You can add a logo, header banner, or footer image to any email template. The image is uploaded to Media first, then inserted into the email body using the editor toolbar.
Step 1 - Upload the image to Media
- Navigate to Assessment Settings > Media, then click Add Graphic. For an image you want to reuse across several assessments, go to Administer > Site Settings > Features > Media and click Add Media instead.
- Enter a Graphic Name so you can identify the image later. This name is for your reference only and is not used by the system.
- Set the Graphic Type to Assessment Body. This is the type that makes the image available to insert into an email template.
- Click Select files... under Upload Image and choose your image.
- Click Save.
Images cannot be resized after upload, so prepare the image at the size you need before uploading. As a guide, an image that spans the full width of an email should be no more than about 700 pixels wide. A header banner is often around 240 pixels high and a footer around 120 pixels high. Larger images affect how the email displays on a mobile phone, because the image size determines the magnification of the text around it.
Step 2 - Insert the image into the email template
- Navigate to Assessment Settings > Emails and open the email template you want to edit.
- In the Text editor, place your cursor where the image should appear. For a top banner this is above the greeting line. For a footer it is at the very bottom of the body.
- Click the image icon in the editor toolbar. It sits on the bottom row of the toolbar, to the left of the Merge Fields selector.
- Select your uploaded image.
- Click Save.
The image is now part of the email body and will appear in every email sent from that template.
Step 3 - Adjust the image with the HTML editor (optional)
Once the image is in the body, you can fine-tune how it displays by editing the HTML directly.
- In the Text editor, click the source code icon (
</>). It is the first icon on the bottom row of the toolbar. - Locate the
<img>tag for your image. - Adjust the width, alignment, or spacing as needed, then save.
For example, to make a banner span the full width of the email:
<img src="[your image source]" alt="Banner" style="display:block; width:100%; max-width:700px; height:auto; border:0;" />
Leave the src value exactly as the editor generated it. It already points to your uploaded image.
Points to check
- Use Assessment Body, not Email, as the graphic type. The Email graphic type is used by the system for other email images and will not appear when you insert a picture into the email body. If your image is not showing in the picker, check the graphic type on the media record and change it to Assessment Body.
- Upload at the final size. The platform does not resize images after upload, so an image that is too large cannot be scaled down in Media. It can only be constrained in the HTML.
-
Avoid special characters in file names. Characters such as
&,#, and%can cause the upload to fail. Use plain text instead. - You cannot attach a file to an email template. Only reports are attached automatically, and only on specific email types. To share a document, host it online and add a hyperlink in the email body. See Can I add an attachment to a Welcome email (or other email template)?
For full details, see Managing Media (Graphics and Videos) and Assessment Settings: Emails Tab.
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