Franchise Setup: Create Customer Email with Images

Modified on Tue, Sep 27, 2022 at 10:35 AM

You can create an email and include images in CLEO.  This is a two-part process and these instructions will help you include those images.


Part One: Add Images Into CLEO


Go to Settings: Franchise Setup


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Click Options and Select Attachments


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Franchise Attachments will open on the right side of the screen


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Click the plus sign to add your image


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Name: Describe what the Image is


Click: Select a File:  It will open a window for you to select your image


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Once you click open, you will see the screen below and then click save.


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When you click save, you will see the new attachment in your list.


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Part Two: Add Images into Existing HTML EMail Template


Go to Settings: Franchise Setup


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Find the HTML Email message template you want to add an image to and click the pencil in front of it.


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The Message Template will open.  Once the template is open then you can add the images to the template where you want them.  Start by clicking the image button


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After clicking the image button, you will select the image from the Image List, by following the instructions below


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