If you need help creating an email template, view the guide here.

On the Insight installed version #

1. Go to Setup → Templates → Email Templates.
2. Add a new template or edit an existing template.
3. Click the Add Image button:
4. Click Browse:
5. Select the image you’d like to add and click Open → OK.
6. **It is very important that the image you have added to your email is in a permanent location and will not be moved or deleted. If it is, it will need to be re-added to your email template.
7. You can resize your image using the square at the corners.
8. It is recommended to send yourself a test email to see how it will look when sent to clients.

On the Insight cloud version #

1. Follow the steps here to copy your image into Insight cloud.
2. Go to Setup → Templates → Email Templates.
3. Add a new template or edit an existing template.
4. Click the Add Image button:
5. Click Browse:
6. Select the image you copied over in step 1 and click Open → OK.
7. You can resize your image using the square at the corners.
8. It is recommended to send yourself a test email to see how it will look when sent to clients.