You can transform your screenshot URLs into HTML snippets in Salesforce to make it easier to include these in your outbound emails. Before starting, be sure you've set your outbound campaign to capture screenshots when creating it. More information on that can be found here.
For the purposes of this article, we'll assume the synced fields are named mutiny_link__c and mutiny_screenshot__c.
Creating your HTML snippet
- In Salesforce, click on Setup from the gear icon in the top right of the screen. Navigate to Objects and Fields then select Object Manager.
- Search for the table name where your screenshot link is written (either Leads, Contacts, Accounts or Opportunities) in page search bar. The table should be the same as you selected when configuring the campaign in Mutiny.
- Click Fields & Relationships from the left pane. Click "New" to the right of the search field to create a custom field.
- Set the data type to "formula", enter a field label and field name, and select output type as "text".
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For the formula, enter something similar to the following. Don't forget to replace the column names with your own custom names!
Image only:
IF(ISBLANK(mutiny_screenshot__c), "", '<img src="' & mutiny_screenshot__c & '" style="max-width: 700px">')
Clickable link:
IF(ISBLANK(mutiny_screenshot__c), "", '<a href="' & mutiny_link_c & '"> <img src="' & mutiny_screenshot__c & '" style="max-width: 700px"></a>')
The final snippet columns will look like this:
- Map the transformed field to a custom field in your email platform and insert it into your template.
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