Visual Marketing: Adding Images To Documents

Studies have shown that 90% of the information processed by the brain is visual. When embedding images into quotes and proposals, customers process the images 60,000 times faster than text (source study).

Combining the power of personalized text with an image of a service or product will instantly increase conversions by 15%... and in some cases even double the conversion rate!

Begin by adding an image placeholder to any Word doc and defining the object/field source.

The source field can return any of the following

• URL to a public image
• Attachment ID
• Content Version ID
• Content Document ID

For compliance-driven solutions; like HIPAA, SOX, and GDPR; storing images as Salesforce attachments or files guarantees maximum security and privacy.

Images can be merged into documents either manually or automatically.

Your customers will be amazed at the level of personalization.

​Proposals stand out when compared to static brochures.

Customers will instantly visualize engaging with your product or service when images are included.

Learn more about configuring image templates using Microsoft Word and the iDialogue CRM connector for Salesforce.