Pilera Software

How to add images to your Messages and Knowledge Base Articles (New Feature released 2021)

Overview:

You can now easily add images to your communications using the Send Message or Send Announcement Feature.   You can also add images to your KB articles also.   This article will outline those steps.

Adding an Image to your communications


Step 1:
Open up your message creation screen by clicking "Communications" and then either "Send Announcement" or "Send Message".  Scroll down to your content screen to create your message.    You can add images to the Email content (not phone or text).     When you are ready to place your image in your message, click on the "Add Image" Icon.


Step 2:
Once you click on the "Image" Icon you will be brought to this screen.   Click on "Browse Server" to upload your image.



Step 3:
At this point, you may want to create a subfolder to add your images into.   This would be a good way to organize your images for faster access as your library grows.   To add a Subfolder, click on "Add Subfolder" and name your folder.  * IMPORTANT*  It is advised to NOT move (into a new folder) or delete images from the library once you have sent a message.   If you do, it will break the link in the email and the image may be removed or distorted.



Step 4:
Either click "Upload" to add your image, or Select your Subfolder first, then click "Upload" to add your image into your image library.  Once you see your image is uploaded, doubleclick on it to select it and add it into your message.     Your image properties confirmation page will pop up.   There you can adjust the size of your image, positioning and your margins.  You can also just leave those at the default settings (not adjustments are necessary unless you would like to re-size your image and margins).  



Step 5:
Confirm your image was inserted into your message.   If you don't like the size of your image, you can resize your image by clicking on the bottom right hand corner of the image to make bigger or smaller, or you can right click on the image to bring up the Image Properties to re-size or position your image.  

Step 6:
Continue on with sending your message and click Send.  You can also send yourself a Test Message prior to sending to your community to confirm that the message looks the way you want it to!


TIPS:
You can also create templates with images.    Once you create your template, just click "Add Template" at the top of the screen and that template with image will be available to use quickly in the future.


Adding an Image to your Knowledge Base Articles

Step 1:
Go to the Knowledge Base and either choose to "Edit" and existing article, or create a new Article by selecting "Add Topic".   That will open up the new Editor and Add Content Screen.   Then select the "Image" icon to bring you to the image upload screen.



Step 2:
Click on the "Browse Server" button.


Step 3:
Select "Upload" to add your image into the library.   At this point, you may want to create a subfolder to add your images into.   This would be a good way to organize your images for faster access as your library grows.   To add a Subfolder, click on "Add Subfolder" and name your folder.  * IMPORTANT*  It is advised to NOT move (into a new folder) or delete images from the library once you have added an image to an article.   If you do, it will break the image in your article.



Step 4:
Once you have uploaded your image, doubleclick on it to add it to your article.  Your image properties confirmation page will pop up.   There you can adjust the size of your image, positioning and your margins.  You can also just leave those at the default settings (not adjustments are necessary unless you would like to re-size your image and margins).  

Step 5:
Click "Ok" on the Image properties screen and your image will appear in your article.   Edit / Add content to your article and click "Add" to save your article.



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