Templates - Using Images In Formulas

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This article provides a step-by-step guide on how to implement images in BigChange templates using HTML. This is particularly useful when creating custom certificate templates and you wish to include 'check marks' or 'crosses' based on a worksheet answer.

Implementing Images in Templates

To implement images in your BigChange templates, follow these steps:

  1. Find the image you wish to use and save it locally.
  2. Attach the image to a contact within the CRM.
  3. Copy the AWS URL from the image you attached.

Using the Image URL in Your Template

Once you have the image URL, you can use it in your template as follows:

  1. In your template, use the keyword 'Formula'.
  2. Select your 'Formula type'. In this example, we will use the 'Condition' formula type.
  3. Add a condition.
  4. Insert the HTML code including your image URL into either fields for if the condition is True or False.

The HTML tag to implement images is:

<img src="IMAGE URL HERE" width="16" height="16">

FormulaExample.jpg

Conclusion

Implementing images in BigChange templates using HTML is a straightforward process that can enhance the visual appeal and functionality of your templates. Remember to save your image locally, attach it to a contact within the CRM, and copy the AWS URL. Then, use the 'Formula' keyword in your template, select your 'Formula type', add a condition, and insert the HTML code with your image URL.