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How Do I Add and Configure Document Link Button on the Email Builder Within an Email Campaign?

Azavista Support
Updated

Adding and Configuring Document Link Button for an Email Template

Overview

The Document Link Button in the Email Builder allows users to add a clickable button within an email campaign that links to a document. This feature helps share important resources such as brochures, agendas, or guides directly with participants. Users can configure properties such as ID, Title, Section Version Type, Event App Name, URL, Target behavior, and select a document. The button text can also be customized using styling and formatting options. Participants can validate the functionality and appearance of the button in the final email content.

Step-by-Step Approach:

1. Add the Document Link Button

  • On the Event Dashboard, go to the Content module.
  • Click on Email Campaigns.
  • Select an existing campaign or create a new one.
  • Go to the Design tab and click the Edit Template button.
  • Locate the Document Link Button component from the available elements.
  • Drag and drop the component into the desired section of the email layout.

2. Configure Button Properties

  • Click on the Document Link Button to open its settings panel.
  • Enter or edit the following:
    • ID: Assign a unique identifier.
    • Title: Provide a meaningful title.
    • Section Version Type: Select the appropriate version type from the dropdown.

3. Configure Button Settings

  • Select the Event App Name from the dropdown field (if applicable).
  • Enter or edit:
    • Button Title: Define the display text of the button.
    • URL: Enter the document link.
  • Select:
    • Target: Choose how the link opens (e.g., same tab or new tab).
    • Document: Select the document from the Document dropdown field.

    Note: Only event-specific documents related to the selected event will be available in the list.

4. Customize Button Text

  • Click on the button within the Email Builder.
  • Rename or edit the button text directly.
  • Apply available styling and formatting options such as:
    • Font size and style
    • Text alignment
    • Bold, italic, underline
    • Color adjustments

5. Reposition the Document Link Button

  • Click and drag the Document Link Button.
  • Move it to the desired location within the email layout.

6. Remove the Document Link Button

  • Select the Document Link Button.
  • Click on Delete/Remove.
  • Confirm the action to remove it from the email template.

7. Validate Document Link Button (Participant View)

  • Open or preview the email as a participant.
  • Verify that the button is visible.
  • Ensure:
    • The button text is displayed correctly.
    • Clicking the button opens the correct document.
    • The selected target behavior (same tab/new tab) works as expected.
    • The selected document is correctly linked.
    • Styling and formatting are applied correctly.
    • The button is properly aligned within the email layout.

Result:

You can successfully add, configure, and validate the Document Link Button within an email campaign, ensuring seamless access to important documents and enhancing participant engagement.

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