CORE MODULE

Configure Email Composition Settings

What you'll learn in this guide

‍How to control the way images and attachments behave in your emails — covering the three checkboxes that decide whether content is embedded, attached, or locked behind a login.

Overview

Email Composition Settings sit inside each template and govern how the platform packages up images and attachments before an email goes out. They're small toggles, but the choices you make here change what your recipients actually see when the email lands.

The three settings — Embed images inline, Attach attachments, and Require authentication to view attachments — work together. Some are about deliverability and presentation, others are about security. You'll usually set them once when you build a template and only revisit if the type of content you're sending changes.

Because these settings live at the Application level, you can configure them differently for different types of communication. A welcome email might link to a brochure, while a personalised statement might lock the PDF behind a login landing page.

Find the Email Composition Settings

To get to these settings:

  1. In the secondary navigation menu, click Applications to view a list of all available Applications.
  2. Open the Application you want to work in, then click the Details tab.
  3. Scroll to the Email Composition Settings section to find the three checkboxes.
  4. Apply your preferred configuation options. Refer to table below for descriptions.

What each setting does

Here's a quick rundown of the three settings and when to use each one.

Setting What it does
Embed images inline

Attaches images to the email itself so they display properly in the recipient's inbox, instead of showing as a broken image (the dreaded red X).

Tick this when your email relies on images to communicate — logos, banners, product shots, anything visual.

If there's a specific image you don't want embedded (a pixel tracker, for example), you can override this on an individual image basis by adding the class cx-img-no-inline in the template.

Attach attachments

When enabled, any attachments tied to the email (such as a PDF) will be attached directly to the message, the way recipients are used to seeing them.

When disabled, the attachment isn't sent with the email. Instead, you can link to it from within the email body — something like "Click here to view your invoice" — and the recipient retrieves it from a hosted location.

Linking is handy when files are large, when you want to track who's actually viewing the document, or when you want the option to require a login first (see the next setting).

Require authentication to view attachments

Adds a login step in front of any linked attachments. When a recipient clicks the link in the email, they'll need to verify who they are before the file opens.

This is the setting to use when you're sending personalised or sensitive content — a statement, a tax document, anything containing personally identifiable information (PII). You might ask the recipient to enter their surname and date of birth, for example, before the PDF appears.

This works alongside the Security / data retention section of the Application, where you set which authentication factors are required.

‍

A quick note on combinations
Authentication only kicks in when attachments are linked rather than attached. If Attach attachments is ticked, the file goes out with the email and there's nothing to log in to — so the authentication setting won't take effect.

‍

Save your settings

Once you've ticked the boxes that suit your template:

  1. Scroll to the bottom of the page and click Save.

That's it — your Email Composition Settings are now in place and will apply the next time this Application is used to send a communication. If something doesn't behave the way you expected, come back to this section and double-check the boxes are set the way you want.

‍