can be accessed via a URL path from anywhere, then you are all set to put whatever images you want into your CRM emails. All this would take would be to add a folder to where your company website resides (maybe call it "CRMPictures") then you can manually browse to that location and copy and paste whatever pictures you want.

A little cludge of a work around but it works and it could give you a centralized place to place pictures/images to be used for your CRM Marketing needs.

David Fronk
Dynamic Methods Inc.

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