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Thumbnail images in Marketing Email Template selector grid

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Posted on by 160

Hi Community,

Does anyone know how to create & set a thumbnail image against a Marketing Email template?

When I 'Save As Template' from an email, there is no image on the grid view, just an email icon.  There's nowhere (obvious) in the template metadata to set an image.

Annotation-2020_2D00_01_2D00_13-162731.png

Thanks,

Richard

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Thumbnail images in Marketing Email Template selector grid

    Hi Richard,

    Could it solve your problem? :)

    Please kindly mark as verified if you had found any answer helped, it would be greatly appreciated.

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Thumbnail images in Marketing Email Template selector grid

    Hi Richard,

    Just click circle at left of template name, then a upload dialog will be opened.

    pastedimage1578980594878v2.png

    Regards,

    Clofly

  • Richard@BarheadAU Profile Picture
    Richard@BarheadAU 160 on at
    RE: Thumbnail images in Marketing Email Template selector grid

    Clofly - I can't work out how to get to the 'Change Image' dialogue box in your screenshots.  Reading your answer again, this might be the key here.

  • Richard@BarheadAU Profile Picture
    Richard@BarheadAU 160 on at
    RE: Thumbnail images in Marketing Email Template selector grid

    Clofly - thanks for your answer - it's great that there is a workaround here.  

    What I don't know (my CRM knowledge is limited) is how 'to upload the file as entity image'.  Could you point me to some relevant documentation on this, please?

    Thanks again

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Thumbnail images in Marketing Email Template selector grid

    Hi Richard,

    The thumbnail is the link to entity image from my test.

    Default email templates all have their entity images,

    pastedimage1578899363385v1.png

    however, currently CRM won't generate an entity image from email content automatically if we build a custom email.

    pastedimage1578898930562v1.png

    So I suggest you could capture a screenshot from preview dialog then upload the file as entity image at present.

    pastedimage1578899021270v2.png

    pastedimage1578899123629v3.png

    Result:

    pastedimage1578899149602v4.png

    Regards,

    Clofly

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