Add Association Logos to Email Templates

Follow the steps in this article to use merge tags to add images into your email templates for association- or company-specific logos. The process includes:

• Add Images to Vantaca
• Insert an Image and Update the Email Template

Important: If you only need a single static company or association logo on every email, drag the Logo component from the Email Designer's Content panel into your template. This article covers the advanced case where you want the logo to swap automatically per association based on the Association Code.

Tip: If you want to apply a consistent color scheme (primary, secondary, and accent colors) across all Vantaca-provided email templates, use Email Branding on the Logo Management screen. See Set Up Your Email Brand Colors for setup steps. This article covers the manual process for adding logo images using merge tags, which is still required if you want a per-association logo image in your email templates.

Notes:

• If you do not have an image for an association, no image shows in messages for that association.
• If you have multiple associations with different logos, follow the same process using the Company Name tag or the KEY_Company ID tag. You can find the Company ID on the Settings > Company Info screen.
• To personalize messages for the person sending the message, use the Author tag.

Add Images to Vantaca

To add images to Vantaca:

Note: Before you start, name your images using the association code. For example, if Greenbriar's association code is GRB, name the JPG image GRB.jpg. You can use any image file, such as .jpg, .gif, or .png.

1. Navigate to System > System Files.
2. Right-click anywhere in the System Files screen, and then select Upload Files or Upload Folder.
   
   
   
3. Click Select files, navigate to the file or folder you want to upload and select it, then click Upload.
4. Right-click one of the uploaded images on the System Files screen and select Copy Link. You will use this image link in the next procedure to add the logo to an email template.

Insert an Image and Update the Email Template

To add an association-specific image to an email template:

1. Navigate to Settings > Action Types/Steps.
2. Click the caret to open the desired action item and go to the step that includes the email to which you want to insert the image.
3. Click Rules next to the step, and then open the Email Templates tab.
4. Click Create Template to open a blank canvas in the Email Designer, or hover over an existing template and click Edit Template.
5. Drag an Image component from the Content panel into the canvas, and paste the hosted image link you copied from System Files into the component's source field.
   Note: The image link must point to a file whose filename uses the association code (for example, GRB.jpg).
6. Click the HTML tab at the top of the Email Designer canvas.
7. Find the <img alt="" src= line for your image. Highlight the portion of the image filename that is the association code, and replace it with the Association Code merge tag, [~Association Code~]. Keep the file extension intact (.jpg or .png).
   
   Example before: <p><img alt="" src="https://vantacab1.blob.core.windows.net/betaweb/GRB.jpg" /></p>
   
   Example after: <p><img alt="" src="https://vantacab1.blob.core.windows.net/betaweb/[~Association Code~].jpg" /></p>
8. Switch back to the Design tab to confirm the image still renders correctly.
9. Click Save to save the template to the Portfolio, or Assign & Close to save and assign it to the current step.

Note: When the email sends, Vantaca substitutes the Association Code merge tag with the current association's code, so each association sees its own logo image without you maintaining separate templates.