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How to add an image to a document or email
How to add an image to a document or email

Learn how to add image from your spreadsheet to a document or email

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated over a week ago


When using Sheetgo to automatically generate documents or send emails you can include smart tags to personalize them using the information from your spreadsheet. This feature allows you to send only specific data to each email present in your workflow. You can take this personalization further by placing an image specific to the recipient.

To use this feature you must have a column with a URL for each image. With that information, Sheetgo will be able to place the image on a document or an email.

Take note: only URLs are supported and they must be public on the internet

Document

There are two ways to add a dynamic image to a document.

1. When building your document template insert a smart tag with the IMAGE: prefix followed by the header title of the column that has the image URLs. In the document this smart tag will be dynamically replaced with the corresponding image.

2. Another way to place a dynamic image in a document is to include a placeholder image in the template. To do this, simply add the smart tag to the alternative text by right-clicking on the image and selecting Alt text. By doing so, there's no need to use the image prefix. This technique ensures that the formatting, style, and location of the image are preserved after replacement.

Email

To add an image to an email, first select Email under Generate when setting up the destination part of your workflow.


When creating your email body, click the Insert image icon.

On the dropdown menu on the Insert Image box you will find a list with all the columns on your spreadsheet, select the one that has the image URL and click Done.

On the email textbox, you will see a placeholder image, which will be replaced dynamically when generating the emails.

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