Add Logo to Email Template

Email Templates - Add Logo and Header or Footer

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Email Templates

Amphis Customer makes it easy to Send Standard Emails and Standard Email Replies at the click of a button using Email Templates. Emails are automatically stored in the Customer History for the Customer.

Email Quotes and Invoices to Customers

You can also Email Quotes, Invoices, Statements, Payment Reminders and other documents to customers as attachments.

Customize Email Template

You may want to customize the Email Templates to add your company logo or a standard header or footer as well as changing the text and this is how to do it.

Add Logo to Email Template

First of all, to add a logo, the image file for the logo must be available somewhere on the public internet, perhaps on your web site.

As an example, on our web site www.amphis-software.com we have an example logo in the file example.png stored in the pics folder. So the path to that logo is www.amphis-software.com/pics/example.png

Example Logo

We can add that logo to an Email Template by simply adding a HTML Image tag to the Email Template like this.

<img src="http://www.amphis-software.com/pics/example.png" />

Hopefully your company logo is a bit more creative than our example and don't forget to use the path to your logo on your web site when creating the image tag.

Note: you cannot add an image that is just stored on your PC like this...

<img src="c:\users\ed\desktop\example.png" />

Because when the recipient receives the email their computer will try to download the image from that folder but the file won't exist on the recipient's computer.

Edit Email Template

To Edit an Email Template you need to go to Tools->Maintain Templates and select the template to edit from the Document Type dropdown.

To edit the Email Template used when clicking Email Attached File on the Customer History tab, select the Email attached file template from the dropdown list.

To edit the Email Templates used for sending standard Emails, select the Email template from the dropdown list. To edit the Email Templates used for sending standard Email Replies, select the Email Reply template from the dropdown list.

Edit Email Template

When you have selected the required template, click Edit Template and the template file will be displayed in notepad. To add the logo to the end of the Email, insert the Image tag at the end just before the closing paragraph (p) tag like this. You can also change the text to suit your requirements. The <br> tags just create a blank line. Save the file and close Notepad.

Add Logo to Template

Add Logo to Email Template

Send Email with Logo

Now when you send an Email using the Email Template you edited, the logo is automatically added to the Email at the location you added the Image tag. You can add as many Images as you like where you like.

Email Template with Logo

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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